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CloudLex is a comprehensive matter management system designed specifically for small and mid-sized law firms. It provides a centralized platform for managing legal matters from start to finish, ensuring that all case-related information, deadlines, tasks, and client details are organized in one place. The app's collaborative nature allows teams to work together seamlessly, sharing documents, tasks, and updates securely through a client portal. This portal also enables secure communication with clients, reducing the need for extensive email exchanges.
Key features of CloudLex include matter tracking, collaboration tools, task management, and a secure client portal. The platform is cloud-based, allowing access from anywhere, whether in the office, working remotely, or on the go. This flexibility supports remote work and multiple office locations, ensuring that all team members stay informed and aligned on case progress.
CloudLex integrates well with other tools like Google Drive, enhancing document management and collaboration. By syncing case files directly to Google Drive, users can automate workflows and maintain a single source of truth for all documents. This integration supports real-time collaboration, file versioning, and advanced search capabilities, making it easier to manage complex legal documents efficiently.
Overall, CloudLex is tailored to meet the specific needs of personal injury law firms, offering a streamlined approach to case management and team collaboration. Its focus on legal matter management makes it an ideal choice for firms looking to organize their workflows and improve productivity without needing additional tools for billing or accounting.
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.
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