ABA Legal Technology Buyers Guide

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Selected Products (14) 

  • Client Messenger
    CloudLex, Inc.

    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.

    Client Messenger
  • Matter Manager
    CloudLex, Inc.

    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.


    Matter Manager
  • Microsoft Office Online®
    CloudLex, Inc.

    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.

    Microsoft Office Online®
  • Word Connector
    CloudLex, Inc.

    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.

    Word Connector
  • App Integrator
    CloudLex, Inc.

    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.

     App Integrator
  • Referral Engine
    CloudLex, Inc.

    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.

    Referral Engine
  • Referral Exchange
    CloudLex, Inc.

    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

    Referral Exchange
  • Client Communicator
    CloudLex, Inc.

    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.

    Client Communicator
  • Digital Archiver
    CloudLex, Inc.

    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.

    Digital Archiver
  • Intake Manager
    CloudLex, Inc.

    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.

    Intake Manager
  • Colligo Briefcase

    Colligo Briefcase provides an iOS mobile application that enables businesses to access and manage operations on SharePoint via mobile devices. It allows staff members to collaborate on tasks, ensure secure content distribution, and generate analytics, whilst managing central policy requirements.

    Colligo Briefcase is available on iPad and iPhone and lets team members view into multiple repositories, such as SharePoint, Microsoft 365, and OneDrive for business from within a centralized location.

  • Colligo Content Manager for Microsoft 365

    Colligo Content Manager for Microsoft 365 is a content management platform that enables businesses to utilize SharePoint and optimize productivity and knowledge management processes.

    It allows staff members to search, view, and share SharePoint files from within Microsoft Outlook. Colligo Content Manager for Microsoft 365 boosts overall productivity by helping workers quickly browse and find the files they need.

    It enables users to collaborate on tasks by sharing links to the latest version of a file among team members. With the knowledge management module, employees can handle content capture operations and utilize metadata. 

  • Colligo Office Connect for Microsoft 365

    Save & classify files to SharePoint right from Microsoft 365, even on mobile

    Colligo Office Connect for Microsoft 365 is a document management platform that helps businesses intuitively access SharePoint from within Microsoft 365.

    It enables staff members to handle operations on SharePoint while utilizing Microsoft applications, such as Word, Excel and PowerPoint. It enables team members to find content, collaborate on files, extract metadata, and more on a centralized platform.

    • Use sorting and filtering tools to quickly search SharePoint and find and open the files you need, without leaving the Office app you’re working in.
    • Navigate recent and favorite locations with ease. SharePoint views associated with your content are shown right in the Office apps when searching for or saving files. You can even create new a document set from the same interface.
    • Automatically extract metadata, with full support for customized fields based...

  • Colligo Email Manager for Microsoft 365

    Capture & auto-classify emails right from Outlook 365 to SharePoint & Teams.

    The SharePoint add-on lets you capture and auto-classify emails and attachments right from Outlook to SharePoint and Teams. The product automatically extracts metadata, enables seamless collaboration and content sharing, and ensures your users can quickly find information they're looking for.

    Benefits for end-users:
    * Easily file emails and attachments to SharePoint on-the-go with a familiar experience across devices.
    * Automatically extract metadata properties of emails and attachments or manually capture custom fields.
    * Search SharePoint content within Office 365’s native interface, without the need to switch apps.
    * Email SharePoint content as links for easy collaboration and file-sharing with their teams.

    Benefits for the law firms and legal departments:
    * Drive consumption and user-adoption of SharePoint as your system for records and knowledge ma...



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Inclusion in the ABA Legal Technology Buyer’s Guide does not constitute or imply an endorsement or recommendation of the product, process, or service by the American Bar Association, the ABA Legal Technology Resource Center, or the ABA Law Practice Division. Listings are maintained by the vendors and do not necessarily reflect the views of the ABA. Many listings in this Buyer’s Guide are sponsored/paid placements.