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Planned (2025)
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Favorite / Recent / Pinned Matters, Clients
The ability to "pin," or mark as favorite, specific Matters and Clients. These Matters/Clients would appear in a "Pinned" or "Favorite" section on the Home page and possibly elsewhere. Similarly, the ability to see all recently viewed clients.
3
·
planned
21
Open API
An Open API for LW, which woudl allow users, clients and third-party developers to write their own integrations with LW.
2
·
under review
14
Better, Customizable Home Screen (Dashboard)
The current Home screen serves as a rudimentary dashboard, showing open matters and favorite documents/folders. In a future update, we will make the home screen more robust and more customizable. This will likely be customizable per-user. Features may include: * The ability to show/hide widgets that you care about (and don't care about) * The ability to pin/favorite Client and Matters (and see them here) * Other custom/customizable Home screen 'widgets'
1
·
planned (2026)
5
Edit Previous Version Comments
The ability to edit (change or add) a Version Comment to any prior version of a document (whereas currently LexWorkplace only permits editing the most comment of the most recent version). ---FROM USER--- The ability to edit metadata is important. Currently we can only edit the metadata comments on the current version of the document. I found an error in the comments to an older version of a document and when I went to fix it the comments section is only viewable (not editable).
10
·
under review
6
Firm Branding / Logo
It would be great to add firm branding such as the firm logo to the external share email, similar to what Clio does when you send an invoice.
4
·
under review
20
Search Improvement - Folders
Please include the ability to search folder names in the search section
0
1
Add Short Note When Saving Email in Outlook Addin
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.
3
·
planned
9
Outlook Add-On - Sort Mattter Lilst
The ability to sort Matters (in the Outlook Addin) a number of ways: * Alphabetically * Newest at the Top (Newest to Oldest)
1
·
planned
14
Options for "Recent" List
Allow for more options/information shown in the recent list, such as including the client along with the matter, or which matter the document resides in. This can help with differentiating between similarly named matters or documents.
0
1
Batch-Apply Properties to Documents
The ability to select multiple documents at once (which exists now), and then batch-apply properties to all selected documents. Examples include adding a document Tag or applying a particular document Status or Type.
10
·
planned
31
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