About CloudLex
About CloudLex:CloudLex® is a personal injury case management software developed exclusively for personal injury law firms that lets them take control of their practice from intake through closure and beyond with one comprehensive law firm software.CloudLex’s unified software, backed by Microsoft Azure’s HIPAA-certified data security, handles productivity, accountability, communication, collaboration, and insights across the firm from case intake to settlement and negotiation, including storage and archival.Matter Manager:Matter Manager is the nerve center of all your personal injury cases, where you can create, manage, access, and store your case files in one place.Intake Manager:Our digital intake process minimizes errors and effortlessly gathers all the information needed to accurately evaluate whether to accept, reject, or refer a potential case, ensuring you don’t lose out on potential clients or revenue.Client Messenger:Keeps communications secure, streamlined, and confidential. Users can reach clients and associates through matter-specific communication with secure text messaging, including documents, pictures, and videos— all while keeping your phone number private.Digital Archiver:Stores all closed matter data (notes, calendar entries, tasks, documents, timelines, user information, etc.) on a HIPAA-compliant, secure system with the click of a button.Referral Engine:Build better relationships with your peers. Send and receive referrals, execute fee agreements faster, and keep track of referrals automatically so as to always be up to date on the latest developments as they happen.Microsoft 365:CloudLex integrates seamlessly with the Microsoft 365 suite so that Outlook emails, firm-wide shared contacts, and calendars are auto-synced with CloudLex for streamlined collaboration and law firm management.CloudLex for Word:Work and access Word files, make changes, create new documents, and save everything directly to CloudLex — even without an internet connection. Avoid hours of re-drafting, re-editing, and re-uploading documents and have the freedom to work without Wi-Fi.CloudLex for Gmail and Outlook:Transfer any emails received in Outlook or Gmail (including attachments) right to a matter’s “Notes” tab in CloudLex—ensuring email communications live alongside other vital case information in a single, centralized location that all team members can access.App Integrator:Avoid wasted time switching back and forth between apps or surfing through multiple uploads on different platforms with CloudLex’s App Integrator. Updates made across CloudLex and a suite of legal apps, such as Google Drive, Dropbox, OneDrive, etc., are automatically synced, allowing for maximum collaboration and time savings for a firm.E-Signature:CloudLex integrates with Adobe Sign and DocuSign and provides a convenient way to get e-signatures for case documents securely via email and text messaging. Get documents sent, signed, tracked, and stored in real-time, anywhere, and on any device.Expense Manager:Add matter-specific expenses that will be tracked and organized for whoever pays the bills. Authorized users can record and sync outstanding liabilities with QuickBooks, ensuring their upcoming expenses are paid on time.Uber:Book or schedule rides from within CloudLex for clients and other parties specific to a matter and track expenses.Advanced AI Search:Search anything within seconds with CloudLex's Advanced AI Search, which provides an AI-powered search capability that is simple to use and sorts a greater variety of information.
CloudLex pricing
CloudLex does not have a free version and does not offer a free trial. CloudLex paid version starts at US$65.00/month.
Starting Price:
US$65.00/month
Free Version:
No
Free trial:
No
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CloudLex Reviews
Feature rating
Value for Money
4.9
Functionality
4.8
Ease of Use
4.8
Customer Support
5.0
5 reviews of 50View all reviews
Jeffery
- Industry: Legal Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
- Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 10/6/2020
Reliable, Dependable, Secure and Easy to Use
Better than exceptional.
Pros
CloudLex is extremely reliable and easy to use. After five minutes of logging in for the first time, our secretaries went to work with ease of use.
The seamless, secondary storage integration method, using Dropbox, allows our attorneys to have access for their trial delivery software.
By far, the most efficient and effective software that we have ever used.
Cons
We haven’t found anything that we don’t like to date.
Reasons for Choosing CloudLex
The simplicity of installation and the ease of use.
Reasons for Switching to CloudLex
CloudLex is a far superior product
Dana
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
- Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5
5
Reviewed on 18/3/2024
Premium Support and Functionality for Small Personal Injury Firms
Since early 2020, I've been a user of CloudLex, and I have no plans to switch to another platform. A significant reason for this loyalty is their unique focus on serving small personal injury law firms. However, even if competing platforms were to extend services to small firms, I would still opt for Cloud Lex. Their comprehensive services that are offered at a competitive price, give me no reason to want to leave. While there's always room for enhancement, CloudLex's dedication to continuous improvement and responsiveness to feedback has consistently impressed me.
Pros
CloudLex stood out to me as the only case management program catering to small personal injury law firms, while still delivering the comprehensive features typically associated with well-known case management platforms. I also value their personalized customer service. There is a vase library of online tutorials available, as well as one-on-one assistance. I also find the app extremely helpful.
Cons
My primary challenges often revolve around compatibility issues with Mac-specific programs like iCal.
Reasons for Choosing CloudLex
Clio was not dedicated to personal injury. It was too cumbersome to try and make personal injury cases fit into their platform.
Switched From
Reasons for Switching to CloudLex
The primary factor was that the other programs did not cater to small personal injury firms. Other factors considered were the available features versus affordability.
Jacob
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
- Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 12/7/2024
CloudLex is the best platform for Plaintiff Personal Injury Firms
Pros
We have been using CloudLex for a few years now and we absolutely would not be able to operate without it. We run a high volume practice and keeping our clients informed and moving their cases along efficiently is of the utmost importance. With CloudLex we are able to effectively communicate with clients, track all deadlines and ensure that everything we need for the file is in one place. The best part of the platform is how easy to use and intuitive it is. Our staff doesn't have to spend time figuring out how to program or customize things, it's simple and lets them get their work done. We can't say enough good things about the level of support CloudLex provides. Whenever we need our staff can email or call and get the assistance they need. That's no longer a given in today's world, so thank you CloudLex!
Cons
The product gets better and better every month. They have been open to hearing feedback and suggestions, which I like.
Verified Reviewer
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
- Review Source
Value for Money
Features
3
Ease of Use
3
Customer Support
5
3
Reviewed on 18/6/2024
Would use for small firm but not large firm
Customer service team is great and I was always able to get help via email or set up a meeting with a Cloudlex employee.
Pros
I love the texting feature, it makes contacting clients very convenient.
I also love the mobile app, it makes accessing files and contacting client on the go a lot easier.
Cons
Some of the requested fields were too complicated and there is a lot of data input required when some of the info should be able to prefilled from previous sections.
Fred
- Industry: Legal Services
- Company size: 11–50 Employees
- Used Daily for 1+ year
- Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 20/6/2024
Case Management Excellence in Cloudlex
From the top of the organization to the bottom, I have been impressed with the Cloudlex staff. We were a relatively early customer for the platform and, as such, I have been able to see the product grow and evolve into a total cloud-based solution for our firm's needs.
Pros
Working with the client experience managers to learn or understand new applications in Cloudlex has been a very positive experience. They are responsive, knowledgeable and always willing to listen/understand our specific needs and recommend an approach to solve any given issue.
Cons
As a CPA, I was initially drawn to learn more about the Cloudlex platform's capabilities for possible integration opportunities with our financial software. The objective, of course, would be to avoid dual entry of case expenses in both Quickbooks (for example) and Cloudlex. I discovered it would be somewhat cumbersome to achieve efficiencies using the Expense Manager app given our specific expense approval protocols. I will explore the app again as we grow the company to see if there exists a way to make it work given our requirements.
