This core case management software 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.
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-and 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.
This core application, included in all plans, is the hub of CloudLex®. It promotes collaboration through a wide range of 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.
CloudLex’s Client Communicator is a client relationship management application that allows attorneys and clients to share vital information with each other in a variety of ways. Both parties can upload important events, briefs, notes, and more into the application-and then view that information at their discretion, in a simple and secure venue.
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.
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. Outlook Connector aims to fix that. Once downloaded, users can seamlessly transfer any emails they receive in Outlook (including attachments) right to a matter’s “Notes” tab in CloudLex-ensuring emails 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.