MICROSOFT 365 INTEGRATION
PIQNIC works seamlessly with the tools your teams are familiar with. Search, save, edit documents and matters directly from Word and Outlook without duplication.
PIQNIC LEGAL EDITION
DOCUMENT + MATTER MANAGEMENT
Legal work revolves around documents, matters and deadlines yet many firms still rely on outdated systems, complex folder structures, and manual processes that increase risk and decrease productivity.
PIQNIC Legal Edition improves how legal professionals work by centralizing documents, compliance, collaboration, communication and workflows, all in a single secure platform that integrates with Microsoft 365 and your existing tools.
Book your personal demo to see why legal professionals are moving to PIQNIC
Simply the best
★★★★★
“PIQNIC for legal has improved how we work.”
Senior Commercial Partner, Mid sized law firm, USA
YOUR TIME IS PRECIOUS.
DON'T SPEND IT BATTLING DOCUMENTS AND MANUAL PROCESSESS.
Search and retrieval under pressure
Inconsistent naming conventions, folder-heavy systems, misplaced files and slow searches and retrievals waste precious time.
Version control and document integrity
Multiple versions of the same document saved locally, in email and shared drives with no clear audit trail and a lack of clear current version exposes you to risk.
Email and matter centric filing
Without structure, firms rely on email to manage matters. Critical information sits in personal inboxes with poor visibility of matters across teams.
Matter visibility and control
Poor task accountability, no clear status of where a matter sits and limited oversight for partners creates inefficiencies.
PIQNIC Legal Edition - Built for legal professionals like you
One platform for integrated document management, collaboration and matter management with automated compliance.
METADATA POWERED
Never lose another document with smart metadata profiling. Documents automatically inherit client details such as name, matter ID, practice area, document type plus others – all customizable. n.
AUTOMATED VERSION CONTROL
Clear and auditable version status across documents and matters. User driven version control within PIQNIC or automated version control via Microsoft 365 integration.
MATTER, CASE AND TASK MANAGEMENT
Bring documents, decisions, communications, deadlines and workflows into a connected digital workspace where teams can collaborative on matters. Extend this to clients and external resources for an improved client experience.
GOVERNANCE & COMPLIANCE
We’ve automated information governance and compliance into PIQNIC. It’s like having a document controller taking care of this for you. Storage, retention, access and security polices are automatically applied to each document when it’s saved.
IMPROVED PRODUCTIVITY
When document management connects to matter management and workflow, productivity will soar in your firm. You’ll spend less time hunting for information and more time working on what’s important.
Features
Clear version control with history
Automated version control with the latest version displayed across document manager and workflow. Includes full audit trail of changes, minot and major versions and ability to revert to prior versions.
Outlook email filing
Save emails directly from Outlook to smart profiles connected to matters, clients and additional custom fields. Options to save entire email or attachments separately.
Powerful search across everything
Search by client, matter, party, document type, date, author or any custom field to find files and emails instantly.
Integrates with your desktop
PIQNIC is omni present across your desktop so you can store and find documents from Word, Outlook and your folder structures which are linked to matter or client profiles.
Custom document, client and matter profiles
PIQNIC profiles contain information about clients, matters and documents providing single action saving and search for a standarized structure.
Save and search directly from Word and Outlook
Where ever you work, PIQNIC is there to help you save and find documents with ease. Find documents in Word and Outlook instantly.
Secure external collaboration and file sharing
Invite teams and clients and external parties to securely share and collaborate on documents and matters. Messaging and decision management reduce email overload.
Time tracking
Track time spent on matters with PIQNIC tasks and matter management. A digital workplace where teams, documents and tasks live and deadlines are monitored.
Automated workflows and templates
Create templated documents and workflows and assign them to roles for standardization and consistency. Monitor progress and deadlines at a glance.
Centralized, secure storage
Eliminate file and version chaos and achieve a single source of truth with managed, centralized storage with role based access and auditing. Integrates with business apps to eliminate duplicates.
Compliance and retention management
Information governance and compliance made easy. Applies compliance rules including retention, storage and access policies automatically when saving document and files.
Mater level security & ethical walls
Matter-level security and ethical walls isolate confidential information, prevent conflicts of interest, and restrict access to sensitive case information to authorized individuals.
Advanced metadata and profiling
Smart metadata provides instant access to information based on what it is, not where it’s stored. Linked to compliance so document lifecycle management is a breeze.
Simplified administration
We’ve removed the typical technical complexities of document management so managing the system and users is a easy reducing support effort.
It's work, just how it should be
WHY LEGAL PROFESSIONALS CHOOSE PIQNIC
East user adoption
Legal professionals choose PIQNIC because it works seamlessly with the tools they already use every day. PIQNIC is omnipresent across your existing environment making adoption effortless and intuitive.
Standardization
By creating a single source of truth with built-in compliance and information governance, PIQNIC brings consistency, standardization, and complete trust in every document and matter.
Great support
We’ve built PIQNIC so it runs itself, but if you ever need help, we’re here. Real people that understand legal operations are ready to assist. Our goal is to earn the position of the platform of choice for legal professionals.
How PIQNIC is fixing Document Management
January 20, 2026
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We’ve all been there. You finish a critical report, an urgent contract, or a project plan, and then comes the “chore”: finding the right folder,
NZME selects PIQNIC to automate its accounts payable process
September 27, 2024
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Auckland, New Zealand – 20 September 2024 – PIQNIC, a leading innovator in document management and workflow automation, announces a commercial partnership with New Zealand Media
PIQNIC Partners With American Workflows for Strategic US Growth
September 11, 2024
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FOR IMMEDIATE RELEASE PIQNIC Announces Strategic Partnership with American Workflows to Expand Global Reach Chicago, IL – September 10, 2024 – PIQNIC, a leader in innovative workflow solutions,
Case Study: Information Governance Done Right
October 11, 2023
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One of the things we pride ourselves on is the excellent information governance that PIQNIC provides businesses. In one case, it saved the day for
Introducing PIQNIC 2.0: Unifying Work Management to end chaos
August 16, 2023
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Imagine a platform tailor-made for your business… a business operating system. That’s PIQNIC 2.0, your all-in-one solution for unified work management. You could live in a