CloudLex Product Release Notes
Last Updated:
March 2026
Intake reach, Outlook sync, and document control
- Intake form via text: Share Intake forms with potential clients by SMS—they receive a mobile link to complete the form on their device.
- Outlook attachment sync: Pushing an email from Outlook to CloudLex auto-saves attachments to the Miscellaneous folder, linked to the relevant Matter or Intake.
- Expense permissions: Admin or Senior Managing Partner (SMP) can now set Add, Edit, and Delete access per user in Expense Management—View remains on by default.
- Document timestamp: The Documents tab now shows the exact time alongside the Last Updated Date for tighter version control.
- Event Titles: Add a custom Event Title to any Event type—CloudLex defaults to the Event Type name if left blank, keeping existing events clean.
Mar 13, 2026—CloudLex added SMS-based Intake form sharing, Outlook attachment auto-save to Matter/Intake, granular Expense permissions per user, exact timestamp display in Documents, and custom Event Titles with smart defaults.
February 2026
Faster intake capture, full activity trail, and smarter thread linking
- Speech-to-text for Intake Memos: Capture Intake Memo details hands-free using voice input.
- Intake Timeline depth: Intake’s Timeline tab now tracks Task Created, Task Updated, Task Status Changed, Task Deleted, Email Sent, and Email Received—full activity visibility per Intake.
- Macros in Lead Manager: Insert predefined Macro text into the Description of Incident field when adding or editing a Lead.
- Text tagging: Tag any Matter or Intake within text threads, even if the contact is not yet linked to that Intake or Matter.
- Bar Numbers in User Profile: Attorneys can now add and save their Bar Number directly in Settings under User Profile.
Feb 18, 2026—CloudLex added speech-to-text for Intake Memos, deeper Intake Timeline tracking across tasks and emails, Macro support in Lead Manager, cross-matter tagging in Client Messenger threads, and Bar Number storage in User Profile.
January 2026
Email-to-lead saving, custom roles, and document precision
- CloudLex for Outlook: Save emails directly to Lead Manager from the CloudLex Outlook add-in—no tab switching required.
- Custom Sub-roles: Create Sub-roles under Attorney, Paralegal, and Staff (e.g., Senior Attorney, Intake Paralegal) in Settings > User Management—visible wherever roles are displayed or used for filtering.
- Bates Number ranges: Assign and edit Bates Number ranges during single or batch uploads across Matter, Intake, and Global Documents—ranges appear in the grid and are filterable.
- In-compose document preview: Preview Intake and Matter Documents while composing emails with attachments—no need to leave your draft.
- Selective Matter referrals: When referring a Matter to another firm, choose exactly which Documents, Events, and Notes are shared.
Jan 10, 2026—CloudLex introduced Custom Sub-roles for granular user management, Bates Number ranges on document upload, in-compose document previews, selective Matter referral sharing, and the ability to save Outlook emails directly to Lead Manager.
December 2025
Time tracking depth and intake process simplified
- Email time tracking: Track time spent on Email actions (Compose, Reply, and Reply All) inside Inbox, Sent, and Drafts—logs flow automatically into the Time Tracker report.
- Intake DIY Templates: DIY Templates now support Intake Manager—build and reuse Intake templates with the same flexibility you have for Matter templates.
- Intake time visibility: Time tracking for Intake activities now appears on the Intake Overview, providing a total time summary and a detailed user-level breakdown.
- Seamless injury migration: Injury Details automatically transfer to Plaintiff Bodily Information when migrating an Intake to a Matter—no re-entry, no data gaps.
- Shared Drive Overview tab: A new Overview tab within Shared Drive provides a centralized view—admins control firm-wide access with a single toggle.
Dec 18, 2025—CloudLex added email action time tracking, time overview for Intake activities, injury-detail migration to Matter, Intake DIY Templates, and an Overview tab within Shared Drive.
November 2025
Intake accountability and SOL tracking
- Intake co-counsel: Add up to six Co-Counsel Contacts with percentage shares during Intake creation—early fee split visibility.
- Interview tracking: New Interview Completed By field in Incident Details—logs who conducted the Intake interview.
