Personal Injury Case Management Software FAQs: Expert Answers from CloudLex
Find quick, authoritative answers to the most common questions about CloudLex’s features, security, and integration capabilities, reinforcing our position as the best PI case management solution.
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Q1. Which personal injury-specific workflows and templates come prebuilt in CloudLex, and what can we customize without developer help?
CloudLex ships with a full library of personal injury-specific workflows and templates designed to mirror a case’s entire lifecycle, and all are customizable without coding. Firms can start immediately with a rich set of ready-to-use documents and build or modify their own without coding or developer support.
Prebuilt templates included today
Out of the box, CloudLex provides PI-essential templates such as:
- Blank Letter (firm letterhead starter)
- Defendant Claim Letter
- Disability Letter
- HIPAA Authorization and HIPAA Self
- Letter of Representation
- Medical Request Letter to Doctor and …to Hospital
- No-Fault Application and No-Fault Claim Letter
- Retainer Statement
- Wage/Employment Letter
- Welcome Letter
Create custom templates instantly—no IT/coding needed:
Need something more specific? CloudLex’s Microsoft Word add-in lets you draft and upload your own templates in minutes. Firms routinely create items such as:
- Claimant’s Unopposed Motion Draft
- Request for Audio/Video Recordings
- Notice of Deposition
- Lien-holder Notification
- Discovery Demand for Interrogatories—all without developer support
If preferred, firms can submit a support ticket, and CloudLex will build or adapt templates to match firm requirements.
All templates—whether prebuilt or custom—integrate directly into the intake → treatment → litigation → settlement workflow, ensuring that documents, tasks, and milestones remain fully aligned across every case.
Q2. How does CloudLex manage documents? Does it support OCR, full-text search, Bates stamping, and redaction?
CloudLex delivers comprehensive PI-focused document management, including native editing, collaboration, categorization, matter tagging, redaction, and Bates stamping—all within a single secure platform. The system fully supports OCR (manual) and is currently enhancing its full-text search capabilities across all PDF documents for instantaneous information retrieval.
With PDF Editor at its core, every case file uploaded to CloudLex can be opened and edited directly—no downloads or external software required.
Current capabilities
- Smart editing and markup: Add or remove text, highlight passages, create bookmarks and outlines, insert page numbers, images, or drawings, and correct errors in place.
- Integrated collaboration: Leave notes and threaded comments so teammates can review and respond without email back-and-forth.
- Secure signatures and redaction: Insert, draw, or type legally binding signatures and instantly hide sensitive information using the native redaction/highlighter tool.
- OCR and search-ready foundation: PDFs in CloudLex require manual Optical Character Recognition (OCR) by users as needed, and full-text search across PDFs is being rolled out to make finding key language or exhibits as simple as searching for a keyword.
- Professional production tools: Bates stamping and document version tracking are extensions of the PDF Editor, enabling firms to manage discovery and exhibit numbering within CloudLex, eliminating the need to export to external utilities.
By combining today’s powerful editing and collaboration features with an actively expanding roadmap, CloudLex keeps every stage of your case’s document lifecycle—creation, review, signing, Bates stamping, and full-text search—securely within one platform.
Q3. What automation capabilities does CloudLex offer for personal injury law firms?
CloudLex offers robust legal automation that connects most parts of your personal injury practice—from intake to settlement—through smart triggers, automated task assignment based on matter status, and calendar reminders, all running without usage caps or throttles. Our automation helps personal injury law firms automate repetitive casework, allowing teams to focus on advocacy rather than administration.
Current automation capabilities
- Task automation: Automatically assign tasks when key milestones occur (e.g., when a “Demand Sent” event is logged, CloudLex can set the Task workflows based on a particular matter type, subtype, status, or substatus for paralegals or attorneys)
- Event and calendar reminders: Automate in-app reminders for hearings, appointments, or statutory deadlines to prevent anything from slipping through the cracks. You can set the Event workflows based on a particular matter type, subtype, status, or substatus for paralegals or attorneys
- Notifications and alerts: Notify team members immediately whenever an important update occurs, such as a new case being assigned, a document being uploaded, or an approval being required
No usage caps or throttles
All CloudLex automations run without artificial limits or reminder frequency. Firms can configure as many automations as they need without worrying about caps.
