CloudLex Glossary
Welcome to the CloudLex Platform Glossary—your go-to reference for how the CloudLex platform works, explained in plain English. Get clear definitions of key modules and features (like Matter Manager, Intake Manager, Insights, integrations, and more) and learn where each capability fits in your PI workflow—from intake to settlement.
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Matter Manager
Hierarchy: CloudLex → Matter Manager
Also Known As: Case Management System, Matter Management Module
Parent Module: CloudLex Core Platform
What it is: Matter Manager is the core application in CloudLex for managing active personal injury cases (“Matters”).
Key Capability: It tracks case status, statute of limitations (SOL), medical records, insurance liens, expenses, and negotiations. It replaces physical case files with a “matter-centric” digital dashboard.
Common Search Query: “How does CloudLex manage an active personal injury case?”
Details
Hierarchy: CloudLex → Matter Manager → Matter → Details
Also Known As: Case Details, Matter Information
Parent Module: Matter Manager
What it is: Details is the primary information hub within a specific Matter, capturing and organizing core case information across multiple matter-level sections (tabs), such as medical info, medical bills, insurance, liens, expenses, and settlements.
Key Capability: It consolidates key case facts and structured case-financial inputs in one place so downstream reporting, settlement evaluation, and case tracking remain tied to the matter record.
Common Search Query: “Where do I capture and manage the key structured information for this case?”
Negligence Liability
Hierarchy: CloudLex → Matter Manager → Matter → Details → Negligence Liability
Also Known As: Liability Notes, Liability Summary
Parent Module: Details
What it is: Negligence Liability is the section where users record the matter’s liability narrative (e.g., how the incident occurred and who is allegedly at fault) and can associate supporting documents.
Key Capability: It provides a centralized liability description that stays tied to the matter and can be cross-referenced with linked case documents.
Common Search Query: “Where do we document liability facts for the case?”
Medical Information
Hierarchy: CloudLex → Matter Manager → Matter → Details → Medical Information
Also Known As: Treatment Tracker, Medical Treatment Details
Parent Module: Details
What it is: Medical Information is the section used to track treatment-level details for the matter, including associated party, physician/service provider, treatment type, treatment status, and dates of service.
Key Capability: It allows firms to maintain a structured view of treatment history and status as medical care evolves over time.
Common Search Query: “Where do we track the client’s treatment timeline and providers?”
Medical Bills
Hierarchy: CloudLex → Matter Manager → Matter → Details → Medical Bills
Also Known As: Medical Billing Ledger, Treatment Bills
Parent Module: Details
What it is: Medical Bills is the matter section for capturing bill-level financials associated with providers, including bill amounts, adjustments, payments, and outstanding balances.
Key Capability: It provides a structured ledger of billed amounts and balances that can support case valuation and settlement preparation.
Common Search Query: “Where do we track medical bill amounts, payments, and balances for this case?”
Insurance
Hierarchy: CloudLex → Matter Manager → Matter → Details → Insurance
Also Known As: Insurance Coverage, Policy Details
Parent Module: Details
What it is: Insurance is the section where users record policy details relevant to the matter, such as insurance provider, insured party, policy/claim identifiers, policy type/source, effective/expiration dates, policy limits, liability status, and adjuster details.
Key Capability: It centralizes coverage data so negotiations, documentation, and settlement evaluation can reference accurate policy information.
Common Search Query: “Where do we store and review policy coverage for this case?”
Liens
Hierarchy: CloudLex → Matter Manager → Matter → Details → Liens
Also Known As: Lien Tracker, Lien Ledger
Parent Module: Details
What it is: Liens is the section used to record lien-related details (e.g., lien type, lien holder, claim number, related insurance provider, bill amount, adjustments/payments, and outstanding amounts) tied to the matter.
Key Capability: It maintains a structured list of lien obligations to support accurate settlement distribution planning.
Common Search Query: “Where do we track liens and what is still owed?”
Expenses
Hierarchy: CloudLex → Matter Manager → Matter → Details → Expenses
Also Known As: Case Costs, Matter Expenses
Parent Module: Details
What it is: Expenses is the section used to record matter-level costs, including expense type, associated party, service provider, disbursable date/incurred date, expense amount, paid amount, and outstanding amount.
