This core application, included in all plans, is the hub of CloudLex®. It promotes collaboration through matter-specific communication tools, and is a one-stop shop for organizational needs like calendaring, document management, and the tracking of medical expenses. Through dashboard tools and targeted reports, it also allows higher-ups to effectively manage the progress of cases so that they can properly allocate resources to areas of need and stay ahead of potential problems.
Clients are the lifeblood of any successful PI firm—but without a proper intake process in place, leads can be hard to track and easy to lose. CloudLex’s Intake Manager fixes that—it provides you with an effective process to attain and manage prospective clients so you can boost your firm’s revenue and your client’s satisfaction. And because Intake Manager is part of CloudLex’s robust legal cloud platform, the transition from potential lead to current client is seamless.
With Client Messenger you can efficiently communicate with your clients and contacts from the convenience of CloudLex, instead of your personal cell. Send and receive texts⸺pics, videos, and documents too⸺in our centralized and secure platform for quick access to vital case info during your conversations and easy retrieval after.
CloudLex’s Referral Engine is a collaborative network where you can both refer out matters and take on matters in conjunction with a growing community of plaintiff attorneys. Referrals are easy to setup and even easier to manage. Partner firms can communicate and share case information with each other securely without ever having to leave the app. And CloudLex® tracks all changes to your referrals automatically, so you’ll always be up to date on the latest developments as they happen.
With CloudLex®, you can digitally archive your closed matters with ease. CloudLex’s Digital Archiver eliminates the need for physical storage, while allowing you to store even more in the cloud. All information relevant to your closed cases, even digital correspondence (emails, notes, conversations), is housed on our secure and HIPAA compliant server hosted by Microsoft and can be accessed (or added to) at any time.
Referrals are an important part of any successful law firm’s business strategy, improving both your practice’s bottom-line and your standing in the legal community; but until now, the referral process was more luck and who you know than anything else. Enter CloudLex’s Referral Exchange, an attorney connector for the digital age. Free to join and open to all, the Referral Exchange helps personal injury attorneys to effortlessly market themselves and grow a national footprint without ever having to leave the couch.
Microsoft Office Online®
CloudLex® has partnered with Microsoft to bring you comprehensive integration with MS Office Online—meaning you can make changes to your Word, PowerPoint, and Excel documents, without ever having to leave CloudLex®. Any updates are reflected immediately, across all platforms and devices, so members of your team always have the most up-to-date versions of files. All you need is internet access and you can create, upload, and edit from anywhere, right alongside your colleagues, resulting in less time coordinating and more time collaborating.
Whether you’re on a plane or in a courthouse lobby, you’re not always going to have access to that coveted Wi-Fi signal-that’s where CloudLex’s Office Connector comes in. Once downloaded, Office Connector shows up as a tab in Word, enabling you to work offline just as if you were in the CloudLex® platform. Users can access files, make changes, create new documents, and save everything directly to CloudLex®, sparing your firm from hours of re-drafting, re-editing, and re-uploading.
Emails can be easy to send, but hard to share. Multiple users and multiple inboxes make for multiple opportunities to miss important case information. Email Connector aims to fix that. Once downloaded, users can seamlessly transfer any emails they receive in Outlook or Gmail (including attachments) right to a matter’s “Notes” tab in CloudLex—ensuring they live on alongside other vital case information in a single, centralized location that all team members can access.
Included with all plans is App Integrator, the ultimate synchronization tool. No longer do you have to waste time switching back and forth between apps or suffering through multiple uploads on different platforms, because updates made in CloudLex® and your favorite legal apps (e.g., Google Drive, Dropbox, OneDrive, Outlook, and Google Calendar are synced automatically—allowing for maximum collaboration and a huge time savings for your firm.
Business Analytics (Coming soon)
With our Business Analytics, firms are able to make informed decisions on whether or not to take on new cases. Decision makers can track key performance indicators (like new matters per month, profitability, and more) through detailed reports and easy-to-interpret visuals.