Pricing & Packages
Choose the plan that 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
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 and Advanced, plus:
Lead and Intake Management:
Website chatbot for customer interaction, call center to manage your firm workload.
Expense Management:
QuickBooks online integration for 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.
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.
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
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
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
PLANS AND PACKAGES
Professional
Advanced
Enterprise
Personal Injury Matter Management
| 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 | | | |
Calendar Management
| Office 365 Integrated Events and Deadlines | | | |
| Reminders | | | |
| Notifications | | | |
| Event Assignments | | | |
Task Management Staff Utilization
| Task Assignment and Progress Tracker | | | |
| Staff Utilization Reporting | | | |
| Automated Workflows | | | |
Communication Management
| Built-in Texting | | | |
| Outlook 365 or Gmail Integrated Mailbox | | | |
| eFax | | | |
| Firmwide Internal Chat Channel | | | |
Document Management
| 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 and Editing of PDF | – | – | |
Information Management
| Comprehensive System-wide Search | | | |
| Firm-Specific Reports | | | |
| Standard Matter/Calendar/Task Reporting | – | | |
| AI-enabled Advance Fuzzy Search | – | | |
| Search “Text” in Documents | – | | |
Intake Management
| Pre-Loaded Comprehensive PI Intake Forms | | | |
| Secured Remote Sharable e-Intake Forms | | | |
| Firm-Specific Intake Forms | | | |
Lead Management
| Contact Us Forms API Integration | – | | |
| Lead Management – Status/Qualification | – | | |
| Website Chatbot | – | – | |
| Call Center or Intake Agent Workspace | – | – | |
QuickBooks Online Expense
| Track Expenses | – | – | |
| Authorize Payments | – | – | |
| Record in QuickBooks Online | – | – | |
Collaborations Management
| Referral Out and Track | – | – | |
HIPPA-Compliant Closed Case Archival
| 10-Year Secure Archival | – | – | |
| Unlimited Retrievals | – | – | |
| Fully Indexed and Searchable | – | – | |
Optional Integrations
| Installed Microsoft Word (select versions) | | | |
| Installed Microsoft Outlook (select versions) | | | |
| Microsoft Teams Video Conference | | | |
| Google Drive | | | |
| Gmail | | | |
| DocuSign | | | |
| Adobe Sign | | | |
| Dropbox | | | |
| Uber | | | |
Value Added Enhancements
Turbocharge your practice with our optional innovation Add-ons
Remote Paralegal Support and Case
Management Services
Bi-Lingual Call Center and
Messenger Service
Medical Record Retrieval Service
QuickBooks Online Expense Management
Advance Cognitive Search
Closed Case Digital Storage
Features
Application-Level Security
Seamless Data Import
Comprehensive Onboarding and Training
Custom User Permissions
Unlimited Technical Support
Unlimited Document Storage
Single Sign-On
Priority Customer Support
iOS and Android Mobile apps
Disaster Recovery
Real-Time Product Update
Security-Backed By Microsoft Azure
Digital Archiver
Geo-Redundant Data Backups
Account Management
Integration with Microsoft Office Online
Integrations
Microsoft Word
Microsoft Teams
Outlook Email, Calendar
Microsoft Contacts
Google Drive
Google Calendar
OneDrive
Dropbox
Adobe Sign
DocuSign
Uber
QuickBooks
CloudLex for Word
CloudLex for Gmail and Outlook
