Comprehensive Matter Management: Consolidated overview, status, parties, notes, and narratives.
Contact Directory and Communication Management: Parties, Built-in text messaging, eFax, and email.
Expense and Task Management: Calendar, reminders, staff utilization, automated workflows, and reporting.
Information and Document Management: System-wide search, medical records, bills, insurance coverage, and liens.

Matter/Calendar/Task Reporting: Efficiently measure and manage your firm with KPI data at macro and micro levels.
Lead Management – Status/Qualification: Turn more leads into clients with our one-click vetting and qualification process.
AI-powered Fuzzy Search: Harness the power of AI to deliver rapid and precise results faster through intelligent intent and context analysis.
Website Forms API Integration: Reach new clients and take your law practice to the next level with our intuitive, customizable forms.

Lead and Intake Management: Website chatbot for customer interaction, call center to manage your firm workload.
Expense Management: QuickBooks online integration for efficient expense tracking and payment authorization.
Collaboration Management: Refer cases to other PI firms, e-sign, track, and get real-time updates on your referred cases, all from within CloudLex.
Archival Management: Get unlimited retrieval and 10-year secure HIPAA-compliant archival.

Power your Personal Injury practice with CloudLex

Migrate your firm’s data to CloudLex

Trust CloudLex with your data migration and not third-party vendors, so your firm’s data is always safe and secure
Secure your practice with HIPAA Compliant Microsoft Azure

CloudLex is hosted on Microsoft Azure, with 24/7/365 active security monitoring, 256-bit encryption, and SSL
Automate repetitive administrative tasks

Our specialists will train your team to make custom workflows, so you get more time to focus on more important activities
Give role-base access to your team

Control access of your team members and decide who gets access to what so you’re assured that your firm’s data is secure


	Professional Request a Demo	Advanced Request a Demo	Enterprise Request a Demo


Consolidated Matter Overview and Matter Status
Parties and Contact Directory
Running Notes
Bodily Injury Narrative
Medical Records Management
Medical Bills Management
Insurance Coverage
Expense Management
Liens Management
Settlement Negotiations and Calculations
iPhone/Android App


Office 365 Integrated Events and Deadlines
Reminders
Notifications
Event Assignments


Task Assignment and Progress Tracker
Staff Utilization Reporting
Automated Workflows


Built-in Texting
Outlook 365 or Gmail Integrated Mailbox
eFax
Firmwide Internal Chat Channel


Unlimited Document Directory
Standard Forms/Templates
Seamless Integration with Microsoft Office 365
Word and PDF Quick Viewer
Online Editing of Word Document
Firm-Specific Templates
Online Marking, Annotating & Editing of PDF	–	–


Comprehensive System-wide Search
Firm-Specific Reports
Standard Matter/Calendar/Task Reporting	–
AI-enabled Advance Fuzzy Search	–
Search “Text” in Documents	–


Pre-Loaded Comprehensive PI Intake Forms
Secured Remote Sharable e-Intake Forms
Firm-Specific Intake Forms


Contact Us Forms API Integration	–
Lead Management – Status/Qualification	–
Website Chatbot	–	–
Call Center or Intake Agent Workspace	–	–


Referral Out and Track	–	–


10-Year Secure Archival	–	–
Unlimited Retrievals	–	–
Fully Indexed and Searchable	–	–


Installed Microsoft Word (select versions)
Installed Microsoft Outlook (select versions)
Microsoft Teams Video Conference
Google Drive
Gmail
DocuSign
Adobe Sign
Dropbox
Uber