CloudLex helps PI firms maintain momentum, reduce manual effort, and ensure every case moves forward on time—automatically.
Q4. Can CloudLex handle settlements, disbursements, and costs—or do we need QuickBooks?
Yes, CloudLex simplifies your law firm’s financial management by natively handling matter-level disbursements, expenses, and liens while offering a deep integration with QuickBooks Online (QBO) for firm-wide accounting.
CloudLex manages all your case-level financial details but integrates deeply with QuickBooks Online (QBO) to keep your books and case data in sync—automatically.
Built-in financial management
CloudLex enables firms to record and manage:
- Settlement amounts and law firm fees
- Lien disbursements
- Case expenses and cost reimbursements
- Medical bills and provider payments
All financial details stay linked to the corresponding matter, ensuring full transparency across every stage of a case.
Robust QuickBooks Online integration
Our QBO integration keeps your books and case data in sync—automatically.
- From CloudLex to QuickBooks: Expenses, liens, medical bills, and related disbursements are synced directly, so your accounting records stay accurate and up to date
- From QuickBooks to CloudLex: Check numbers and check dates are synced back, keeping both systems perfectly aligned and eliminating double entry
With CloudLex, personal injury firms can confidently manage settlements and disbursements while maintaining accurate financial records through QuickBooks—eliminating the need for manual reconciliation and redundant workflows.
Q5. How secure is CloudLex? Does it meet leading security certifications, such as SOC 2 Type II or ISO 27001?
CloudLex is built entirely on Microsoft Azure, inheriting its enterprise-grade security standards, including SOC 1, SOC 2 Type II, and ISO 27001 certifications, ensuring multi-layered protection, encryption (AES-256 at rest), and comprehensive compliance.
Microsoft-level protection
Every layer of CloudLex’s infrastructure is backed by Azure’s independently audited compliance framework, which includes:
- SOC 1, SOC 2 Type II, and ISO 27001 certifications
- Continuous vulnerability assessments and penetration testing
- Geo-redundant data centers with 24/7 surveillance and strict physical-access controls
- Built-in encryption (TLS 1.2+ in transit, AES-256 at rest) and automatic key rotation
Comprehensive security coverage
Within Azure, CloudLex benefits from dedicated modules for:
- Network Security: firewalls, DDoS protection, and traffic monitoring
- Access Control: SSO, MFA enforcement, and least-privilege permissions
- Disaster Recovery: automated backups, redundancy, and recovery drills
- Monitoring & Logging: real-time audit trails and anomaly detection
In short, CloudLex delivers Microsoft-level security for personal injury firms—combining the highest industry certifications, continuous monitoring, and built-in resilience to keep your firm’s data safe and compliant.
Q6. How do CloudLex’s migration services work if we’re switching from another platform like Clio, MyCase, or SmartAdvocate?
CloudLex provides a structured, stress-free migration process for firms switching from platforms like Clio, MyCase, and SmartAdvocate, ensuring a guided transfer of all key data (contacts, documents, and matter history) with minimal downtime and a final QA step.
Our onboarding team handles the technical details from start to finish. CloudLex maps and transfers all key data points, including Contacts, matters, case notes, tasks, events, and documents (linked to the correct matter).
What we migrate
CloudLex maps and transfers all key data points, including:
- Contacts, matters, and case notes
- Tasks, events, and milestones
- Intake and settlement information
- Documents and attachments (linked to the correct matter)
How it works
- Your firm exports data from your current system (we’ll guide you through it)
- The CloudLex team validates, cleans, and imports that data securely into CloudLex
- A final QA step ensures everything maps correctly before go-live
Migration typically requires minimal downtime and one-time setup costs. CloudLex’s specialists ensure your transition is smooth, accurate, and fully compliant—so your team can pick up right where they left off.