- SSN conflict checks: Duplicate contact checks now flag matching SSNs—prevents identity conflicts during contact creation.
- Starred emails: Star important emails in the Inbox and Sent folders—quick prioritization and filtering.
- Upcoming SOL visibility: Upcoming SOL Events column added to Matter Grid—deadline tracking at a glance.
Nov 21, 2025—six co-counsel slots per Intake, starred emails, SSN conflict checks, and SOL Events column improved intake and deadline management.
October 31, 2025
Time tracking precision, instant saves, and access control
- Time at a glance: View total Time Spent directly from Matter Overview and edit existing entries in the Time Tracker Report.
- Access management: Admins/SMPs can now set user-specific Archive and Retrieve rights for the Digital Archiver.
- Grid customization: Customize Grid in Expense Manager and Referral Engine—hide, resize, pin, or reorder columns; preferences save automatically.
- Instant saves: Save updates faster while editing by pressing CTRL+S on your keyboard.
- Status timeline: View the full history of Statuses and Sub-statuses on the Matter Overview page.
Oct 31, 2025—User-level Archiver permissions, faster edit saving with CTRL+S, and improved time tracking.
October 10, 2025
Centralized Intake docs and companion case linking
- Global Intake documents: View and manage all Intake Documents from one location with the new Global Documents tab.
- Grid customization: Personalize and save grid layouts in Lead Manager, Intake Manager, and Matter Manager by hiding or resizing columns.
- Companion Matter linking: Link to Companion Case(s) checkbox when uploading docs or attaching to Emails/Notes—auto-shares files across related Matters.
- Calendar workweek view: Switch between viewing the full week and only working days with the new “Work Week” toggle.
- Settlement tracking: Settlement Check Due Date field in the Settlement tab and Reports—tracks payment deadlines in one place.
Oct 10, 2025—a centralized Intake documents tab, companion Matter document linking, and a work week toggle for calendars.
September 2025
Compliance, fee accounting, and advanced communication
- Momentum recovery: Matters auto-exit Stalled on any new text/email/eFax activity—reduces manual triage for high-volume teams.
- Co-counsel clarity: Settlement Calculator now handles co-counsel percentages end-to-end—cleaner fee splits at scale.
- Deeper taxonomy: New roles, lien types, law types, matter types/sub-types + richer sub-statuses—better reporting slices for complex cases.
- Faster comms ops: TTS/Speech-to-Text for email; saved compose fonts; recipient search by Tags; Client Messenger filters by assignees.
Why it matters for larger firms
- Fewer stalled backlogs, clearer fee accounting, and richer metadata = stronger analytics and cleaner audits.
Sep 2025—CloudLex automated un-stall on new comms, added co-counsel math in Settlements, and expanded roles/types for richer reporting.
August 29, 2025
Executive oversight and financial data fidelity
- Report velocity: One-click Clone for Custom Reports—standardize firm dashboards without rebuilds.
- Financial fidelity: Medical Bills add Billing Account # and Produced in Discovery tracking—tight discovery trails.
- Grids that guide: New “Source” column across lists; targeted intake questions; intake-specific folders that migrate cleanly.
- Admin quality: Managing-Partner filters in Reports; “Substatus Age” for Matter Age; crisper prints.
Aug 29, 2025—report cloning, discovery/medical-bill fields, and managing-partner filters improved executive oversight.
August 8, 2025
Timeline analytics and inline time tracking
- Status intelligence: Revamped Matter Timeline with days-in-status + inline edits—surface bottlenecks fast.
- Reusable narratives: Global → Matter/Intake Summary Macros—faster, consistent drafting.
- Time capture everywhere: Log time while updating Docs/Notes/Events; rolls into firm-wide time totals.
- Scale filters: Multi-user role filters across lists/reports; new lead sources (incl. “AI”); Med-Mal tab aggregation.
Aug 8, 2025—timeline analytics, inline time tracking, and macro-driven summaries boosted throughput.
July 18, 2025
QuickBooks Online (QBO) export & team calendar orchestration
- Accounting flow: Export Expenses to QBO directly from the Matter; export only Outstanding for Med Bills/Liens—reduces reconciliation noise.
- Calendar control: See teammates’ calendars and drag/drop unassigned events to fill gaps.
