Everything in its place
Folders for each client and matter help keep files organised.
Document and knowledge management
Find the document.
Reuse the knowledge.
Organise client files and give templates and draft documents a place in your firm's workflow.
Search with context
Find documents by client, matter, author or modification date.
Knowledge within reach
Bring templates, draft documents and reference materials together in a dedicated library.
Document management
From file to the right matter.
Upload documents, create Office files and work with an organisation designed for your firm's daily routine.
- Upload multiple files at once.
- Create blank Word, Excel and PowerPoint documents.
- Classify documents and save frequent searches.
Knowledge base
Your firm's knowledge, easier to access.
Keep reusable materials in a library separate from client files, ready to consult when needed.
- Organise templates and draft documents in folders.
- Classify materials by category and subcategory.
- Search, view and open reference documents.
Organised by Lex365. Stored in SharePoint.
Documents and knowledge resources are stored in your firm's SharePoint libraries, accessible through Lex365.