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Team preset filter

In order to enhance the search capabilities for your legal experts, you have the option to set up preset filters in Lexis® Create DMS based on user groups. A preset filter will allow users to narrow down their search, making them search within a subset of data tailored to their needs and improving the relevance of search results.


Preset filters are configured on a firm level and utilize the default (and/or custom) filters in Lexis® Create DMS to define the search parameters. Here are some recommended practices:

  • Example 1: One way to enhance search capabilities is by setting up a preset filter based on the practice area in your firm. By organizing legal experts into different teams according to their practice areas, users will automatically see results from their team members. However, users will still have the option to search outside their team if needed.
  • Example 2: Let's take the above example a step further. Imagine you want to prioritize search results from senior associates within your firm. You can achieve this by categorizing legal experts into different teams according to their practice areas but pre-filter the search results to only display clauses written by partners and/or senior associates.

How to create a team preset filter?

Preset team filter can be setup by a Lexis Create DMS administrator by following the below steps

  1. Go to the Lexis® Create DMS Portal (for LexisCreateDMS customers) or to Lexis Create+ Portal (for Lexis Create+ customers) and login with your Lexis® Create (DMS) credentials (or via SSO )
  2. Go to Users & teams and select Teams
  3. Click 'New Team' and fill in a name 
  4. Select all Lexis Create DMS users that belong to that team or continue without by clicking I'll do this later
  5. Select the filter values i.e. defining the criteria that will be used to filter the results and Save
  6. Click Save team to create the new team preset filter

💡 Tips & tricks:

  • A legal expert can be assigned to 1 or more user groups
  • The preset filter criteria can contain multiple filter values

How to edit an existing team filter?

  1. Go to the Lexis® Create DMS Portal (for LexisCreateDMS customers) or to Lexis Create+ Portal (for Lexis Create+ customers) and login with your Lexis® Create (DMS) credentials (or via SSO )
  2. Go to Users & teams and select Teams
  3. Find and select the team you wish to edit
    1. Add team members or remove members by clicking the 3 dots
    2. Go to Settings if you want to rename the team or edit the filter values

How to delete a team filter?

  1. Go to the Lexis® Create DMS Portal (for LexisCreateDMS customers) or to Lexis Create+ Portal (for Lexis Create+ customers) and login with your Lexis® Create (DMS) credentials (or via SSO )
  2. Go to Users & teams and select Teams
  3. Find the team you wish to delete and click the three dots (options menu) next to the team name 
  4. Proceed with the option to delete the team