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Average Ratings 87 Ratings

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Description

LexWorkplace is a cloud-based legal DMS that brings matter-centric structure to documents and email so case work stays complete and discoverable. Built for firms of 5–50 users, it organizes documents, email, and attachments by matter, integrates with Microsoft 365 and Outlook, and works on Mac and Windows. Outlook email management includes Smart File for automatic matter suggestions and Multi Select for bulk filing; attachments store with the matter record. Search spans documents and email using full-text/OCR with filters for matter, type, author, and date. Version history, compare, and check-in/check-out preserve an audit-ready trail and prevent conflicts during collaboration. Governance features include role-based permissions, audit trails, and secure external sharing to control access and track activity. AI is available to authorized users to summarize long documents, answer content questions, and assist with drafting using firm-controlled data. Typical adopters move from shared drives, basic cloud storage, practice-management file areas, or legacy DMS; LexWorkplace consolidates these into a single source of truth by matter. Implementation options range from self-managed setup to guided migration with role-based training. Security practices include encryption in transit and at rest, access controls, and activity logging. The result is faster retrieval, fewer misfiled emails, predictable collaboration, and governance aligned with legal workflows—without leaving familiar Microsoft 365 tools.

Description

SmartAdvocate, an award-winning, fully customizable legal case management software with built-in Artificial Intelligence and designed to meet the demands of today's fast-paced, highly competitive, and technologically demanding legal environment. Originally designed by and for personal injury and mass tort law firms, SmartAdvocate is now used by many different practices. SmartAdvocate’s exclusive Internet-based built-in features enable firms to manage and store information, track it, classify it, and communicate in a way they have never done before. This ensures that they achieve success. SmartAdvocate can be customized to suit the needs of firms with 150+ integration partners. These include integrations such as eSignature, accounting, texting and medical records retrieval. This revolutionary software will increase the efficiency and profitability of your practice. SmartAdvocate is a smarter way to manage your cases and your firm.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Outlook Yes 
Alert Communications No 
ApexChat No 
AssureSign No 
Bridge Legal No 
CallFire No 
Case Status No 
Docubee No 
Docusign No 
EvenUp No 
Law Ruler No 
Lexamica No 
Litera Compare Yes 
Microsoft OneDrive Yes 
QuickBooks Online No 
RingCentral RingEX No 
Salesforce No 
Uptime Legal Yes 
Worldox Yes 

Integrations

Microsoft 365 Yes 
Microsoft Outlook Yes 
Alert Communications Yes 
ApexChat Yes 
AssureSign Yes 
Bridge Legal Yes 
CallFire Yes 
Case Status Yes 
Docubee Yes 
Docusign Yes 
EvenUp Yes 
Law Ruler Yes 
Lexamica Yes 
Litera Compare No 
Microsoft OneDrive No 
QuickBooks Online Yes 
RingCentral RingEX Yes 
Salesforce Yes 
Uptime Legal No 
Worldox No 

Pricing Details

$395/Month
LexWorkplace Base Package Includes 3 Users and 1TB Storage
Free Trial Yes 
Free Version Yes 

Pricing Details

$109 per month per SaaS user
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Uptime Legal

Founded

2005

Country

United States

Website

lexworkplace.com

Vendor Details

Company Name

SmartAdvocate

Founded

2000

Country

United States

Website

www.smartadvocate.com

Product Features

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management No 
Document Assembly No 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search Yes 
Version Control Yes 

Product Features

Law Practice Management

Billing & Invoicing No 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management No 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Legal Case Management

Billing Management No 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations No 
Court Management Yes 
Discovery Management Yes 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government No 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration No 
Contract Management Yes 
Document Assembly Yes 
Document Indexing No 
Document Tagging Yes 
Full Text Search Yes 
Version Control No 

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