Increase Efficiency and Productivity
Tracking down witnesses, obtaining medical records, assessing damages, negotiating with insurers and lien holders, deposing third-party experts: As a personal injury attorney, you and your team do all this and more. The types of cases you handle might vary. Perhaps you specialize in representing plaintiffs in product liability cases or defending medical professionals against malpractice, or maybe you take on a wide range of wrongful death suits.
Regardless of your specialty, to effectively represent your clients you need easy yet highly secure access to a trove of records and other forms of documentation. You need to communicate with clients, witnesses, experts, and other parties—as well as with other members of your practice—efficiently and to maintain records of these communications. You also need to juggle myriad deadlines and ensure that cases are progressing on schedule. In short, you need personal injury case management software that minimizes the time you spend maintaining and organizing records so that you can maximize the time you have fighting for your clients.
Simplified personal injury case management
Take control of your case management process from the initial client intake all the way to settlement negotiations/jury trials and beyond.
- Get all the intake information you need, such as date, location, description of the incident, emergency services details, SOL, NOC, referral/marketing details, plaintiff details, etc., and never lose out on potential clients or revenue.
- In-built automated tasks and event workflows, an intuitive communication platform, help PI attorneys do not miss critical deadlines, which may result in an unhappy client and potentially a malpractice claim.
- With the help of client intake and matter dashboards showing total leads added, leads accepted as cases, case progress statuses, matter allocation among different attorneys in the firm, events, and tasks by the critical dates, etc., see cases from start to finish, all while managing negotiations, costs, and more.
Personal injury caseload management at a glance
A robust case management software for a personal injury attorney is one that provides case information at a glance by looking at which the attorneys can constantly stay on top of their matter progress and help their clients from several cases they are managing.
- Staying on top of active matters, the number of stalled cases, along with the ability to view all cases in a specific stage, such as new case/pre-lit, investigation, discovery, motion, arbitration, settled, closed, etc., including various stage sub-statuses, such as intake, investigation pending/verified, NOC needed, NOC filed, demand ready, etc.
Have handy timelines along with other case management features that enable you to significantly decrease the case proce
Monitor individual cases throughout the litigation progress
The individual matter overview page features an intuitive and prominently displayed timeline. This allows PI attorneys to easily determine exactly how many days a personal injury case has spent in each individual status (including the current status) and the total number of days the matter has been open.
- You will know the status of the case and where it is in the litigation process.
- This overview also provides critical dates that are prominently highlighted, so a PI attorney will be less likely to miss an important date, such as a court appearance, deposition, or critical deadline.
- Store and view all the case-related details like Intake details, negligence liability, medical information, medical bills, insurance details, liens, expenses, settlements & negotiations, etc., consolidated in a single place.
- Categorize matter-related documents in various default and custom folders and categories, which can be accessed while working on an individual case or from the global document section.
- Access the case progress in the “Timeline” section that displays activities in the said matter against users along with respective details of the activities with date and time.
Consolidated case details, expenses, medical records, and other documents
A robust case management software for a personal injury attorney is one that provides case information at a glance by looking at which the attorneys can constantly stay on top of their matter progress and help their clients from several cases they are managing.
- Staying on top of active matters, the number of stalled cases, along with the ability to view all cases in a specific stage, such as new case/pre-lit, investigation, discovery, motion, arbitration, settled, closed, etc., including various stage sub-statuses, such as intake, investigation pending/verified, NOC needed, NOC filed, demand ready, etc.
Have handy timelines along with other case management features that enable you to significantly decrease the case proce
Manage tasks, and events, add automated workflows and communicate easily in the same place
No more scrambling of documents to present to the judge (or jury) at the last minute, No more frantically searching through dozens of banker boxes containing hundreds of pieces of paper.
Often, personal injury cases or clients have thousands of documents depending on the complexity of the issue and the amount of evidence. In particular, personal injury case management software has been a game-changer for PI law firms.
- Manage all the case-related data in one place and have this information be front and center for easy access.
- Separate categories allow PI attorneys and staff to organize all medical information in an intuitive manner, enabling quick access to an individual’s medical records and bills, information for insurance companies and medical providers, liens and case expenses, along with other documents relating to the case in a simple easy-to-access format.
- Advanced search based on artificial intelligence to deep search your queries to quickly find a document; PI attorneys can preview and link the documents relevant to each individual entry.
- Edit a document within CloudLex, retrieve documents in your local computer, and upload the same in your respective folder & category in CloudLex in a click.
- Editing PDFs and sending PDFs for e-signatures and tracking statuses is a breeze now.
Monitor individual cases throughout the litigation progress
The individual matter overview page features an intuitive and prominently displayed timeline. This allows PI attorneys to easily determine exactly how many days a personal injury case has spent in each individual status (including the current status) and the total number of days the matter has been open.
- You will know the status of the case and where it is in the litigation process.
- This overview also provides critical dates that are prominently highlighted, so a PI attorney will be less likely to miss an important date, such as a court appearance, deposition, or critical deadline.
- Store and view all the case-related details like Intake details, negligence liability, medical information, medical bills, insurance details, liens, expenses, settlements & negotiations, etc., consolidated in a single place.
- Categorize matter-related documents in various default and custom folders and categories, which can be accessed while working on an individual case or from the global document section.
- Access the case progress in the “Timeline” section that displays activities in the said matter against users along with respective details of the activities with date and time.
“From either my computer or phone, I manage my practice with a sense of confidence and relief with the help of CloudLex.”
Adam Handler
Partner | Pollack, Pollack, Issac & DeCiccio, LLP
“CloudLex has allowed us to make a seamless transition from working in the office to working from home during the pandemic.”
Monica R. McKinnon
Firm Administrator | Alpert Schreyer Poe, LLC
“I was preparing for a mediation I had the next morning and if it wasn’t for CloudLex I would have had to go to my office until 3 am.”
Patrick Bisogno
Managing Partner | Bisogno & Meyerson, LLP
