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CloudLex

CloudLex

Overview

What is CloudLex?

Personal Injury tech, CloudLex® lets users take control of a practice from intake through closure with one comprehensive platform.CloudLex's Next-Gen LegalCloud® designed exclusively for plaintiff Personal Injury law firms, helps build, manage, and grow a practice with innovative apps that…

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Recent Reviews

TrustRadius Insights

Unification of documents with corresponding data: Users appreciate CloudLex's ability to unify documents with corresponding data, which …
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Pricing

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What is CloudLex?

Personal Injury tech, CloudLex® lets users take control of a practice from intake through closure with one comprehensive platform. CloudLex's Next-Gen LegalCloud® designed exclusively for plaintiff Personal Injury law firms, helps build, manage, and grow a practice with innovative apps…

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.cloudlex.com/cloudlex-case…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is CloudLex?

Personal Injury tech, CloudLex® lets users take control of a practice from intake through closure with one comprehensive platform.

CloudLex's Next-Gen LegalCloud® designed exclusively for plaintiff Personal Injury law firms, helps build, manage, and grow a practice with innovative apps that can be scaled to the user's needs.

CloudLex’s unified platform 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.

CloudLex's plaintiff personal injury law solutions are built specifically the meet the needs of firms.

Matter Manager:

Matter Manager, offers case management software designed to guide a personal injury matters from intake through closure.

Intake Manager:

Intake Manager is client intake software for personal injury law firms that streamlines the client intake process. Users get all the intake information needed from the start to prevent loss of potential clients.

Client Portal Messenger:

Used to keep communications confidential. Users can reach clients and associates through matter-specific communication with secure text messaging, including documents, pictures, and videos— all while keeping the phone number private.

Digital Archiver:

Digital Archiver stores all closed matter data (notes, calendar entries, tasks, documents, timelines, user information, etc.) on a HIPAA-complaint, secure system with the click of a button.

Referral Engine:

To build better relationships with peers. Send and receive referrals and 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 Office Online®:

CloudLex’s integration with Microsoft Office allows users to make changes to Word, PowerPoint, and Excel documents without ever having to leave CloudLex.

CloudLex for Word:

For access to Word files directly in CloudLex® even without an internet connection.

CloudLex for Gmail and Outlook:

Transfers 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:

CloudLex’s App Integrator ensures updates made across CloudLex and suite of legal apps are automatically synced, allowing for maximum collaboration and time savings for a firm.

E-Signature:

Integration of Adobe Sign with CloudLex provides a convenient way to securely get signatures for case documents via email and text messaging. Documents can be sent, signed, tracked, and stored in real-time, anywhere, and on any device.

Microsoft 365:

Integrating CloudLex with Microsoft 365 suite ensures Outlook emails, firm-wide shared contacts, and calendars are auto-synced with CloudLex for streamlined collaboration and firm management.

Expense Manager:

Matter-specific expenses are tracked and organized for whoever pays the bills. Authorized users can record outstanding liabilities and sync them with QuickBooks, ensuring that their upcoming expenses get paid on time.

Uber:

Rides can be booked and scheduled for clients and other parties specific to a matter, with expense tracking.

Advanced AI Search:

CloudLex's Advanced AI Search provides AI-powered cloud search performance to access and sort a greater variety of information.


CloudLex Features

  • Supported: Case Management
  • Supported: Practice Management
  • Supported: Assignment Management
  • Supported: Client Management
  • Supported: Technical Support
  • Supported: Email integration
  • Supported: Contact management
  • Supported: Reports
  • Supported: Dashboard
  • Supported: Mobile App
  • Supported: Expense Tracking
  • Supported: Inquiry Management
  • Supported: Free Outlook Plugin
  • Supported: Workflow
  • Supported: Calendar management
  • Supported: Centralized Repository
  • Supported: Reminders
  • Supported: Alerts & Notifications
  • Supported: Claims Management
  • Supported: Centralized Management
  • Supported: Communication Management
  • Supported: Records management
  • Supported: Email tracking
  • Supported: Conflict Management

CloudLex Screenshots

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CloudLex Competitors

CloudLex Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Unification of documents with corresponding data: Users appreciate CloudLex's ability to unify documents with corresponding data, which provides top-notch organization and data management for personal injury practices. Many reviewers have praised this feature, stating that it greatly enhances their workflow efficiency and allows them to easily access all relevant information in one place.

Merge document tool: The merge document tool native to the system has received high praise from users. Several users have expressed their appreciation for this feature, stating that it eliminates the need for integration and allows them to seamlessly merge documents without any hassle. They also mention their anticipation for future developments of the tool, such as additional delivery methods and the ability to merge documents as a PDF.

Customer service: CloudLex's customer service is highly regarded by users, who state that it is the best they have experienced compared to other cloud-based systems they have tried. Many reviewers express their satisfaction with the promptness and effectiveness of the support provided by CloudLex's staff, highlighting how any issues or questions are resolved promptly.

  • Migration challenges and lack of support: Several users have found the migration process to be a significant challenge, with some expressing dissatisfaction that not all of their cases were successfully migrated by the go-live date. They also felt that the interaction with Cloudlex representatives on the migration side was insufficient in addressing their migration problems before the go-live date.

  • Limited integration capabilities: Some users have mentioned that they would like to see more effective integration with other software. They expressed a desire for automation in data entry and templates, as well as increased customization and integration options with third-party apps and software.

  • Customization limitations: A number of users have stated that they had to duplicate work because they couldn't customize the software to fit their office's specific needs. They expressed a need for more control over certain input fields and suggested improvements in terms of folder categories, document management, and customizable drop-down menus.

Based on user reviews, users commonly recommend the following for CloudLex:

  1. Schedule a demo with a CloudLex representative before making a decision on other case management software.
  2. Consider having an employee dedicated to implementing and using the software, as CloudLex may not be suitable for firms without this resource.
  3. Users believe that CloudLex solves the problems of running a contingency fee practice and appreciate its ability to manage personal injury files.
  4. CloudLex is considered simple and affordable compared to other law practice management platforms.
  5. Give CloudLex a try before committing to another service.
  6. CloudLex is easy to learn and use for handling personal injury files.
  7. It is recommended to get a full tour of the software from the support team to understand all the features.
  8. CloudLex is recommended for expanding and managing a law practice.
  9. Acquiring CloudLex can improve the service provided to customers.

In summary, users suggest scheduling a demo, considering implementation resources, leveraging CloudLex's capabilities for managing personal injury cases, exploring its affordability and simplicity, giving it a try before committing to another service, taking advantage of support for learning all features, and using it for expanding and enhancing a law practice's service offerings.

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