Expedite your growth and improve your intake—drive potential clients from the starting line to your bottom-line with ease.
Make Intake an Exact Science
The client intake process is the fuel that drives your matters…don’t ask the right questions upfront and you’re sure to run out of gas before the finish line. Intake Manager guarantees you get a comprehensive picture of your personal injury matters from the jump, regardless of who’s behind the wheel. Our intelligent intake forms guide your team through the entire client intake process (e.g. contact info, case details, injury checklists)—ensuring your attorneys have all the information they need to succeed and your leads have a professional first contact with your firm.
Organize Your Leads for Easy Follow-Up
Keeping track of leads can be a harrowing process…but it doesn’t have to be. This client intake software helps you stay on top of your prospects—view important lead info (including interaction history) alongside vital firm data from the convenience of anywhere. And future communications can be scheduled right from a prospect’s profile…we’ll even nudge you with automatic calendar alerts to follow up on specified days.
Discover What’s Working and Grow Your Profits
Intake Manager gives you insight into which of your marketing efforts are leading to tangible results (and which are not). In addition to built in expense tracking, Intake Manager provides your firm with detailed reports on which marketing campaigns are bringing in the most potential clients, conversions, and ROI—so you can operate more informed, spend your marketing budget prudently, and maximize your profits.
A complete set of solutions for your personal injury practice—much more than just case management software
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.
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 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.
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.
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.
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.
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.
Included with all plans is App Integrator, the ultimate synchronization tool. No longer do you have to waste time switching back and forth between apps or suffering through multiple uploads on different platforms, because updates made in CloudLex® and your favorite legal apps (e.g., Google Drive, Dropbox, OneDrive, Outlook, and Google Calendar are synced automatically—allowing for maximum collaboration and a huge time savings for your firm.