Matter Management Software
Matter Manager
The central system for managing the work behind every personal injury case.
CloudLex’s Matter Manager gives PI firms one place to manage matter details, documents, deadlines, calendars, tasks, and case activity. With everything connected to the matter, your team can stay organized, coordinate work more easily, and keep cases moving forward.
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Legal Matter Management System
PI-specific matter management
Matter Manager
Why attorneys choose CloudLex
01
Create, manage and store your case files in one place
Simplify how your firm handles case information, document templates, and contract management. With a centralized platform, attorneys can efficiently organize, categorize, and track legal materials while minimizing errors.
02
Effortlessly track case details
Managing legal matters involves tracking vast amounts of case information, from medical records to legal requests. CloudLex makes it easy to link, organize, and retrieve critical information in one place.
Link medical treatments and expenses to cases
Attach legal files and case notes to relevant matters
Organize case-related contacts and communication
03
Accelerate case progress & meet deadlines
Consolidate all matters and attorney calendars into a single master calendar, ensuring comprehensive visibility of firm-wide events and deadlines.
Seamless integration with Microsoft Outlook and Google Calendar
Color-coded task assignments by team member
Real-time notifications for upcoming deadlines
04
Stay on top of your firm’s matter progress
Manage tasks and track progress with our dashboard tools. Create and assign matter-specific tasks, monitor key performance indicators and stay on top of firm efficiency.
Automate legal operations and administrative tasks
Access intuitive task reports and dashboards
Track firm-wide performance metrics
05
Efficient, matter-specific communication
Eliminate email clutter with Sidebar, a discussion board that organizes case-specific communication in a central location for efficient and firm-wide communication.
Tag matters and legal requests for quick access
Keep internal conversations structured and organized
Enhance team collaboration
06
Control and dominate settlements
Our settlement calculator allows you to monitor demands and offers for your cases and plaintiffs while also tallying client recovery and your firm’s fees.
Automate settlement calculations
Track demand and offers for each client
Generate settlement reports in seconds
See what your peers are saying about CloudLex!
CloudLex is easy to navigate and allows you to track the progress of your client’s case
CloudLex allows everyone in the firm to be on the same page regarding the status of a client matter. It is tailored for personal injury law firms and seamlessly backs up to the cloud.
Hector Sandoval
Sandoval Law Firm, PLLC | Managing Shareholder
Frequently asked questions
How does Matter Manager fit inside the CloudLex Platform?
Matter Manager is the core matter management capability inside the CloudLex Platform. It helps PI firms manage the day-to-day work behind each case by keeping case details, documents, deadlines, tasks, and activity connected in one place.
How is Matter Manager different from Intake Manager?
Intake Manager helps your firm capture and qualify new cases. Matter Manager takes over once the case becomes an active matter, giving your team one place to manage casework from intake handoff through settlement.
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 legal 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 the best calendar apps for lawyers, such as Google Calendar, Outlook Calendar, etc.
You need only create or edit an event in one system, and it will magically appear in the other.
What does legal case management software do?
Case management software provides a central platform for law firms to store case information and client data, track case progress, and share this information across the team. It allows law firms to build their practices, manage customer relationships, and grow.
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?
CloudLex lets firms organize and track all medical information within the matter, ready for you to process the case further.
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.
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, test results, treatment records, and physician orders. Collectively, these medical files and treatment documents provide a comprehensive view of the medical history and, when organized, support 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 personal injury claims, ultimately helping law firms prepare and present the case more quickly.
Can CloudLex help teams track tasks and next steps inside a matter?
Yes. Matters in CloudLex are designed to keep status, deadlines, and next actions visible, so teams know what needs attention and cases keep moving forward with less confusion.
How is CloudLex different from generic matter management tools?
CloudLex is built specifically for plaintiff personal injury firms, not adapted from a general practice platform. That means the matter structure is designed around personal injury practices, including intake, treatment, medical records, negotiation, settlement, and related reporting.
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