Litigation Binder / Collection
LexWorkplace Product Team
New functionality, where users can create the notion of a "Binder"
A Binder, when created by a user, is a custom object that can contain specific documents from any location (including multipe matters). The Binder could also contain specific folders, emails or notes across different matters and locations.
This may be a useful way to organize disparate resources into a single location, mimicking a physical 3-ring binder that might be prepared for a particular case or project.
LexWorkplace Product Team
Merged in a post:
Document Binder / Collection
LexWorkplace Product Team
The ability to create a "Binder" or "Collection."
A Binder/Collection would be a container that can hold documents, email, folders and possibly other items from multiple, different locations.
For instance:
A Binder/Collection called "Litigation" could include documents and emails across multiple matters.
Or, a Binder/Collection called "Templates" could hold document templates from across different locations.
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Mary Kay Cassidy
Coming from Worldox, we used Projects extensively. Hopefully this would work similar to projects in that it isn't actually duplicating the documents into the binder but more a shortcut to each document.
LexWorkplace Product Team
Mary Kay Cassidy: That's exactly what we're picturing, the "Binder"/Collection (not sure what we'll call it yet) will hold, effectively, shortcuts to the selected resources. Would you find this useful?
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Mary Kay Cassidy
LexWorkplace Product Team: That would be very useful.
LexWorkplace Product Team
Mary Kay Cassidy Good to know! Thank you. We'll keep campaigning for votes on this one.
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Tim Atler
This would also be helpful for appellate work as we are often pulling related documents from the district court record and organizing them into separate folders. It would be important for the binder to contain "working copies" of the original files and not just aliases pointing to those files so we can mark them up without changing the originals.
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Ben Hall
This would be particularly helpful for trial prep