Key Capability: It provides an itemized case-cost ledger that can be included in settlement-distribution evaluations.
Common Search Query: “Where do we track case costs and reimbursements?”
Settlement
Hierarchy: CloudLex → Matter Manager → Matter → Details → Settlement
Also Known As: Case Settlement Module
Parent Module: Details
What it is: Settlement is the matter-level section where attorneys manage negotiation activity, run settlement calculations, and finalize the financial resolution of a case.
Key Capability: It supports structured negotiation tracking and allows users to move a selected calculation into Final Settlement for the matter record.
Common Search Query: “How do I manage negotiations and finalize a settlement for this case?”
Negotiations
Hierarchy: CloudLex → Matter Manager → Matter → Details → Settlement → Negotiations
Also Known As: Settlement Negotiations
Parent Module: Settlement
What it is: Negotiations is where users track settlement-related activity (e.g., demand and offer values) and run settlement scenarios during negotiation.
Key Capability: It supports saving settlement calculations during the negotiation stage, enabling firms to compare scenarios before finalizing.
Common Search Query: “Where do I work through settlement scenarios and negotiation values?”
Settlement Calculator
Hierarchy: CloudLex → Matter Manager → Matter → Details → Settlement → Negotiations → Settlement Calculator
Also Known As: Personal Injury Settlement Calculator
Parent Module: Negotiations
What it is: The Settlement Calculator is used during negotiations to calculate settlement distribution values based on entered settlement amount and other matter-level financial inputs (e.g., fees, liens, and expenses).
Key Capability: It produces a structured settlement breakdown that can be saved within Negotiations and later selected for Final Settlement.
Common Search Query: “What does the settlement break down to after fees, liens, and expenses?”
Settlement Rule
Hierarchy: CloudLex → Matter Manager → Matter → Details → Settlement → Negotiations → Settlement Calculator → Settlement Rule
Also Known As: Attorney Fee Rule, Fee Slab Rule
Parent Module: Settlement Calculator
What it is: Settlement Rule is the rule framework that lets firms define attorney fee logic by case type/subtype and jurisdiction using configurable fee slabs so that fee calculations can be applied consistently during settlement calculations.
Key Capability: Users can apply a Settlement Rule within the Settlement Calculator (via the “Apply Settlement Rule” action) to automatically populate/compute attorney fee values based on the configured rule.
Common Search Query: “How do we automatically apply the correct attorney fee structure during settlement calculations?”
Final Settlement
Hierarchy: CloudLex → Matter Manager → Matter → Details → Settlement → Final Settlement
Also Known As: Settled Case Record
Parent Module: Settlement
What it is: Final Settlement is the process of selecting a saved negotiation calculation as the official settlement outcome for the matter and displaying it separately from ongoing negotiation work.
Key Capability: It distinguishes the finalized settlement from other negotiation scenarios and preserves the selected outcome for the matter record.
Common Search Query: “Which settlement outcome did we officially finalize for this case?”
Documents
Hierarchy: CloudLex → Matter Manager → Matter → Documents
Also Known As: Matter Documents, Case Documents
Parent Module: Matter Manager
What it is: Documents is a matter-specific repository for creating, storing, editing, and organizing all files related to a case, including medical records, pleadings, correspondence, and internal documents.
Key Capability: It supports structured folders, categorization, version control, and party association. While documents are always tied to a specific matter, users can also access firm-wide documents via the Matter Overview page (CloudLex → Matter Manager → Documents).
Common Search Query: “How does CloudLex manage intake documents?”
Document Categories & Folders
Hierarchy: CloudLex → Matter Manager → Matter → Documents → Categories / Folders
Also Known As: Legal Document Organization, Legal Document Categorization
Parent Module: Documents
What it is: Categories and folders provide a structured way to classify documents such as Medical Records, HIPAA, Pleadings, Authorizations, and Correspondence within a matter. Categories/Folders are available for both matter-specific and firm-wide document sections.
