Feature Requests

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.

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

Client names need to appear in LexWorkplace Addin so the corrrect file for upload can be easily identified. Matter names are often common.

New Functionality New functionality around 'Recent Client/Recent Matter', with two Parts: Global Search The global search drop-down, when a user clicks in (but before they start typing) would show: * Most recent 3 clients * Most recent 3 matters Recent Global Drop-Down * 3 Columns: * First column: Most recent X documents (current/existing functionality) * 2nd Column: Most recent X Clients * 3rd Column: Most recent X Matters

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).

The ability to save documents/emails into a folder without opening the folder.

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.

1) Version # should only change if changes are made to a document and/or the ability to make a new version; and 2) the version # to be included on the document stamp