Email attachment icon
In addition to the column that lists the number of attachments an email has, include an icon (like the little paperclip) for easy visual of which emails have attachments and which don't. Preferably right next to the little envelope icon.
More/Unlimited 'My Open Matters' on Home Screen
There appears to be a limit of matters that appear on the Home screen under My Open Matters for which users are assigned. It would be great if we could have unlimited matters listed on the Home screen
As a non-lawyer using LexWorkplace, I would like to be able to customize the Home page (and have it stick). I can change the width of columns, but they always revert when I leave the page. I would really like to remove the "My Open Matters" column, since it never applies to me. Thanks!
Automatic, integrated OCR. LW will scan all uploaded PDF documents and OCR as needed, making PDF files text-enabled and searchable without user input.
Persistent - Sort (Documents, Email, Notes, Clients, Matters)
Functionality where LexWorkplace remembers your sort (by which column and ascending vs. descending) for each of the following: Document Tab Email Tab Notes Tab Clients List Matters List
Save Multiple Emails to LexWorkplace at Once
The ability to block highlight and move multiple emails into the file at one time.
Word / Office Docs Add-In / Save As / Open in
A Microsoft Word Add-In that would include the following functionality: A 'Save As / Save to LexWorkplace' button in the Word ribbon that allows users to save documents to LexWorkplace; either documents that are not already in LexWorkplace, or perform a 'Save As' as an additional way to make a copy of a document.
Assign Documents / To Review / Workflow
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.
Outlook Addin - Save Email from Shared Mailbox
The ability to save an email to a matter from a shared mailbox or resource mailbox.