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Email Management for Law Firms

CloudLex with Gmail and Outlook

Streamlining case communication and collaboration

Improve your legal email management and unlock enhanced productivity, collaboration, and organization. With CloudLex, your inbox becomes an integrated part of your personal injury case files, ensuring important communications never slip through the cracks.

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Email Management

Email management for law firms

Efficient email management made easy

Make informed decisions with ease

Save emails as organized notes

Turn emails into actionable records. Save emails directly to CloudLex as notes, tag them to specific matters, categorize by type, and group them by conversation thread—so every piece of communication stays connected and easy to follow.

Digitize your client intake process

Keep your team aligned

Make case updates available to everyone. When you save an email, it’s instantly accessible to your entire legal team, providing real-time visibility into matter progress and cutting down on duplicate communication.

Gain valuable insights with powerful analytics

Locate any message fast. Save emails as structured records in the right matter folder and retrieve them using simple keyword or client name searches—no more digging through your inbox or forwarding email chains.

Convenient and tech-savvy client experience

Never miss critical updates

CloudLex flags important case-related emails with an exclamation mark right inside your inbox. It’s your built-in reminder to save essential communications—keeping sensitive details from getting buried or forgotten. forgotten.

Streamline your case evaluation process
Streamline your case evaluation process

Save time. Stay organized. Strengthen collaboration.

CloudLex brings your inbox into your case management system. With direct integration into Gmail and Outlook, you can upload emails and attachments without switching platforms—saving time, reducing errors, and improving collaboration across your personal injury team.

See what your peers are saying about CloudLex!

What your peers are saying about CloudLex.

Allows everybody to work remotely

Personal Injury case management made easy! I would recommend it to any personal injury firm!

So, let’s say we had an accident case – Defendant would say, hey, we want discovery, medical records, photos of injury, police report, etc., so we don’t have problem with that either, somebody login to the system, get all these documents, then forward it on to the defendant’s office remotely through email from within CloudLex. And, everybody can see what everybody else is doing.

David Lesch

Lesch & Lesch | Trial Attorney

Frequently asked questions

How does CloudLex connect with the Outlook client on my desktop?

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CloudLex uses a proprietary Outlook connector plugin to establish a secure connection with your Outlook email client. Once installed, you simply log in with your CloudLex credentials to begin saving emails directly into your case files.

Does my Outlook or Gmail plugin need to be open to save emails to CloudLex?

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Yes. To save emails as notes in CloudLex, you must have the Outlook or Gmail interface open. You can then search for the matter using keywords such as name, index number, or SSN and save the email to the relevant case category.

How secure is the CloudLex email integration?

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CloudLex uses HTTPS encryption for all communication between the email connector and CloudLex servers. This ensures a secure, HIPAA-compliant connection that protects sensitive client and case data.

Can I upload attachments from emails too?

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Yes. Attachments can be uploaded along with the email message directly to the appropriate matter in CloudLex, making it easier to manage related documents without additional steps.

Will all my saved emails be visible to the rest of the team?

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Only if you choose to share them. CloudLex gives you control over which emails are visible to the team, so you can manage confidentiality while promoting collaboration when needed.

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