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What is Matters DM?

Matters DM presents an accessible, user-friendly, and complimentary document management solution tailored for smaller law firms, acting as a contemporary substitute for conventional filing systems. On our website, you will find a comprehensive tutorial, easy-to-follow installation instructions, and a link to download the software. Additionally, our Demo page offers a walkthrough to help you navigate a fully operational live repository. We encourage you to take the time to investigate and determine whether Matters DM aligns with your firm's needs and enhances your practice's efficiency.

What is LexWorkplace?

LexWorkplace is a cloud-based legal document management system (DMS) that organizes work by matter so documents and email live in one place. Designed for law firms of roughly 2 to 75 people, it helps teams file messages from Outlook, locate content with full-text/OCR search, and maintain a reliable change history with version history, compare, and check-in/check-out. Matter-centric workspaces, role-based permissions, audit trails, and secure external sharing provide governance and collaboration. LexWorkplace integrates with Microsoft 365 and Outlook, supports Mac and Windows, and includes LexWorkplace AI for authorized users to summarize, answer questions, and assist drafting using firm-controlled data. Email management uses Smart File (automatic matter suggestions) and Multi Select for bulk filing; attachments save with the matter so conversations and documents stay together. Typical adopters move from shared drives, basic cloud storage, practice-management file areas, or legacy DMS platforms that separate email from documents or lack version control. LexWorkplace consolidates these into a single source of truth by matter, reducing misfiled email and speeding retrieval for in-office and remote teams. Implementation options range from self-managed onboarding to guided migration with role-based training. Administrative tools support naming conventions, saved searches, and permission models to standardize filing and access as firms scale users, matters, and storage. Security includes encryption in transit and at rest, access controls, and activity logging to help protect sensitive information and provide traceability. The result is a matter-centric legal DMS that supports daily drafting, review, and collaboration in familiar Microsoft 365 tools, while giving administrators visibility into access and change history and keeping work product complete and discoverable.

Media

Media

Integrations Supported

Integrations Supported

Clio
Litera Compare
Microsoft 365
Microsoft Exchange
Microsoft OneDrive
Microsoft Outlook
Uptime Legal
Worldox

API Availability

API Availability

Pricing Information

$0
Free
Free Version
Free Trial Offered?

Pricing Information

$395/Month
Core is $395 per month for 3 users, plus $50 per additional user. Advanced is $595 per month for 3 users, plus $60 per additional user, and adds integrated OCR. Free trial available.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Matters DM

Date Founded

2024

Company Location

United States

Company Website

mattersdm.com

Company Facts

Organization Name

Uptime Legal

Date Founded

2005

Company Location

United States

Company Website

lexworkplace.com

Categories and Features

Categories and Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Document Indexing
Document Tagging
Full Text Search
Version Control

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