Take on and track referred matters from the convenience of anywhere, all in one centralized and easy-to-use location.
Receive Referrals
CloudLex’s Referral Exchange lets you accept cases from our national network of personal injury attorneys. Users can avail themselves to other firms’ matters, manage referrals, and view past referrals all from the convenience of any internet-enabled device-saving your firm time and effort, while increasing revenues.
Build Your Legal Network
You are the company you keep, so it only makes sense to join CloudLex’s expanding network of prominent personal injury attorneys. The Referral Exchange allows you to extend your reach nationally and promote your strengths to potential partners, affording you the chance to build lasting relationships with some of the country’s most well respected personal injury firms-it’s the ultimate marketing tool.
Collaborate on a Secure Network
With Referral Exchange, users can interact with partner firms right in the CloudLex app. Partner firms can easily share all case related data (documents, notes, tasks, calendar entries, and more) over a secure and HIPAA-certified system, a seamless and hassle-free experience for both parties.
A complete set of solutions for your personal injury practice—much more than just case management software
Matter Manager
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.
Intake Manager
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.
Client Messenger
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.
Referral Engine
Referral Engine allows you to grow your national footprint through a collaborative network of plaintiff attorneys. Refer out matters, take on matters, and track your matters securely without ever leaving the app.
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.
Digital Archiver
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.
Referral Exchange
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.
CloudLex for Word
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.
CloudLex for Gmail and Outlook
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.