Q7. What happens if our firm ever needs to leave CloudLex? Can we easily export all our data?
Yes, your firm retains full ownership and control, allowing you to quickly and securely export all data—documents, notes, tasks, and audit logs—in widely compatible formats (such as Excel) if you ever decide to transition off the platform.
CloudLex believes your data should always belong to you.
Full data portability
You can export:
- All documents, case files, and attachments
- Contacts, notes, tasks, and audit logs
- Emails, settlement details, and financial records
All exports are delivered in an open, widely compatible format (EXCEL) for easy re-import into other systems.
No hidden restrictions
- There are no exit fees or data-holding delays
- Your firm retains read-only access during the transition period
- The support team assists with secure delivery and confirmation once exports are complete
CloudLex ensures your data remains accessible, portable, and under your control—before, during, and after your subscription.
Q8. Does CloudLex include e-signature functionality? Where are signed documents stored, and who processes them?
Yes, CloudLex includes its built-in e-signature tool, LexSign, and integrates seamlessly with third-party providers like Adobe Sign and DocuSign, centralizing all signed documents and maintaining an audit trail within the relevant matter folder.
Built-in LexSign e-signature
LexSign allows you to send, sign, and manage documents directly within CloudLex—no external software required.
- Upload or select any document (e.g., retainer agreements, HIPAA authorizations, settlement releases)
- Add signers and signature fields
- Send secure electronic signing links from any device
- Once completed, signed copies are automatically stored in the relevant case folder in CloudLex, maintaining a complete, timestamped audit trail
Integrations with Adobe Sign and DocuSign
For firms already using third-party e-signature tools, CloudLex provides direct integrations with Adobe Sign and DocuSign. These integrations allow signatures initiated from CloudLex to flow through your preferred provider while keeping documents and statuses synced back to your matter.
Data security and storage
All signature workflows—whether via LexSign or an integrated provider—are hosted within Microsoft Azure’s secure cloud infrastructure. Documents remain encrypted in transit and at rest, ensuring compliance with legal and privacy standards.
Final e-signed documents will be located in the “Shared Documents” section within “Documents.” CloudLex users can monitor a document’s “Sign Status” there. If a user has signed, the status will read “Signed”; otherwise, it will show “Pending.” By clicking “View Details,” users can see individual signature statuses. To save the e-signed document in the “Documents” section, click “Save to CloudLex.”
With LexSign and its integrated options, CloudLex gives PI firms flexibility and control—speeding up document execution while keeping every signed record secure and centralized.
Q9. Does CloudLex offer true two-way sync with Outlook and Gmail for email and calendar? How are duplicates or missed events prevented?
Yes, CloudLex offers true two-way auto-sync for both calendar and email, connecting seamlessly with Microsoft Outlook and Gmail via dedicated add-ins to ensure that every event and email reply remains consistent, organized, and linked to the correct matter file.
Email integration made simple
- CloudLex for Outlook and CloudLex for Gmail are purpose-built add-ins that let users save emails directly from their inbox into CloudLex
- In Outlook, you can save emails as Notes or as email threads within the relevant matter and even mark them as important. Once an email thread is saved, CloudLex maintains two-way sync—future replies automatically appear in both Outlook and CloudLex, ensuring continuity
- In Gmail, users can save emails as Notes in CloudLex and mark them important for follow-up
Calendar integration and synchronization
CloudLex offers true two-way auto-sync between CloudLex, Google Calendar, and Outlook Calendar. Once enabled by your firm’s admin, all events—hearings, deadlines, or appointments—remain consistent across platforms, automatically updating in real-time for every user.
