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Client Portal Software for Law Firms

Client Messenger

Transform client communication with Client Messenger

Keep clients informed and protect privileged communication with CloudLex’s Client Messenger. Secure, encrypted texting, real-time updates, and HIPAA-compliant document sharing—all from a dedicated law firm number

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Client Messenger

Client Messenger

Elevate client engagement through Client Messenger

Update clients in real-time

Make informed decisions with ease

Protect your privacy

With 2-way texting built into CloudLex, you can send and receive messages using a dedicated law firm number—keeping your personal and professional communications separate.

Digitize your client intake process

Ensure security and confidentiality

CloudLex supports matter-specific texting via a secure client portal, letting you send and receive messages, documents, images, PDFs, and videos. All communication is encrypted and stored on a HIPAA-compliant server, helping you protect attorney-client privilege and meet your confidentiality obligations.

Gain valuable insights with powerful analytics

Foster collaboration with stakeholders

Keep in touch with everyone involved in your personal injury cases—from clients and colleagues to healthcare providers and insurance adjusters. Client Messenger supports streamlined collaboration through centralized, secure communication channels to protect confidential information.

Streamline your case evaluation process
Streamline your case evaluation process

Enhance communication, collaboration and privacy

Stay connected with clients and stakeholders through secure messaging, encrypted document sharing, a HIPAA-compliant server, and a dedicated business number that keeps your personal phone private. 

Client Messenger

Instant messaging and hassle-free client communication

Simplify client communication

HOW IT WORKS

Update

Texting

Connected

Tagging

Share

Update clients instantly with real-time messaging

Your clients expect clear and timely communication. Client Messenger lets you keep them in the loop on court dates, documents, and case updates—without clogging your inbox or tying up your phone line. Provide meaningful touchpoints throughout the legal process, increasing client satisfaction and reducing follow-up questions.

Quick and hassle-free messaging

Text messaging is the fastest way to maintain client communication. With CloudLex’s 2-way texting, you can send secure messages in seconds—adding a personal touch without exposing your private number. Make communication simple, professional, and efficient.

Communicate confidently with end-to-end encryption

In PI, client confidentiality is a fundamental principle. Client Messenger keeps your attorney-client relationship secure with end-to-end encryption, a HIPAA-compliant server, and protections against unauthorized access. You can send intake forms, videos, and other sensitive legal documents without worry.

Stay organized with logging and tagging

Cut down on repetitive emails and phone calls by logging every conversation and tagging messages to specific matters. With CloudLex, your law firm can quickly retrieve important text message threads, keep staff in the loop, and maintain a clear record of attorney-client communication.

See what your peers are saying about CloudLex!

What your peers are saying about CloudLex.

Way to scale and organize a personal injury practice.

Personal Injury case management made easy! I would recommend it to any personal injury firm!

The best thing is I can speak with real people at CloudLex for support. Feedback is always appreciated and implemented; this software is always improving. CloudLex helped our staff work remotely.

Laura Rosenberg

Rosenberg and Rodriguez, PLLC | Managing Attorney

Frequently asked questions

Is Client Messenger part of CloudLex’s case management software?

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Yes, Client Messenger is fully integrated into CloudLex’s case management software for personal injury attorneys, making it easy to manage communication, documents, and case details from one secure platform.

Can I share documents through Client Messenger?

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Absolutely. You can securely send documents, videos, photos, and PDFs via Client Messenger using HIPAA-compliant document sharing tools.

Is communication through Client Messenger encrypted?

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Yes. All communication is protected by end-to-end encryption, keeping your attorney-client communication private and compliant with your ethical obligations.

Does it support mobile access?

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Yes. CloudLex offers a mobile app, so you can send messages, receive updates, and access files whether you’re at the office, in court, or working remotely.

Can I use Client Messenger for prospective clients too?

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Yes. It’s an effective client communication tool for prospective clients as well. You can streamline intake forms, share initial documents, and begin your client-lawyer relationship on the right foot.

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