Personal Injury Case Management Software
Easy to use,
unmatched performance.
CloudLex partners with plaintiff personal injury law firms and provides them with the cutting-edge technology, actionable insights and expertise to build, manage and grow their practice.
Trusted by industry partners and plaintiff PI firms across the nation
CloudLex Caseflow
Smooth caseflow with CloudLex
CloudLex provides a comprehensive suite of applications and features to support every stage of intake, pre-litigation, trial and more.
Pre-litigation
01
Pre-Litigation made easy
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Streamline pre-litigation and unlock unprecedented efficiency
Effortlessly manage pre-litigation activities like client intake, investigations, lawsuit filing and more with CloudLex’s intuitive, automated and easy-to-use tools and features.
- Shareable client intake forms simplify the intake process and get all the case details, injury checklists and medical records.
- Automatically generate legal document templates so you reduce errors and save time.
- Convert accepted intakes into a matter with a single click of a button, with all consolidated plaintiff info, documents, contacts, tasks, events and more.
02
Litigation done right
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Organize and manage every aspect of the litigation process
CloudLex’s powerful litigation management tools help you stay organized and manage all aspects of your case, including organizing evidence and medical records, calendaring, filing deadlines, document production, settlement negotiation and more.
- Gather, organize, store and track evidence, medical records and other data in a HIPAA-compliant manner.
- Generate document templates such as medical record requests, HIPAA authorizations and more to improve work efficiency.
- All your emails and calendars are in one place with a color-coded layout that lets you view and manage your matter-related critical milestones with ease.
03
Automate your discovery
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Simplify and automate the discovery process
CloudLex’s robust law firm client communication, with its fully integrated tools, such as email, secure text messaging and video conferencing, helps personal injury law firms save time and money throughout the discovery process.
- Access, send and sync emails from Gmail and Outlook. Securely send text messages to clients without ever leaving CloudLex while keeping your phone number private. Create User Groups and have unique phone numbers per group to segregate communication.
- Generate document templates such as discovery requests, motions, pleadings, etc., to speed up your case progress.
- Create and manage tasks such as ‘create discovery motions,’ or ‘respond to interrogatories,’ etc., using our easy-to-use legal workflow automation software.
04
Be trial ready, all the time
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Effortless trial preparation on a single platform
With CloudLex, you can prepare for trial with confidence. With our advanced search capabilities and customizable filters, you can easily find specific documents needed for a motion or trial in seconds.
- Search through folders of documents on-the-fly using the Advanced AI Search feature driven by artificial intelligence for law firms.
- Access case details at any time, anywhere and on any device with our legal app and present evidence, photographs or footage wherever you are.
- Generate document templates such as Subpoenas, Witness/Exhibit Lists and more so the documentation is already prepared for your team when deadlines are tight.
05
Settle your settlements
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Manage all your demands and offers in one place
With CloudLex, attorneys can manage all their demands and offers in one place. Track offers, payment requests and expenses for each plaintiff.
- Negotiate an optimal outcome for your clients while maximizing your firm’s efficiency with our robust personal injury settlement calculator.
- Track your demands and offer calculations for your attorneys’ fee recovery, client recovery and even attorney referral fees. Quickly view the total settlement amount, paid amount, outstanding amount, etc.
- Gone are the days of painstakingly drafting closing statements, disbursement sheets and settlement documents. With CloudLex’s document automation, generating all these documents and more is completed in a fraction of the time.
“CloudLex is like the Apple iPhone of practice management software”
Dan Schneiderman
Gingery Hammer and Schneiderman LLP | Partner
We made the switch to CloudLex, and it was just an awesome decision. Fully integrated with Dropbox, Google Drive and OneDrive, the Digital Archiver uses advanced AI-enabled search for added efficiency. It also tracks contingency fees, mitigating the need for manual inputting.
“Easy to access remotely, allowing us to maximize productivity.”
Angélicque M. Moreno
Avanzino and Moreno, PC | Partner
CloudLex has brought our firm into the 21st Century! I am able to run my practice from anywhere. My staff finds CloudLex easy to use and intuitive, while the customer service and support are second to none. Above all else, CloudLex has become a trusted partner in managing, securing and growing my practice.
“Great with calendaring events, reminders, and tracking expenses”
Joseph Stampone
Stampone Law, PC | Owner/Attorney
We have become primarily “paper-free” with the ability to upload all documents in a case for easy access to all. It is very user-friendly and easy to use. Migration from an old case management system was seamless and done during off-business hours with no interruption in business.
“Easy to access remotely, allowing us to maximize the productivity.”
Angélicque M. Moreno
Avanzino and Moreno, PC | Partner
Welcome to the Legal Cloud
See why there is no comparison to CloudLex
Our Core Applications
Case management built for injury attorneys
Matter Management Software
All your cases in one place.
Take control of your cases with Matter Manager, the nerve center of your practice for case-related documents, media files, updates and more. Quickly view important dates, access documents and key contacts and efficiently guide your personal injury matters from intake through closure and beyond.
Client Intake Software
Maximize your law firm’s growth
Our intuitive intake forms and advanced API connectors ensure you’ll easily capture important information, eliminate back-and-forth with clients and never miss potential leads or revenue. Collect all of your client, case and medical information, then with one click you can convert everything into a matter.
Legal Document Management Software
Automate and manage documents like never before
Name, categorize, tag, edit, share and find documents in seconds with AI-driven search technology. Automatically merge contacts and generate documents in seconds. Share, work and collaborate alongside your colleagues on documents from anywhere using CloudLex’s co-authoring feature.
Microsoft 365 for Attorneys
Empower your practice with our seamless MS 365 integration
Edit and share MS Word, Excel and PowerPoint files right from CloudLex. Any updates are reflected immediately across all platforms and devices, ensuring your Outlook calendars, emails and contacts are effortlessly synced so members of your team always have the most up-to-date versions of files.
Settlement Calculator
Stay on top of your settlements
Manage demands and track offers for single and even multiple plaintiffs in a personal injury case. Calculate attorneys’ fees and client recovery for every offer or counteroffer received and accepted for each plaintiff, and get firm-wide settlement reports so that you can maximize your settlements.
See CloudLex in action
Discover why thousands of PI attorneys choose CloudLex
Whether you’re a new firm branching out or are an established national practice, CloudLex caters to the specific needs of personal injury law firms, ensuring you have the precise tools to optimize your operations, increase productivity and deliver superior client experiences.