Key Capability: They ensure consistent organization, faster retrieval, and cleaner downstream reporting and exports.
Common Search Query: “How are documents organized inside a case?”
Notes
Hierarchy: CloudLex → Matter Manager → Matter → Notes
Also Known As: Case Notes, Matter Notes
Parent Module: Matter Manager
What it is: Notes is a matter-level log for capturing internal commentary, attorney communications, reminders, and annotations related to a case.
Key Capability: This centralized record of activity supports a stronger case strategy and preserves critical information across the PI litigation lifecycle. Notes remain tied to the matter and are accessible globally via the right-hand panel for quick reference and updates.
Common Search Query: “Where do I record internal notes about this case?”
Hierarchy: CloudLex → Matter Manager → Matter → Email
Also Known As: Matter Email, Case Email
Parent Module: Matter Manager
What it is: Email is the matter-specific communication hub where users can compose, send, and receive emails. It also syncs with Microsoft 365, and users can manage their Outlook emails from within CloudLex.
Key Capability: It centralizes matter communications and ensures that all relevant emails are preserved within the matter record, while also making them accessible from the global side panel.
Common Search Query: “Where are emails related to the matters stored?”
Events
Hierarchy: CloudLex → Matter Manager → Matter → Events
Also Known As: Case Calendar, Matter Events
Parent Module: Matter Manager
What it is: Events is the scheduling and deadline-management area for a matter, tracking court dates and key case milestones, and it syncs with Google and Outlook calendars via CloudLex integrations.
Key Capability: Attorneys can categorize events, link them to matters, and collaborate with team members. Events help PI firms stay organized, minimize scheduling conflicts, and maintain complete visibility into all time-sensitive litigation activities. Events remain tied to the matter and are accessible globally via the right-hand panel for a firm-wide view and quick updates.
Common Search Query: “What deadlines and dates are associated with this case?”
Tasks
Hierarchy: CloudLex → Matter Manager → Matter → Tasks
Also Known As: Case Tasks, Legal Task Management
Parent Module: Matter Manager
What it is: Tasks is the action-tracking system for a matter, where users create, assign, prioritize, and monitor work items tied to a case.
Key Capability: Users can create manual tasks or auto-generate them using workflows. With reminders, progress tracking, and matter-based organization, Tasks help PI firms improve accountability and reduce delays. Tasks can be managed within the matter or globally via the side panel.
Common Search Query: “How are tasks managed in CloudLex?”
Workflow
Hierarchy: CloudLex → Matter Manager → Matter → Workflow
Also Known As: Case Workflow Automation
Parent Module: Matter Manager
What it is: A feature that automates repetitive tasks and events based on changes to matter stages, ensuring consistent matter handling. It allows firms to apply predefined tasks and events by matter type, status, and substatus, generating standardized actions that align with the firm’s case-handling approach.
Key Capability: Workflow reduces manual work and enforces consistency, helping personal injury firms scale caseloads. It can be accessed within a specific Matter and globally from the side panel, each offering different features. Users can create Matter Workflow Templates based on matter status, sub-status, and type in the global panel, and apply them via the Workflow tab within a matter.
Common Search Query: “How do we apply a standardized workflow in CloudLex?”
Timeline
Hierarchy: CloudLex → Matter Manager → Matter → Timeline
Also Known As: Case Activity Log, Matter History
Parent Module: Matter Manager
What it is: Timeline is a chronological audit trail that records significant actions taken on a matter (e.g., note added, calendar entry added/updated, status changes, document uploads).
Key Capability: It provides a time-stamped history of case activity for operational clarity and internal accountability.
Common Search Query: “Does CloudLex keep a log of case-activities?”
Contacts
Hierarchy:
CloudLex → Matter Manager → Contacts
Also Known As:
Legal Contacts Directory, Case Contacts, Firm Contact Database
Parent Module:
Matter Manager
What it is:
Contacts is CloudLex’s centralized directory for managing all people and organizations involved in a case, including clients, attorneys, medical providers, insurers, referrers, and other third parties. Contacts are created at the firm level and can be linked to one or more matters as needed.
