CloudLex Features
Explore Our Innovative Features
CloudLex is designed exclusively for personal injury law firms that demand efficiency, accuracy, and better outcomes. Our personal injury case management software consolidates everything you need – intake forms, document management, case updates, client communication, and more – into one powerful platform.
THE LAST CASE MANAGEMENT SOFTWARE YOU’LL NEED
Improve your flow
Everything in one place
CloudLex centralizes client intake, case information, legal documents, and communication tools under one roof for a truly unified experience, so you can stop juggling multiple platforms.
Automation that saves time
Automate intake processes, document creation, and routine administrative tasks to reduce bottlenecks, improve accuracy, and free up time for client care.
Built for your team
Unlike generic platforms, CloudLex is tailored for the needs of personal injury law firms. From tracking medical records to managing settlement demands, our system is designed to align with personal injury best practices.
The best personal injury case management solution
Managing personal injury claims is complex when using disconnected tools, but our cloud-based technology brings you a case management system that transforms your workflow by combining every essential function into one intuitive platform.
With advanced features, seamless integrations, and tools for everything from document automation to real-time collaboration, CloudLex helps personal injury lawyers eliminate manual tasks, reduce human error, and save valuable time for what matters most—winning cases and delivering exceptional client service.
Explore all features
Document Management
Quickly access every document you need – anytime, anywhere. Upload, edit, and co-author in real time, then share securely with your team or clients without worrying about version control.
Settlement Calculator
Simplify negotiations by tracking offers, expenses, and payment requests. Calculate damages, fees, and more instantly – with full visibility into negotiation history.
Workflow Management
Keep your entire intake-to-settlement process running smoothly with task assignment options and easy-to-create workflows, so your team can eliminate errors for better outcomes.
Uber for CloudLex
Book rides and manage travel expenses without leaving the platform. Automatically capture receipts and generate consolidated expense reports to save time.
Calendar Management
Stay ahead of deadlines with a centralized calendar. Link tasks to events, sync with external calendars, and access from anywhere – and never miss a date again.
Communication Management
Keep every client conversation in one place. Email, text, and chat without switching platforms – and always know where to find critical messages with tags for easy tracking.
Reports and Dashboard
Track the health of your firm in real time with performance dashboards and advanced reporting. From case outcomes to marketing ROI, get insights you can act on to make data-driven decisions and grow your firm.
Advanced AI Search
Use artificial intelligence to search across documents, matters, and tasks. Find the details you need in seconds with fast, secure, and intelligent search technology.
Task Management
Assign tasks, set deadlines, and monitor progress effortlessly. Know exactly who’s doing what – and never let important steps slip through the cracks.
Expense Manager
Track and categorize expenses in one place and integrate with QuickBooks for real-time financial oversight and reporting.
E-Signature
Send documents for signature in just a click. Your clients can sign securely from any device, and your team can rest easy knowing everything is tracked automatically. Plus, you can integrate with Adobe Sign and DocuSign.
Cloud Security
Keep your data protected – CloudLex is hosted on Microsoft® Azure with 256-bit encryption and HIPAA/HITECH compliance. Ensure all client information and sensitive documents are fully protected.
Contact Management
Store all client, attorney, and provider details in one organized hub. Easily search and tag contacts within your case management system.
iOS/Android Mobile Apps
Stay connected wherever you go with real-time notifications. Manage cases, check updates, and communicate with clients straight from your mobile device.
PDF Editor for Law Firms
Edit, annotate, and sign PDFs within the platform. Simplify collaboration on sensitive documents and keep everything organized in one place.
Get started with CloudLex today
Ready to simplify case management?
CloudLex helps personal injury attorneys move faster, work smarter, and deliver a superior client experience. Schedule a personalized demo today and see how our personal injury case management software can transform your firm.
Frequently asked questions
What does a document management system do for a law firm?
In civil litigation firms, even the most straightforward of cases can generate thousands of pages of documents. Law firms today spend enormous amounts of time and resources printing documents and physically filing and storing them in Banker Boxes. The way your firm produces, organizes and optimizes documents can give you a competitive advantage over other law firms.
