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Automate and organize case documents with ease

Legal Document Management Software

Automate and organize case documents with ease

Legal Document Management Software

Streamlined document management at your fingertips for your entire firm

CloudLex’s legal document management software allows you to efficiently organize and manage your personal injury case documents. With features like easy creation, storage and categorization, you can streamline your workflow and enhance matter management.

Legal Document Management Software

Document management made simple

Solve all your challenges with document management

Efficiently manage your legal documents and streamline collaboration. Store, access and share files effortlessly while enjoying enhanced security, AI-powered search and seamless legal software integration with popular storage apps.

Technology that works for you

CloudLex leverages Microsoft’s scalable cloud based file storage for secure and extensive matter file storage. Access and view a wide range of files, including documents, images, audio and video, directly in your browser.

Create, edit and share effortlessly

Effortlessly create, edit and save documents by linking them to contacts and matters. Collaborate with your team, add memos, make comments and easily share documents. Use categories like pleadings, motions and insurance to stay organized.

Legal Document Management Software

Organize all case documents with ease

Enhanced security and collaboration with access permissions

Our access permissions feature empowers personal injury firms with enhanced data security and streamlined collaboration. Define user permissions to control document viewing, editing and creation, maximizing internal security while ensuring seamless access for those who need it.

Find documents in seconds with an AI-powered search

Don’t waste time searching through piles of documents and inboxes. CloudLex’s advanced enterprise search, driven by artificial intelligence for law firms, delivers accurate results quickly. Find the documents you need in seconds, saving valuable time and effort.

Collaborate anywhere, anytime, for a simpler workflow

Effortlessly collaborate with colleagues anytime, anywhere. Use CloudLex’s Co-authoring feature to edit Microsoft Word, Excel or PowerPoint files in real-time, track contributions and streamline legal workflow automation for faster turnarounds.

Increase efficiency with e-signatures

Reduce the need for physically sending documents for signing. Use CloudLex to create and send documents for e-signatures via email with Adobe Sign or DocuSign for law firms. Effortlessly monitor the signing process along with enabling automated reminders.

Seamlessly integrate with popular storage software

Effortlessly sync documents across platforms with CloudLex’s 2-Way Sync. Connect popular storage apps like Google Drive, Dropbox and OneDrive for seamless integration. Upload once, instantly accessible in CloudLex and your preferred app.

Enhanced PDF Editing Capabilities

Edit uploaded PDF files effortlessly within CloudLex, eliminating the need to switch platforms. This streamlined functionality enables you to seamlessly add text, attach files, insert images, collaborate and offers numerous other capabilities.

Streamline your case evaluation process
Streamline your case evaluation process

Streamline document and template management

Solve your document and template management challenges with our time-saving features powered by Microsoft 365. Create, edit and save Word documents and create reusable templates directly within the platform, eliminating the need for multiple uploads/downloads.

See what your peers are saying about CloudLex!

What your peers are saying about CloudLex.

CloudLex has transformed how we practice law

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

How it truly changed just one of our cases was during an arbitration. A question came up which my physical binder did not have the answer. I was able to access a note in the CloudLex file from my iPad and immediately defeat the Respondent’s case. That is just one example of how it has transformed our firm’s practice of law.

Brian Pascale

Pascal Law | Managing Partner

Frequently asked questions

What Does a Document Management System do for a Law Firm?


In civil litigation firms, even the most straightforward of cases can generate thousands of pages of documents. Law firms today spend enormous amounts of time and resources printing documents and physically filing and storing them in Banker Boxes. The way your firm produces, organizes and optimizes documents can give you a competitive advantage over other law firms.

Matter Centric Document Management
Store your documents in a matter-centric manner, where all documents, notes, files, and contacts relating to the same matter are stored in a central location. This makes it much easier to reference and retrieve documents, unlike the folder-based structures in cloud storage solutions like Dropbox. But document management is not just about storage. Here are some of our other features that help your firm run as efficiently as possible:

Document Templates
Through CloudLex, you can quickly produce documents via templates, such as agreements and letters, saving your associates an enormous amount of time.

Collaborate on documents with your colleagues. Keeping documents in CloudLex ensures all team members have access to and are working on the most up-to-date version of the document.

Tracking Changes
In addition to being able to access files and documents on the go, CloudLex also tracks all changes made to any document. The system indicates who made the change and when making documents easy to review.

What are the must-have features of legal document management software?


Document management and organization dictate the extent of a law firm’s efficiency, productivity, and legal compliance. To boost efficiency and productivity, acquiring a document management system that fits your practice’s needs, such as usability, scalability, security, collaboration, integrations, and version control, is a must. In addition, your document management system should also be matter-centric, allowing you to link matters, contacts, categories, and label documents for each retrieval.

Your firm should aim to find case management software that includes a robustly built document management system. That way, instead of having two separate systems, you can organize all your information one in place.

Here are some of the top features in a document management system your firm should be looking for:

Document Storage: You should have unlimited document storage that is compliant with industry norms like HIPAA

Access Permissions: To ensure your data is secure, this feature allows you to define who can view, edit, and create documents in your system.

Security: A secure cloud is ideal for storage, where data is backed up regularly with disaster recovery and geo-redundancy capabilities. Documents should be able to be retrieved in case of any disaster. We ensure that your documents can be retrieved no matter what by backing up your data in several geo-locations, so if one is hit by a disaster, another backup is immediately activated.

Advanced Search: Your document management system should have an advanced keyword search system that enables you to filter through case details or documents faster

Collaboration: Another important feature to have is internal collaboration access to documents. This feature allows you to co-author documents, track changes, and edit documents from anywhere.

Electronic Signatures: Clients should be able to easily sign legal documents electronically in the system.

Integration: Your document management software should integrate with document creation and storage software like Dropbox, Google Drive, Onedrive, etc

Can I Customize Permissions and Access Restrictions for Documents in CloudLex?


Yes, CloudLex allows you to customize access to documents. Control who is able to access specific information such as documents, calendars, etc. We use role-based access controls to limit the possibility of breaches. The system defines roles and users, granting specific permissions to each level and ensuring consistent security policy across the entire firm. Prevent unauthorized access to documents and help employees focus their attention by only granting access to documents needed to perform their duties.

What’s the Difference Between Microsoft Office’s Desktop and Microsoft Office?


Microsoft offers several different ways to run its Office programs. The primary ways include desktop apps, mobile apps for Android and iOS, and online through a web browser.

You’re likely familiar with the desktop version of Office. This is the full-featured version installed on Windows PC or Macs. This traditional standalone app requires you to pay an upfront cost, get a license, and install the software on your computer.

CloudLex for Office, a web-based version of Office, is free for law firms that use our system and doesn’t require a subscription for use. CloudLex includes all the key functionalities and programs of Office- Word, Excel, PowerPoint, and Outlook- all in one place.

The web-based version of Office offers better collaborative features than the desktop-based version. For example, when collaborating with colleagues in the desktop version, only one person can edit at a time; The online version offers real-time updates allowing multiple people to edit the document at once.

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