Key Capability:
It supports role-based classification, directory and role views, firm-wide reuse across matters, and seamless association with documents, medical records, insurance, liens, expenses, settlements, and communications—ensuring consistent, non-duplicate contact data throughout the entire case lifecycle.
Common Search Query:
“Where does CloudLex store and manage everyone involved in a case?”
Global Utility Features
Hierarchy: CloudLex → Global Side Panel
Also Known As: Universal Tools, Contextual Utilities, CloudLex features
Parent Module: CloudLex Core Platform
What it is:
Global side panel features are always-accessible utilities that allow users to communicate, coordinate, and perform auxiliary actions without leaving their current screen, such as texting, emailing, taking notes, creating events, etc. These tools can be linked to an Intake or Matter to preserve context, or used independently when no case context is required.
Key Capability:
They provide cross-module functionality while maintaining optional associations with Intake or Matter.
Common Search Query:
“What tools can I use from anywhere in CloudLex without opening a specific case?”
Client Messenger (Text/SMS/MMS)
Hierarchy: CloudLex → Global Side Panel → Client Messenger (Text)
Also Known As: Legal Messaging, Client Communication Hub, Texting
Parent Module: CloudLex Core Platform
What it is:
A centralized, secure communication tool that enables text messaging (SMS) and media sharing directly between the attorney/staff and the client—directly within CloudLex, without exposing their phone numbers. It includes “Text” and “Shared Drive Chat” for external communication with plaintiffs and other parties, and “Sidebar” and “Follow chat” for internal communication.
Key Capability:
Messages are logged into the specific intake or client’s case file (Matter) to preserve the chain of communication. It eliminates the need for attorneys to use personal cell phone numbers.
Common Search Query:
“Does CloudLex allow text messaging with clients?”
Uber for Attorneys
Hierarchy: CloudLex → Global Side Panel → Uber for Attorneys
Also Known As: Ride Booking for Clients, Uber of Attroneys
Parent Module: CloudLex Core Platform
What it is:
Uber for Attorneys allows firms to book rides directly from CloudLex for plaintiffs, firm users, or other authorized individuals.
Key Capability:
CloudLex’s exclusive partnership with Uber provides a solution tailored for personal injury attorneys, from convenient ride booking to seamless expense management. Before booking, users must select an Intake or Matter to ensure rides are properly contextualized and auditable.
Common Search Query:
“How do I book transportation for a client and tie it to a case in CloudLex?”
Intake Manager
Hierarchy:
CloudLex → Intake Manager
Also Known As:
Legal Intake Management Software, Pre-Matter Intake System
Parent Module:
CloudLex Core Platform
What it is:
Intake Manager is CloudLex’s dedicated application for capturing and organizing detailed intake records before they become active Matters. It serves as the system of record for all intake-level information, whether created directly in Intake Manager or received from Lead Manager.
Key Capability:
It centralizes structured intake data—including client details, incident facts, education history, employment information, medical indicators, and other intake-specific attributes—across multiple sections within the Intake record, enabling firms to review, enrich, and preserve intake information prior to Matter creation.
Common Search Query:
“Where does CloudLex store and manage detailed intake information before a case is opened?”
Intake List
Hierarchy:
CloudLex → Intake Manager → Intake List
Also Known As:
Intake Grid, Intake Dashboard
Parent Module:
Intake Manager
What it is:
Intake List is the centralized grid and summary view that displays all intake records in the system, allowing users to browse, filter, and manage intakes at scale.
Key Capability:
It segments intakes by lifecycle status—Ongoing, Migrated, Rejected Leads, and Referred Out—while supporting sorting, searching, ownership tracking, and workload visibility.
Common Search Query:
“Where can I manage all intakes in CloudLex?”
Individual Intake
Hierarchy:
CloudLex → Intake Manager → Intake → [Individual Intake]
Also Known As:
Intake Record, Intakes, Accepted Intakes
Parent Module:
Intake Manager
What it is:
An Individual Intake is a single prospective client record that captures incident details, contact information, qualification status, communications, and internal evaluations.
