Improve Your Legal Services with Cloud Contact Management Software for Legal Services

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are you using basic cloud storage such as dropbox onedrive sharepoint or even google drive if so stop it those tools are for freelancers and flower shops not law firms let's talk about the problems you're facing and a better way to manage your documents and email [Music] basic web storage is nothing more than an online file server that is clunky slow problematic and lacks proper security and compliancy you have the basic ability to create folders and subfolders but the lack of true document management features is grossly lacking these solutions are cheap and often part of existing service bundles that you may already own the perceived savings will quickly be eaten up by wasted time due to a lack of organization poor search no email management features and constant sync and document version conflicts lex workplace is 100 cloud-based compatible with mac and pc and is real document and email management built for forward-thinking law firms [Music] it all starts with a matter-centric approach to storing your documents emails and notes documents can be created right from the interface or new data can easily be uploaded into the system via drag and drop or using our interface once a document is created or imported it is assigned a unique document id that will never change you can now classify what kind of document this is what is its status what tags should it have and you can insert notes this is known as the document's metadata which is stored at the application level making this unique information only known to other members of the law firm outside recipients of this document will not see any of the documents metadata shown here as the document progresses we can see when it was created and by who when it was last modified and by who version history and a complete audit trail showing when and who modified a particular version are you saving emails as basic dot eml files or pdfs to a folder in your basic cloud storage system or is each person living in their own world storing emails in their own proprietary way within their email client this makes everything disjointed or duplicate emails are saved to the same directory by different people lex workplace will store your emails in a matter-centric format right from outlook you can file the email away to the proper matter and subfolder in real time lex workplace will then immediately index the email its body and any attachments which makes it searchable on the fly lastly it will stop any duplicate filings of the same email from your colleagues this is going to help your firm centrally store manage and locate critical emails that pertain to your matters say goodbye to retrofitting ill-suited basic storage systems as your email management system forever lex workplace also has a dedicated tab for note-taking these can also be broken down into various folders and subfolders for better organization these notes are also indexed in part of our search engine finally searching for documents within basic cloud storage is slow and finding what you're looking for is a roll of the dice at best these solutions are not only inadequately indexed but they are searching the files and folders in real time and if like most law firms you have tens of thousands of files this is going to be painful to endure lex workplace will immediately index your documents emails notes and even metadata this happens instantly you don't have to wait 24 hours this information is stored at a database level which is literally 10 to 50 times faster and more accurate than the capabilities found in basic cloud storage once you have your results lex workplace can now narrow down these results with ease we can filter by documents only or just the document's file name emails or notes we can then search either the whole system or within a particular matter or handful of matters we can search by date range modified we can specify who may have modified the document and finally we can tap into our metadata and narrow down what type of document it is what is its status or what tags did it have [Music] all told lex workplace is clean it's easy to learn and use and it's robust it will help your law office become organized detail-oriented and it will make you more efficient stop the headaches stop wasting time and suffering through the pain that basic cloud storage will inevitably bring upon you and your staff members to learn more visit us online at lexworkplace.com to review the full product feature list blogs pricing and more you can also set up a meeting with one of our staff members to dive in deeper thank you for joining us today we hope to hear from you soon