Legal Software Integrations
Seamlessly connect your favorite apps with CloudLex
By integrating with popular apps like Microsoft 365 for lawyers, Gmail, Outlook, Dropbox, Google Drive, OneDrive, Adobe Sign, DocuSign and Uber, CloudLex ensures real-time information sync, eliminates app juggling and enhances your case management.Request a Demo
Transform your workflow with seamless app integration
Sync your favorite apps
Increase access to documents
Access your legal documents with CloudLex’s 2-Way Sync. Upload files to Google Drive, Dropbox or OneDrive and they seamlessly appear in CloudLex (and vice versa) and are always accessible. Get easy document retrieval, enhanced accessibility and added protection against disruptions.
Edit across platforms
Eliminate document duplication with CloudLex’s 2-Way Sync. With CloudLex’s software integrations with Google Drive, Dropbox and OneDrive, changes made on CloudLex or your favorite apps are instantly reflected on both platforms. No more redundant work—collaborate seamlessly.
Keep your dates straight
Stay on top of deadlines with CloudLex’s automatic calendar sync. Sync events, tasks and appointments with Outlook and Google Calendar. Create or modify an event in one system, and it magically appears in the other. Never miss an important date again.
Continue using your favorite apps
Apps have become an integral part of our lives, both personal and professional. With CloudLex’s App Integrator, you can now seamlessly integrate your favorite apps with our platform. Say goodbye to juggling between multiple applications and enjoy real-time data syncing.
Powerful integration to power your practice
Increase your firm productivity
Make signatures quick and easy
Accelerate the signing process with CloudLex’s e-signature integrations. Use Adobe Sign and DocuSign for law firms to securely send case and intake documents to contacts from within CloudLex. Contacts can add their legally binding e-signatures from any device in seconds.
Seamless Word, PPT and Excel integrations
Experience the power of CloudLex with Microsoft 365 integration. Collaborate, sync emails, contacts and calendars while ensuring HIPAA compliance and real-time data security. Access, create and edit documents from anywhere, on any screen.
Simplify expense management
Efficient email workflow
Effortlessly manage emails with CloudLex for Gmail and Outlook. Add CloudLex to your email interface, create notes, save emails as notes and keep everyone on the same page. Simplify search, highlight important emails and enhance your legal workflow automation with our seamless integration.
See what your peers are saying about CloudLex!
Fully integrated with Dropbox, Microsoft Word & Outlook and Google.
CloudLex is built for the personal injury law firm. It allows you to put all of your client’s case information, documents, events, medical records, photographs, emails, text messages and contact information in one place. All of my client’s information is centrally located; instead of going to different locations to find everything, it can all be found in CloudLex.
Law Office of Steven L. Schepps, LLC | Owner
Frequently asked questions
Does CloudLex integrate with cloud storage software?
Yes, you can integrate CloudLex’s Matter Manager with cloud storage software like Google Drive, Dropbox, and OneDrive.
OneDrive is Microsoft’s cloud storage syncing and sharing application, formerly known as SkyDrive. OneDrive lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC, Mac, or mobile. For lawyers, it’s essential always to have access to your documents, and that’s why CloudLex has developed 2-Way Sync with OneDrive to allow users to sync files from CloudLex’s matters to the OneDrive matter folder and vice-versa.
With 2-Way Sync, you can easily access the files while you are on the road. You can collaborate with a partner on the document, and when you are done, changes are reflected in your OneDrive so that everyone has the latest version.
Dropbox is a cloud-based storage service that allows you access to your case documents wherever and whenever you want. With Dropbox integration, sync your files instantly from CloudLex into Dropbox folders under the desired matter and category and vice versa. Rest assured your files always remain up-to-date in CloudLex.
Google Drive has many useful features; chief among them is the ability to edit documents right in your browser using Google Docs. CloudLex provides integration with Google Drive, so you can edit, share, and store documents between the two systems, with changes automatically reflected in both.
What is 2-way sync?
With 2-way sync integration, sync your files instantly from any of your storage accounts into CloudLex and vice versa (your files always remain up-to-date in CloudLex). With 2-way sync, you can easily access files while from anywhere you have an internet connection. You can collaborate with a partner on the document, and when you are done, changes will reflect in all your storage accounts so that everyone has the latest version.
What is esign/E-signature /Electronic signature?
E-Signature is a feature for allowing easy, efficient, and secure signing of electronic documents by authenticating the signer.
With this feature, any user can digitally sign an electronic document without having to obtain a physical, digital signature. There will be no need to obtain a Digital Signature Certificate through a printed paper application form with an ink signature and supporting documents. E-Signature shows the signer exactly where they need to sign, sends them the documents securely, stores the signed documents, and tracks their statuses.
Why do I need electronic signature services for my law firm?
Electronic signatures offer a way to sign documents quickly and easily from anywhere. Electronic signatures, or eSignatures, are used for many kinds of documents and transactions. Some examples include contracts, loans and leases, engagement letters, orders, and more. Many electronic signature services are top-rated in the business world globally and are becoming increasingly common in the legal industry.
With eSignatures, gone are the days when executing an engagement letter was a time-consuming and expensive proposition. Documents had to be physically printed and sent via overnight courier to your client. Your client then had to execute and send them back to you. Alternatively, the client would have to physically come to your office or someone from your firm would go to them. Either way, it was a time-consuming hassle.
Even better, digital signature services can be automated with smart workflows. Such workflows route documents for signature to the right people, in the right order, at the right time. Attorneys and clients are no longer bound by physical limitations or time-of-day constraints. No more rushing to get a document signed and in the mail by the end of the day. Your clients can sign from their laptop, tablet, or mobile phone while at work, on the go, or just relaxing at home (and so can you). Fully executed documents are delivered to everyone once signed, and copies are kept in your account. It’s an easy win-win for all those involved.