CloudLex for Gmail and Outlook

Create notes and take action

Add CloudLex directly into your Gmail and Outlook email interface. Give your team the bigger picture with your documents by adding them to your notes.

Information at your fingertips

Save and access your notes anywhere and on any device, so the information you need is always available.

Save email as note

CloudLex for Outlook uploads matter-related emails to the CloudLex matter management software directly from Outlook. Add plugins to your Gmail and Outlook and save your emails as notes under categories that tag specific matters.

Keep everyone on the same page

Standard email inboxes are not typically shared with entire teams. If multiple people are working on a case, multiple email folders could contain case-specific communications that should be accessible to all. When you save the email into the specific matter directly from Gmail and Outlook, everyone is aware of case progress at each step with updated communication in real-time.

Seamless search

The CloudLex button makes it simple to instantly take a client or matter-related email from your Gmail and Outlook inbox and save them as email records. Search for the matter through keywords such as name, index number, or SSN, then save emails as a note in the specific matter’s email category.

Highlight important emails

CloudLex for Outlook highlights priority emails by recognizing emails with case-related information and displaying an exclamation mark advising you to note the email in CloudLex.