Outlook Add-in Setup

Applies To

LexWorkplace Starter, Core, Advanced

This article describes how to install and setup the Outlook Add-in for LexWorkplace.

The Outlook Add-in is the tool that enables you to save emails (from Outlook) to a Matter in LexWorkplace.

  • Note: These steps are also covered in the broader LexWorkplace Setup Guide (the process only needs to be completed once, for each user in your firm).

Outlook Add-in Setup

This process varies slightly depending on what Exchange service your firm uses. Select the appropriate option below based on what Exchange service your firm subscribes to.

Uptime Legal Hosted Exchange (Practice Gen 10 + Older)

Log into Outlook Web Access (OWA) for your Exchange email service.

  • For Uptime Hosted Exchange, this is located here.

  • For on-premise or third-party Hosted Exchange, please refer to your Exchange administrator for instructions.

Once logged into OWA:

  • Download the Manifest File

  • Install the Addin

    • Click Settings (Gear Icon, top right of your OWA screen) > Get Addins

    • Click My Addins

    • Scroll to Custom Addins (at the bottom of the next screen)

    • Click Add > From File

    • When prompted, select the XML file you downloaded earlier

    • Click Install, then OK when complete

Microsoft 365 Exchange

Log into Outlook Web Access (OWA) for your Office 365 account.

  • Open Outlook (the desktop version).

  • Click the File menu (top left), then click Manage Add-ins.

  • You may be prompted to enter your credentials for your Office 365 / Outlook Web Access account.

Note: If this process does not work, you may also click My Add-Ins from the Outlook ribbon, which should also bring you to Outlook Web Access.

Once logged into OWA:

  • Download the Manifest File

  • Install the Addin

    • Click Settings (Gear Icon, top right of your OWA screen) > Get Addins

    • Click My Addins

    • Scroll to Custom Addins (at the bottom of the next screen)

    • Click Add > From File

    • When prompted, select the XML file you downloaded earlier

    • Click Install, then OK when complete

  • Note:  Users of older versions of Outlook may need to use our Legacy Outlook Add-in. Click here to download the manifest (XML) file when installing the add-in via OWA (as described above).


Add Outlook Category for LexWorkplace (Recommended)

This step is optional but recommended for the optimal LexWorkplace experience.

LexWorkplace will mark email messages that you file to a matter as ‘Added to LexWorkplace.’ It does this by applying this category to your Outlook.

  • While this step is optional, we recommend creating this category in your Outlook and assigning it a color, so that you can quickly identify emails that have been filed to a matter in LexWorkplace).

Steps to Create Category in Outlook

  • Click Categories on the Outlook top ribbon

  • Click All Categories

  • Click New

  • Give the new category the name: Added to LexWorkplace

  • Select a color for this category (recommended: Blue)


Additional Support

Need a little extra help? Don’t hesitate to Contact Support if you need a hand.