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 a current client is seamless.
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, also allows higher-ups to effectively manage the progress of cases to properly allocate resources to areas of need and stay ahead of potential problems.
CloudLex for Gmail and Outlook
Emails can be easy to send but hard to share. Multiple users and inboxes make for various 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.
With Client Messenger, you can efficiently communicate with your clients and contacts from the convenience of CloudLex, instead of your 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 has partnered with Microsoft to bring you comprehensive integration with Microsoft 365—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.
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.
CloudLex’s Referral Engine is a collaborative network where you can refer out matters and take on matters in conjunction with a growing community of plaintiff attorneys. Referrals are easy to set up and even easier to manage. Partner firms can communicate and share case information 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.
CloudLex for Word
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.