Legal Contact Management

Contact Management Made Easy for Personal Injury Law Firms

Keep everyone you interact with throughout a case in one place. Capture the contact information of plaintiffs, leads, case adjusters, medical providers, courts, and any other necessary contacts. Tag them in law firm communications that relate to them through emails, notes, events, negotiations, and additional case-related documentation.

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Manage contacts with ease

CloudLex® helps create and manage a database of your matter-related contacts with easily identifiable contact information. Search their contact information in various categories to identify key contacts and reach them when you need to.

Tag Contacts

Keep all communication in one place by tagging the contact and their related matter to your emails, notes, events, negotiations, etc. Tagging contacts allows you to easily see all related client intake, matters, and notes associated with specific contacts.

Track

Track and manage contact information associated with insurance details, medical information, expenses, and other relevant paperwork. Maintain their interaction with the law firm as the case progresses.

Plaintiff personal injury law solutions built specifically for you

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Intake Manager

Establish an efficient intake process for your personal injury law firm and clients

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Matter Manager

State-of-the-art case management software designed exclusively for personal injury law

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Client Messenger

Streamline your client communication to move cases forward

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Microsoft Office

Reimagine productivity with seamless Microsoft Office Online integration

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Digital Archiver

Cloud storage for paperless law firms with digital archive access for the future

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Referral Engine

Grow your personal injury practice on a secure platform and exclusive network

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Documents

Keep all your documents organized with CloudLex’s seamless Microsoft Word integration

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App Integrator

Connect the best legal tech apps with CloudLex to build your complete LegalCloud®


Patrick O’Hara Law Firm

“I chose Cloudlex because it is a web based system that allows you to use it anywhere you can connect to the internet. The system is easy to use and required very little training. The staff is friendly and quick to respond to any questions that I have had over the past year. Great customer service.”

Patrick O’Hara

O’Hara Law Firm | Texas


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