AI Case Assistant for Law Firms
Chat With Your Case Inside CloudLex
Stop clicking through tabs, notes, and documents to find case details. With Lexee, just ask about any matter like you would ask a teammate and get instant answers pulled directly from your case data.
The fastest way to find case details
A Lexee AI capability that helps you ask about any case and quickly surface key details, insights, and answers from the case file.
Who it’s for
Personal injury lawyers and staff who need fast case information without searching through notes, records, and multiple screens.
Outcome
Your team gets quick, reliable case answers, stays better prepared for calls and next steps, and spends less time searching for information.
Highly recommended by users
What CloudLex customers are saying
Real feedback from personal injury attorneys who rely on CloudLex every day.
Highly recommended for managing partners & attorneys looking to organize & grow their practice.
Michael B. Cohan
Cohan Law, PLLC | Personal Injury Attorney
Integrates with all my devices. Perfect for document and deadline organization.
David Pierguidi
Glugeth and Pierguidi, P.C. | Attorney
CloudLex has changed how we handle cases and manage client information.
Michael Stephenson
Bay Area Bicycle Law | Trial Lawyer
Ask Lexee, get answers—here’s how Chat with Your Case works
Chat with Your Case works inside the CloudLex platform—asking questions directly against the data your team has already entered in the matter. No separate tool. No re-typing. No risk of outdated information. One ecosystem, one source of truth.
Step 1: Open the case you’re working on
Navigate to any matter in CloudLex, open Lexee, and select Chat with Your Case from the Tools menu to get started.
Step 2: Lexee confirms the case context
Lexee confirms which matter you’re viewing, so every answer is tied to the right case. No mix-ups, no confusion.
Step 3: Ask your question
Type or speak your question in a natural way. Lexee provides prompts to get you started, but you can ask anything about the matter.
Step 4: Get your answer instantly, in seconds
Lexee pulls only from the data in that matter—medical records, litigation timelines, notes, and other case details—so responses stay grounded in the case file.
Step 5: Keep working
Ask follow-ups, switch topics, or close the chat. Lexee stays available inside the platform—connected to the same data your team enters.
What your team gets—without opening five tabs to find case details
Your attorney has a client call in minutes and needs to know the latest treatment update, current case status, and next scheduled event. Here’s what changes with Chat with Your Case:
Prepare for calls and meetings
Prepare for calls and meetings in seconds, not minutes— ask Lexee for a case summary, latest treatment update, or current status, and you’re ready before the phone rings
One place for answers
No switching between tabs, scrolling through notes, or searching across screens. Ask the question, get the answer, stay in the matter
No mix-ups between cases
Lexee works within the matter you open—so answers stay specific to that case, helping your team avoid confusion and work with confidence
Only your case data
Lexee doesn’t guess, doesn’t pull from the internet, doesn’t make assumptions. Every answer comes from what your team has entered in that specific CloudLex matter
Connected to the full ecosystem
The same case data that feeds Chat with Your Case powers demand drafting, medical chronologies, and every other CloudLex workflow. One system, one source of truth
Outcome
Your team gets instant, trustworthy answers from their own case data—without leaving CloudLex, without manual searches, and without wondering if the information is current. So you’re always prepared. Not scrambling.
Lexee AI core capabilities
Explore the full range of Lexee AI capabilities built for modern personal injury firms
Medical Summaries & Chronologies
Requests records and organizes summaries, timelines, providers, diagnoses, and care gaps.
Demand Package Drafting
Creates a structured demand draft from case facts and records, ready for your review now.
AI Lead & Intake Capture
Asks key questions, captures case details, and assigns follow-ups to the right person.
Voice-Assisted Tasks
Speak a note, and Lexee turns it into a clear task in CloudLex—no typing needed at all.
Chat with Your Case
Ask questions about a case and get answers grounded in the matter’s documents and notes.
24/7 Client Web Assistant
Authenticates clients who visit your website and answers their queries, in a human-like conversation, about their case updates.
Frequently asked questions
What kind of questions can I ask Lexee about my case?
You can ask anything that relates to the data in your CloudLex matter. Common questions include: “Give me a summary of this case,” “What’s the litigation status?” “What medical treatments has the client had?” “Who are the providers on this case?” “What are the key dates?” If the information is in the matter, Lexee can find it and explain it clearly.
Does Lexee make up answers or pull from external sources?
No. Lexee only reads the data your team has entered into that specific CloudLex matter. It does not search the internet, access external databases, or generate assumptions. If the answer isn’t in your case data, Lexee will tell you rather than guess.
Can I use Chat with Case outside of a specific matter?
No. Chat with Case requires you to be inside a matter in CloudLex. This is intentional—it ensures every answer is tied to the correct case and prevents confusion between matters. If you try to use Chat with Case outside a matter, Lexee will let you know.
Is Chat with Case a separate tool I need to install?
No. Chat with Case is built directly into CloudLex. There’s nothing to install, no separate login, and no additional setup. If you have Lexee access in CloudLex, you have Chat with Case.
Does Lexee provide legal advice through Chat with Case?
No. Lexee is a case data assistant—it retrieves and presents information from your matter. It does not interpret case law, evaluate claim strength, or provide legal opinions. All legal judgment remains with your attorneys.
What law firms say?
Ability to track events, statutes, and especially upload documents
It has been great with calendaring events and the generated email reminders with regard to upcoming events and statutes. It also has made tracking expenses easier. Most importantly, we have become primarily “paper free” with the ability to upload all documents in a case for easy access to all.
Joseph Stampone
Stampone Law, PC | Owner
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
Overall, CloudLex is a very good product
I like how responsive their customer service is. The turnaround time is very swift. They are always eager to get on a call to explain the process further and troubleshoot any issues.
Fausto Herrera
Bernstein & Bernstein | Director of Operations
VIEW NEXT
Turn spoken instructions into action before details get lost.
See how Lexee’s voice-assisted task capability converts what you say into organized, matter-linked tasks inside CloudLex — with transcripts, key points, and notifications for the right team members.
