Legal Contact Management
Comprehensive contact management made simple
Stay on top of your clients’ and stakeholders’ contact information effortlessly. With CloudLex, you can easily summon the contact information of clients, opposing counsels, insurance adjusters, court officials and medical experts at a moment’s notice.
Contact management made easy
Complete matter data and contact integration
CloudLex’s integrated matter management platform provides a holistic view of your matters, including contact information, allowing your team to make informed decisions. Seamlessly add to your contact info throughout the litigation process, ensuring your staff has a bird’s-eye view of all matters.
All-in-one hub for case-related contacts
Consolidate all contacts in one place. We simplify the task of managing all the individuals you interact with throughout a case. Tag all necessary contacts in law firm communications, including emails, notes, events, negotiations and additional case-related documentation.
Effortlessly identify and connect with key contacts
Create and maintain a database of matter-related contacts with easily identifiable information. Categorize contacts in various categories to quickly locate key individuals and reach out to them whenever needed. Streamline your communication and maximize efficiency.
Enhanced collaboration through contact tagging
Tagging contacts allows you to consolidate all communication in one place. Associate contacts with relevant matters, emails, notes, events, negotiations and more. By doing so, you can easily access and review all related client intake, matters and notes associated with specific contacts.
Track contact interactions and progress
As your law firm’s case progress, your contact info automatically updates in real-time, reflecting past interactions and case updates. Maintain a comprehensive record of your clients’ interactions with the firm and ensure fully-informed client engagements from intake to case closure.
See what your peers are saying about CloudLex!
We were so glad to have CloudLex!
Having our contacts, documents and case information in the cloud enables us to find things quickly and easily, even when we are not in the office. We knew switching to CloudLex in 2018 was the right decision and every year since has only reconfirmed that decision.
Parker Law Firm | Office Manager
Frequently asked questions
What Is Contact Management Software?
Personal injury law firms typically have a large roster of contacts of varying types – clients, vendors, experts, doctors, insurers, medical providers, contract attorneys, etc. These contacts can overlap categories and some may be very similar to others. Given the opportunity for confusion, it is important that team members can quickly determine which contacts are appropriate for any given matter or issue.
Legal contact management software helps you manage all your contacts. Each contact can be categorized and then sub-categorized (such as doctors with different specialties). These contacts can then be linked to matters as relevant – for example, the expert you chose for a specific matter, along with that client’s insurance company, treating doctors and so on.
Is There Any Limit to the Number of Contacts I Can Store in CloudLex?
No, there aren’t any limitations to the number of contacts you can add to CloudLex.
How Does Contact Management Work in CloudLex?
CloudLex’s personal injury law firm case management software is here to make law firms work efficiently. Within the contact management application, you can add multiple contacts, update as needed, and tag contacts to matters and intakes. You can also link up contacts from the insurance company in the insurance section of the matter and plaintiff contacts in the relevant section. You can also tag relevant contacts throughout various matter sections – such as emails, meetings, notes, negotiations, etc.
You and your team members can also use integrations to seamlessly transport emails as notes under any specific matters avoiding any manual data entry. This helps your entire team stay updated on all the communication related to any contact and matter and on the same page as others.