Feature Requests

It would be helpful to receive notifications when Recipients of shared files access or download a file. Also, as occurred with a client today, overall communication would be improved with Recipients receiving notice when other Recipients access or download a file shared with multiple Recipients. I can see how this feature could become cumbersome for sharing among several Recipients; perhaps controlling the feature with a toggle selection during the setup of initial Sharing instructions would work.

Current functionality requires you to link an email, wait a couple seconds, then go to Emails tab within the matter and Edit Email Short Note. I would like to be able to add the Note at the time of linking the email in in the interest of efficiency.

A LexWorkplace add-in that would allow documents downloaded from the web to be saved to LexWorkplace instead of the local drive first. The add-in could also allow users to upload documents directly from LexWorkplace to websites with ease. For example when electronically filing documents to the courts, the add-in would allow users to upload directly from LexWorkplace by dragging and dropping.

It would be helpful to have the ability to bulk-create new matters by importing information from a spreadsheet.

Create firmwide templates for Word when using the Create New Document option in LexWorkplace Website. Or Having new Word document be created using personal normal.dotm file.

A tab or other view per-matter that shows documents, email and notes, organized in the form of a history/activity log. For Instance: Matter XYZ | Activity Log ------------------------------------ 4/22/2025 - 📄 ABC_Document.docx - Edited by Susan 4/21/2025 - ✉️ Hello There.eml - Uploaded by Alex 3/25/2025 - 📄 Contract_Draft.docx - Uploaded by Tom 3/21/2025 - 📝 Intake Notes - Created by Alex Each row / item (document, email or note) would be clickable/openable, just as it is in the 'Documents' tab, 'Email' tab, etc.

Enable the creation of custom fields within the matter information on a matter. For example, to allow the inputting of a "Claim Examiner," or specifying the primary attorneys handling a matter, as opposed to all attorneys "Assigned" to the matter.

The ability to block highlight and move multiple emails into the file at one time.

In the Outlook Add-In, the ability to see, search or navigate by Clients (not just Matters) when saving an email to a matter. Possible ways to do this include: * Show the associated Client with/next to each Matter in the Matter List * An optional view where users can browse clients, then drill down to matters for that client * The ability to enter a Client name or ID, and have matters for that client appear ORIGINAL CUSTOMER FR --- Our firm has a number of matters that have very similar names (such as "General Matter" or "Contract Dispute"). Being able to search for a folder by client, not just by matter, when saving an email from the Outlook plugin would be very helpful.

A LexWorkplace add-in (plugin) for Adobe Acrobat. Functionality would include the ability to 'Save/Save-As' PDF documents to LexWorkplace from within the Acrobat application (rather than saving elsewhere/locally, then dragging to LexWorkplace).