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Communication Management

Law Firm Client Communication

Law firm communication made easy

Streamline law firm email management, reduce clutter with internal firm conversation tools and communicate seamlessly with clients through text messaging. Securely share case documents electronically, saving time and costs.

Efficient client communication

Streamline email management

Manage your emails directly from CloudLex. Send and receive important updates, reminders and matter-related summaries. Tag emails to specific matters, attach documents and access everything in one place, eliminating inbox clutter and searching matter-related emails easily.

Enhance internal firm communication

Reduce email overload by using Text & Chat for internal and matter-related conversations. This discussion board-style feature allows you to tag matters, add comments, and follow posts. Embrace the collaborative nature of modern workplaces and streamline communication across your firm.

Convenient client messaging

Send and receive text messages with clients without revealing your personal phone number. Keep everything within CloudLex, including document and picture sharing. Automatically organize client conversations in a matter-specific manner, ensuring easy retrieval and centralized law firm client communication.

Communication Management

Redefining law firm communication

Secure electronic document exchange

Ditch the time-consuming and costly process of mailing paper copies. Transmit case files securely through a secure legal software or by clicking a “share” button within the electronic file. Save staff time, reduce expenses and provide convenient access to documents for your clients.

One location to manage all your legal communications

Attorneys benefit from a centralized platform that tracks all interactions in one place, including texts, emails, images, videos, docs and notes. It streamlines client communication, boosts efficiency, promotes collaboration and ensures exceptional customer service.

Avoid clutter with User Groups

Attorneys can switch phone numbers while texting clients or others by creating User Groups with dedicated numbers helping law firms manage communication, especially when handling multiple case types and users, ensuring seamless administration and preventing clutter.

Streamline your case evaluation process
Streamline your case evaluation process

Revolutionize your firm’s communications

Empowers personal injury attorneys with seamless document sharing, centralized interaction tracking and clutter-free user groups. Digitize file exchange, promote collaboration via a unified platform and simplify case handling through dedicated communication channels.

See what your peers are saying about CloudLex!

What your peers are saying about CloudLex.

I would highly recommend CloudLex for Personal Injury firms.”

Personal Injury case management made easy! I would recommend it to any personal injury firm!

I like that CloudLex is specifically tailored for Plaintiff firms. It is very user-friendly, which makes training employees a lot easier. Tracking productivity on a case. 

Raelina Brown

Sutten Law Group, LLC. | Office Manager

Frequently asked questions

Why should I use integrated email in case management software?

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Integrating email into your personal injury case management software will significantly enhance efficiency and organization. Integrated email enables you to access and send emails from within a specific matter in the system while simultaneously linking to your email provider. This allows information to automatically flow back and forth between your case management software and the email that your team and stakeholders use every day, such as Google Mail and Microsoft Outlook.

Outgoing emails sent from a specific matter and incoming replies will automatically show up within the matter records (as well as within your general email client). Now all communications for a matter can be easily found in a single place, along with all other matter information.

How can my Team use an internal communication system?

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Using an internal communication system saves time and makes collaboration a breeze. Instead of checking case updates, creating and updating tasks, and replying to colleagues’ mentions or emails all in separate systems, you can accomplish all of these tasks from your inbox.

When you get a notification because someone @mentioned you, you can reply via the same thread, and the sender will be immediately notified. Your case management software will not only add your comment under the relevant matter but also @mention the person who triggered the initial notification so they’re instantly notified about your reply.

This enables you to maintain matter-specific discussions and keep track of the whole thread in your case management software.

While some people try to minimize the time they spend in their email inbox, for most teams, email remains the primary business communication tool, and it looks like it’s here to stay for a while. That is why CloudLex integrates all your communication channels in one place, ensuring that important information doesn’t get lost and you can easily stay on top of your cases.

What is text messaging for law firms?

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One of the most important things to personal injury law firms is communication and keeping clients updated on case progress. While juggling between administrative work, meetings, court hearings, and more personal, it is easy to let case progress updates slip through the cracks.

Text messaging helps alleviate that stress. With the click of a button, send reminders about court dates, schedule appointments, request/send documents, and more! Text messaging for law firms is a secure, fast, effective and reliable way to communicate with clients at all times. Not only does text messaging make communication efforts easier, but it is also often the easiest/fastest way to reach clients and keep progress moving on your cases! No more playing phone tag!

Another benefit of text messaging is helping your clients feel that all their questions and concerns are being addressed in a timely manner. With texting, clients feel that they have direct access to reach you, creating a stronger attorney-client relationship. Text messaging helps plaintiffs contribute to case progress in real-time, share insights, and ensure you have all the information and everything you need to win the case for your client.

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