CloudLex Reviews & Pricing
by CloudLex | Founded 2015, New York, NY
Categories:
- Social Work Case Management Software
- Bankruptcy Software
- Case Management Software
- Client Intake Software
- eDiscovery Software
- Estate Planning Software
- Family Law Software
- Legal Billing Software
- Legal Calendaring and Docketing Software
- Legal Document Management Software
- Legal Practice Management Software
- Legal Software
- Personal Injury Software
- Workers Compensation Software
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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Product Screenshots and Videos
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:
- 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
Based on our most recent analysis, CloudLex reviews indicate a 'excellent' User Satisfaction Rating of 98% based on 75 user reviews from 2 recognized software review sites.
75 reviews
- 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
mail_outlineEmail: Available upon subscription.
phonePhone: Available upon subscription.
schoolTraining: Not mentioned.
local_offerTickets: Raise a ticket by navigating to the “Contact Us” section in the “About” dropdown menu on the vendor’s website.
Awards
CloudLex stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
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