CloudLex Features

Explore Our Innovative Features

CloudLex is designed exclusively for personal injury law firms that demand efficiency, accuracy, and better outcomes. Our personal injury case management software consolidates everything you need – intake forms, document management, case updates, client communication, and more – into one powerful platform.

Document Management

Quickly access every document you need – anytime, anywhere. Upload, edit, and co-author in real time, then share securely with your team or clients without worrying about version control.

Settlement Calculator

Simplify negotiations by tracking offers, expenses, and payment requests. Calculate damages, fees, and more instantly – with full visibility into negotiation history.

Workflow Management

Keep your entire intake-to-settlement process running smoothly with task assignment options and easy-to-create workflows, so your team can eliminate errors for better outcomes.

Uber for CloudLex

Book rides and manage travel expenses without leaving the platform. Automatically capture receipts and generate consolidated expense reports to save time.

Calendar Management

Stay ahead of deadlines with a centralized calendar. Link tasks to events, sync with external calendars, and access from anywhere – and never miss a date again.

Communication Management

Keep every client conversation in one place. Email, text, and chat without switching platforms – and always know where to find critical messages with tags for easy tracking.

Reports and Dashboard

Track the health of your firm in real time with performance dashboards and advanced reporting. From case outcomes to marketing ROI, get insights you can act on to make data-driven decisions and grow your firm.

Advanced AI Search

Use artificial intelligence to search across documents, matters, and tasks. Find the details you need in seconds with fast, secure, and intelligent search technology.

Task Management

Assign tasks, set deadlines, and monitor progress effortlessly. Know exactly who’s doing what – and never let important steps slip through the cracks.

Expense Manager

Track and categorize expenses in one place and integrate with QuickBooks for real-time financial oversight and reporting.

E-Signature

Send documents for signature in just a click. Your clients can sign securely from any device, and your team can rest easy knowing everything is tracked automatically. Plus, you can integrate with Adobe Sign and DocuSign.

Cloud Security

Keep your data protected – CloudLex is hosted on Microsoft® Azure with 256-bit encryption and HIPAA/HITECH compliance. Ensure all client information and sensitive documents are fully protected.

Contact Management

Store all client, attorney, and provider details in one organized hub. Easily search and tag contacts within your case management system.

iOS/Android Mobile Apps

Stay connected wherever you go with real-time notifications. Manage cases, check updates, and communicate with clients straight from your mobile device.

PDF Editor for Law Firms

Edit, annotate, and sign PDFs within the platform. Simplify collaboration on sensitive documents and keep everything organized in one place.

See CloudLex in action

Discover why thousands of Personal Injury attorneys choose CloudLex

Whether you’re a new firm branching out or are an established national practice, CloudLex caters to the specific needs of personal injury law firms, ensuring you have the precise tools to optimize your operations, increase productivity and deliver superior client experiences.

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