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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
Your firm can access an all-in-one solution designed to enhance productivity, boost client satisfaction, and facilitate growth with ease. The Legal Assistant simplifies the management of both incoming and outgoing mail, significantly reducing the time spent on allocation and filing each day. You’ll never have to worry about misplaced correspondence again, as it drastically cuts down the time-consuming task of scanning and filing, ensuring that all incoming mail is accurately linked to the appropriate case files. By integrating directly with your email service, the system automatically identifies and associates incoming emails with relevant case files, even during off-hours, eliminating the hassle of sifting through your inbox for important documents. With a vast library of Microsoft Word templates at your disposal, you can begin communicating with clients, opposing counsel, and various other stakeholders right away. All templates are fully adaptable in Microsoft Word, making it easy for your staff to utilize without the need for any additional training. This seamless integration not only saves time but also enhances the overall efficiency of your firm’s operations.
API Access
Has API
API Access
Has API
Integrations
Clio
Litera Compare
Microsoft 365
Microsoft Exchange
Microsoft OneDrive
Microsoft Outlook
Uptime Legal
Worldox
Integrations
Clio
Litera Compare
Microsoft 365
Microsoft Exchange
Microsoft OneDrive
Microsoft Outlook
Uptime Legal
Worldox
Pricing Details
$395/Month
Free Trial
Free Version
Pricing Details
$55 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Uptime Legal
Founded
2005
Country
United States
Website
lexworkplace.com
Vendor Details
Company Name
The Legal Assistant
Founded
2006
Country
United States
Website
www.thelegalassistant.com
Product Features
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Product Features
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Legal Calendar
Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
