Legal Document Management Software
Keep case documents organized, searchable, and connected to the matter
Document management at your fingertips — for your entire firm
CloudLex helps PI firms manage documents inside the matter, so files, notes, templates, and related case information stay organized in one place. Your team can create, edit, search, share, and retrieve documents without relying on disconnected folders or scattered storage systems.
- What it is: Matter-centric Document management system inside CloudLex.
- What you can do: Create/edit, version history, templates, e-sign, PDF editing, AI/semantic search.
- Where it connects: Microsoft 365, Google Drive, Dropbox, OneDrive (2-way sync).
- How it’s secured: At rest and in-transit, HIPAA-compliant encryption on Microsoft Azure with routine backups so you never miss a thing
Legal Document Management Software
Document management to keep you moving
Create, edit, share
With CloudLex as your legal document management system, you can easily create, edit, save, and access your documents – and link them to specific cases, team members, or contacts. Your team gets more control over workflows with built-in memos, categorized storage, and streamlined sharing to keep things moving smoothly.
Technology that works for you
CloudLex uses Microsoft’s scalable cloud-based storage so you can securely manage important documents from pleadings and motions to contracts. Plus, you can view uploaded files, including image, audio, and video, directly in your browser – even without an internet connection.
A comprehensive document management tool
CloudLex brings you a cloud-based solution for organizing and managing all your legal documents. It builds on the benefits of tools you know, like MS Word and common file formats, with advanced features like document automation and AI-powered search, so your firm can work even more efficiently.
Legal Document Management Software
Organize all case documents with ease
Organize every case file in one place
CloudLex offers a matter-centric document management system that links every case file, memo, and contact so you don’t have to juggle multiple systems anymore. Your team has easy access to all relevant documents in real time – no more switching between folders, email threads, or links.
Complete with automation and AI search
Automate repetitive tasks like template generation and client intake paperwork. CloudLex’s document automation and AI-powered search help you locate and prepare files faster, improving efficiency and freeing up time for client work.
Edit PDFs directly
Eliminate the need for external tools with built-in PDF editing capabilities that let you add text, insert images, annotate, and attach files directly within the platform – ensuring your workflow stays uninterrupted and your team can handle all edits and approvals in a central location.
Collaborate, sign, and share with confidence
Link files to specific cases, assign them to team members, and collaborate seamlessly with real-time editing with seamless integrations to Google Drive, DropBox, and Microsoft Office applications. Need signatures? Skip printing and scanning – CloudLex integrates directly with Adobe Sign and DocuSign, allowing you to send, sign, and track legal documents in real time.
Secure, cloud-based document storage
Using Microsoft’s scalable, cloud-based solution, CloudLex keeps your digital documents safe and accessible anywhere. Upload, view, and edit pleadings, motions, or contracts directly from your device while maintaining full control over sensitive information.
Workflows that work for your team
CloudLex was designed to sharpen your firm’s competitive edge with time-saving features powered by Microsoft 365 – so you can say goodbye to multiple uploads/downloads and disconnected platforms. Create, edit, and save your documents or create reusable templates – all within one case management software.
See what your peers are saying about CloudLex!
CloudLex has transformed how we practice law
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
Pascale Law | Managing Partner
Frequently asked questions
How does document management fit inside the CloudLex Platform?
Document management is a core capability inside the CloudLex Platform. It helps PI firms keep case files, notes, templates, and related matter information connected in one place so teams can work from a shared system of record.
How is this different from Digital Archiver?
Document Management is for active casework—creating, editing, sharing, organizing, and retrieving working documents inside the matter. Digital Archiver is for long-term storage and retrieval of closed matters and archived records.
What are the must-have features of legal document management software?
Important features include matter-based organization, secure cloud storage, access permissions, advanced search, collaboration tools, version tracking, integrations, and electronic signature support. These capabilities help reduce document confusion and improve firm-wide consistency.
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.
Does document management connect to the wider CloudLex platform?
Yes. Documents are part of the broader system of record, so they stay tied to the matter, deadlines, communication, and workflows instead of living in a disconnected repository.
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