Manage contacts with ease
CloudLex® helps create and manage a database of your matter related contacts with easily identifiable contact information. Search for contact information by a variety of categories, so you can identify key contacts and reach them when you need to..
Tag Contacts
Keep all the communication in one place by tagging the contact and the related matter to your emails, notes, events, negotiations, etc. Tagging contacts allows you easily see all related matters, notes associated with specific contacts.
Track
Track and manage contact information associated with insurance details, medical information, expenses, etc. and their interaction with the law firm as the case progresses.
Explore other features
Calendaring Management
Manage critical dates, deadlines, and appointments all in one firm-wide calendar. It gives you the ability to view, edit, and allocate events to anyone in the firm
Communication Management
With fully integrated email, text, and internal messaging features, you can communicate with clients, colleagues, and partners while you are working on your matters.
Document Management
With Microsoft’s robust and scalable storage technology, store and manage hundreds of thousands of matter documents. Name, categorize, and tag them for efficient search and information management.
iOS and Android Apps
CloudLex apps extend your personal injury practice to anywhere you are. Helping you work, stay up-to-date, manage cases, and collaborate with co-workers while on the move.
Reports and Dashboard
Get insights into your personal injury practice with our extensive and customizable dashboard and reports. Helping you measure, track, and manage your firm more effectively.
Security
CloudLex is hosted on Microsoft Azure which comes with 24/7/365, active security monitoring, 256-bit encryption, SSL. Azure holds: ISO/IEC 27001:2005; HIPAA/HITECH; IRS; American Institute of CPAs; and numerous other compliance certifications.
Settlement Calculator
Our settlement calculator tracks demand and offers between parties and tallies your clients’ recovery and your firm’s fees with ease.
Task Management
Task Management helps you focus on what really matters to the success of your personal injury practice. Plan and assign matter-specific tasks, then track their progress through every stage of the case.
Workflows
Don’t waste time on tedious manual tasks. Let automation do it for you. Simplify personal injury workflows, reduce errors, and save time for solving more important problems.
A complete set of solutions for your personal injury practice—much more than just case management software
Matter Manager
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.
Intake Manager
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.
Client Messenger
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
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.
Digital Archiver
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.
Referral Exchange
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.
CloudLex for Word
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.
CloudLex for Gmail and Outlook
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.
App Integrator
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.
