Social Security Disability Case Management Software

Effortlessly manage SSD cases with ease and speed

Social Security Disability (SSD) attorneys help those who have a substantial work history and have paid sufficiently into the SSDI system but have sustained an injury or illness that makes them unable to work due to disability prior to retirement age.

CloudLex is the ultimate social security disability case management software that makes it easy to manage your SSD cases. Its advanced features and intuitive user interface allow you to streamline your law practice and maximize efficiency.

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Everything you need in one place

CloudLex keeps all your data in one place, from tracking initial client intake to charting progress and reporting outcomes. With our web-based and mobile-based applications, you can access all of your data from anywhere, anytime and on any device.

Efficient legal document management: Save, organize and collaborate on various documents from anywhere, ensuring seamless collaboration among colleagues.

Streamlined information organization: Create and upload documents to specific client intake or matter folders, categorize them and easily link relevant information to contacts for quick access.

Data-driven insights: Leverage intake and matter dashboards with legal data analytics to generate insightful reports, transforming data into valuable insights for informed decision-making.

Streamline your SSD case management with advanced automation tools

Save time with automation

CloudLex automates time-consuming tasks such as documentation gathering and tracking progress on case activities. This automation speeds up the process of handling SSD cases, allowing you to focus on providing better service to your clients.

At every stage of your case, create legal workflow automation for tasks and events so that you don’t have to create repetitive tasks, helping you reduce errors and save time.

Your staff will receive notifications and reminders, and you’ll have an overview of all outstanding tasks and deadlines.

Monitor firms and individuals on their tasks completion, criticality, progress, etc., simply by viewing, printing or downloading advanced task reports for Intakes and Matters.

Stay connected

Keep your team informed with real-time notifications and law firm communication tools. We keep everything in one place so you can stay connected with clients, stakeholders and colleagues when managing your SSD cases.

Receive real-time notifications on team actions and tasks in one centralized location, ensuring everyone stays informed and on track.

Send text messages to/from clients, create user groups with a dedicated contact number within CloudLex, preserving personal phone number privacy. Have internal Intake or Matter-related conversations across internal stakeholders.

Seamlessly integrate CloudLex with Microsoft 365 for law firms, Outlook and Gmail for a centralized law firm email system. Send and receive client emails within CloudLex for efficient communication.

Peace of Mind

We understand the importance of security when it comes to managing sensitive information related to SSD cases. That’s why we have implemented industry-leading security protocols to ensure your and your client’s privacy.

CloudLex comes with the security you can trust, Microsoft ® Azure, with 24/7/365 active security monitoring, 256-bit encryption and SSL.

It allows you to limit access to certain information to your law firm users using our Access Management feature, limiting the possibility of a breach.

Comes with HIPAA compliance and application-level security for your peace of mind.