Legal Software Integrations
App Integrator
CloudLex connects your email, calendar, documents, e-signatures, accounting, and client communications—so your team moves cases faster without switching tabs.
Built for PI workflows and Microsoft 365-native, CloudLex keeps every message, meeting, file, and signature tied to the right matter.
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App Integrator
Why integrations matter to PI firms
Fewer clicks, fewer errors
Sync email, events, and signed docs straight to the matter. dummy text
One source of truth
Documents, messages, and expenses live where your team works.
Security-first
Role-based access, audit trails, and centralized controls. dummy text
Faster cycle times
Intake to signed agreement to scheduled hearing—no re-typing.
Best-in-class Integrations
for Personal Injury Law Firm
Native CloudLex Tools
LexSign (Native · E-Signatures)
Legally binding e-signatures built into CloudLex. Send, sign, and auto-file to the correct matter—fewer steps, fewer errors, faster turnaround.
Client Messenger (Native · Communication)
Text, share photos/videos/files, and keep conversations secure—directly in CloudLex—so every message stays linked to the right matter.
Digital Archiver (Native · Documents)
Archive closed cases for seven years in a secure, searchable vault. Reclaim space, stay audit-ready, and find records fast.
PDF Editor (Native · Documents)
Edit, annotate, and comment on PDFs inside CloudLex. No downloads or extra tabs—just clean, in-place collaboration.
Shared Drive (Native · Collaboration)
Share documents, notes, events, and real-time chat with clients and co-counsel from one secure workspace tied to each matter.
Calendars & Scheduling
Why it matters? – Everyone sees the same dates, reminders go out on time, and key events live with the case.
iCal (Calendars)
Sync CloudLex deadlines and events with iCal to keep your team on track across Apple devices.
Google Calendar (Calendars)
Sync CloudLex hearings and deadlines to Google Calendar. Changes stay in sync so teams see the same schedule.
Document Management
Why it matters? – Pleadings, medical records, photos, and expert reports live in the right folder, every time.
OneDrive (Documents)
Store case files in OneDrive and link them to CloudLex matters. Keep access controlled with Microsoft 365 permissions and policies.
Google Drive (Documents)
Collaborate in real time by connecting Google Drive to CloudLex for centralized, organized document access.
Dropbox (Documents)
Save discovery, evidence, and drafts in Dropbox while keeping each file mapped to the correct CloudLex matter for quick retrieval.
E-Signatures
Why it matters? – Retainers and authorizations get signed faster; completed PDFs file themselves to the matter.
Adobe Sign (E-Signatures · Partner)
Send, track, and store signed documents from anywhere. Status updates and completed files sync back to the right matter.
DocuSign (E-Signatures · Partner)
Flexible, secure signing on any device. Route, remind, and file signed documents to CloudLex without duplicate steps.
Accounting & Expense Management
Why it matters? – Clean books, faster reconciliation, and accurate cost recovery per matter.
Expense Manager + QuickBooks Online (Accounting)
Record matter expenses in CloudLex and sync to QuickBooks Online. Avoid duplicate entry, keep payables current, and reduce back-and-forth.
Email & Communication
Why it matters? – No more hunting through inboxes; all correspondence sits with the case record.
CloudLex for Gmail & Outlook (Email · Communication)
Save important Gmail/Outlook emails—and Outlook calendar events—to the correct matter in a click, so your whole team sees the full picture.
MS Exchange (Email)
Capture emails and attachments from Exchange/Outlook directly to CloudLex. Keep correspondence filed alongside case work.
Microsoft Office Integration
Why it matters? – Drafts and final versions always end up in the right place, with version history intact.
CloudLex for Office (Microsoft Office · Documents)
Create, edit, and save Word, Excel, and PowerPoint files straight to the correct matter from inside Office—no manual uploads.
Security & Controls
Role-based permissions applied across integrations
Matter-level audit logs for email, events, uploads, and signatures
Centralized admin settings; easily enable/disable tools per user
How it works
01. Choose the integrations you already use.
02 . Connect using your existing accounts (admin-guided in minutes for most tools).
03 . Pick default folders/matter mapping rules
04 . Your team works as usual—CloudLex files, syncs, and logs activity in the background.
Frequently asked questions
Does CloudLex integrate with cloud storage software?
Yes, you can integrate CloudLex’s matter management software with cloud storage software like Google Drive, Dropbox, and OneDrive.
One Drive
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
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
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 for law firms 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.
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