LexWorkplace

LexWorkplace is a document and email management system aimed at law firms. According to the page, it organizes documents, email, notes, and tasks by client or matter in one record per matter. Its Smart File for Outlook add-in lets users file emails to the right matter from within Outlook. Full-text search covers PDFs, Word documents, scanned images, and emails, with built-in OCR on the Advanced plan. Smart AI answers questions about matters with cited sources, including summaries, timelines, and key dates. The page lists version history, granular permissions with conflict walls, SOC 2 Type II compliance, AES-256 encryption, optional multi-factor authentication, and US or Canadian data residency. The page states it serves over 1,600 legal professionals and offers a free demo and free trial. It also includes a comparison with iManage, NetDocuments, SharePoint, and Worldox.

Key features

• Full-text search across PDFs, Word documents, scanned images, and emails
• Built-in OCR on the Advanced plan for scanned and handwritten documents
• Smart File for Outlook add-in for filing emails to matters
• Matter-centric organization with documents, email, notes, and tasks in one place
• Smart AI for asking cited questions about matters, with summaries, timelines, and key dates
• Version history with ability to restore prior versions
• Granular permissions, including partner-level, associate-level, and matter-specific access
• Conflict walls
• Compare two documents or document versions side-by-side
• Windows and Mac support
• SOC 2 Type II audited data center
• AES-256 encryption at rest and in transit
• Optional multi-factor authentication
• US or Canadian regional data residency
• Two regional backups (US/CAD) for geographic redundancy

Best suited for

• Law firms seeking document and email management
• Solo firms
• Small law firms
• Midsized law firms
• Large firms
• New firms (startups)

Pricing

Not stated on the website