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What is TEAM UP CRM?

Team Up is an innovative social CRM that streamlines the organization of client and customer data along with their related documents, tasks, and meetings, providing users with quick search functionalities to access information in seconds. The platform includes a robust Reports & BI tool that aids in tracking and evaluating business performance. Users benefit from the ability to connect important emails directly to their respective customers, ensuring all related communications can be accessed with just one click. Moreover, documents can be conveniently attached and categorized by client, allowing for easy retrieval of all files associated with a specific customer at the touch of a button. In addition, Team Up incorporates a check-in and check-out system to maintain a meticulous version history of documents, which helps users monitor changes effectively. This integration of features not only boosts collaboration but also significantly enhances the overall efficiency of managing customer relationships, leading to improved outcomes for teams and their clients.

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 firms of 5–50 users, 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 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

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$395/Month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Evolution Technologies

Company Location

United Arab Emirates

Company Website

evolutiontech.ae/team-up-crm.html

Company Facts

Organization Name

Uptime Legal

Date Founded

2005

Company Location

United States

Company Website

lexworkplace.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Legal Document Management

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

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