Legal Records Management Software

Bring legal records under control throughout their lifecycle

Legal teams manage sensitive information across matters, clients, contracts, disputes, investigations, transactions, and regulatory activities. Lexkeep legal records management software helps legal teams preserve, govern, audit, and verify those records—from capture and classification to retention, legal hold, review, and disposition.

A more controlled way to manage legal records

Legal records are often scattered across matter folders, email inboxes, shared drives, document repositories, and external systems. This makes it difficult to determine:

• Where the authoritative record is located;
• Who can access or modify it;
• How long it should be retained;
• Whether it is subject to a legal hold;
• What activity has occurred;
• Whether it can be retrieved quickly when needed; and
• Whether the organisation can demonstrate proper governance.

Lexkeep provides the structure and controls legal teams need to manage records consistently while supporting secure collaboration across the organisation.

Apply records governance to legal workflows

Organise records by matter and context

Connect records to matters, clients, departments, transactions, disputes, investigations, or other business activities. Use structured metadata to preserve context and improve search, reporting, and governance.

Apply retention controls

Define and apply retention rules based on record type, matter status, jurisdiction, business function, or other organisational requirements. Manage retention events and review records before authorised disposition.

Manage legal holds

Place relevant records on legal hold when ordinary retention or disposition processes must be suspended. Record the scope, responsible users, acknowledgements, actions, and release of each hold.

Control access to sensitive information

Use granular permissions to manage access by user, role, team, matter, workspace, record type, or confidentiality level.

Find records faster

Search and filter records using available content, metadata, matter information, dates, record types, custodians, users, and other configured fields.

Maintain an auditable history

Track relevant activity such as record creation, access, changes, sharing, approvals, retention events, legal holds, and disposition actions.

Support record integrity and verification

Use Lexkeep’s available integrity and verification capabilities to help demonstrate the history and status of important records. The specific verification method may depend on your product configuration.

Collaborate securely

Enable authorised teams, clients, advisers, and other participants to work with selected records while maintaining access controls and activity history.

Manage the legal records lifecycle

Lexkeep supports a structured approach to legal records management:

1. Capture

Bring documents and records into a controlled environment through approved uploads, scans, integrations, or other configured sources.

2. Classify

Assign matter, client, record type, owner, confidentiality, jurisdiction, and other relevant metadata.

3. Govern

Apply permissions, retention rules, legal holds, review requirements, and workflow controls.

4. Collaborate

Allow authorised users to access, review, approve, comment on, or share records according to their permissions.

5. Audit

Maintain visibility into important events and generate reports for governance, investigations, compliance reviews, and internal oversight.

6. Retain or dispose

Retain records for the required period, or complete an authorised disposition process when applicable and no hold or restriction prevents it.

Designed for legal teams and regulated work

Law firms

Organise client and matter records, manage access to sensitive information, support file closure processes, and maintain consistent retention practices.

Corporate legal departments

Govern contracts, legal advice, disputes, investigations, board materials, regulatory records, and other legal-department information.

Compliance and risk teams

Maintain structured records of reviews, approvals, incidents, investigations, policies, and regulatory activity.

Government and regulated organisations

Apply consistent classification, access, retention, audit, and disposition controls to official and sensitive records.

Professional-services teams

Manage engagement records, workpapers, deliverables, correspondence, and supporting information across teams and locations.

Key capabilities for legal records management

• Matter-based organisation
• Metadata and classification
• Retention schedules
• Legal hold workflows
• Granular permissions
• Secure document and records storage
• Search and retrieval
• Version history
• Audit trails
• Approval workflows
• Controlled sharing
• Records review and disposition
• Reports and governance dashboards
• Secure mobile access, where enabled
• Record integrity and verification capabilities, where configured

Why use Lexkeep for legal records management?

Improve visibility

Understand what records exist, where they are located, who can access them, and what action may be required.

Reduce fragmented storage

Bring relevant legal records together instead of relying solely on disconnected folders, inboxes, drives, and repositories.

Strengthen accountability

Maintain a traceable history of important record activity, approvals, holds, and governance actions.

Support faster retrieval

Use structured metadata and search tools to locate records more efficiently.

Protect sensitive information

Apply permissions and controlled sharing to help limit access to confidential legal and business records.

Create more consistent processes

Standardise how legal records are classified, retained, preserved, reviewed, and disposed of across teams.