AI Voice-Assisted Legal Tasks
Automate Legal Workflow Tasks with Your Voice—Inside CloudLex
PI attorneys are constantly on the move—between court, depositions, client meetings, and adjuster calls. Lexee’s voice-assisted task creation lets you speak your tasks into CloudLex, so nothing falls through the cracks while you’re away from your desk.
What is Voice Assisted Tasks?
A Lexee AI capability inside CloudLex that converts spoken instructions into structured tasks linked to the right matter, with transcripts, key points, and sentiment labels.
Who it’s for
Personal Injury attorneys, litigation managers, and paralegals who need to capture tasks on the go without typing or navigating forms.
Outcome
A structured task linked to the right matter, a speaker-wise transcript, highlighted key points, sentiment classification, and team notifications—all inside CloudLex.
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
Turn spoken instructions into structured tasks—in five steps
Step 1. Record or upload audio in CloudLex
Record a voice note or upload audio directly in CloudLex—from anywhere. No special app needed. It’s built right into the platform.
Step 2: State the matter and task in plain language
Just speak naturally: “Create a task in the Doe matter to follow up on the missing MRI report.” Say it like you’d tell your paralegal.
Step 3: Lexee converts speech into a structured, matter-linked task
Lexee identifies the correct matter, creates a structured task in CloudLex, links it to the case, and assigns it to the right team member.
Step 4: Transcript, key points, and sentiment label attached
Lexee generates a speaker-wise transcript, highlights key points, and applies a sentiment label—so your team gets full context instantly.
Step 5: Team is notified in CloudLex
Your team gets notified through CloudLex and can review the task, transcript, and key points immediately—no emails or end-of-day handoffs.
What your team sees when they open the task
When a team member opens a voice-created task in CloudLex, they find everything they need to act:
Action-ready task
Your spoken instruction is turned into a clear, structured task your team can act on.
Linked to the right matter
The task is tied to the correct case, so nothing gets lost or misplaced.
Full context in one place
Audio, task details, and case information stay connected for easy review.
Helps set urgency
Lexee analyzes the tone of your recording and labels the sentiment—so your team knows what needs attention now.
Assigned and notified
Ownership is clear, and the right team member is already informed.
Outcome
Your team can move right away with everything complete, connected, and ready in one place.
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.
Chat with 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.
Voice-Assisted Tasks
Speak a note, and Lexee turns it into a clear task in CloudLex—no typing needed at all.
Frequently asked questions
How do voice-assisted tasks work in CloudLex?
You record a voice note or upload an audio file inside CloudLex and state what needs to be done and which case it belongs to. Lexee processes the audio, identifies the correct matter, creates a structured task, generates a transcript with key points and sentiment labels, assigns the task, and notifies the team—all inside CloudLex.
Can I create tasks while I’m away from my desk?
Yes. That’s exactly what this feature is designed for. Whether you’re in the car, walking out of court, or between meetings, you can record a voice note in CloudLex and Lexee turns it into a structured, matter-linked task.
How does Lexee link tasks to the right matter?
Lexee identifies the matter based on what you say in your recording. When you mention a case name or matter reference, Lexee matches it to the correct case in CloudLex and links the task automatically.
What does the transcript include?
The transcript includes a full text version of your recording, organized by speaker. Key points are highlighted for quick review, and a sentiment label (neutral, positive, or negative) is applied to help the team gauge tone and urgency.
Does Lexee provide legal advice through voice tasks?
No. Lexee is a task creation and workflow tool. It captures your spoken instructions and converts them into structured tasks. It does not interpret case law, evaluate claims, or provide legal opinions. All legal judgment remains with your attorneys.
What law firms say?
Excellent software with great customer support
Excellent software. It’s easy to use and intuitive, which reduces the training time for new employees.
Eitan Magendzo
Magendzo Law | Managing Partner
CloudLex delivers exactly what it promises
CloudLex is a user-friendly case management platform that adapts to the firm’s needs, providing excellent value compared to other options on the market, and file exporting is efficient—making CloudLex a forward-thinking solution.
Lorna Echols
Kelley Law Firm | Legal Administrator
I recommend CloudLex to every law office
Easy and seamless platform to use. It’s self-explanatory, making my work the most efficient as possible. I love being able to upload documents and have them link to companion cases.
Melanie Arboleda
Abrams and Associates, P.C. | Paralegal
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