Fully integrated e-mail feature enables you to send and receive emails while you are working on your matters. Whether it is an important task, a reminder, or a matter-related summary, you can send emails, tag matters, and take notes all at the same time. With a “discussion board” style email system, you can track your matter-tagged email conversations. With this feature, your emails can be synchronized from Microsoft Outlook, Google Apps, or Gmail.
Internal Firm Conversation
Reduce your email clutter by utilizing Sidebar for all internal, and matter-related conversations across the firm. The Sidebar feature is a discussion board style communication system that allows you to tag matters, add comments and follow posts.
Send text messages to clients without ever leaving CloudLex and by keeping your personal phone number private. And once you’re finished conversing, CloudLex will automatically organize responses and file of your correspondence in a convenient and matter-specific manner—making your communications a breeze to find later and ensuring your records are always complete.
A complete set of solutions for your personal injury practice—much more than just case management software
The hub of CloudLex®, this personal injury case management software promotes collaboration through case-specific communication and organizational tools. Its analytics features allow higher-ups to properly measure performance, so they can better manage firm resources.
Clients are the lifeblood of any successful PI firm—but without a proper intake process in place, leads can be hard to track and easy to lose. CloudLex’s Intake Manager fixes that—it provides you with an effective process to attain and manage prospective clients so you can boost your firm’s revenue and your client’s satisfaction. And because Intake Manager is part of CloudLex’s robust legal cloud platform, the transition from potential lead to current client is seamless.
With Client Messenger you can efficiently communicate with your clients and contacts from the convenience of CloudLex, instead of your personal cell. Send and receive texts⸺pics, videos, and documents too⸺in our centralized and secure platform for quick access to vital case info during your conversations and easy retrieval after.
Referral Engine allows you to grow your national footprint through a collaborative network of plaintiff attorneys. Refer out matters, take on matters, and track your matters securely without ever leaving the app.
Microsoft Office Online®
Make changes to your Word, PowerPoint, and Excel documents, without leaving the Legal Cloud®. All updates are reflected immediately, across all platforms and devices, leading to increased collaboration.
Eliminate the need for physical storage and house all information related to your closed cases (even digital correspondence) in the cloud. Archived cases are kept secure and can be accessed (or added to) at any time.
Free to join and open to all, the Referral Exchange helps personal injury attorneys to effortlessly market themselves and grow a national footprint without ever having to leave the couch.
Whether you’re on a plane or in a courthouse lobby, you’re not always going to have access to that coveted Wi-Fi signal-that’s where CloudLex’s Office Connector comes in. Once downloaded, Office Connector shows up as a tab in Word, enabling you to work offline just as if you were in the CloudLex® platform. Users can access files, make changes, create new documents, and save everything directly to CloudLex®, sparing your firm from hours of re-drafting, re-editing, and re-uploading.
Emails can be easy to send, but hard to share. Multiple users and multiple inboxes make for multiple opportunities to miss important case information. Email Connector aims to fix that. Once downloaded, users can seamlessly transfer any emails they receive in Outlook or Gmail (including attachments) right to a matter’s “Notes” tab in CloudLex—ensuring they live on alongside other vital case information in a single, centralized location that all team members can access.
Included with all plans is App Integrator, the ultimate synchronization tool. No longer do you have to waste time switching back and forth between apps or suffering through multiple uploads on different platforms, because updates made in CloudLex® and your favorite legal apps (e.g., Google Drive, Dropbox, OneDrive, Outlook, and Google Calendar are synced automatically—allowing for maximum collaboration and a huge time savings for your firm.