CloudLex is a cloud-hosted legal management software designed specifically for plaintiff personal injury law companies of all sizes. Its Matter Manager module allows you to collaborate using matter-specific communication features and organize with document management and calendaring tools. Higher-ups can utilize targeted reports and analytics dashboards to track the progress of cases so they can assign resources to needed areas and stay ahead of issues. Attorneys can leverage the Client Communicator app that gives them access to a secure portal to receive and share crucial case info with clients.
CloudLex’s Intake Manager module permits you to collect consistent intakes. After a case is completed, you can archive and store it with the Digital Archiver application. Attorneys can use the inbuilt Referral Engine to refer cases to other injury lawyers.
CloudLex’s suite of tools includes:
This case management platform is the hub of CloudLex. It offers matter-specific communication features to promote collaboration and is a one-stop solution for organizational requirements like document management, calendaring, and monitoring of medical costs.
This module helps you to efficiently gain and manage leads. Its smart forms guide you through the intake process so that you cover all important elements without missing anything. Further, exhaustive marketing reports assist you to work in an informed manner so you can improve profits.
This application enables you to communicate with your contacts and clients from CloudLex, instead of your mobile device. You can send and receive text messages in this secure system for fast access to case information during conversations and effortless retrieval after.
This module frees you the resources and space you require to expand your personal injury practice. You can archive all info from your company’s completed cases including digital correspondence on a HIPAA-compliant, secure server.
Referral Engine allows you to take on and send out referrals from and to other plaintiff personal injury lawyers. Partner companies can share case data, implement fee agreements, and monitor alterations to referred matters inside the solution.
This integration permits you to create, update, and edit Excel, PowerPoint, and Word files without leaving CloudLex. All changes are updated in real time on all devices so users get to work with the latest version of documents.
Finally, Word Connector lets your work in MS Word in offline mode just like you were in the CloudLex platform. You can save Word files straight to CloudLex, which can save you hours or re-drafting, re-editing, and re-uploading.
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