Legal Document Management Software

Organize your personal injury case documents like never before

Create, store, and manage documents in CloudLex. Name, categorize and tag them for efficient search and matter management.

document management

Technology that works for you

CloudLex® uses Microsoft’s robust and scalable legal cloud storage technology that works with any text type 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 linking contacts and matter. You can add memos, make comments, and share documents with your team from your desktop or web-based version using categories like pleadings, motions, insurance, etc.

Solve your challenges in document and template management

Streamline personal injury case management with CloudLex’s new time-saving features, powered by Microsoft 365. Efficiently create, edit, and save Word documents directly within the platform, reducing clutter and enhancing organization while eliminating the need for multiple uploads/downloads.

Find documents in seconds with the search tool

Don’t waste hours of your time combing through piles of documents and inboxes. Instead, use CloudLex’s next generation of enterprise search, driven by artificial intelligence for law firms that gets the most accurate results from your documents.

Collaborate on documents from anywhere and anytime for faster turnarounds, and a simpler workflow

Share and work alongside your colleagues and spend less time coordinating and more time collaborating.
With the Co-authoring feature, you can open any Microsoft Word, Excel, or PowerPoint file directly into Microsoft office 365 for lawyers. Simultaneously edit alongside your colleagues, so you always know who has contributed while having the most updated document. It also shows you who else is viewing your file, which means faster turnarounds, fewer check-in meetings, and a simpler workflow.

Use Electronic Signature

Reduce the need for printing, scanning, and sending physical documents for signing. Create and send documents to clients for electronic signatures by email using Adobe or DocuSign for law firms, which saves securely in CloudLex.

Seamlessly integrate with popular storage software

With CloudLex’s 2-Way Sync, your documents are always where you need them. Our legal software integrations with Google Drive, Dropbox, and OneDrive for lawyers let you upload a document to matter folders on your favorite apps, and they’ll instantly show up in CloudLex (and vice versa).

Patrick Bisogno attorney cloudlex

“I don’t know where I would be right now if I didn’t have CloudLex”

I don t know where I would be right now if I didn’t have CloudLex” Patrick Bisogno added. “I have been able to settle so many cases over the past month because I have access to everything from home.

I was preparing for a mediation I had next morning and if it wasn’t for CloudLex I would have had to go to the office and been there until 3 am.

Patrick Bisogno

Managing Partner | Bisogno & Meyerson LLP

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 change made to any document. The system indicates who made the change and when, making documents easy to review.

Document management and organization dictates 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 a 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:

  1. Document Storage: You should have unlimited document storage that is compliant with industry norms like HIPAA
  2. Access Permissions: To ensure your data is secure, this feature allows you to define who can view, edit, and create documents in your system.
  3. 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.
  4. Advanced Search: Your document management system should have an advanced keyword search system that enables you to filter through case details or documents faster
  5. 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.
  6. Electronic Signatures: Clients should be able to easily sign legal documents electronically in the system.
  7. 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 Restriction 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, 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.