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CloudLex, Inc.

The Next-Gen Legal Cloud® Built Exclusively For Plaintiff Personal Injury Law Firms

CloudLex, Inc.

About CloudLex:

The leader in Personal Injury tech, CloudLex® lets you take control of your practice from intake through closure and beyond with one comprehensive platform.

CloudLex's Next-Gen LegalCloud® designed exclusively for plaintiff Personal Injury law firms, helps you build, manage, and grow your practice with innovative apps that can be scaled to your needs.

CloudLex’s unified platform backed by Microsoft Azure’s HIPAA-certified data security handles productivity, accountability, communication, collaboration, and insights across your firm from case intake to settlement and negotiation, including storage and archival.

Why CloudLex?

- Exclusively built for personal injury law firms
- Intuitive and easy to use
- All-inclusive and free support

Plaintiff personal injury law solutions built specifically for you

Matter Manager:

Take control of your cases with Matter Manager, our state-of-the-art case management software designed to efficiently guide your personal injury matters from intake through closure.

Intake Manager:

Intake Manager is client intake software for personal injury law firms that drives growth by streamlining your entire client intake process. Get all the intake information you need from the start and never lose out on potential clients or revenue.

Client Portal Messenger:

Keep your communications secure, streamlined, and confidential. Reach your 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:

Digital Archiver stores all closed matter data (notes, calendar entries, tasks, documents, timelines, user information, etc.) on a HIPAA-complaint, secure system with the click of a button.

Referral Engine:

Build better relationships with your peers. Send and receive referrals and execute fee agreements faster and keep track of your referrals automatically, so you’ll always be up to date on the latest developments as they happen.

Microsoft Office Online®:

Create, share, and collaborate with your team using CloudLex’s seamless integration with Microsoft Office. Easily make changes to your Word, PowerPoint, and Excel documents without ever having to leave CloudLex.

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:

Seamlessly transfer any emails you receive 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 our suite of legal apps are automatically synced, allowing for maximum collaboration and time savings for your firm.


Seamless integration of Adobe Sign with CloudLex provides a convenient and simple way to securely get signatures for your case documents via email and text messaging. Get documents sent, signed, tracked, and stored in real-time, anywhere, and on any device.

Microsoft 365:

Seamlessly integrate CloudLex with your Microsoft 365 suite so that Outlook emails, firm-wide shared contacts, and calendars are auto-synced with CloudLex for streamlined collaboration and firm management.

Expense Manager:

Add matter-specific expenses where they


  • Matter Manager

    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.


    More Information » www.cloudlex.com/applications/matter-management-so...

    Matter Manager
  • Intake Manager

    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.

    More Information » www.cloudlex.com/applications/legal-client-intake-...

    Intake Manager
  • Client Messenger

    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.

    More Information » www.cloudlex.com/applications/client-messenger?utm...

    Client Messenger
  • Referral Engine

    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.

    More Information » www.cloudlex.com/applications/attorney-referral-ne...

    Referral Engine
  • Referral Exchange

    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

    More Information » www.cloudlex.com/applications/lawyer-referral-exch...

    Referral Exchange
  • Client Communicator

    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.

    More Information » www.cloudlex.com/applications/client-communicator?...

    Client Communicator
  • Digital Archiver

    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.

    More Information » www.cloudlex.com/applications/cloud-storage-digita...

    Digital Archiver
  • Microsoft Office Online®

    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.

    More Information » www.cloudlex.com/applications/microsoft-office-onl...

    Microsoft Office Online®
  • Word Connector

    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.

    More Information » www.cloudlex.com/applications/word-connector-for-l...

    Word Connector
  • App Integrator

    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.

    More Information » www.cloudlex.com/applications/legal-app-integrator...

     App Integrator


  • CloudLex, Inc.
    215 Lexington Avenue, 18th Flr.
    New York, New York 10016
    United States
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  • Products10
  • Last UpdatedMay 17, 2022 6:44am EDT


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.