Duplicate and missed event protection
- If a duplicate event is detected, CloudLex displays a pop-up notification before creating it
- To prevent missed deadlines, administrators can configure mandatory Statute of Limitations (SOL) fields during matter creation, ensuring that every case is tracked against its critical date
By connecting emails and calendars across Microsoft and Google environments, CloudLex provides personal injury firms with a unified, reliable communication system that eliminates data silos, prevents duplicates, and ensures every event is accounted for.
Q10. Does CloudLex provide a secure client collaboration portal with granular permissions, real-time communication, and instant access revocation?
Yes. CloudLex’s secure Shared Drive—a secure client collaboration portal—gives your firm full control over what each plaintiff or third party can access, with real-time communication and the ability to revoke access instantly. It provides a centralized collaboration space tied to the specific matter, ensuring everyone stays informed while your firm maintains complete oversight and security at all times.
With Shared Drive, you can:
- Share documents, notes, and events instantly—no more email attachments or version confusion
- Chat securely with clients and collaborating professionals right from your matter
- Let collaborators contribute (if enabled) by uploading documents, adding notes, or sharing important dates
Full control stays with the law firm
You decide what is shared, with whom, and for how long. Access can be granted, restricted, or revoked in a single click—per person and per matter. You can also prevent downloading, limit contributions, or maintain read-only access depending on the matter’s needs.
Simple setup
From any matter, select the ‘Share’ icon, choose the contacts to invite, include a short message, and confirm the items to make available. Invitees receive a secure link to log in and collaborate—no technical setup required.
The result: fewer communication delays, happier clients, and a cleaner case file where everyone works from the same source of truth.
Q11. Does CloudLex offer a secure mobile application? How does it keep my case information secure when I’m working on the go?
Yes, CloudLex offers a secure mobile app for iOS and Android, with security built into every interaction. The app uses the same AES-256 encryption at rest and TLS 1.2+ in transit as the desktop version—so you can keep matters moving even when you’re away from your desk. Access is protected via secure authentication and centralized user permissions, helping personal injury law firms stay connected to their matters from anywhere. The app is designed for on-the-go access to the essentials.
With the CloudLex mobile app, you can securely:
- View your matters, contacts, tasks, and events
- Upload photos, documents, and videos directly from your phone (great for site visits or evidence capture)
- Add notes or comments immediately after client meetings
- Track upcoming deadlines and events with your synced calendar
- Review shared documents and communications tied to the matter
- Check intake updates, depending on your firm’s configuration
While the desktop web version provides the full suite of personal injury-specific tools, the mobile app focuses on the most important day-to-day actions—helping law firms stay responsive, organized, and compliant wherever they are.
Q12. What reporting dashboards does CloudLex include, and can we export raw data for deeper analysis?
Yes, CloudLex includes a full analytics suite called Insights, which combines Intake, Matter, and Custom Reports into a unified reporting application. All reports can be exported as raw data for deeper analysis in Excel or BI tools. Insights helps plaintiff personal injury law firms quickly understand performance, identify gaps, uncover trends, and make data-driven decisions—all from dynamic dashboards accessible right from your CloudLex LaunchPad.
Within Insights, firms gain access to over 15 interactive visualization widgets, including Matter Closure Analysis, Top Lead Sources, Case Volume Trends, Attorney/User Performance, and Intake Conversion metrics. These visual dashboards enable teams to explore their caseloads, deadlines, revenue indicators, and bottlenecks in real time.
CloudLex also includes a large library of prebuilt Intake and Matter Reports, such as;
Prebuilt Intake Reports
- All Intake List
- Budget Report
- Valuation Report
- Campaign Report
- State & Venue Report
- Workflow Report
- Events & Task Summary Reports
- Upcoming NOCs/SOLs
These help firms track lead sources, conversion patterns, projected case value, team workload, and intake cycle time—without any setup.