- Matter context: New defendant-attorney columns/roles and status refinements.
- Document clarity: “Shared Documents” renamed to E-Signed Documents; filenames persist in headers.
Jul 2025—direct Matter→QBO exports, team calendar orchestration, and clearer e-signature labeling.
June 27, 2025
Proactive client messaging and advanced co-counsel tracking
- Proactive texting: Schedule, view, and cancel Client Messenger texts—batch follow-ups without night work.
- Confidential by default: Toggle to exclude private matter/intake docs from any sync/integration.
- Co-counsel at scale: Track up to 6 co-counsels with fee %—clean splits on multi-party cases.
- Mediation workflow: New Mediation status with granular sub-statuses.
Jun 27, 2025—scheduled SMS, privacy-first sync controls, multi-co-counsel tracking, and mediation stages.
May 16, 2025
Document throughput and settlement task automation
- Throughput: Batch-upload up to 50 docs; bigger shared-drive limits.
- Visibility: Global “Unassigned Events” filter; Intake reports for missing events.
- Settlement ops: New “Settlement Check” task type tracks post-settlement steps.
- Richer matter taxonomy: New PI/Construction types, plus targeted sub-statuses.
May 2025—higher document throughput, faster unassigned-event triage, and settlement check tracking.
April 4, 2025
Custom grids, multi-QBO, and seamless email tagging
- Power grids: Customize/hide/resize columns for Medical/Insurance/Expenses; pagination improves speed on big matters.
- Email truth: Auto-tag emails from contact cards (Lead/Intake/Matter) + delete-thread sync from Microsoft 365 to CloudLex.
- Multi-QBO firms: Connect multiple QBO companies; choose per export.
- Admin handoffs: Reassign Events (not just tasks) when replacing users.
Apr 4, 2025—customizable financial grids, multi-QBO routing, auto-tagged email, and cleaner user handoffs.
March 13, 2025
Staffing handoffs and finer cost reporting
- Risk-free turnover: One-step task transfer when removing/replacing a user.
- Finance hygiene: New expense types for Experts, Transcripts, Litigation/Travel—better cost reporting.
- Authoring control: Highlight & text-color in Notes/Emails for review workflows.
Mar 2025—task transfers for staffing changes and finer expense categorization.
January 10, 2025
Accelerated document workflow and internal collaboration
- Internal collaboration: Sidebar posts from Notes → threaded internal guidance without leaving the matter.
- Actionable calendars: Default event durations by type; notifications deep-link to the Email tab.
- Doc ops: Print from grids, open in new tab, batch rename on upload; create Medical Bills from Medical Info.
Jan 2025—Sidebar authoring, smarter event defaults, and faster document actions.
December 20, 2024
Sidebar 2.0 and financial verification control
- Re-launched Sidebar: Private/internal chat with governance; default task/event reminder policies.
- Faster find: Search document categories as you upload.
- AI search context: Contact searches now show related Intake/Lead details.
- Medical billing control: New Verification Statuses for liens/bills.
Dec 2024—Sidebar 2.0, reminder policies, category search on upload, and lien verification statuses.
November 8, 2024
Financial automation and medical imaging support
- Intake dashboard: New widgets (recent updates, upcoming events/tasks, unread comms).
- Finance at scale: QBO export/merge improvements, single-record creation, and printed-check sync back to CloudLex.
- Medical imaging: DICOM (X-ray/MRI) view in-app—no external viewers.
- Template automation: HIPAA docs per plaintiff/provider/contact in one pass.
Nov 2024—widgetized intake ops, QBO round-trip sync, in-app DICOM viewing, HIPAA batch templating.
October 18, 2024
Actionable dashboards and governed internal chat
- Private collaboration: @mentions + Private toggles in Sidebar with strict matter/intake visibility rules.
- Manager view: Upgraded Matter Dashboard (off-track list, unread emails, assigned-to-me filters).
- Insight to paper: Print any Insights widget; cleaner intake conversion metrics.
- Docs/Notes UX: Grid view + arrow navigation for rapid review.
Oct 2024—governed private chats, an actionable matter dashboard, printable analytics, and faster doc review.
