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External Sharing - Password Protect Zip File
In the current External Sharing functionality (released 9/27/2022), all documents sent to an outside recipients are encrypted (a) at-rest (in LexWorkplace system) and (b) in-transit (while being downloaded via SSL). This new feature would give the sending user the ability to password protect the zip, as an extra, tertiary level of security for the downloaded/zip file itself (when stored on the recipient's local computer system).
3
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planned
35
View Entire PDF Inline (in App)
(Note that Document Preview functionality is currently in development as of June 2022. The following proposed functionality would be in addition to / apart from this.) The ability to open PDF documents inline, in the LexWorkplace interface (browser), and the ability to click through and see each page. This would be as opposed to the current functionality, where PDF files open in your default PDF application (typically Adobe Acrobat), in a separate Window. This
2
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planned
11
Audit Trail & Reporting
The ability to generate a report or export of document operations by user, matter, and/or date range. Reporting and logging of OPEN, SAVE, and DOWNLOAD operations, filterable by user, matter and date range.
5
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planned
23
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.
3
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planned
18
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.
2
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planned
12
Save Files Larger than 5 GB
Ability to save files larger than 5g.
3
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planned
8
Favorite / Recent / Pinned Clients
The ability to "pin," or mark as favorite, specific clients. These clients would appear in a 'Favorite Clients' view or elsewhere in a manner that makes those clients front-and-center. Similarly, the ability to see all recently viewed clients.
2
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planned
9
Folders - Show File Count
Functionality that shows, for each folder in LexWorkplace, the number of items within that folder, in parentheses. For instance the following three example folders may look like: Customer Agreements (3) Discovery Documents (42) Motions (0)
2
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planned
14
Save to Lex - Naming document
I'm really glad to have the Word/Excel integration to be able to save documents directly to Lex. However, why can I not name the document I'm saving as part of that process? If I start from a template I have to save it into Lex with the default name created by Word and then go into Lex and rename the document. Naming the document when saving it is a crucial part of the process.
2
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planned
19
Keyboard Shortcuts
Not all the shortcuts are working properly. Ctrl+A select everything on the screen instead of documents/folders. Ctrl+V works very sporadically. Ctrl+X and Ctrl+C both seem to be working fine.
3
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planned
3
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