Legal Document Management Software
- Details
- Written by: Legal Workspace
Legal Workspace is legal document management software for UK law firms, filing every document to the matter, with your own templates, for £50 per user.
Every letter, form, scan and signed document is stored against the matter it belongs to, so your team works from one set of documents rather than copies saved on desktops, shared drives and email threads.
You can build your own templates or use the ones your firm already has, edit Word, Excel and PowerPoint files online through Microsoft 365, and send documents for e-signature with the signed copy filed back automatically.
Document Management at a glance
- Storage: every document filed against its matter
- Templates: build your own or use the ones you already have
- Editing: Word, Excel and PowerPoint online through Microsoft 365
- Signatures: unlimited e-signatures, filed back automatically
- Price: £50 per user per month, with every feature included
Legal Document Management Features
Keep every document on the right matter, produce letters faster with your own templates, and get documents signed and shared securely.
Every document filed to the matter
Letters, forms, evidence, scans and signed documents are stored against the matter, so anyone working on the file sees the same documents without hunting through drives or inboxes.
Use your own templates
Build your own document templates or use the ones you already have. Client and matter details fill in automatically, saving time on every letter and avoiding copy-and-paste mistakes.
Edit documents online with Microsoft 365
Open Word, Excel and PowerPoint files from the matter, edit them online and save straight back, so there is always one current version and nothing is left on a personal device.
Send documents for e-signature
Send documents for e-signature as often as you need, at no extra cost. When the client signs, the signed PDF is filed back to the matter automatically, so the file is always complete.
Share documents securely with clients
Share documents with clients through the secure client portal instead of sending sensitive files as email attachments that can be forwarded or sent to the wrong person.
See every feature in action
Book a free, no-obligation demo and we'll show you how Legal Workspace would handle your firm's matters.
Frequently asked questions
Legal document management software stores, organises and produces the documents for each client matter in one secure place, so every document is filed correctly and easy to find.
Yes. You can use the templates you already have or build new ones, and client and matter details fill in automatically when you create a document.
Yes. Through the Microsoft 365 integration you can edit Word, Excel and PowerPoint files online and save them straight back to the matter.
Your documents are stored in a UK-based data centre, encrypted in transit and backed up daily to a separate location.
Permission groups control what each person can access, and fee earners can mark a matter as private so only the people working on it can open its documents.
No. Document management is included in onePlan at £50 per user per month, along with unlimited e-signatures and every other feature.
Law Firm Case Management Software Features
Legal Workspace brings every part of running a law firm into one system, from client and matter management to billing, legal accounts and e-signatures. Every feature is included in onePlan for £50 per user per month, with no tiers and no add-ons.
Client & Matter Management
Manage every client and matter in one place, with case fields for 22 practice areas and 380+ matter types, plus your own custom matter types.
Document Management
Store every document against the right matter, build your own templates or use your existing ones, and fill in client details automatically.
Microsoft 365 & Calendar Sync
Edit Word, Excel and PowerPoint files online, and sync key dates to your Outlook calendar with the case reference and reminders already included.
Email Management
Send, save and auto-file emails and attachments to matters through Microsoft 365, so every file stays complete.
Key Dates & Reminders
Set key dates on every matter and send multiple reminders to caseworkers or clients by email or text message, with no extra charge for texts.
Tasks & Workflows
Assign tasks to the right person, track progress and each matter's stage, and keep the whole team working to the same process on every file.
Attendance & Consultation Notes
Record attendance and consultation notes against each matter, and create your own templates to save time.
Time Recording
Record time in 6-minute units with a timer, or directly from emails, calls, attendances, and documents, so you capture every chargeable minute.
Billing & Invoicing
Create draft bills, invoices and credit notes, record disbursements and track WIP and aged debt, so you get paid faster for the work you do.
Legal Accounts
Keep client ledgers and trust accounting alongside each matter, and record cash payments in the receipt book, so client money is always accurate.
Unlimited E-Signatures
Send documents for e-signature as often as you need, at no extra cost, and have every signed PDF automatically filed back to the matter.
Secure Client Portal
Share documents and case updates with clients securely online, cutting down on phone calls and emails while keeping your clients fully informed.
User Roles & Permissions
Control who sees what with permission groups and access levels for each module, and mark sensitive matters private so only the right people see them.
Business & Financial Reports
Run 50+ business and financial reports on matters, fees, WIP, debt and client money, so you always know how your firm and your fee earners perform.
iOS & Android Apps
Use the fast Legal Workspace apps for iPhone and Android to manage your clients and matters on the go, whether you are in court or out of the office.
Secure Cloud Hosting
Work securely from any modern browser on PC or Mac, with your data stored in a UK-based data centre, daily backups and free software updates included.