Prebuilt Matter Reports
- All Matter Report
- Expense, Insurance, Injury, and Medical Record Request Reports
- Court & Venue Report
- Matter Valuation & Matter Workflow Reports
- Settlement Report
- Upcoming NOCs / Upcoming SOLs
- Task, Events, Contact Relationship, and Document Reports
These dashboards help firms understand financial exposure, deadlines, matter progress, provider activity, and litigation trends.
Custom Reports
For more complex needs, CloudLex provides a Custom Report builder where users can:
- Choose any fields across leads, intakes, matters, contacts, or users
- Select the report category and type
- Add filters and conditions
- Rearrange columns
- Name, save, schedule, and generate your reports
Together, these reports, unified within ‘Insights’, provide personal injury law firms with a fun, interactive, and comprehensive way to analyze their performance.
Q13. How does CloudLex help PI firms track liens, lien types, adjustments, and payments throughout a case?
CloudLex offers a dedicated Liens module that enables personal injury firms to track all lien-related information—bill amounts, adjustments, payments, and outstanding balances—throughout the lifecycle of a case. Instead of maintaining spreadsheets or scattered notes, PI law firms can manage every lien in one structured, matter-specific workspace.
Within each matter, users can record and update:
- Lien type (Health Insurance, Medicaid, etc.)
- Associated party, lien holder, and adjuster details
- Bill amount, total adjustments, and negotiated figures
- Total payments made and remaining outstanding amounts
- Claim numbers, insurance providers, and related documents
- Date created, last updated, and date exported
Tracking Payments: CloudLex also includes a Payment Details section for each Lien, where firms can log the details of each payment, including the name of the payer, payment type, amount paid, date paid, and check numbers, thereby creating a clear financial trail tied directly to each lien.
Settlement Calculations: Because lien data connects naturally to settlement outcomes, CloudLex’s Settlement Calculator and Final Settlement section allow firms to incorporate lien deductions, attorney fees (via Settlement Rules), and plaintiff recovery amounts in a unified workflow.
Together, these features provide personal injury firms with a reliable, organized way to manage liens from start to finish, ensuring nothing falls through the cracks during negotiations, settlement discussions, or payment distribution.
Q14. How does CloudLex help personal injury firms request, track, and manage HIPAA-compliant medical records without relying on outside retrieval vendors?
Yes, CloudLex uses a built-in feature called RecordXtract to handle HIPAA-compliant record retrieval, allowing personal injury law firms to request and manage records directly within the matter, without juggling external vendors or separate portals. Everything happens within CloudLex, giving firms a single streamlined workflow for requesting, tracking, and organizing all medical documentation:
- Submit Request: From any matter or from CloudLex’s LaunchPad, users can submit a Medical Records Request by selecting the provider, uploading HIPAA authorizations or medical release forms, and adding any notes or instructions.
- Track Status: Once submitted, CloudLex logs every step of the process—including call logs, follow-ups, activity timelines, and status updates—so firms always know where a request stands.
- Receive Documents: When records arrive, they will be available directly in RecordXtract’s Document section, where the firm can view, organize, and download them. CloudLex keeps all associated documents (HIPAA forms, notes, invoices, payment receipts, etc.) in one place for easy reference.
By eliminating vendor hopping and centralizing request → tracking → receipt → review, CloudLex reduces delays, prevents missed follow-ups, and keeps every medical record tied to its corresponding matter.
The result? Faster records retrieval, better oversight, and cleaner case files—all handled securely within the CloudLex platform.
Q15. Does CloudLex offer secure two-way texting and MMS with a dedicated number, and is it fully compliant with TCPA and 10DLC requirements?
Yes. CloudLex includes a fully TCPA- and 10DLC-compliant Client Messenger, a secure text-messaging tool built specifically for personal injury law firms, offering two-way SMS/MMS communication through a dedicated phone number assigned to your firm. This keeps attorney and staff cell phone numbers private while providing clients with a convenient, modern way to stay connected throughout their case.
