Client Portal Software for Law Firms
Client Messenger
Keep client communication secure, connected, and easy to manage
CloudLex’s Client Messenger helps PI firms manage client messaging, updates, and document sharing from one secure, matter-linked workflow. With encrypted communication, a dedicated firm number, and messages tied to the case, your team can keep clients informed without relying on personal devices or disconnected tools.
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LAW FIRM CLIENT COMMUNICATION SOFTWARE
Secure, matter-linked communication for PI firms
Keep clients informed without losing context
Protect your privacy
With 2-way texting built into CloudLex, you can send and receive messages using a dedicated law firm number—keeping your personal and professional communications separate.
Ensure security and confidentiality
CloudLex supports matter-specific texting via a secure client portal, letting you send and receive messages, documents, images, PDFs, and videos. All communication is encrypted and stored on a HIPAA-compliant server, helping you protect attorney-client privilege and meet your confidentiality obligations.
Foster collaboration with stakeholders
Keep in touch with everyone involved in your personal injury cases—from clients and colleagues to healthcare providers and insurance adjusters. Client Messenger supports streamlined collaboration through centralized, secure communication channels to protect confidential information.
Enhance communication, collaboration and privacy
Stay connected with clients and stakeholders through secure messaging, encrypted document sharing, a HIPAA-compliant server, and a dedicated business number that keeps your personal phone private.
Client Messenger
Instant messaging and hassle-free client communication
Simplify client communication
Update clients instantly with real-time messaging
Your clients expect clear and timely communication. Client Messenger lets you keep them in the loop on court dates, documents, and case updates—without clogging your inbox or tying up your phone line. Provide meaningful touchpoints throughout the legal process, increasing client satisfaction and reducing follow-up questions.
Quick and hassle-free messaging
Text messaging is the fastest way to maintain client communication. With CloudLex’s 2-way texting, you can send secure messages in seconds—adding a personal touch without exposing your private number. Make communication simple, professional, and efficient.
Communicate confidently with industry-standard security
In PI, client confidentiality is a fundamental principle. Client Messenger keeps your attorney-client relationship secure with encryption in transit (TLS/SSL) and at rest (AES-256) on Microsoft Azure, a HIPAA-compliant server, and protections against unauthorized access. You can send intake forms, videos, and other sensitive legal documents without worry.
Stay organized with logging and tagging
Cut down on repetitive emails and phone calls by logging every conversation and tagging messages to specific matters. With CloudLex, your law firm can quickly retrieve important text message threads, keep staff in the loop, and maintain a clear record of attorney-client communication.
See what your peers are saying about CloudLex!
Way to scale and organize a personal injury practice
The best thing is I can speak with real people at CloudLex for support. Feedback is always appreciated and implemented; this software is always improving. CloudLex helped our staff work remotely.
Laura Rosenberg
Rosenberg and Rodriguez, PLLC | Managing Attorney
Frequently asked questions
How does Client Messenger fit inside the CloudLex Platform?
Client Messenger is the secure client-communication capability inside the CloudLex Platform. It helps PI firms manage messaging, updates, and document sharing in a way that stays connected to the matter and visible to the team.
How is Client Messenger different from Lexee AI Client Web Assistant?
Client Messenger is for secure two-way communication and document sharing between your firm and clients. Lexee AI Client Web Assistant is designed to help firms automate routine status updates and client interactions through an AI-powered website experience.
Can I share documents through Client Messenger?
Yes. You can securely send documents, videos, photos, and PDFs via Client Messenger using HIPAA-compliant document sharing tools, making it easier to exchange information with clients without switching tools.
Is communication through Client Messenger encrypted?
Yes. All communication is protected by encryption in transit (TLS/SSL) and at rest (AES-256) on Microsoft Azure, keeping your attorney-client communication private and compliant with your ethical obligations.
Does Client Messenger support mobile access?
Yes. CloudLex offers a mobile app, so you can send messages, receive updates, and access files whether you’re at the office, in court, or working remotely.
Can I use Client Messenger for prospective clients, too?
Yes. It’s an effective client communication tool for prospective clients, too. You can streamline intake forms, share initial documents, and begin your client-lawyer relationship on the right foot.
Can it be used during intake?
Yes. Text messaging in CloudLex works with all contacts created in CloudLex, and users can tag conversations to relevant intakes and matters.
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