Feature Requests

Sometimes the Launcher thinks I have a document open when I do not. This usually happens when I close a document and then attempt to reopen it later the same day. It can be five minutes later, an hour later or sometimes several hours later. Even after I check the document in or remove the document's "in use" status (unlock it) in LexWorkplace, I still receive an error message like the one in the attached picture when I try to open the document. The quick fix is to "Download a Copy" of the document or to load it locally from the Recents menu item in my PDF program or in Word. But if I do that and make any changes, they will not be synced to LexWorkplace, which defeats the purpose of LexWorkplace. Restarting my computer also usually fixes the problem, but that is a big disruption to my workflow. I am hoping this is something that can be smoothed out through an update to the Launcher so that it works consistently.

Currently, if you open a document from LW to work on it, it creates a new "version" every time you click save. This feature would create a new version only when the document is closed (rather than needing to save a copy and upload the copy.)

The ability to check out many/multiple documents at once, either within a matter screen or by way of search.

I am in charge of reporting every month and need to be able to search for matters with an "Active" tag and "Insurance" tag. Currently you are only able to enter one matter tag on the home screen for matters.

Would like to be able to collaborate and have multiple users access / work on the same document.

Would like this to integrate with Microsoft Azure to support the law firms single sign on.

Functionality where users can mark a document as 'To Review,' then define who needs to review it. And/or, the ability to assign documents to one or more users (similar to assigning staff to a matter) Documents assigned to users in this way would appear in those users' Home Screen, in a new dashboard/widget called, simply, 'Documents To Review' or 'Documents Assigned to Me' Further functionality may include the ability to check a document as 'complete' when the assigned user is complete. This could also tie into the 'Document Status' drop-down in some way. Additional user input welcome.

Create templates that auto-populate folders (or documents) based on the matter type. For example: When creating a Business Formation matter, have LexWorkplace automatically create folders for Formation Docs and Financials in the new matter.