LexWorkplace

LexWorkplace

LexWorkplace is a cloud-native document & email management system built for small-to-mid-size law firms. It organizes everything by matter, syncs deeply with Outlook, and delivers AI-powered search so teams can find, share and control files from anywhere.
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Features of LexWorkplace

Matter-centric storage: auto-file docs, emails & attachments under the right client/matter
Outlook plug-in: Smart-File learns sender-to-matter links; one-click save to the correct folder
Version control: check-in/out, full history, side-by-side redline & OCR text search
AI search: full-text, tags & metadata to surface any file or email in seconds
Secure sharing: granular rights for staff, co-counsel and clients
Works with Microsoft 365 on Windows & Mac
Integrations: sync matters with Clio Manage, compare docs with Litera Compare

Use Cases of LexWorkplace

Centralize scattered case files and email for a 5-50 lawyer practice
Litigation teams auto-file correspondence from Outlook straight into the matter folder
Partners access complete case files remotely and co-author in real time
Track every contract draft with version history and redline comparison
Speed up client calls—pull precedent documents with instant full-text search
Replace generic cloud drives during a firm-wide cloud migration
Share selected matter folders securely with experts or clients under strict permissions

FAQ about LexWorkplace

QWhat type of software is LexWorkplace?

A cloud DMS designed for small and mid-size law firms that combines matter-centric storage, Outlook integration and team collaboration tools.

QWhat size firms is LexWorkplace built for?

Optimized for 5-50 attorney firms with scalable storage and role-based permissions.

QHow does the Outlook integration work?

Smart-File learns which senders belong to which matter; click once to save the email and attachments to the correct folder, fully searchable later.

QCan we work remotely with LexWorkplace?

Yes—secure cloud, desktop and mobile apps let lawyers access and edit matter files from any location.

QWhat version-control features are included?

Check-in/out, complete version history, side-by-side redline and OCR so scanned documents are searchable.

QDoes it connect to our existing practice-management software?

Out-of-the-box sync with Clio Manage and seamless use alongside Microsoft 365; additional integrations available.

QWhere is our data stored?

Cloud-hosted with 1 TB standard storage per firm, encrypted in transit & at rest, with geo-redundant backups.

QHow hard is migration from our old system?

White-glove migration service is included: we import your data and configure the library so you switch over without outside IT.