CloudLex Features

Explore Our Innovative Features

From robust document management and settlement calculators to seamless communication and advanced AI search, our suite of features transforms the way you manage cases, clients and workflows. Whether on desktop or mobile, ensure optimal productivity, security and client satisfaction, all under one roof.

Document Management

Organize case documents and streamline document creation, editing and sharing. Benefit from powerful search capabilities to quickly find any document and collaborate with your team in real time by utilizing our co-authoring feature. Seamlessly integrate with popular storage software.

Settlement Calculator

Manage demands and track offers, payment requests, and expenses in one place. Calculate attorneys’ fees, client recovery and referral fees. Log negotiations and track your negotiation history. Stay on top of settlements with comprehensive reports for maximum results.

Workflow Management

Streamline your firm’s processes and improve productivity with custom workflows that automate repetitive tasks and events. Assign tasks based on roles and matters, monitor progress, reduce errors and deliver high-quality work for the growth of your personal injury law firm.

Uber for CloudLex

Simplify your travel and expense management with CloudLex. Book rides seamlessly from within CloudLex. Automatically record receipts and expenses in real time. Generate consolidated expense reports with ease. Focus on your clients while we handle the logistics for you.

Calendar Management

Keep your entire law firm on the same page with one comprehensive calendar. Never miss a deadline again. Stay on top of critical milestones, link tasks to specific events for seamless progress tracking, sync with popular calendars and access your legal calendar from anywhere.

Communication Management

Stay connected with clients, manage emails seamlessly within CloudLex, tag them to matters and attach documents. Reduce email clutter with internal firm conversations using Text & Chat. Send text messages to/from clients while keeping your personal phone number private.

Reports and Dashboard

Gain actionable insights and drive real impact for your firm. Our extensive reports give you a complete picture of your firm’s performance, helping you track and manage key performance indicators (KPIs) at both a macro and micro level, enabling you to make informed decisions.

Advanced AI Search

Unleash the power of cognitive search with CloudLex. Discover accurate results from your documents, matters, intakes, tasks and more in seconds. Leverage semantic search, advanced search settings, and fast, secure retrieval.

Task Management

Plan and assign matter-specific tasks, track progress at every stage and stay aligned with your team’s goals. Break down complex matters, assign predefined tasks and set due dates effortlessly. With comprehensive insights and automated workflows, reduce errors and save valuable time.

Expense Manager

Streamline the task of tracking, controlling and categorizing expenses, eliminating the drudgery associated with expense management. Seamlessly integrating with QuickBooks, Expense Manager allows you to sync expenses and manage and track everything in one place.

E-Signature

With seamless integration with Adobe Sign and DocuSign, collect e-signatures faster from multiple parties, securely store and track signed documents and ensure legal compliance. Sign clients anytime, anywhere, from any device, reducing costs and saving valuable time for your firm.

Cloud Security

CloudLex is hosted on Microsoft® Azure, offering 24/7 active security monitoring, 256-bit encryption, HIPAA/HITECH and other compliance certifications. Benefit from the industry-leading security infrastructure of Microsoft Azure’s cloud, with access controls and role-based permissions for enhanced data protection.

Contact Management

Organize your personal injury firm’s contacts effortlessly. Consolidate all relevant parties, from plaintiffs to medical providers, in one central hub. Easily search and access contact information, tag contacts in communications and track vital details throughout the case lifecycle.

iOS/Android Mobile Apps

Take control of your personal injury practice wherever you are with CloudLex mobile apps. Stay updated, manage cases, client intakes, documents and calendars and collaborate with colleagues. Get real-time notifications, access critical matter information and stay ahead of schedule.

PDF Editor for Law Firms

Empower your personal injury firm with CloudLex’s PDF Editor for Law Firms. Simplify the process of editing, organizing and collaborating on PDF documents. Enhance team collaboration, highlight important information, insert signatures, easily add text and stay organized.

See CloudLex in action

Discover why thousands of PI 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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