Pricing & Packages Choose what works for you
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
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Consolidated Matter Overview and Matter Status |
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Parties and Contact Directory |
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Running Notes |
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Bodily Injury Narrative |
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Medical Records Management |
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Medical Bills Management |
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Insurance Coverage |
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Expense Management |
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Liens Management |
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Settlement Negotiations and Calculations |
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iPhone/Android App |
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Office 365 Integrated Events and Deadlines |
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Reminders |
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Notifications |
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Event Assignments |
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Task Assignment and Progress Tracker |
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Staff Utilization Reporting |
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Automated Workflows |
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Built-in Texting |
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Outlook 365 or Gmail Integrated Mailbox |
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eFax |
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Firmwide Internal Chat Channel |
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Unlimited Document Directory |
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Standard Forms/Templates |
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Seamless Integration with Microsoft Office 365 |
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Word and PDF Quick Viewer |
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Online Editing of Word Document |
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Firm-Specific Templates |
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Online Marking, Annotating & Editing of PDF |
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Comprehensive System-wide Search |
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Firm-Specific Reports |
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Standard Matter/Calendar/Task Reporting |
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AI-enabled Advance Fuzzy Search |
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Search “Text” in Documents |
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Pre-Loaded Comprehensive PI Intake Forms |
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Secured Remote Sharable e-Intake Forms |
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Firm-Specific Intake Forms |
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Contact Us Forms API Integration |
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Lead Management – Status/Qualification |
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Website Chatbot |
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Call Center or Intake Agent Workspace |
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Track Expenses |
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Authorize Payments |
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Record in QuickBooks Online |
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Referral Out and Track |
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10-Year Secure Archival |
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Unlimited Retrievals |
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Fully Indexed and Searchable |
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Installed Microsoft Word (select versions) |
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Installed Microsoft Outlook (select versions) |
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Microsoft Teams Video Conference |
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Google Drive |
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Gmail |
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DocuSign |
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Adobe Sign |
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Dropbox |
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Uber |
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Microsoft Word
Microsoft Contacts
OneDrive
DocuSign
CloudLex for Word
Microsoft Teams
Google Drive
Dropbox
Uber
CloudLex for Gmail and Outlook
Outlook Email, Calendar
Google Calendar
Adobe Sign
QuickBooks
Application-Level Security
Custom User Permissions
Single Sign-On
Disaster Recovery
Digital Archiver
Account Management
Seamless Data Migration
Unlimited Technical Support
Priority Customer Support
Real-Time Product Update
Geo-Redundant Data Backups
Integration with Microsoft Office Online
Comprehensive Onboarding & Training
Unlimited Document Storage
iOS and Android Mobile apps
Security-Backed By Microsoft Azure