Technology that works for you
CloudLex® uses Mircosoft’s robust and scalable storage technology that works with any type of text or binary data, including document and media files. With CloudLex, you can: store hundreds of thousands of matter files in the cloud, open PDFs, documents, and images or stream audio and video files directly in your browser.
Create. Edit. Share.
Upload and edit documents by tagging contacts and categories like pleadings, motions, insurance, etc., add memos, make comments, and share documents with your team from your desktop or web-based versions of Microsoft Office Online®.
Collaborate anytime, anywhere
With Co-authoring feature, you can open any Microsoft Word, Excel or PowerPoint file directly into Microsoft Office Online®, and simultaneously edit alongside with your colleagues, so you always know who has contributed while having the most updated document. Also, it shows you who else is viewing your file. That means faster turnarounds, fewer check-in meetings, and a simpler workflow.
Seamlessly integrate with popular storage software
With CloudLex’s 2-Way Sync, your documents are always where you need them; our integrations with Google Drive, Dropbox, and OneDrive let you upload a document to matter folders on your favorite apps, and they’ll seamlessly show up in CloudLex (and vice versa).
Explore other features
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
With fully integrated email, text, and internal messaging features, you can communicate with clients, colleagues, and partners while you are working on your matters.
Capture contact information of plaintiffs, case adjusters, medical providers, and more, and tag them in your emails, notes, events, negotiations, and any other case-related documentation.
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.
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.
Our settlement calculator tracks demand and offers between parties and tallies your clients’ recovery and your firm’s fees with ease.
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.
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
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.