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Pricing & Packages

Choose the plan that works for you

Professional

Turbocharge your practice with:

Simplified personal injury practice management

Comprehensive Matter Management:

Consolidated overview, status, parties, notes and narratives.

Simplified personal injury practice management

Contact Directory and Communication Management:

Parties, Built-in text messaging, eFax and email.

Simplified personal injury practice management

Expense and Task Management:

Calendar, reminders, staff utilization, automated workflows and reporting.

Simplified personal injury practice management

Information and Document Management:

System-wide search, medical records, bills, insurance coverage and liens.

Advanced

Everything in Professional, plus:

Simplified personal injury practice management

Matter/Calendar/Task Reporting:

Efficiently measure and manage your firm with KPI data at macro and micro levels.

Simplified personal injury practice management

Lead Management -Status/Qualification:

Turn more leads into clients with our one-click vetting and qualification process.

Simplified personal injury practice management

Website Forms API Integration:

Reach new clients and take your law practice to the next level with our intuitive, customizable forms.

Enterprise

Everything in Professional and Advanced, plus:

Simplified personal injury practice management

Lead and Intake Management:

Website chatbot for customer interaction, call center to manage your firm workload.

Simplified personal injury practice management

Expense Management:

QuickBooks online integration for expense tracking and payment authorization.

Simplified personal injury practice management

AI-powered Fuzzy Search:

Harness the power of AI to deliver rapid and precise results faster through intelligent intent and context analysis..

Simplified personal injury practice management

Collaboration Management:

Refer cases to other PI firms, e-sign, track and get real-time updates on your referred cases, all from within CloudLex.

Simplified personal injury practice management

Archival Management:

Get unlimited retrieval and 10-year secure HIPAA-compliant archival.

CASE MANAGEMENT

Power your Personal Injury practice with CloudLex.

Built exclusively for plaintiff personal injury law firms, CloudLex’s unified platform handles productivity, accountability, communication, collaboration and insights across your firm, from intake to matters to settlements.

Upgrade to best personal injury case management software

Import your firm’s data to CloudLex

Trust CloudLex with importing your firm’s data and not third-party vendors, so your firm’s data is always safe and secure

Secure your practice

Secure your practice

CloudLex is HIPAA-compliant and hosted on Microsoft Azure, with 24/7/365 active security monitoring, 256-bit encryption and SSL

Automate repetitive administrative tasks

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

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

PLANS AND PACKAGES

Professional

Advanced

Enterprise

Personal Injury Matter Management

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Consolidated Matter Overview and Matter StatusCheck circleCheck circleCheck circle
Parties and Contact DirectoryCheck circleCheck circleCheck circle
Running NotesCheck circleCheck circleCheck circle
Bodily Injury NarrativeCheck circleCheck circleCheck circle
Medical Records ManagementCheck circleCheck circleCheck circle
Medical Bills ManagementCheck circleCheck circleCheck circle
Insurance CoverageCheck circleCheck circleCheck circle
Expense/Payment TrackingCheck circleCheck circleCheck circle
Liens ManagementCheck circleCheck circleCheck circle
Settlement Negotiations and CalculationsCheck circleCheck circleCheck circle
iPhone/Android AppCheck circleCheck circleCheck circle

Calendar Management

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Office 365 Integrated Events and DeadlinesCheck circleCheck circleCheck circle
RemindersCheck circleCheck circleCheck circle
NotificationsCheck circleCheck circleCheck circle
Event AssignmentsCheck circleCheck circleCheck circle

Task Management – Staff Utilization

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Task Assignment and Progress TrackerCheck circleCheck circleCheck circle
Staff Utilization ReportingCheck circleCheck circleCheck circle
Workflows for Standard Repetitive TasksCheck circleCheck circleCheck circle

Communication Management

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SMS/MMSCheck circleCheck circleCheck circle
Outlook 365 or Gmail Integrated MailboxCheck circleCheck circleCheck circle
eFaxCheck circleCheck circleCheck circle
Firmwide Internal Chat ChannelCheck circleCheck circleCheck circle