All messages—texts, photos, videos, documents, and updates—sync directly into the corresponding intake or matter in CloudLex, creating a complete, court-ready communication record without manual logging. Conversations are protected with encrypted transmission and stored on secure, HIPAA-compliant infrastructure.
Most importantly, CloudLex’s texting is fully TCPA- and 10DLC-compliant, meaning your firm can communicate with clients responsibly and lawfully. The system supports verified sender registration, proper consent capture, opt-out handling, and carrier-approved delivery routes—significantly reducing message blocking and improving deliverability.
With CloudLex, personal injury law firms can:
- Communicate quickly with clients using a dedicated, compliant text number
- Send/receive SMS and MMS securely
- Keep every message tied to the correct matter
- Maintain an admissible, time-stamped communication history
- Protect client privacy and prevent off-channel communication
CloudLex makes messaging simple, compliant, and fully integrated with the rest of your case management workflow—no third-party texting apps required.
Q16. How does CloudLex handle large media evidence, metadata retention, and the tracking of who accessed or updated files?
CloudLex manages large media via a secure, cloud-based evidence library designed for high-resolution files. Every file carries key system metadata, including: Upload Date & Time, Uploader Identity, and Last Modified Timestamps. This creates a reliable activity log for auditability.
CloudLex is designed to help personal injury law firms manage photos, videos, audio files, and other evidence securely and in one centralized location. You can upload large media files directly into the matter—whether from desktop or through the mobile app—and store them alongside related documents, notes, and events. CloudLex’s cloud infrastructure is designed to support high-resolution videos, accident scene photos, surveillance footage, and phone-recorded evidence without timing out or slowing down daily case work.
Every file saved in CloudLex includes key system metadata—including upload date, uploader identity, and last-modified timestamps—so teams always know who added or updated evidence. CloudLex also maintains matter-level activity logs, giving firms a reliable record of document interactions, user actions, comments, and updates. While this is not a forensic chain-of-custody system, it provides the practical auditability PI firms need during litigation and discovery.
Evidence is stored on encrypted, HIPAA-compliant servers, and access is controlled through your firm’s user-permission settings. Only authorized team members can view, download, or modify media files, ensuring sensitive evidence stays protected.
The result is a centralized, secure, easy-to-navigate evidence library—organized by matter, searchable by file name, and accessible whenever your team needs it.
Q17. Does CloudLex integrate with external productivity tools, and which integrations are built in natively?
Yes. CloudLex offers both built-in productivity features and integrations with popular external apps your firm already uses. This enables personal injury law firms to manage documents, signatures, communication, calendars, and accounting from a single, unified workspace—without switching between multiple systems.
Built-in Productivity Features
CloudLex provides a suite of built-in personal injury-specific features, including:
- LexSign – Secure, built-in e-signature
- PDF Editor – Edit, annotate, and redact PDFs in place
- Client Messenger – Secure two-way texting & MMS
- Shared Drive – Client collaboration portal
- Digital Archiver – Long-term, secure document storage
- Expense Manager – Track, sync, and manage matter-specific expenses
These tools work automatically with your matters, intakes, settlements, and workflows—no setup required.
External Integrations Supported by CloudLex
CloudLex also connects seamlessly with widely used productivity tools, including:
- Calendars: iCal, Google Calendar
- Cloud Storage: OneDrive, Google Drive, Dropbox
- E-Signature Providers: Adobe Sign, DocuSign
- Accounting: QuickBooks Online
- Email & Communication: Gmail, Outlook, MS Exchange
- Microsoft Office: CloudLex for Office (Word, Excel, PowerPoint)
Together, these native apps and integrations make CloudLex a centralized hub for managing PI cases, communication, scheduling, documents, and financials—all without juggling disconnected systems.
Q18. What support and training options does CloudLex provide, and how does your team assist new personal injury firms during onboarding?