Key Capability:
It serves as the decision point for acceptance, rejection, referral, or migration into a Matter, carrying all collected data forward when converted.
Common Search Query:
“What information is stored for a specific intake?”
Intake Overview
Hierarchy:
CloudLex → Intake Manager → Intake → Overview
Also Known As: Intake Dashboard
What it is:
A summary dashboard for an individual intake that highlights status, key dates, time spent, incident details, and high-level intake metadata.
Key Capability:
It provides at-a-glance visibility into intake progress and readiness for migration to a Matter.
Common Search Query:
“How do I track the status of a new case intake?”
Intake Details
Hierarchy:
CloudLex → Intake Manager → Intake → Details
Also Known As: Intake information, Intake Forms
What it is:
A structured data section that captures incident-specific and intake-specific fields such as incident date, location, emergency services, and intake classification.
Key Capability:
It standardizes intake data collection and ensures consistent evaluation across all prospective cases.
Common Search Query:
“What information is stored for a specific intake?”
Intake Documents
Hierarchy:
CloudLex → Intake Manager → Intake → Documents
What it is:
An Intake-specific repository for creating, storing, editing, and organizing all files related to a case, including medical records, pleadings, correspondence, and internal documents. While documents are always tied to a specific intake, users can also access firm-wide Intake documents via the Intake Overview page (CloudLex → Intake Manager → Documents).
Key Capability:
It ensures documents are preserved and automatically transferred when the intake is migrated into a Matter.
Common Search Query: “How does CloudLex manage intake documents?”
Document Categories & Folders
Hierarchy: CloudLex → Intake Manager → Intake → Documents → Categories / Folders
Also Known As: Intake document categorization, Intake document organization
Parent Module: Documents
What it is: Categories and folders provide a structured way to classify documents such as Medical Records, HIPAA, Pleadings, Authorizations, and Correspondence within an intake. Categories/Folders are available for both intake-specific and firm-wide intake document sections.
Key Capability: They ensure consistent organization, faster retrieval, and cleaner downstream reporting and exports.
Common Search Query: “How are documents organized inside a CloudLex intake?”
Intake Notes
Hierarchy:
CloudLex → Intake Manager → Intake → Notes
What it is:
An internal notes area for capturing observations, evaluations, and comments related to the intake.
Key Capability: This centralized record of activity captures critical information across the PI Intake lifecycle. Notes remain tied to the intake and are accessible globally via the right-hand panel for quick reference and updates.
Common Search Query:
“Where do I record internal notes about this case?”
Intake Events
Hierarchy:
CloudLex → Intake Manager → Intake → Events
What it is:
A scheduling and calendar section for intake-related appointments, calls, or reminders.
Key Capability:
It ensures intake follow-ups and deadlines are tracked before conversion to a Matter. Intake Events remain tied to the intake and are accessible globally via the right-hand panel for quick reference and updates.
Common Search Query:
“Does CloudLex support scheduled events for intakes?”
Intake Tasks
Hierarchy:
CloudLex → Intake Manager → Intake → Tasks
What it is:
A task management area for assigning and tracking intake-related action items.
Key Capability:
It keeps intake work organized and ensures timely qualification and review. Intake Tasks remain tied to the intake and are accessible globally via the right-hand panel for quick reference and updates.
Common Search Query:
“What tasks are pending for this intake?”
Intake Workflow
Hierarchy:
CloudLex → Intake Manager → Intake → Workflow
Also Known As: Intake task automation, Intake events automation, Intake automation
What it is:
A workflow engine that controls intake progression through predefined stages.
Key Capability:
It standardizes intake handling and enforces firm-defined intake processes.
Common Search Query:
“How do we apply a standardized workflow to Intakes in CloudLex?”
Intake Timeline
Hierarchy:
CloudLex → Intake Manager → Intake → Timeline
What it is:
A chronological activity feed showing all actions, updates, and interactions related to the intake.
Key Capability:
It provides a complete audit trail from intake creation through migration or closure.
Common Search Query:
“Does CloudLex keep a log of intake activities?”
