Firm Documents 101

Applies to
LexWorkplace Starter, Core, Advanced

Overview: This article describes the purpose, functionality and organization of Firm Documents in LexWorkplace.

What Are Firm Documents?

LexWorkplace is designed to be your everything file system, managing not just client and matter-related data but also your firm’s internal documents.

Firm Documents are meant to store and manage internal firm information that is not tied to specific Clients or Matters. This enables you to store firm/business-related documents in the same place and using the same tools as your Client/Matter data.

Examples of Firm Documents include:

Document Templates: Standard templates for contracts, letterhead, and other frequently used documents.
Marketing Resources: Branding materials, brochures, and promotional content.
Policies & Procedures: Firm-wide guidelines, compliance documents, training documents, and operational manuals.
HR Information: Employee handbooks, onboarding materials, and performance review templates.
Financial Information: Budgets, expense reports, and accounting records.

Quick Tip
You can copy documents/templates from Firm Documents and paste them into the matter you would like them to reside in.

Here is an example of how you could setup and use Firm Documents in your practice.

How Firm Documents Work

Firm Documents function just like a matter in LexWorkplace, meaning you can use all the powerful Document Management System (DMS) features to manage them. These features include:

Versioning: Track changes and maintain a history of document revisions.
Tagging: Add custom tags to easily categorize and search for documents.
Profiling: Assign metadata to documents for better organization and retrieval.
Search: Quickly locate documents using LexWorkplace’s robust search functionality.

This ensures that your firm’s documents are as organized and accessible as your client and matter files.

Quick Tip
You can favorite individual folders or documents in firm documents to have them easily accessible from your home page!

Getting Started with Firm Documents

To start using Firm Documents in LexWorkplace:

Navigate to the Firm Documents Section in your LexWorkplace Dashboard.
Choose between Public or Private sections based on the document’s intended permissions.
Upload, organize and manage your documents using LexWorkplace’s DMS features.

Quick Tips
You can check out or lock firm documents, just like you can within matters. For more in-depth information please visit this article: Document In-User and Check-Out (Locking)

Public vs. Private Firm Documents

Firm Documents are organized into two categories: Public and Private.

Public Firm Documents	Private Firm Documents
Accessible to: All LexWorkplace users in your firm	Accessible To: Only Firm Admins
Use Case: Ideal for documents that need to be shared across the firm, such as templates, policies, and marketing materials.	Use Case: Suitable for sensitive or confidential information, such as financial data or HR records.