CloudLex Reviews & Pricing

• Matter Manager: Store, manage and organize case files and matter details in one place to never miss a deadline. Track demand and offers from a dashboard and convert matters into lawsuits with a single click. 
• Intake Manager: Monitor leads, accept cases, and collect client information and legal documents from a unified interface. Analyze case viability and gain insights into conversion rates and types of cases handled.  
• Client Messenger: Create separate groups for each matter and add every stakeholder to improve collaborations with two-way text messaging. Define rules to automatically update clients about case statuses and other milestones.  
• Digital Archiver: Archive closed-matter information, including documents, notes, calendars, case details and timelines in a HIPPA-compliant manner. Get unlimited storage space for up to seven years with role-based archive access. 
• Referral Engine: Join a growing group of personal injury attorneys nationwide to widen the network, build relations and refer cases.  
• Microsoft Office: A built-in connection with Microsoft Office facilitates offline editing of Word, Excel and PowerPoint documents from the software interface. 
• CloudLex for Gmail: Convert emails into notes and conversations into threads. Easily find and access chats. Tag specific groups and team members in a chat to simplify collaboration. 
• E-Signature: Integrate with Adobe Sign to securely get signatures via email or text messaging using any device.  
• PDF Editor: Add text, leave comments tagging specific team members, and insert signatures and Bates stamps into documents. Also, add and rearrange pages, delete and extract content, rotate pages, and reorder documents. 
• Microsoft 365: Connect with the Microsoft 365 suite to auto-sync Outlook emails, shared contacts and calendars across every department.  
• Expense Manager: Track matter-specific expenses and who made payments. Record outstanding liabilities and connect with QuickBooks Online to ensure on-time payments and bookkeeping. 
• App Integrator: Connect with various third-party apps, including Dropbox, OneDrive, Uber and DocuSign, to streamline workflows and facilitate smooth data transfers. 

Suite Support