Collaboration Management

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Referral Out and TrackCheck circleCheck circleCheck circle
Plaintiff PortalCheck circleCheck circleCheck circle
Of Counsel or Vendor PortalCheck circleCheck circleCheck circle

Document Management

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Unlimited Document DirectoryCheck circleCheck circleCheck circle
Standard Forms/TemplatesCheck circleCheck circleCheck circle
Seamless Integration with Microsoft Office 365Check circleCheck circleCheck circle
Word and PDF Quick ViewerCheck circleCheck circleCheck circle
Online Editing of Word DocumentCheck circleCheck circleCheck circle
DIY TemplateCheck circleCheck circleCheck circle
PDF EditorCheck circleCheck circle

Information Management

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Comprehensive System-wide SearchCheck circleCheck circleCheck circle
Standard Matter/Calendar/Task ReportingCheck circleCheck circleCheck circle
DIY ReportsCheck circleCheck circle
Search “Text” in DocumentsCheck circleCheck circle
AI-enabled Advance Fuzzy SearchCheck circle

Intake Management

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

Lead Management

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Website ChatbotCheck circle
Call Center or Intake Agent WorkspaceCheck circle
Contact Us Forms API IntegrationCheck circle
Lead Management – Status/QualificationCheck circle

QuickBooks Online – Expense Manager

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Seamlessly Import ExpensesCheck circle
Authorize Payments and Record in AccountCheck circle
Synchronize Accounts in QuickBooks OnlineCheck circle

HIPPA-Compliant Closed Case Archival

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10-Year Secure ArchivalCheck circle
Unlimited RetrievalsCheck circle
Fully Indexed and SearchableCheck circle

Optional Integrations

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Installed Microsoft Word (select versions)Check circleCheck circleCheck circle
Installed Microsoft Outlook (select versions)Check circleCheck circleCheck circle
Microsoft Teams Video ConferenceCheck circleCheck circleCheck circle
Google DriveCheck circleCheck circleCheck circle
GmailCheck circleCheck circleCheck circle
DocuSignCheck circleCheck circleCheck circle
Adobe Sign Check circleCheck circleCheck circle
Dropbox Check circleCheck circleCheck circle
UberCheck circleCheck circleCheck circle

Value Added Enhancements

Turbocharge your practice with our optional innovation Add-ons

Remote Paralegal Support and Case Management Services

Remote Paralegal Support and Case
Management Services

Bi-Lingual Call Center and Messenger Service

Bi-Lingual Call Center and
Messenger Service

Medical Record Retrieval Service

Medical Record Retrieval Service

QuickBooks Online Expense Management

QuickBooks Online Expense Management

Advance Cognitive Search

Advance Cognitive Search

Closed Case Digital Storage

Closed Case Digital Storage

Features

Application-Level Security

Application-Level Security

Seamless Data Migration

Seamless Data Import

Comprehensive Onboarding and Training

Comprehensive Onboarding and Training

Custom User Permissions

Custom User Permissions

Unlimited Technical Support

Unlimited Technical Support

Unlimited Document Storage

Unlimited Document Storage

Single Sign-On

Single Sign-On

Priority Customer Support

Priority Customer Support

iOS and Android Mobile apps

iOS and Android Mobile apps

Disaster Recovery

Disaster Recovery

Real-Time Product Update

Real-Time Product Update

Security-Backed By Microsoft Azure

Security-Backed By Microsoft Azure

Digital Archiver

Digital Archiver

Geo-Redundant Data Backups

Geo-Redundant Data Backups

Account Management

Account Management

Integration with Microsoft Office Online

Integration with Microsoft Office Online

Integrations

Microsoft word

Microsoft Word

Microsoft teams

Microsoft Teams

Outlook emails

Outlook Email, Calendar

Microsoft contacts

Microsoft Contacts

Google drive

Google Drive

Google calendar

Google Calendar

One drive

OneDrive

Dropbox

Dropbox

Adobe Sign

Adobe Sign

Docu sign

DocuSign

Uber

Uber

Quick books

QuickBooks

CloudLex for Word

CloudLex for Word

CloudLex for Gmail and Outlook

CloudLex for Gmail and Outlook