CloudLex Software


 

CloudLex is a cloud-based plaintiff personal injury case management solution designed to help legal firms of all sizes collaborate and manage their injury cases. It offers tools such as Matter Manager, Referral Engine, Client Communicator and Digital Archiver, that helps to manage and document personal injury cases.

CloudLex’s Matter Manager helps legal firms to assign role-based cases and specific tasks to their lawyers as well as allows them to share information with colleagues using email. Lawyers can view their case data through dashboards and monitor the progress of personal injury matters using various performance indicators.

CloudLex’s Electronic Legal Records (eLR) feature helps users to search, retrieve and archive cases. A built-in referral engine allows injury attorneys to refer cases to referral partners. The client communicator feature helps clients to upload documents, calendar events, notes and other related information through their online portal in real time.

The solution is available on a monthly subscription basis that includes support via phone and email.

 

CloudLex - Dashboard
 
  • CloudLex - Dashboard
    Dashboard
  • CloudLex - Applications
    Applications
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

11 Reviews of CloudLex

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Hector from Sandoval & Waldman, PLLC

July 2018

July 2018

Innovative, efficient, cost-effective and intuitive! Great software for a personal injury law firm!

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Organization!

Pros

The migration was easy enough and worth the little headaches you could expect. The software makes it easy to get all employees using it on the same page and using the same language when working on cases.

Cons

There are some changes that we requested but the customer service and response time to was excellent and met our needs.

Review Source: Capterra
 

Cera from Calvillo Silva PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Super easy to use and get the hang of.

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Pros

It helps the firm be more organized with all the cases that we are currently working on. It makes all the files easy to find. Also allows us to link documents which is super easy to link to the medical bills. Cloudlex also helps remind pur attorneys what they have coming up with the reminders going up to 30 days before the event.

Cons

I think the only thing I dont really care for is when I create an event, I have to have a matter in order to enter it into cloudlex but other than that there isn't really anything that I dont like about cloudlex.

Review Source: Capterra

  Response: CloudLex, CloudLex

Date: July 2018

July 2018

 

Thanks for a great rating, Cera. We are pleased to know that you find CloudLex easy to use. We'd just like to point out that if you save an event as "Other" or "Personal Event", you do not have to tag it to a matter. Hope this helps!

 

Angelicque from Avanzino & Moreno, P.C.

July 2018

July 2018

Very Intuitive and Easy to Use

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Pros

It is easy to access remotely which allows us to maximize the productivity of our office. Additionally, it's many features ranging from reports to the calendar provides the opportunity for analytics that were formerly unavailable to us.

Cons

The only suggestion (that really isn't a con) is that since we occasionally utilize per diem attorneys to cover court appearances, we would like the ability to list their name on the "assigned to" section of the calendar entry.

Review Source: Capterra
 


July 2018

July 2018

I've been blown away by CloudLex's ease of use and functionality!

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Better task management and internal communication.

Pros

Recent Activities ticker feed, Sidebar for internal communication, and tasks/workflow creating. I also love all the extra support that is included!

Cons

I dont have any cons to this software so far. It's beyond met my expectations and I can't wait to get the whole firm involved in the implementation.

Review Source: Capterra
 

MICHAEL from COHAN LAW PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

I've had cloudlex for almost a year and have been very happy with the product.

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I was able to organize information in order to properly manage my law firm. I run all sorts of reports for different types of information. My team is able to handle about 40% more cases than our previous software since we are able to organize and manage the documents and automate our internal processes.

Pros

The software creates very detailed categories for which you are easily able to organize information and run reports to manage your law firm in an efficient and effective manner. It is specifically tailored for personal injury law firms. It took a couple of months to get acclimated to the software, but once we did, we realized it is light years beyond other softwares that we used. Highly recommended for managing partners and attorneys looking to organize and grow their practice.

Cons

The iphone app is not up to speed yet. You can only perform basic functions and view certain information on the app. But they are working on it and will soon make the app as functional as the website.

Review Source: Capterra
 

Daniel from Lawyers in Lafayette
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

It does everything that I need and it does it easily/intuitively. Excellent support, easy to learn.

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No more lost documents, nervous questions like "Have we checked the statute?" Easy to collaborate and communicate with the team. It also imposes responsibility on team members because it requires feedback and updating of tasks. Very well thought out program.

It is important to understand that when you call or email for support, you are talking to very high level people. You have a very high level of confidence in the Cloudlex group as you interact.

Pros

1. Notice of critical dates are easily entered, pop up as needed, populate to calendar and give notification to necessary staff. This is great redundancy for critical tasks and it is easy to input.
2. The tracking of expenses, settlement offers and easy report generation is very useful.
3. The document storage with Dropbox backup is excellent.
4. It is truly a comprehensive solution that encourages team work and proper supervision of team members. It feels quick and clean to use both in terms of actual speed and the user interface as well.

Cons

It would be nice to create custom fields suited to my individual practice but there are technical barriers to this. Also, I don't want to be the Sorcerer's Apprentice - I get this bright idea about how to set up fields, do it and then realize that I didn't quite plan it right.

