Next-gen personal injury matter management software. Designed to guide your plaintiff matters from intake to closure.
Collaborate With Ease
Matter Manager promotes collaboration through a variety of matter-specific communication tools that are designed to share important information, without ever leaving the app. Use our fully integrated email feature to communicate with your colleagues in a familiar format. And if you’re looking for something more casual, our Sidebar feature works similar to a discussion board; allowing you to add comments and follow along with new posts as they update in real time.
CloudLex® provides you with a full suite of tools so you can keep your matter-specific info organized and in one place. With our very own calendar feature, you can manage critical case dates and easily integrate them with your other calendar apps (e.g., iCal, Google Calendar, and Outlook). And our advanced legal document management software allows you to store a variety of data (from PDFs to audio streams) and classify it however you want-for easy retrieval later.
With our bevy of informational features, you can rest assured your personal injury firm will be prepared. Our case details give you more than just the normal case summary and list of medical injuries; they help you track data unique to your personal injury matters, with specific info for automobile accidents, slip and fall cases, medical malpractice, and more. And with our conflict check feature, you can steer clear of any potentially damaging surprises at the time of intake.
With varying user-roles and permissions, CloudLex’s Matter Manager is the ultimate matter management system. Higher-ups can assign matter-specific tasks, then track their progress through our dashboard tools and targeted reports to. And those in charge of legal matters can monitor macro-level progress through firm-wide key performance indicators, so you can see where to allocate or scale-back your office’s resources in an effort to make your law firm more efficient.
A complete set of solutions for your personal injury practice—much more than just case management software
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.
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.