SmartAdvocate is a fully integrated state-of-the-art case management system designed for personal injury and mass tort litigation practice.
Make your practice run more efficiently and profitably.
With Client Messenger you can efficiently communicate with your clients and contacts from the convenience of CloudLex, instead of your personal cell. Send and receive texts in our centralized and secure platform for quick access to vital case info during your conversations and easy retrieval after.
This core application, included in all plans, is the hub of CloudLex®. It promotes collaboration through matter-specific communication tools, and is a one-stop shop for organizational needs like calendaring, document management, and the tracking of medical expenses. Through dashboard tools and targeted reports, it also allows higher-ups to effectively manage the progress of cases so that they can properly allocate resources to areas of need and stay ahead of potential problems.
CloudLex® has partnered with Microsoft to bring you comprehensive integration with MS Office Online-meaning you can make changes to your Word, PowerPoint, and Excel documents, without ever having to leave CloudLex®. Any updates are reflected immediately, across all platforms and devices, so members of your team always have the most up-to-date versions of files. All you need is internet access and you can create, upload, and edit from anywhere, right alongside your colleagues, resulting in less time coordinating and more time collaborating.
Whether you’re on a plane or in a courthouse lobby, you’re not always going to have access to that coveted Wi-Fi signal-that’s where CloudLex’s Word Connector comes in. Once downloaded, Word Connector shows up as a tab in Word, enabling you to work offline just as if you were in the CloudLex® platform. Users can access files, make changes, create new documents, and save everything directly to CloudLex®, sparing your firm from hours of re-drafting, re-editing, and re-uploading.
No longer do you have to switch back and forth between your most used legal apps, or suffer through multiple uploads on different platforms, because CloudLex® painlessly integrates with leading apps like iCal, Google Calendar, Google Drive, MS Exchange, Dropbox, and more. With the click of a button, you can automatically sync updates in CloudLex® with your other favorite legal apps, allowing for maximum collaboration and an even bigger time-savings for your firm.
CloudLex’s Referral Engine is a collaborative network where you can both refer out matters and take on matters in conjunction with a growing community of plaintiff attorneys. Referrals are easy to setup and even easier to manage. Partner firms can communicate and share case information with each other securely-and without ever having to leave the app. And CloudLex® tracks all changes to your referrals automatically, so you’ll always be up to date on the latest developments as they happen.
Referrals are an important part of any successful law firm’s business strategy, improving both your practice’s bottom-line and your standing in the legal community; but until now, the referral process was more luck and who you know than anything else. Enter CloudLex’s Referral Exchange, an attorney connector for the digital age. Free to join and open to all, the Referral Exchange helps personal injury attorneys to effortlessly market themselves and grow a national footprint without ever having to leave the couch
CloudLex's Client Communicator is a communication portal that allows attorneys and clients to share vital information with each other in a variety of ways. Both parties can upload important events, briefs, notes, and more into the application-and then view that information at their discretion, in a simple and secure venue.
With CloudLex®, you can digitally archive your closed matters with ease. CloudLex’s Digital Archiver eliminates the need for physical storage, while allowing you to store even more in the cloud. All information relevant to your closed cases, even digital correspondence (emails, notes, conversations), is housed on our secure and HIPAA compliant server hosted by Microsoft and can be accessed (or added to) at any time.
Clients are the lifeblood of any successful PI firm—but without a proper intake process in place, leads can be hard to track and easy to lose. CloudLex’s Intake Manager fixes that—it provides you with an effective process to attain and manage prospective clients so you can boost your firm’s revenue and your client’s satisfaction. And because Intake Manager is part of CloudLex’s robust legal cloud platform, the transition from potential lead to current client is seamless.
The Trellis Motion & Issues Library enables state court litigators to draft better motions. Quickly learn about various motions and see common examples of state court judges ruling on those motions.
Research your legal issue quicklyand understand the threshold and elements of each claim. Write better motions in less time by using prior rulings on a particular matter.
Building the best case for your client means relying on more than anecdotes and emails to make strategic decisions. Trellis Judge Reports analyze millions of data points to give you a competitive advantage by showing you exactly how your judge rules on the most important pre-trial motions.
Understand where your judge is an outlier, set your client’s expectations, and make data-backed decisions from the start of every case. Quickly analyze whether you should "ding" your judge based on past rulings on similar matters.
Search superior court records by keyword to learn how the courts, judges, and opposing counsel have handled similar matters in the past. Trellis leverages the largest and deepest set of context rich state trial court data so litigators can spend less time doing academic legal research, and more time gaining strategic insights.
With Trellis, State court dockets are searchable through a single interface. You are able to find similar cases filtered by parties, counsel, court, or matter type. Gain valuable insights on how opposing counsel positioned issues in the past, as well.
