Feature Requests

Integration with ActionStep practice management software, including potentially the ability to "pull" clients/matters from ActionStep to LexWorkplace.

The ability to file directly from LexWorkplace and have autosave into the file through InfoTrack.

Would like to access LexWorkplace from a Teams meeting, chat, or whiteboarding session. A LexWorkplace Icon would appear in Teams much like it does in Word or Outlook, allowing them to pull in LexWorkplace documents on the fly.

Bates stamping right out of LexWorkplace would reduce or eliminate the need for e-discovery software for smaller matters.

Allow for unique document types, statuses, and tags that are matter-type specific. (turn off universal settings/must be matter TYPE driven)

Rather than each time a document is saved creating a new version, I'd like to control that myself - deliberately saving a version, or just saving over the top of a document.

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.

With the implementation of the new feature, Clio Drive, is there now a possibility of establishing a two-way sync between LWP and Clio Manage for Documents? Or, would it be possible to export Documents from LWP into Clio Drive for access from Clio Manage?

The current 'Recent' drop-down and Home Page widget shows the most recently EDITED documents. This new feature would show both recently edited and OPENED documents (including documents that were opened but not changed/edited).

Currently the LexWorkpklace integration with Clio Manage allows for a one-way "pull" of data from Clio to LexWorkplace. This means that (a) the import/pull is one-direcitonal, and (b) it is not a sync, changes to matters in Clio will not automatically update in Lex. In this new proposed feature, there is a true, two-way, "always-on" sync between Lex and Clio. Changes to a matter in Clio (including various matter fields) would automatically sync to LexWorkplace.