CloudLex Reviews & Pricing

by CloudLex | Founded 2015, New York, NY

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Overview Benefits Reviews Features

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What is CloudLex?

Industry Specialties: Legal

CloudLex is a SaaS platform for personal injury law firms to manage every step of intake, litigation, trials and settlement processes. It helps streamline communications, accountability, productivity, storage and collaboration across all departments.

It offers a HIPPA-compliant document and data manager, client messenger, integrated calendars, settlement calculator, workflow automation, and expense management capabilities. A robust mobile app helps organizations stay on top of operations from any remote location.

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User Sentiment

Based on 75 reviews:

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Training Resources

CloudLex is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for CloudLex:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

CloudLex Benefits and Insights

Why use CloudLex?

Key differentiators & advantages of CloudLex

One-Stop Shop: Centralize workflows in a single platform and streamline collaborations between departments through an all-in-one solution for every case management need.
Streamlined Pre-Litigation: Generate client intake forms using customizable templates, perform investigations, convert intakes into a matter and file lawsuits with a few clicks. Easily book a ride for clients by integrating with Uber.
Organized Litigation: Securely store and track evidence, medical records and plaintiff information using Microsoft Azure’s HIPPA-compliant data storage facility. Color-coded layouts of emails and calendars allow segregation and management of milestone events.
Simplified Discovery: Create multiple user groups and assign different phone numbers to segregate communication and keep personal numbers private. Use templates to generate discovery requests, pleadings, motions and interrogatories. Define rules to automate discovery management processes.
Efficient Trials: Find case details, evidence and footage on the fly from any device with AI-powered search capabilities. Design templates for subpoenas, witness lists and exhibit lists.
Easy Settlements: Calculate settlements, negotiate optimal outcomes and provide calculations for attorney’s fees and client recovery amounts. Generate closing statements, settlement documents and disbursement papers using templates.

Industry Expertise

Serves personal injury, product liability, motor vehicle accidents, wrongful death, workers' compensation and medical malpractice industries.

CloudLex Reviews

Average customer reviews & user sentiment summary for CloudLex:

75 reviews

98%

of users would recommend this product

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.