CloudLex provides dedicated support and structured onboarding to ensure personal injury law firms get up and running quickly and receive ongoing guidance throughout their use of the platform. Every subscription includes access to CloudLex’s customer success team, available via live chat, email, and phone during business hours. Users can directly email their queries or requests to [email protected], and this will automatically create a ticket for our support team. Users can also access step-by-step guides, videos, and help articles through CloudLex’s in-app help desk.
For new firms, CloudLex offers a guided onboarding and training program tailored to each team’s size and workflow. This typically includes:
- Kickoff Session: To configure users, roles, permissions, and core applications
- Role-Based Training: Live sessions for intake teams, attorneys, support staff, and administrators
- Data Migration: Assistance with migrating data, setting up templates, calendars, Shared Drive access, and other key features and applications
- Follow-up Sessions: To ensure adoption and answer questions as the team starts using the system daily
CloudLex also assigns a Customer Success representative to many firms, giving teams a consistent point of contact for optimization reviews, feature walkthroughs, and best-practice recommendations as the firm grows.
Whether you’re onboarding a new team or refreshing training for existing staff, CloudLex provides the support structure personal injury firms need to run smoothly and get long-term value from the platform.
Q19. Are there any limits on the number of users, cases, or storage CloudLex can handle, and how does the system perform at higher volumes?
There are no fixed limits on the number of users, cases, or storage that CloudLex can handle. Performance at Scale: Because CloudLex is built on distributed cloud infrastructure, large law firms manage thousands of matters without slowdowns. Search and upload speeds remain consistent regardless of database size.
CloudLex is built to scale with personal injury firms of all sizes—from solo practices to high-volume, multi-office litigation teams. Because CloudLex is powered by secure, cloud-based infrastructure, there are no fixed limits on the number of users, cases, documents, or storage your firm can maintain. Firms can add new users, open new matters, and expand storage as their caseload grows without worrying about system constraints or local server capacity.
Performance is optimized for personal injury workflows even at higher volumes. Large firms routinely manage tens of thousands of matters, hundreds of thousands of documents, and multiple concurrent users without slowdown. CloudLex’s architecture uses distributed storage, encrypted file handling, and optimized database queries to ensure that searching, uploading, and navigating large case files remain fast and reliable.
Document-heavy practices also benefit from CloudLex’s ability to store large media files, run full-text searches, and maintain long-term archive records through Digital Archiver. Storage can be increased as needed, and CloudLex monitors system health to maintain smooth performance for growing firms.
In short, CloudLex is designed for long-term scalability—no local hardware issues, no performance hits as your caseload expands, and no practical ceiling on users or matters. Your firm can simply grow, and CloudLex grows with you.
Q20. How does CloudLex handle conflict checking, and can it identify potential conflicts using names, contacts, or related matter information?
Yes, CloudLex can identify potential conflicts by instantly scanning all Intakes, Matters, and Contacts. If CloudLex finds potential overlaps, the system displays a list of:
- Related matters
- Linked contacts
- Associated parties
- Matter status and type
- The user who created or last updated the record
CloudLex includes a built-in Conflict Check tool that helps personal injury law firms quickly identify whether a prospective client, defendant, witness, or related party already exists in the firm’s database. This prevents accidental conflicts and ensures firms remain compliant with ethical obligations during intake and matter creation.
Conflict Check works by searching across all contacts across all intakes and matters stored in CloudLex—including plaintiffs, defendants, insurers, adjusters, providers, employers, and custom contact types. When a new intake or matter is created, users can run a conflict search using any combination of fields, such as name, phone number, email, or other identifiers, to instantly surface matches.
This helps firms quickly determine whether a meaningful conflict exists before proceeding with the case. While CloudLex does not currently support phonetic (“sounds-like”) or alias-based conflict matching, firms can still run broad searches using partial names or multiple variants to ensure thorough review.
By centralizing contact, intake, and matter data across the entire platform, CloudLex enables fast, reliable, and easy conflict checks to be incorporated into your firm’s intake workflow—reducing risk and keeping your practice compliant.