Matter Centric Document Management
Store your documents in a matter-centric manner, where all documents, notes, files, and contacts relating to the same matter are stored in a central location. This makes it much easier to reference and retrieve documents, unlike the folder-based structures in cloud storage solutions like Dropbox. But document management is not just about storage. Here are some of our other features that help your firm run as efficiently as possible:
Document Templates
Through CloudLex, you can quickly produce documents via templates, such as agreements and letters, saving your associates an enormous amount of time.
Collaboration
Collaborate on documents with your colleagues. Keeping documents in CloudLex ensures all team members have access to and are working on the most up-to-date version of the document.
Tracking Changes
In addition to being able to access files and documents on the go, CloudLex also tracks all changes made to any document. The system indicates who made the change and when making documents easy to review.
What are the must-have features of legal document management software?
Document management and organization dictate the extent of a law firm’s efficiency, productivity, and legal compliance. To boost efficiency and productivity, acquiring a document management system that fits your practice’s needs, such as usability, scalability, security, collaboration, integrations, and version control, is a must. In addition, your document management system should also be matter-centric, allowing you to link matters, contacts, categories, and label documents for each retrieval.
Your firm should aim to find case management software that includes a robustly built document management system. That way, instead of having two separate systems, you can organize all your information one in place.
Here are some of the top features in a document management system your firm should be looking for:
Document Storage: You should have unlimited document storage that is compliant with industry norms like HIPAA
Access Permissions: To ensure your data is secure, this feature allows you to define who can view, edit, and create documents in your system.
Security: A secure cloud is ideal for storage, where data is backed up regularly with disaster recovery and geo-redundancy capabilities. Documents should be able to be retrieved in case of any disaster. We ensure that your documents can be retrieved no matter what by backing up your data in several geo-locations, so if one is hit by a disaster, another backup is immediately activated.
Advanced Search: Your document management system should have an advanced keyword search system that enables you to filter through case details or documents faster
Collaboration: Another important feature to have is internal collaboration access to documents. This feature allows you to co-author documents, track changes, and edit documents from anywhere.
Electronic Signatures: Clients should be able to easily sign legal documents electronically in the system.
Integration: Your document management software should integrate with document creation and storage software like Dropbox, Google Drive, Onedrive, etc
Can I customize permissions and access restrictions for documents in cloudlex?
Yes, CloudLex allows you to customize access to documents. Control who is able to access specific information such as documents, calendars, etc. We use role-based access controls to limit the possibility of breaches. The system defines roles and users, granting specific permissions to each level and ensuring consistent security policy across the entire firm. Prevent unauthorized access to documents and help employees focus their attention by only granting access to documents needed to perform their duties.
What’s the difference between Microsoft office’s desktop and Microsoft office?
Microsoft offers several different ways to run its Office programs. The primary ways include desktop apps, mobile apps for Android and iOS, and online through a web browser.
You’re likely familiar with the desktop version of Office. This is the full-featured version installed on Windows PC or Macs. This traditional standalone app requires you to pay an upfront cost, get a license, and install the software on your computer.
CloudLex for Office, a web-based version of Office, is free for law firms that use our system and doesn’t require a subscription for use. CloudLex includes all the key functionalities and programs of Office- Word, Excel, PowerPoint, and Outlook- all in one place.
The web-based version of Office offers better collaborative features than the desktop-based version. For example, when collaborating with colleagues in the desktop version, only one person can edit at a time; The online version offers real-time updates allowing multiple people to edit the document at once.
See what your peers are saying about CloudLex!
CloudLex has transformed how we practice law
How it truly changed just one of our cases was during an arbitration. A question came up which my physical binder did not have the answer. I was able to access a note in the CloudLex file from my iPad and immediately defeat the Respondent’s case. That is just one example of how it has transformed our firm’s practice of law.
Brian Pascale
Pascale Law | Managing Partner
See CloudLex in action
Discover why thousands of Personal Injury 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.
