Build better relationships with your peers. Send and receive referrals and execute fee agreements faster.
Send and Receive Referrals
CloudLex’s Referral Engine allows users to take on referrals from our growing subscriber network of respected personal injury attorneys and send out referrals to anyone, even those that have yet to join the platform. With our innovative technology, lawyers can execute fee agreements in a matter of seconds on any CloudLex® enabled device-leading to increased revenues and strengthened relationships.
Share on a Secure Network
The Referral Engine gives you access to a countrywide database of prominent personal injury attorneys and matters. You can seamlessly refer cases and share case-related data (documents, notes, tasks, calendar entries, and more) right in the CloudLex® app, over a secure and HIPAA-certified server. The Referral Engine gives you the unparalleled ability to extend your reach and secure the most competent legal talent on behalf of your clients.
Track the Progress of Your Referred Matters
CloudLex® takes the hassle out of the referral process. No longer do you have to spend hours gathering updates or chasing down referral partners, because the Referral Engine does it for you. CloudLex® manages the referral process on your behalf, automatically keeping you informed on the latest updates in your cases. Attorneys can monitor status and transaction history from anywhere, simply by logging onto the app.
A complete set of solutions for your personal injury practice—much more than just case management software
The hub of CloudLex®, this personal injury case management software promotes collaboration through case-specific communication and organizational tools. Its analytics features allow higher-ups to properly measure performance, so they can better manage firm resources.
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.
Microsoft Office Online®
Make changes to your Word, PowerPoint, and Excel documents, without leaving the Legal Cloud®. All updates are reflected immediately, across all platforms and devices, leading to increased collaboration.
Eliminate the need for physical storage and house all information related to your closed cases (even digital correspondence) in the cloud. Archived cases are kept secure and can be accessed (or added to) at any time.
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.
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.