CloudLex Applications
Tools to Power Your Personal Injury Case
Our suite of cloud applications is built exclusively for personal injury law firms, offering everything you need to efficiently run your practice. From client intake to case management and secure document archiving, CloudLex streamlines your firm’s most important processes—saving time, eliminating silos, and helping your team deliver better outcomes.
THE LAST CASE MANAGEMENT SOFTWARE YOU’LL NEED
Improve your flow
Everything in one place
No more jumping between disconnected platforms. CloudLex brings client intake, case files, calendar management, and document automation into one cohesive ecosystem – so your team can work faster and more confidently, without missing critical details.
Smarter operations, better outcomes
Automate the routine. CloudLex reduces administrative tasks and flags case information that needs attention. With built-in analytics and artificial intelligence features, you get insights that drive efficiency, improve decisions, and support better client results – without extra overhead.
Built for your team
CloudLex isn’t generic software rebranded for law firms – it’s designed specifically for personal injury attorneys. From motor vehicle accidents to complex torts, every application aligns with the realities of your practice, helping your team manage high volumes and nuanced case types with ease.
Why personal injury firms rely on CloudLex
With built-in document automation, purpose-built artificial intelligence, and integrations with Microsoft 365 and other leading tools, CloudLex gives you immediate access to every critical detail of your personal injury cases – all from one secure, cloud-based platform.
Explore all Applications
Matter Management Software
Control your entire case lifecycle with Matter Manager. Organize legal documents, medical treatment records, and case information in one place. Keep your personal injury cases moving from client intake to jury trial – with full visibility along the way.
Client Intake Software
Easily turn prospective clients into new clients with customizable intake forms and automated workflows. Eliminate follow-up emails, capture key details at the start, and track lead sources for better results on your marketing campaigns.
Microsoft 365 for Attorneys
Work within the tools you already know. Edit Word docs, review Excel sheets, and manage Outlook calendars and contacts – all synced directly with CloudLex for efficient case management and collaboration.
Email Management
Centralize your firm’s communications. Automatically store emails and notes with the relevant case files, improving client communications and cutting time spent searching for messages.
App Integrator
Connect CloudLex to your existing tech stack. Sync data in real time with Google Drive, Dropbox, Outlook, and other tools your law firm already uses – meaning no more switching between apps or risking lost information.
Client Messenger
Communicate securely with clients and partners through matter-specific messaging. Share documents, videos, and updates directly through CloudLex, keeping everything organized and accessible.
Referral Engine
Send, receive, and track referrals within a secure attorney network. Execute agreements quickly, share case files, and expand your personal injury law firm’s reach without ever leaving your dashboard.
Digital Archiver
Stop relying on file rooms or third-party storage. Archive closed cases securely on our HIPAA-compliant Microsoft Azure server and access them anytime, from anywhere – stay disaster-proof and cost-effective.
CloudLex for Word
Work doesn’t stop when the Wi-Fi does. With CloudLex for Word, you can draft, edit, and organize legal documents offline – then sync everything to your case management system with a single click once you’re reconnected. Stay on track, even without internet.
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.
