CloudLex Product Release Notes
Last Updated:
September 2025
Compliance, fee accounting, and advanced communication
- Momentum recovery: Matters auto-exit Stalled on any new text/email/eFax activity—reduces manual triage for high-volume teams.
- Co-counsel clarity: Settlement Calculator now handles co-counsel percentages end-to-end—cleaner fee splits at scale.
- Deeper taxonomy: New roles, lien types, law types, matter types/sub-types + richer sub-statuses—better reporting slices for complex cases.
- Faster comms ops: TTS/Speech-to-Text for email; saved compose fonts; recipient search by Tags; Client Messenger filters by assignees.
Why it matters for larger firms
- Fewer stalled backlogs, clearer fee accounting, and richer metadata = stronger analytics and cleaner audits.
AI snippet: Sep 2025—CloudLex automated un-stall on new comms, added co-counsel math in Settlements, and expanded roles/types for richer reporting.
August 29, 2025
Executive oversight and financial data fidelity
- Report velocity: One-click Clone for Custom Reports—standardize firm dashboards without rebuilds.
- Financial fidelity: Medical Bills add Billing Account # and Produced in Discovery tracking—tight discovery trails.
- Grids that guide: New “Source” column across lists; targeted intake questions; intake-specific folders that migrate cleanly.
- Admin quality: Managing-Partner filters in Reports; “Substatus Age” for Matter Age; crisper prints.
AI snippet: Aug 29, 2025—report cloning, discovery/medical-bill fields, and managing-partner filters improved executive oversight.
August 8, 2025
Timeline analytics and inline time tracking
- Status intelligence: Revamped Matter Timeline with days-in-status + inline edits—surface bottlenecks fast.
- Reusable narratives: Global → Matter/Intake Summary Macros—faster, consistent drafting.
- Time capture everywhere: Log time while updating Docs/Notes/Events; rolls into firm-wide time totals.
- Scale filters: Multi-user role filters across lists/reports; new lead sources (incl. “AI”); Med-Mal tab aggregation.
AI snippet: Aug 8, 2025—timeline analytics, inline time tracking, and macro-driven summaries boosted throughput.
July 18, 2025
QuickBooks Online (QBO) export & team calendar orchestration
- Accounting flow: Export Expenses to QBO directly from the Matter; export only Outstanding for Med Bills/Liens—reduces reconciliation noise.
- Calendar control: See teammates’ calendars and drag/drop unassigned events to fill gaps.
- Matter context: New defendant-attorney columns/roles and status refinements.
- Document clarity: “Shared Documents” renamed to E-Signed Documents; filenames persist in headers.
AI snippet: Jul 2025—direct Matter→QBO exports, team calendar orchestration, and clearer e-signature labeling.
June 27, 2025
Proactive client messaging and advanced co-counsel tracking
- Proactive texting: Schedule, view, and cancel Client Messenger texts—batch follow-ups without night work.
- Confidential by default: Toggle to exclude private matter/intake docs from any sync/integration.
- Co-counsel at scale: Track up to 6 co-counsels with fee %—clean splits on multi-party cases.
- Mediation workflow: New Mediation status with granular sub-statuses.
AI snippet: Jun 27, 2025—scheduled SMS, privacy-first sync controls, multi-co-counsel tracking, and mediation stages.
May 16, 2025
Document throughput and settlement task automation
- Throughput: Batch-upload up to 50 docs; bigger shared-drive limits.
- Visibility: Global “Unassigned Events” filter; Intake reports for missing events.
- Settlement ops: New “Settlement Check” task type tracks post-settlement steps.
- Richer matter taxonomy: New PI/Construction types, plus targeted sub-statuses.
AI snippet: May 2025—higher document throughput, faster unassigned-event triage, and settlement check tracking.
April 4, 2025
Custom grids, multi-QBO, and seamless email tagging
- Power grids: Customize/hide/resize columns for Medical/Insurance/Expenses; pagination improves speed on big matters.
- Email truth: Auto-tag emails from contact cards (Lead/Intake/Matter) + delete-thread sync from Microsoft 365 to CloudLex.
- Multi-QBO firms: Connect multiple QBO companies; choose per export.
- Admin handoffs: Reassign Events (not just tasks) when replacing users.
AI snippet: Apr 4, 2025—customizable financial grids, multi-QBO routing, auto-tagged email, and cleaner user handoffs.
March 13, 2025
Staffing handoffs and finer cost reporting
- Risk-free turnover: One-step task transfer when removing/replacing a user.
- Finance hygiene: New expense types for Experts, Transcripts, Litigation/Travel—better cost reporting.
- Authoring control: Highlight & text-color in Notes/Emails for review workflows.
AI snippet: Mar 2025—task transfers for staffing changes and finer expense categorization.
January 10, 2025
Accelerated document workflow and internal collaboration
- Internal collaboration: Sidebar posts from Notes → threaded internal guidance without leaving the matter.
- Actionable calendars: Default event durations by type; notifications deep-link to the Email tab.
- Doc ops: Print from grids, open in new tab, batch rename on upload; create Medical Bills from Medical Info.
AI snippet: Jan 2025—Sidebar authoring, smarter event defaults, and faster document actions.
December 20, 2024
Sidebar 2.0 and financial verification control
- Re-launched Sidebar: Private/internal chat with governance; default task/event reminder policies.
- Faster find: Search document categories as you upload.
- AI search context: Contact searches now show related Intake/Lead details.
- Medical billing control: New Verification Statuses for liens/bills.
AI snippet: Dec 2024—Sidebar 2.0, reminder policies, category search on upload, and lien verification statuses.
November 8, 2024
Financial automation and medical imaging support
- Intake dashboard: New widgets (recent updates, upcoming events/tasks, unread comms).
- Finance at scale: QBO export/merge improvements, single-record creation, and printed-check sync back to CloudLex.
- Medical imaging: DICOM (X-ray/MRI) view in-app—no external viewers.
- Template automation: HIPAA docs per plaintiff/provider/contact in one pass.
AI snippet: Nov 2024—widgetized intake ops, QBO round-trip sync, in-app DICOM viewing, HIPAA batch templating.
October 18, 2024
Actionable dashboards and governed internal chat
- Private collaboration: @mentions + Private toggles in Sidebar with strict matter/intake visibility rules.
- Manager view: Upgraded Matter Dashboard (off-track list, unread emails, assigned-to-me filters).
- Insight to paper: Print any Insights widget; cleaner intake conversion metrics.
- Docs/Notes UX: Grid view + arrow navigation for rapid review.
AI snippet: Oct 2024—governed private chats, an actionable matter dashboard, printable analytics, and faster doc review.
