Email Management for Law Firms
CloudLex with Gmail and Outlook
Keep email communication connected to the matter
CloudLex helps PI firms manage Gmail and Outlook communication as part of the case workflow. Save emails and attachments to the right matter, keep updates visible to the team, and make sure important communication stays connected to the case instead of getting buried in individual inboxes.
Request a Demo
EMAIL MANAGEMENT FOR PERSONAL INJURY FIRMS
Matter-linked email management inside CloudLex
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.
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.
Search smarter, not harder
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.
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.
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!
Allows everybody to work remotely
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 with Gmail and Outlook fit inside the CloudLex Platform?
CloudLex with Gmail and Outlook is the email-management capability inside the CloudLex Platform. It helps PI firms keep case-related email connected to the matter so communication, attachments, and follow-up stay visible inside the same workflow where cases are managed.
How is this different from Client Messenger?
CloudLex with Gmail and Outlook helps your team manage email communication and attachments inside the matter. Client Messenger is designed for secure client texting and matter-linked messaging. Both support communication, but they serve different channels inside the Platform.
How does CloudLex connect with the Outlook client on my desktop?
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?
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?
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?
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?
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.
View Next
Seamlessly integrate your favorite apps to enhance productivity
