LexWorkplace is a cloud-based legal DMS for firms (typically 5–50 users) that organizes work by matter so documents, email, and attachments live in one place. It integrates with Microsoft 365/Outlook, supports Mac and Windows, and includes AI.

What Teams Do Every Day

• File email from Outlook to the right matter (Smart File suggestions; bulk filing with Multi-Select).

• Find anything fast with full-text/OCR search and filters. LexWorkplace

• Track work product with version history, compare, and check-in/check-out. LexWorkplace

Governance & Security

• Role-based permissions, audit trails, and secure sharing help control access and activity across devices.

• Encryption (in transit/at rest) and a cloud architecture designed for legal requirements.

Integrations & Compatibility

• Microsoft 365 + Outlook add-ins for save-back and email capture (M365 subscription required for the Outlook add-in).

• Mac and Windows support without workarounds.

Document AI

• Summarize long documents, ask context-aware questions, and save insights back to the matter for later reference.

Why Firms Adopt It

• Move off shared drives/basic cloud storage/legacy DMS to a matter-centric system that unifies documents + email.

• Reduce misfiled email, speed retrieval, and maintain a clear change record across drafts and final work product.

• Standardize filing and access for in-office and remote users with predictable governance.

Onboarding & Scale

• Onboarding options from self-managed to Uptime-managed migrations with role-based training; scales with users, matters, and storage.