The firm’s precedents, findable and trustworthy.
A firm’s documents are its second balance sheet. OpenLPM keeps them where the work is — attached to the matter, built from the firm’s own templates, and versioned so that the wrong draft cannot quietly become the final one.
Drafting, storing and collecting
Draft from the firm’s templates
Client name, matter reference, fee, advocate — merged in automatically. Standard letters take two minutes instead of twenty.
Keep every version, and lock the right one
Files are versioned per matter, and locking prevents the executed copy being overwritten by a later draft.
Ask the client for what you need
Request specific documents; the client uploads them into the matter; you see at a glance what is still outstanding.
What it means for the file
- Standard documents stop taking twenty minutes. They take two, and they are consistent across the firm.
- Precedents stop drifting. The template is the template; drafts are drafts; executed copies are locked.
- “Send me the signed copy” is one click, because it is already on the matter.
- Chasing documents becomes a checklist rather than a series of phone calls and apologies.
Bring two or three of your own templates and we will show you the merge fields in the demo.
The life of a document
From the firm’s precedent to the client’s signature and back into the file.
Choose the firm’s template
Letters, agreements, completion statements — all from the firm’s library, not from someone’s desktop.
Merge the details
Client, matter, fee and advocate details come from the file, so the letter matches the matter exactly.
Send it, or request what you need
Send for signature, or request the missing documents directly from the client through the portal.
File the result
The executed document is versioned and locked on the matter, with the request closed off.
Questions about documents
Yes. Template editing is a permission, separate from ordinary document work, so the firm’s standards are protected.
Yes — through the portal, into the matter, against a specific request, with a size limit that keeps things sensible.
Brought across during onboarding, mapped to clients and matters, so the old files remain findable rather than abandoned.
Bring three of your own templates
We will show you the merge in the demo — and you can judge whether the firm’s documents would really live in here.