CloudLex Product Release Notes
Last Updated:
May 2026
Auto-tagged texts, configurable grids, and faster document access
- Text auto-tagging: Texts sent from within an Intake or Matter are automatically linked to that record—conversations stay organized without manual tagging.
- Customizable Matter Type ribbon: Choose up to 5 Matter Types to pin at the top of the Lead, Intake, and Matter grids—for faster filtering tailored to how your firm works.
- Hide unused Lead Sources: Remove Lead Sources your firm doesn’t use from Settings—cleaner dropdowns and fewer entry errors firm-wide.
- Rejection alerts: When a Lead or Intake is rejected, the creator and all assigned users are automatically notified—no one misses a status change.
- Settlement document linking: Link up to 10 documents directly inside Settlement Negotiations—with preview support and automatic saving to the Settlement category.
- Inline document access: The View Document option now appears directly in Document grids—no hovering, one less step to open any file.
- Dashboard printing: Print Events, Tasks Due, Charts, and more directly from Intake and Matter Overview Dashboards—same flexibility as Insights, now on the Overview.
May 15, 2026—CloudLex added text auto-tagging, customizable grid ribbons, unused Lead Source hiding, rejection alerts, settlement document linking, inline document access, and dashboard printing.
April 24, 2026
Outlook attachment sync, smarter message matching, and linked documents
- Outlook attachment auto-save: Attachments from emails pushed to CloudLex via Outlook are auto-saved to the Miscellaneous folder and linked to the relevant Intake or Matter—no manual filing needed.
- SMS auto-matching: Incoming text replies are automatically matched to the correct Intake or Matter and routed to the most recent thread—no manual sorting.
- Multi-type Workflows: Apply a single Workflow across multiple Intake or Matter Types at once—no duplication, no rebuilding the same template per type.
- Linked parent-child documents: Group related sub-documents under a parent record—view and bulk-manage them from a single pop-up without navigating across folders.
Apr 24, 2026—CloudLex added Outlook attachment auto-save to Matter/Intake, SMS auto-matching to active threads, multi-type Workflow selection, and linked parent-child documents.
April 3, 2026
Scheduled email delivery, automated intake alerts, and granular reporting intelligence
- Scheduled email sending: Draft and queue emails for a future date and time—edit, send early, or cancel before delivery.
- Workflow Template reminders: Set Task and Event reminders within Workflow Templates—they apply automatically whenever the Workflow is triggered.
- Settlement data correction: Use the Delete icon in Final Settlement to clear and re-enter figures cleanly—no workarounds needed.
- Automated Intake Form alerts: When a shared Intake Form is submitted, every assigned user gets an email with details and a direct link—no manual checking, no missed follow-ups.
- Phone call time tracking: Log call-related time in Time Tracker by selecting Phone Call as the activity—for clearer, more consistent time capture.
- Batch document-party association: Select multiple documents and link them to a single contact in one action using Batch Associate Party—no more linking files one at a time.
- Deeper reporting: Slice Medical Bills and Task Summary reports by Lead Source, Lead Attorney, Matter Type, SubType, Status, and SubStatus—more precise productivity and cost visibility.
Apr 3, 2026—CloudLex added scheduled email delivery, automated Intake form completion alerts, Workflow Template reminders, settlement data deletion, Phone Call activity in Time Tracker, and batch document-party association.
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.