Review Source: Capterra
 

Mark from Chapa Law Group, P.C.

June 2018

June 2018

Cloudlex: great software, amazing customer service, best case management platform hands down.

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Cloudlex has increased our firm's efficiency and ability to draft, share, and maintain files over our old case management system. More importantly, it has helped to dig into the cases deeper and more thoroughly than other platforms because of the system for plugging in case information and document management.

Complying with statutes, court deadlines, and other time sensitive things has become way easier since using Cloudlex. It has reduced the potential for malpractice in more ways than one.

Pros

Unlike most case management softwares that require documents to be placed into folders and sub-folders, Cloudlex allows you to categorize and tag everything to find it faster than all other platforms. You can find any document, photo, case detail, and anything you upload to Cloudlex by simply running a search for it in the search bar or going to a matter and quickly filtering for what you need.

One feature that no other software except Cloudlex has is the ability to calendar for notices of claim. Most other platforms only allowed for calculation of statutes of limitation.

Cloudlex has a "Lifecycle" which allows users to easily see motions that have been filed by both parties, the due date of responsive pleadings, and the status of the motion. Whether you were recently assigned to the case or haven't opened it in a while, this feature is great for quickly looking at the status of any pending motion or to see what has happened previously.

Another amazing feature of Cloudlex is the "Workflow" which enables users to create a to-do list for any case to reduce confusion of what needs to be accomplished on any case.

Finally, the extensions and plugins that Cloudlex has with Microsoft Office products are great! You can upload the newest draft or document to Cloudlex directly from your Word document and you can send emails in Outlook that will be saved in Cloudlex. It is a fantastic platform to manage your case from start to finish!

Cons

If you like to use the archaic document management style of folders and sub-folders, Cloudlex may not fit your needs or may be difficult to learn how to use Cloudlex quickly.

Review Source: Capterra
 

Brian from WeitzPascale
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

CloudLex has transformed how we practice law.

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Access anywhere any time.

Pros

CloudLex allows our attorneys to access our documents from anywhere at any time. Snowstorms no longer require moving documents to flash drives to work from home. How it truly changed just one of our cases was during an arbitration. A question came up which my physical binder did not have the answer. I was able to access a note in the CloudLex file from my iPad and immediately defeat the Respondent's case. That is just one example of how it has transformed our firm's practice of law.

CloudLex's most valuable feature though is its support staff. Any issue we have ever had has been resolved almost immediately with a simple phone call. Whenever we needed training for new staff members they have provided it. Without them, the product would still be amazing, but they are a bonus.

Lastly, they are constantly adding to the platform. The feature updates are weekly. Best though is if there is a feature or category I need they have added it for us.

Cons

I would like to the see it incorporate the ability to add separate documents such as exhibits as "sub-documents" under a motion or mediation that has already been added to the system. But there truly is nothing I have disliked or found cumbersome about the product aside from that.

Review Source: Capterra
 

Anthony from Schalk, Ciaccio & Kahn, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Easy to use with high tech tools.

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It is very easy to use. I am at the age where I think I know how to use programs but I often realize I have no clue! Cloudlex is super easy. When I first started using I could not believe how easy it was to use. At my old firm we needed a full day of training on their case management software and we were still confused. With CloudLex training takes a few minutes. Another pro is the customer service. Simply amazing. The few times I had a question I called Mike and he would call me back right away. Very refreshing .

Cons

At first some features were limited. I had access to more features with the other programs. I notice that Cloudlex has been implementing newer features with time. It is exciting when I get an update and see what new "toys" I have. Now most of the features are on par with the other programs.

Review Source: Capterra
 

Michael from Law Office of Michael E. Skiber

May 2018

May 2018

Easy to use. Accessible. Versatile.

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Pros

The interface makes things self explanatory. You can go on the the site and easily navigate through whatever you need to get done. The menu options are easily identifiable and useable. That's the mark of a good case management software, usability.

Cons

The intake function is not ready. Once we have an intake function and the fields are populated, it will make this software much more useful and easy to use. Also, no quickbooks functionality. It will be worthwhile to use this software with quickbooks online so that it will be effortless.

Review Source: Capterra
 

richard from Law Office of Cohen & Jaffe, LLP

May 2018

May 2018

all of what I need, none of what I do not need. Perfect tool for law firm efficiency!

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streamlined my law firm's case processing; my cases move faster and more efficiently towards resolution; increased office productivity due to the great tasking functions and task tracking; no program downtime; accessible anywhere, which has inspired some of my staff to increase work time; eliminated my staff doing duplicate work. also much cheaper than my prior software so I saved money.

Pros

web based; great tasking functions; no downtime; super easy learning curve; on the spot support on demand; always improving; geared specifically for plaintiff personal injury; easy reporting functions; no clutter from functions i would never use in my practice.

Cons

not really a function of the cloudlex program, but, i wish there were better internet connections in the courthouses in ny city and long island to make better use of my waiting time there.

Review Source: Capterra