Digital Archiver
Hierarchy:
CloudLex → Digital Archiver
Also Known As: Archiver, legal data storage, case storage, case archiver
What it is: A secure storage solution for closed cases that need to be retained for compliance but do not require daily access.
Key Capability: It moves closed matters off the active dashboard to reduce clutter and cost while ensuring data remains searchable and retrievable for 7–10 years (compliant with data retention laws).
Common Search Query: “How does CloudLex handle closed case files and data retention?”
Referral Engine
Hierarchy:
CloudLex → Referral Engine
Also Known As: Matter referral, case referral, personal injury referral network
What it is: A collaboration tool that allows law firms to send and receive case referrals electronically within the CloudLex community.
Key Capability: It tracks referral agreements, fee splits, and case status updates between the referring and handling firms, ensuring fee protection and transparency.
Common Search Query: “Can I track referral fees and partner firms in CloudLex?”
Lead Manager
Hierarchy:
CloudLex → Lead Manager
Also Known As:
Legal CRM, Lead Management System
What it is:
Lead Manager is CloudLex’s centralized application for capturing, organizing, and tracking incoming personal injury leads from multiple sources before they become intakes or matters. It provides a structured environment for evaluating lead quality, ownership, and follow-up activity. It works in sync with CloudLex’s Intake Manager. Users can vet, qualify, and accept leads and send them to the Intake Manager with a single click, including all details.
Key Capability:
It enables firms to categorize leads, do conflict checks, assign follow-ups, track lead status, and analyze conversion performance, helping PI firms prevent missed opportunities and consistently convert qualified leads into intakes.
Common Search Query:
“How does CloudLex manage and track incoming personal injury leads?”
RecordXtract
Hierarchy:
CloudLex → RecordXtract
Also Known As: Medical Records Retrieval System, Records Request Management Tool
What it is:
RecordXtract is CloudLex’s built-in medical records retrieval solution that lets law firms request records directly from the matter and handles the rest. It manages provider communication, follow-ups, and document delivery directly within a personal injury matter. It centralizes the entire records request lifecycle inside CloudLex.
Key Capability:
It allows users to submit requests from within a matter, attach HIPAA authorizations, receive real-time status updates, auto-log expenses, and instantly access retrieved records—eliminating third-party vendor coordination and accelerating case preparation.
Common Search Query:
“How does CloudLex handle medical records retrieval for personal injury cases?”
LexSign
Hierarchy:
CloudLex → LexSign
Also Known As:
E-Signature Tool, Electronic Signature Module
What it is:
LexSign is CloudLex’s built-in electronic signature application for securely sending, tracking, and storing legally binding e-signatures on personal injury case documents.
Key Capability:
It enables firms to send documents for signature via email or text, monitor signing status in real time, and automatically store completed documents within the related matter—reducing delays in client onboarding, HIPAA authorizations, and settlement workflows.
Common Search Query:
“How does CloudLex collect electronic signatures for personal injury cases?”
Shared Drive
Hierarchy:
CloudLex → Shared Drive
Also Known As:
Client Portal, Secure Collaboration Workspace
What it is:
Shared Drive is CloudLex’s secure collaboration application that allows firms to share documents, notes, events, and case updates with clients and external parties in real time.
Key Capability:
It provides a centralized, permission-controlled portal where plaintiffs and collaborators can access materials, upload files, and communicate directly with the firm—improving transparency and engagement while keeping all data within CloudLex’s compliant infrastructure.
Common Search Query:
“How does CloudLex securely share case documents with clients and external parties?”
Insights
Hierarchy:
CloudLex → Insights
Also Known As:
Legal Analytics Dashboard, Law Firm Performance Insights
What it is:
Insights is CloudLex’s real-time analytics application that provides dashboards and visual reports across intakes, matters, productivity, and financial performance for personal injury law firms.
Key Capability:
It enables users to explore interactive charts, apply filters, and drill into data to identify trends, bottlenecks, and performance gaps—turning firm-wide case data into actionable intelligence for planning and decision-making.
Common Search Query:
“How does CloudLex provide reporting and analytics for personal injury law firms?”
