CloudLex vs. AI Point Solutions
Why firms choose AI that works inside their cases—not outside them
Lexee is built into CloudLex, so your team can use AI across intake, drafting, medical review, and casework without copying data into separate tools or managing disconnected workflows.
We’re able to handle about 40% more cases than our previous software
Michael B. Cohan
Cohan Law, PLLC
Personal Injury Attorney
What built-in AI actually means
Built-in AI means AI works inside the system your team already uses to manage cases. Instead of copying information into separate tools or moving work between platforms, your staff can use AI within the same case workflow—so data stays connected, work stays organized, and adoption is easier.
Works inside your case data
Lexee uses the information already inside CloudLex, so staff do not need to re-enter facts or move work between systems.
Fits the PI workflow
Lexee is designed for intake, medical review, drafting, and matter-specific casework—not generic legal AI use cases.
End-to-end workflows
Pre-litigation through litigation workflows that reflect actual case progression
Stays connected to the case
AI activity, outputs, and follow-up stay tied to the matter inside the same workflow your team already uses.
Built to support staff review
Lexee is designed to assist your team’s work with clear boundaries and review built into the process. It helps staff move faster without replacing legal judgment
Built-in AI across the PI workflow
Lexee supports high-value personal injury workflows inside CloudLex, so your team can use AI without copying case data into separate tools or managing disconnected systems. Instead of adding another platform, Lexee works within the same case workflow your firm already uses.
Workflow Area
What Lexee Handles
Intake & Lead Capture
AI-powered callbot and chatbot for after-hours lead capture, structured intake collection, and automatic routing into CloudLex
Medical Review
Medical summaries, treatment timelines, and faster review of large record sets tied to the matter
Demand Drafting
Draft demand package creation using case facts, records, and matter-linked information already in CloudLex
Case Q&A
Chat with Case for matter-specific questions, fact lookup, document search, and faster retrieval of key case details
Task Creation
Voice-to-task conversion and structured task creation tied to the right intake or matter
Governance & Review
Human review workflows, role-based access, and AI activity that stays connected to the broader CloudLex workflow
Lexee works inside CloudLex
Lexee is part of the broader CloudLex system, alongside the Platform and Paralegal Services. That means AI support is connected to the same case data, workflows, and team activity your firm already uses every day.
The PI practice management system
Human expertise for records retrieval, chronologies, and document indexing
Built-in intelligence for intake, medical summaries, drafting, and case Q&A
Community and thought leadership for PI attorneys
What consolidates into CloudLex
One platform that connects:
Who Benefits
What They Gain with CloudLex
For case teams
- No hunting across systems to find information
- One place to see case status, documents, tasks, and communications
- Consistent workflows because everyone uses the same system
- Clear handoffs as cases move from intake to litigation to settlement
For leadership
- Real-time visibility into pipeline, workload, and case velocity
- Unified reporting without manual data consolidation
- Clear accountability because everything is tracked in one place
- Better decisions because all data is connected
For clients
- Consistent experience because your team isn’t switching between tools mid-conversation
- Faster responses because staff can access everything from one screen
- Better outcomes because nothing falls through the cracks between systems
What your peers are saying
CloudLex has transformed how we practice law
How it truly changed just one of our cases was during an arbitration. A question came up which my physical binder did not have the answer. I was able to access a note in the CloudLex file from my iPad and immediately defeat the Respondent’s case. That is just one example of how it has transformed our firm’s practice of law.
Brian Pascale
Pascale Law | Managing Partner
Ability to track events, statutes, and especially upload documents
It has been great with calendaring events and the generated email reminders with regard to upcoming events and statutes. It also has made tracking expenses easier. Most importantly, we have become primarily “paper-free” with the ability to upload all documents in a case for easy access to all.
Joseph Stampone
Stampone Law, PC | Owner
The reports are a total cheat code
You can cut the firm’s and client’s data any which way you want: by paralegal, by stage of the case, by case. You can run custom reports without emailing someone or without having extensive knowledge of technology.
Michael B. Cohan
Cohan Law, PLLC | Personal Injury Attorney
CloudLex tailored its features to personal injury law, which was a game-changer
In the beginning, I was managing everything manually, which was not sustainable as we grew. CloudLex has revolutionized how we handle cases, manage client information, and ensure nothing falls through the cracks.
Michael Stephenson
Bay Area Bicycle Law | Trial Lawyer
SEE CLOUDLEX IN ACTION
Get Started with CloudLex
See how CloudLex fits your firm in 30 minutes
- Step 1 : Schedule a demo with our PI software specialists
- Step 2 : Walk through your workflows and see CloudLex in action
- Step 3 : Get pricing and implementation timeline specific to your firm size
