Feature Requests

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).

Create templates that auto-populate folders (or documents) based on the matter type. For example: When creating a Business Formation matter, have LexWorkplace automatically create folders for Formation Docs and Financials in the new matter.

Make it scrollable or at least give us larger blocks that will hold more than just a very few line items. Most of us work on laptops, but have external monitors that are large and have lots of landscape to fill. Would be nice to have a Dashboard that is truly a dashboard with everything I need to see and quickly find at a glance.

We would like to see the ability to right click in the tags column and add tags like Draft or Final without having to open up the file properties to do so.

Currently, if you open a document from LW to work on it, it creates a new "version" every time you click save. This feature would create a new version only when the document is closed (rather than needing to save a copy and upload the copy.)

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

It would be great to be able to select multiple documents, or one or more folders with multiple documents in them, and use the AI feature to analyze those materials collectively. The current AI functionality is limited to one document at a time, as far as I can tell. Selecting multiple documents would allow the user to write prompts covering, for example, entire briefing packets or sets of pleadings or sets of discovery.

The ability to grant user permissions on a more granular level within Firm Documents and Private.