Legal Workspace Document Management Guides
- Details
- Written by: Legal Workspace
Legal Workspace keeps every document on the matter it belongs to. You can upload files, create letters and documents from templates, edit Word, Excel and PowerPoint files online, save automatic PDF copies, share documents with clients, and rename, download or delete files, all from the matter's <strong>Documents & Letters</strong> section. These video guides show you how, step by step.
Document management guides
What can you do with documents in Legal Workspace?
Legal Workspace is document management software built for UK law firms. Every document is stored on its matter, so the whole team works from the same, up-to-date file. You can:
- Upload documents to a matter
- Create letters and documents from templates
- Edit Word, Excel and PowerPoint files online, with an automatic PDF copy
- Share documents with clients
- Send documents for e-signature
Where are documents kept in Legal Workspace?
Every document belongs to a matter. Open the matter and click Documents & Letters to see all of its documents. From there, you can preview, edit, share, download and manage each file, and see the PDF copies Legal Workspace creates when you save.
Need help with legal document management?
Each guide includes a troubleshooting section covering the most common problems. If you're still stuck, our support team will help you get connected.
Contact support or Browse all help guides
Frequently asked questions
Access is controlled by your firm's user permissions. Each user can be given full, add and edit, read-only or no access, and can be limited to their own matters or allowed to see the whole firm's. A fee earner or case supervisor can also mark a matter as private.
Yes. With Microsoft 365 connected, you can edit Word, Excel and PowerPoint files online and save them straight back to the matter.
Only to edit documents online. Uploading, organising, sharing, downloading and sending documents for e-signature all work without it.
Word (.docx), Excel (.xlsx) and PowerPoint (.pptx) files. Older formats such as .doc, .xls and .ppt usually work too. If an older file won't open for editing, save it in the newer format and upload it again.
Yes. Documents are stored in Legal Workspace on the matter they belong to, and are backed up daily. When you edit a document online, a temporary copy is used in your OneDrive and removed as soon as you save.