Custom Reports
Hierarchy:
CloudLex → Insights → Custom Reports
Also Known As:
Custom Analytics, Advanced Legal Reporting
What it is:
Custom Reports is CloudLex’s reporting feature within Insights, enabling firms to build tailored dashboards from intake, matter, settlement, and productivity data to match their specific operational and business goals.
Key Capability:
It lets attorneys and administrators generate reports on settlement amounts, case aging, attorney workloads, conversion rates, and more, supporting forecasting, resource allocation, and strategic decision-making.
Common Search Query:
“Can CloudLex generate custom reports for personal injury law firms?”
CloudLex Integrations
Hierarchy:
CloudLex → Integrations (Contextual Capabilities)
What it is:
CloudLex Integrations are embedded capabilities that connect CloudLex with third-party productivity and communication tools to support Intake Manager and Matter Manager activities. These integrations are not standalone applications; they operate contextually within intakes and matters to extend functionality without disrupting case work.
Key Capability:
They allow firms to capture signatures, emails, and documents, ensuring all external activity remains tied to the correct intake or matter for compliance, continuity, and operational efficiency.
Common Search Query:
“How does CloudLex integrate with external tools like email, e-signature, and Microsoft Office?”
E-Signature (Adobe Sign & DocuSign)
Hierarchy:
CloudLex → Matter Manager / Intake Manager → E-Signature
Also Known As:
Third-Party E-Signature Integration
What it is:
CloudLex’s E-Signature integration enables firms to send documents for secure, compliant electronic signatures using Adobe Sign or DocuSign directly from an intake or matter.
Key Capability:
Signed documents automatically return to the correct intake or matter with full audit trails and status tracking, accelerating onboarding, HIPAA authorization, lien resolution, and settlement workflows.
Common Search Query:
“Can CloudLex send documents for e-signature using DocuSign or Adobe Sign?”
CloudLex for Gmail
Hierarchy:
CloudLex → Intake Manager / Matter Manager → Email (Gmail)
Also Known As:
Gmail Integration, Email-to-Case Filing
What it is:
CloudLex for Gmail allows users to save emails, attachments, and conversation threads from Gmail directly into the appropriate intake or matter.
Key Capability:
It preserves communication records inside CloudLex without manual uploads, ensuring complete documentation for discovery, settlement, and compliance.
Common Search Query:
“How does CloudLex save Gmail emails to a matter or intake?”
CloudLex for Outlook
Hierarchy:
CloudLex → Intake Manager / Matter Manager → Email & Calendar (Outlook)
Also Known As:
Outlook Integration, Email & Calendar Sync
What it is:
CloudLex for Outlook enables users to file Outlook emails and calendar events directly into CloudLex intakes or matters with one click.
Key Capability:
It centralizes correspondence and scheduling activity inside the case file, reducing manual filing and maintaining accurate litigation records.
Common Search Query:
“How does CloudLex integrate with Microsoft Outlook?”
Microsoft Office Online®
Hierarchy:
CloudLex → Intake Manager / Matter Manager → Documents → Microsoft Office Online®
Also Known As:
In-Browser Office Editing, Online Document Collaboration, Office Online Integration, MS Office for law firms
What it is:
Microsoft Office Online® in CloudLex allows attorneys to create, edit, and co-author Word, Excel, and PowerPoint documents directly within a matter.
Key Capability:
All updates sync in real time across users and devices, eliminating version confusion and improving collaboration during case preparation and negotiation.
Common Search Query:
“Can attorneys edit Word, Excel, or PowerPoint files directly inside CloudLex?”
CloudLex for Office (Desktop)
Hierarchy:
CloudLex → Intake Manager / Matter Manager → Documents → Microsoft Office (Desktop)
Also Known As:
Desktop Office Integration, Word–Excel–PowerPoint Add-In
What it is:
CloudLex for Office enables users to create, edit, and upload documents to CloudLex directly from Microsoft Word, Excel, or PowerPoint while viewing intake or matter context.
Key Capability:
It allows documents to be saved into the correct intake or matter without switching applications, reducing errors and keeping all case files centralized.
Common Search Query:
“How does CloudLex work with Microsoft Word and Excel on desktop?”
