Pricing & Packages

Pricing & Packages Choose what works for you

  • Capterra
  • getapp
  • G2
  • Software advice

Professional

Turbocharge your practice with:
  • 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.

Advanced Popular

Everything in Professional, plus:
  • 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.

Enterprise

Everything in Professional & Advanced, plus:
  • 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

    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

    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

    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 

Professional

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Advanced

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Enterprise

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Consolidated Matter Overview and Matter Status included included included
Parties and Contact Directory included included included
Running Notes included included included
Bodily Injury Narrative included included included
Medical Records Management included included included
Medical Bills Management included included included
Insurance Coverage included included included
Expense Management included included included
Liens Management included included included
Settlement Negotiations and Calculations included included included
iPhone/Android App included included included
Office 365 Integrated Events and Deadlines included included included
Reminders included included included
Notifications included included included
Event Assignments included included included
Task Assignment and Progress Tracker included included included
Staff Utilization Reporting included included included
Automated Workflows included included included
Built-in Texting included included included
Outlook 365 or Gmail Integrated Mailbox included included included
eFax included included included
Firmwide Internal Chat Channel included included included
Unlimited Document Directory included included included
Standard Forms/Templates included included included
Seamless Integration with Microsoft Office 365 included included included
Word and PDF Quick Viewer included included included
Online Editing of Word Document included included included
Firm-Specific Templates included included included
Online Marking, Annotating & Editing of PDF included
Comprehensive System-wide Search included included included
Firm-Specific Reports included included included
Standard Matter/Calendar/Task Reporting included included
AI-enabled Advance Fuzzy Search included included
Search “Text” in Documents included included
Pre-Loaded Comprehensive PI Intake Forms included included included
Secured Remote Sharable e-Intake Forms included included included
Firm-Specific Intake Forms included included included
Contact Us Forms API Integration included included
Lead Management – Status/Qualification included included
Website Chatbot included
Call Center or Intake Agent Workspace included
Track Expenses included
Authorize Payments included
Record in QuickBooks Online included
Referral Out and Track included
10-Year Secure Archival included
Unlimited Retrievals included
Fully Indexed and Searchable included
Installed Microsoft Word (select versions) included included included
Installed Microsoft Outlook (select versions) included included included
Microsoft Teams Video Conference included included included
Google Drive included included included
Gmail included included included
DocuSign included included included
Adobe Sign included included included
Dropbox included included included
Uber included included included

Value Added Enhancements

Turbocharge your practice with our optional innovation Add-ons

  • Advance Cognitive Search Advance Cognitive Search
  • Medical Record Retrieval Service Medical Record Retrieval Service
  • QuickBooks Online Expense ManagementQuickBooks Online Expense Management
  • Remote Paralegal Support & Case Management Services Remote Paralegal Support & Case Management Services
  • Closed Case Digital Storage Closed Case Digital Storage
  • Bi-Lingual Call Center/Messenger Service Bi-Lingual Call Center/Messenger Service

Integrations

  • Microsoft WordMicrosoft Word
  • Microsoft ContactsMicrosoft Contacts
  • One DriveOneDrive
  • DocuSignDocuSign
  • CloudLex for WordCloudLex for Word
  • Microsoft TeamsMicrosoft Teams
  • Google DriveGoogle Drive
  • DropboxDropbox
  • UberUber
  • CloudLex for Gmail and OutlookCloudLex for Gmail and Outlook
  • Outlook Email, CalendarOutlook Email, Calendar
  • Google CalendarGoogle Calendar
  • Adobe SignAdobe Sign
  • QuickBooksQuickBooks

Features

  • Application-Level SecurityApplication-Level Security
  • Custom User PermissionsCustom User Permissions
  • Single Sign-OnSingle Sign-On
  • Disaster RecoveryDisaster Recovery
  • Digital ArchiverDigital Archiver
  • Account ManagementAccount Management
  • Seamless Data MigrationSeamless Data Migration
  • Unlimited Technical SupportUnlimited Technical Support
  • Priority Customer SupportPriority Customer Support
  • Real-Time Product UpdateReal-Time Product Update
  • Geo-Redundant Data BackupsGeo-Redundant Data Backups
  • Integration with Microsoft Office OnlineIntegration with Microsoft Office Online
  • Comprehensive Onboarding & TrainingComprehensive Onboarding & Training
  • Unlimited Document StorageUnlimited Document Storage
  • iOS and Android Mobile appsiOS and Android Mobile apps
  • Security-Backed By Microsoft AzureSecurity-Backed By Microsoft Azure