CloudLex Reviews

CloudLex is extremely reliable and easy to use. After five minutes of logging in for the first time, our secretaries went to work with ease of use. The seamless, secondary storage integration method, using Dropbox, allows our attorneys to have access for their trial delivery software. By far, the most efficient and effective software that we have ever used.

We haven’t found anything that we don’t like to date.

Ease of learning. Up and running first day. Task management. Easy to assign and track. Notes. Easy to see and use.

No instant messenger between users. No QuickBooks integration.

This product is exceptionally easy to use. My team and I are not the my tech savvy of law firms, but Cloudlex has made it easy to utilize technology to get work done effectively and efficiently.

I would like to see some more third-party software integrations like Docusign or Adobe signature implemented. It would also be nice if the email connectors were a bit more user friendly.

It makes some things easier, but it's always super used friendly.

Ever since there has been some updates I cannot preview the documents without opening it on a whole new tab, I get kicked out randomly and have to log back in to view the document, when I log in sometimes I have to do it multiple times because it says I am an unauthorized user.

Document management functions are top notch. Specific reporting to personal injury metrics is huge and appreciated. Please develop more custom fields though!

Not something we don't like, rather something we are waiting for. Clean Calendar Rules integration with personal Outlook calendar sync for 2022 please!

The greatest plaintiff's law firm software that I have come across. The ease of use, system interface, tracking and reports features, task management, and customer service far succeed their competitors.

Nothing at all! This software is intuitive and easy to use

My favorite feature of CloudLex software is the visible metrics that show up on the dashboard whenever you log in to the system. It allows me to get a quick snapshot of my practice and enables me to quickly focus my attention on areas of need. Otherwise the software is incredibly easy to navigate and is very user friendly. I love this software.

Any suggestions I have made in my time asw a CloudLex user have been quickly remedied. I have no negatives about the product at this time.

The software is user friendly. You are easily able to upload documents and organize them into folders.

I frequently get logged out. It would be nice when using the back button that you are taken directly back to the prior screen instead of going back to the home page.

Simple to use, integrates easily all my devices, and perfect for document and deadline organization.

Would like intakes to have same tab options as matters.

works well at managing my personal injury practice

The employee to employee messaging system could be better

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...

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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.

1. Cloudlex thought through a particular aspect of PI practice that does not appear to be considered in any other legal management system: The unification of documents (medical, wages, damages etc.) with data about those documents with the corresponding ability to index the documents in the context of the data. This provides for top notch organization and data management. 2. The merge document...

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1. Could use the ability to have at least a few custom data fields although, I understand the theory behind this limitation. 2. Coming from a Salesforce Environment, I do miss the ability to trigger a work flow with particular actions and events rather than having to activate the workflows separately.

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...

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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.

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 one of there rep and he would call me back right away. Very refreshing .

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Cloud-based with free support, no more calls to hourly rate support! It is multi-functional and helps me track my cases in so many ways. One of my favorite functions is the welcome screen where I can see how many cases I have signed up each month.

I wish there was a way to do a file review without having to keep returning to the top of the list after opening a case and having to scroll down again. They will probably fix this after reading this reviewing as they are constantly upgrading the product.

It is so easy and simple to use. The customer service is second to none. They deal with any issues and answer any questions right away. Being web based is such a plus.

Having mass tort as part of my practice I would like to be able to customize case types to the projects we get involved with. Hopeful that functionality will be added.

The simplicity and how it exactly configured for plaintiff's practice. I also like how they're constantly listening to feedback and making improvements.

The media management for photos/videos/audio could be improved.

The software is VERY user friendly and is specifically tailored for Plaintiff's Personal Injury.

The software layout is exactly how I would have designed it had I built the software myself. There is little if anything I would change.

I like most that everything is Cloud-based and easily accessible on the the phone app. Also that it easily integrates with Word documents.

Capacity of files is a little low for us but we have been able to utilize their archiver product to remove closed files from our matters.

good way of communicating about a client throughout the law firm.

i wish it wouldn't time me out because then i have to sign in all over again everytime.