Project Management

The Challenge

Legal work is collaborative, but organizing documents, tasks, and team members around matters is often chaotic. Files are scattered across email threads and folders, access control is inconsistent, and collaboration tools aren’t built with legal confidentiality in mind. This leads to confusion, duplication, and risk.

How to Unplex

Unplex is organized around projects—each representing a legal matter or transaction. A project links directly to your cloud folders, includes only invited team members, and keeps all data securely isolated. You can assign roles, manage permissions, and ensure everyone works from the same source of truth.

Technical Implementation

• Project-Centric Architecture: Every legal matter is scoped to its own project environment
• Cloud Folder Linking: Projects can be connected to specific OneDrive, Google Drive, or Dropbox folders
• Team-Based Access Control: Only invited users from your Unplex account can access a project
• Role-Based Permissions: Assign roles (e.g., Owner, Editor, Viewer) to manage visibility and editing rights
• Data Isolation: All content is securely segregated by project, ensuring strict data boundaries

Key Capabilities

• Project Dashboard: Centralize all documents, tasks, and AI interactions for a legal matter
• Invite Team Members: Add internal or external collaborators with defined roles
• Cloud-Connected Workspace: All project documents stay in sync with linked cloud folders
• Role-Based Access: Control who can read, edit, or manage content
• Audit-Ready Segregation: Ensure data privacy and regulatory compliance across matters

Legal Professionals Can Now

• Keep every legal matter organized, accessible, and secure
• Eliminate confusion over who’s working on what version
• Collaborate confidently with internal and external stakeholders
• Maintain clean project boundaries across clients, teams, or jurisdictions

Performance Impact

• Reduced coordination overhead
• Faster onboarding and task assignment
• More secure and scalable collaboration

Looking Ahead

We’re adding native task tracking, AI-generated project summaries, and timeline-based activity views—so your legal projects are not just organized, but intelligently managed from intake to completion.