Create, share, and collaborate with your team using Microsoft Office on CloudLex.
Reimagine productivity with seamless Microsoft Office Online integration
CloudLex provides one place to secure legal document management with its smooth integration with Office Online. Enjoy fast uploads, easy coordination, enhanced version control, and the latest software updates.
Keep everyone on the same page
All edits and changes to a document are reflected across accounts and devices, so your team always has the latest version on hand.
Familiar interface
All of the features that have made Microsoft Office Online the standard for creating documents, including spreadsheets, and presentations in the cloud, are fully functional from within CloudLex and available with the same interface that users are familiar with.
Manage less, practice more
Microsoft Office Online facilitates faster turnarounds, fewer check-in meetings, and simpler workflows. So whether you’re sharing documents with partners, staff, or customers, you’ll spend less time coordinating and more time collaborating.
Create, manage, and collaborate on documents from anywhere
Track demands and offers unique to your cases and plaintiffs. Our personal injury settlement calculator allows you to follow negotiations Experience a powerful combination of CloudLex and Microsoft to transform how you manage and collaborate on documents.
Create new, upload, edit, and share documents
With CloudLex Microsoft Office Online integration, you can upload your existing documents directly to CloudLex from Word, Excel, and PowerPoint. Upload, edit, make comments, and share documents with your team from your desktop or web-based versions of Microsoft Office Online without any dedicated software.
Collaborate on documents
With Microsoft Office Online®, easily coordinate and collaborate with your team even in high-pressure, tight deadline situations. By using Co-authoring, you can open any Microsoft Word, Excel, or PowerPoint file directly into Office Online and simultaneously edit alongside your colleagues. You can also see who is viewing your file in real-time for better transparency.
Access files on the go (anytime, anywhere, and on any screen)
Track every update on the case, including statues, documents, calendars, etc. Therefore, everyone in the team is updated from any location. With CloudLex®, all you need is internet access to create, review and modify documents regardless of where you are. Open, edit, and save from your connected, device and your changes will be reflected instantly across your team members’ phones laptops, and tablets-ensuring everyone has the latest version, always.
Plaintiff personal injury law solutions built specifically for you
Intake Manager
Establish an efficient intake process for your personal injury law firm and clients
Matter Manager
State-of-the-art case management software designed exclusively for personal injury law
Microsoft Office
Reimagine productivity with seamless Microsoft Office Online integration
Digital Archiver
Cloud storage for paperless law firms with digital archive access for the future
Referral Engine
Grow your personal injury practice on a secure platform and exclusive network
Documents
Keep all your documents organized with CloudLex’s seamless Microsoft Word integration
App Integrator
Connect the best legal tech apps with CloudLex to build your complete LegalCloud®
“CloudLex has brought our law firm into the 21st century! I am able to run my practice from anywhere. My staff finds CloudLex easy to use and intuitive, while the customer service and support are second to none. Above all else, CloudLex has become a trusted partner in managing, securing and growing my practice.“
Angelicque Moreno
Avanzino and Moreno, PC | New York
Microsoft Office Legal Software Integration FAQs
What does a document management system do for a law firm?
In civil litigation firms, even the most straightforward of cases can generate thousands of pages of documents. Law firms today spend enormous amounts of time and resources printing documents and physically filing and storing them in Banker Boxes. The way your firm produces, organizes and optimizes documents can give you a competitive advantage over other law firms.
Matter Centric Document Management
Store your documents in a matter-centric manner; where all documents, notes, files, and contacts relating to the same matter, are stored in a central location. This makes it much easier to reference and retrieve documents, unlike the folder-based structures in cloud storage solutions like Dropbox. But document management is not just about storage. Here are some of our other features that help your firm run as efficiently as possible:
Document Templates
Through CloudLex you can quickly produce documents via templates, such as agreements and letters, saving your associates an enormous amount of time.
Collaboration
Collaborate on documents with your colleagues. Keeping documents in CloudLex ensures all team members have access to and are working on the most up-to-date version of the document.
Tracking Changes
In addition to being able to access files and documents on the go, CloudLex also tracks all change made to any document. The system indicates who made the change and when, making documents easy to review.
What are the must-have features for legal document management software?
Document management and organization dictates the extent of a law firm’s efficiency, productivity, and legal compliance. To boost efficiency and productivity, acquiring a document management system that fits your practice’s needs such as usability, scalability, security, collaboration, integrations, and version control, is a must. In addition, your document management system should also be matter-centric, allowing you to link matters, contacts, categories, and label documents for each retrieval.
Your firm should aim to find a case management software that includes a robustly built document management system. That way, instead of having two separate systems, you can organize all your information one in place.
Here are some of the top features in a document management system your firm should be looking for:
- Document Storage: You should have unlimited document storage that is compliant with industry norms like HIPAA
- Access Permissions: To ensure your data is secure, this feature allows you to define who can view, edit, and create documents in your system.
- Security: A secure cloud is ideal for storage, where data is backed up regularly with disaster recovery and geo-redundancy capabilities. Documents should be able to be retrieved in case of any disaster. We ensure that your documents can be retrieved no matter what by backing up your data in several geo-locations, so if one is hit by a disaster, another backup is immediately activated.
- Advanced Search: Your document management system should have an advanced keyword search system that enables you to filter through case details or documents faster
- Collaboration: Another important feature to have is internal collaboration access to documents. This feature allows you to co-author documents, track changes, and edit documents from anywhere.
- Electronic Signatures: Clients should be able to easily sign legal documents electronically in the system.
- Integration: Your document management software should integrate with document creation and storage software like Dropbox, Google Drive, Onedrive etc.
Can I customize permissions and access restrictions for documents in CloudLex?
Yes, CloudLex allows you to customize access to documents. Control who is able to access specific information such as documents, calendars, etc. We use role-based access controls to limit the possibility of breaches. The system defines roles and users, granting specific permissions to each level, ensuring consistent security policy across the entire firm. Prevent unauthorized access to documents and help employees focus their attention by only granting access to documents needed to perform their duties.
What’s the difference between Microsoft Office’s desktop and Microsoft Office?
Microsoft offers several different ways to run its Office programs. The primary ways include desktop apps, mobile apps for Android and iOS, and online through a web browser.
You’re likely familiar with the desktop version of Office. This is the full-featured version installed on Windows PC or Macs. This traditional standalone app requires you to pay an upfront cost, get a license, and install the software on your computer.
CloudLex for Office, a web-based version of Office, is free for law firms that use our system and doesn’t require a subscription for use. CloudLex includes all the key functionalities and programs of Office- Word, Excel, PowerPoint, and Outlook- all in one place.
The web-based version of Office offers better collaborative features than the desktop-based version. For example, when collaborating with colleagues in the desktop version, only one person can edit at a time; The online version offers real-time updates allowing multiple people to edit the document at once.
