Matter Manager

The Nerve Center of Your Personal Injury Case

Take control of your cases with Matter Manager, our state-of-the-art case management software designed to efficiently guide your personal injury matters from intake through closure.

Create, manage, and store
case files all-in-one place

Manage and store various types of documents, images; stream media files directly in your browser. Categorize and tag your files for efficient search, version control, and information management.

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Organize matter details

Keep your matter-specific info organized and in one place. Track data unique to your personal injury matters like medical information, liens, bills, and expenses.

  • Create and link notes to contacts
  • Track medical treatments
  • Link to specific contacts
  • Track insurance information

Expedite and accelerate case velocity and never miss a deadline

Integrate all matters and individual attorney calendars into one master calendar, allowing attorneys to view firm-wide events across all cases, so you never miss a deadline.

  • Seamless integration with calendars like Outlook, Google, iCalendar, etc.
  • Easy to use, color-coded calendar
  • Real-time notification center
  • Customized reminders

Stay on top of matter progress

Create and assign matter-specific tasks and track progress through our dashboard tools. Monitor firm-wide key performance indicators.

  • Automate redundant tasks with legal workflow automation
  • Intuitive task reports and dashboards
  • Collaborate on tasks
  • Evaluate law firms’ productivity

Control and dominate settlements

Track demands and offers unique to your cases and plaintiffs. Our personal injury settlement calculator allows you to follow negotiations between parties and tallies your clients’ recovery and your firm’s fees with ease.

Collaborate on matters from anywhere, anytime, and on any device

CloudLex promotes collaboration through various matter-specific communication tools designed to share important information and keep everyone in the team on the same page.

Collaborate on documents

Work on your documents alongside your colleagues directly in CloudLex anytime, anywhere, and on any device. This increased transparency leads to fewer check-ins, simplified workflow, and faster turnarounds.

See real-time case development

Track every update on the case, including statues, documents, calendars, etc. Therefore, everyone in the team is updated with the latest version documents and real-time updates.

Foster matter-specific communication

Reduce your email clutter by utilizing Sidebar for all internal, matter-related firm conversations. The Sidebar feature is a discussion board-style internal law firm communications system that allows you to tag matters, add comments, and follow posts.

Collaborate using video conferencing

Never miss out on a face-to-face conversation. CloudLex enables you to collaborate with staff, clients, and partners securely using its fully integrated video conferencing feature.

  • Integration with Microsoft Teams
  • Add a unique Teams meeting link while creating an event in CloudLex and invite attendees
  • Join meetings from any device, PC, Mac, or mobile device

Patrick Bisogno attorney cloudlex

“I don’t know where I would be right now if I didn’t have CloudLex.”

Our paralegals and attorneys had all cliI have been able to settle so many cases over the past few months because I have access to everything from home.

I was preparing for a mediation I had the next morning and if it wasn’t for CloudLex I would have had to go to and be in my office until 3 am.

Patrick Bisogno

Managing Partner | Bisogno & Meyerson, LLP | New York


Plaintiff personal injury law solutions built specifically for you

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Intake Manager

Establish an efficient intake process for your personal injury law firm and clients

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Matter Manager

State-of-the-art case management software designed exclusively for personal injury law

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Client Messenger

Streamline your client communication to move cases forward

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Microsoft Office

Reimagine productivity with seamless Microsoft Office Online integration

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Digital Archiver

Cloud storage for paperless law firms with digital archive access for the future

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Referral Engine

Grow your personal injury practice on a secure platform and exclusive network

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Documents

Keep all your documents organized with CloudLex’s seamless Microsoft Word integration

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App Integrator

Connect the best legal tech apps with CloudLex to build your complete LegalCloud®

Matter Management Software FAQs

Does CloudLex provide mobile apps for personal injury law firms?

Yes, CloudLex has iOS and Android apps for its customers, available to download from the Apple store and Google Play store respectively.

It contains a range of features for our clients so that they can access matters, intake, and client communication right from their mobile devices.

Can case management software be integrated with other software?

Yes, you can integrate your case management software with the majority of the most popular legal software, so that you’re always in sync with your cases.

You can integrate your case management software with storage software like Google Drive, Dropbox, OneDrive, and more. You can still upload a document on your favorite apps. They’ll show up in your case management software (and vice versa)—giving you more access to your docs and no need to upload documents in two different places.

You can integrate your legal case management software with calendars like Google calendar, Outlook calendar, etc.

You need only create or edit an event in one system, and it will magically appear in the other.

A case management software essentially provides a central place where law firms can host case information and client’s data, track case progress, and share this information among the team. It allows law firms to build their practice, manage relationships with customers, and grow their law firms.

With a case management system in place every case, intake, deadline, appointment, case-related document, task, court date, and more, are instantly available. This means that every bit of progress you or your team make, along with every new interaction with clients, will always be up-to-date.

When it comes to legal case tracking, you track every task due, the status of the tasks, emails sent, meetings held with clients, the stages of every case, etc., case management software can also be used to add notes, schedule follow-ups of your intakes or leads, organize next steps that need to be taken, and help in resource optimization because you will know the real-time workload of each member of your team/firm. This ensures that you won’t miss any leads and can close legal cases quickly and effectively.

How to manage plaintiff medical records in Matter Manager?

Once attorneys complete the intake process, it can then be converted into a matter, transferring all the intake information, including incident details, with just a click of a button.

CloudLex’s Matter Manager will have all medical information from client intake ready for you to process the case further.

You can then capture, manage, and track all the information collected during the investigation. Additionally, you can link document files you requested from service providers to each plaintiff’s medical record under the medical information details of a particular matter.

A medical file includes medical bills, liens, tests, treatment, and physician orders. Collectively, all these medical files and documents of the treatments will give a comprehensive view of medical history, and when organized, it supports your litigation process. Therefore, it is essential to organize them effectively.

CloudLex makes it easier for the attorney to analyze and quickly find information in the record relevant to the personal injury claims, which ultimately helps law firms to more rapidly prepare and present the case.

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