CloudLex for Word
Draft and save legal documents directly from Word
Organize and manage your legal documents
CloudLex for Word helps PI firms draft, edit, and save documents directly from Microsoft Word while keeping everything tied to the right matter. Search matters, upload new drafts, replace files, and keep document work connected to the case without extra manual steps.
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CloudLex for Word
CloudLex for Word integration
Easy creation and organization of Word documents
Enhance productivity
Improve productivity and streamline your workflow with CloudLex’s integration with Microsoft 365 for lawyers. CloudLex for Word enables direct access to CloudLex documents within Word, eliminating the need for multiple uploads and enhancing efficiency in document creation, editing and retrieval.
Effortless creation and organization of Word documents
Effortlessly create and upload Microsoft Word documents with CloudLex for Word. Make changes, save new versions offline and easily search and upload saved documents to specific matters and categories, keeping your paperwork organized and accessible.
Seamlessly integrate online and offline tools
Experience seamless integration between online and offline word processing tools. Save countless hours drafting documents and managing your firm with a single click while CloudLex automatically updates and syncs your files for convenient access and efficient collaboration.
Save your valuable time
Save valuable time on document management tasks with CloudLex for Word. Say goodbye to manual uploads and downloads and experience increased efficiency, reduced oversight and faster case progression, allowing you to focus on moving your cases forward.
See what your peers are saying about CloudLex!
CloudLex has increased our firm’s efficiency and ability to draft, share and maintain files
The extensions and plugins that CloudLex has with Microsoft Office products are great! You can upload the newest draft or document to CloudLex directly from your Word document, and you can send emails in Outlook that will be saved in CloudLex. It is a fantastic platform to manage your case from start to finish!
Mark Ryan
Chapa Law Group, P.C. | Associate Attorney
Frequently asked questions
How does CloudLex for Word fit inside the CloudLex Platform?
CloudLex for Word is a capability within the CloudLex Platform. It helps PI firms draft, edit, upload, and replace Word documents directly in Microsoft Office while keeping them linked to the correct matter and category in CloudLex’s Matter Manager.
How is CloudLex for Word different from Microsoft 365 integration?
With CloudLex for Word you can retrieve documents from within CloudLex and edit them offline. Word Connector is the perfect complement to the Microsoft 365 —in tandem, they make your firm a collaboration machine. Word Connector shows up as a tab in Word, enabling you to work offline just as if you were in the CloudLex Platform. Team members can access files, make changes, create new documents, and save everything directly to CloudLex, sparing your attorneys from hours of re-drafting, re-editing, and re-uploading. Whereas Microsoft 365 for lawyers lets you create, upload, edit documents within CloudLex online.
How can I upload documents to CloudLex from Microsoft Word
You can now upload documents to CloudLex right from Microsoft Word. Gone are the days when you had to first create and then upload documents into your law case management system!
When you are done drafting a document, you can search matters and select categories right from within Microsoft Word. Even better, you can draft documents when offline (such as while traveling without access to an internet connection) and then save them later, as soon as you’re online again. You can also retrieve documents from any particular matter from within CloudLex’s Matter Manager. Once done editing, a user can simply upload/replace the document in the same matter and category, with the click of a button. Your team will save a lot of time as they no longer need to manually upload and download documents. This leads to quicker turnarounds on documents and processing matters faster.
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Centralized location for all your case and firm-wide information
