Document Management

Documents can often be the lifeline of a case. Managing them, along with constant edits, needs to be easy. That’s the idea behind our Document Management System (DMS).

Never pay for a third-party DMS again

Our DMS is fully-embedded, which means you don’t have to pay another vendor another subscription every month just to manage your documents. It can all be done right here in Lexicon.

Never worry about information getting in the wrong hands

Have confidence knowing that every document is scanned upon upload and our DMS is fueled by intelligence and supported by an in-depth audit log, bank grade encryption and salting. Send documents electronically through a secure link and limited access ability.

Send documents for review and signature quickly and electronically

Electronic document transmission ensures documents are sent quickly and securely, allowing for the quick and secure capture of a signature. Even limit access for an added layer of security.

Save time by templating common documents

Frequently using the same documents? Save time by creating both drafting and fillable temples in Lexicon so no matter when you need a new one, it’s already there.

Increase Efficiencies

Bill more hours and focus on doing what you do best, practicing law.

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Robust Resources. Solid Security.

Not only is Lexicon DMS powerful, it’s secure. You can set custom user permissions and view audit logs, set up custom alerts and notifications and restrict access on a client, matter, folder or even document basis. Information always stays in the right hands, ensuring peace of mind, both for you and your clients. As an additional layer of security, all documents are scanned for threats prior to upload and stored and transmitted using bank grade encryption.

Maximum Security. Minimal Hassle.

This fully-integrated solution means you never have to pay for a third-party document management system again. With Lexicon, securely manage documents via a robust repository fueled by intelligence and simplified for ease of use, so you can focus on doing what you do best: practicing law.

Comprehensive Document Management. All In One Place.

Seeing the big picture is essential to your firm’s well-being. Lexicon’s customizable and actionable DMS workspace lets you manage all documents in one place. Working directly on a matter? You can manage documents from the matter dashboard, too. Lexicon enables your firm to work in a way that works for you.

Built-in Efficiencies. Easier Case Management.

Efficiency is key, especially when it comes to case files. Create templates and check documents in or out so you don’t have to worry about edits being overwritten, or force-check them back in when the need arises. Auto-generate client and matter folders upon client retention and quickly save docs to auto-generated subfolders specific to matter type.

Total Practice Management. Total Peace of Mind.

Lexicon takes care of the business so you can take care of the law.