CloudLex Reviews & Product Details

We have been using Cloudlex for three years. Working with them, from migration of the information from our old database to Cloudlex’s, training for our staff, quick action from them when submitting a ticket for support, and overall ease of usage of the product is exceptional. I previewed several programs prior to choosing Cloudlex and chose them because it has every function I wanted, from reports, event calendaring, and workflows that send us a task on a daily basis. There are many programs out there, but Cloudlex does it all, from faxing, emails, integration of Word, and much more. We are very happy with our choice. Review collected by and hosted on G2.com.

Lack of being able to customize a report Review collected by and hosted on G2.com.

The best feature of CloudLex is being able to message clients. This makes my job easier since clients struggle with sending emails so being able to send them a quick text makes it easier for them to send photos. Then, I can easily transfer the photos into documents. Review collected by and hosted on G2.com.

The only downside I could think of is not being able to share the insurance with matters that are apart of the case. It feels repetitive to put the same insurance in 3 different cases rather than having a button that shares it with all three like how you can share documents and notes. Review collected by and hosted on G2.com.

CloudLex makes case management extremely efficient and organized. I like how everything from client intake to litigation documents and settlement tracking is all in one platform. It’s user-friendly, easy to navigate, and helps streamline communication between attorneys and paralegals. The built-in reminders make it easier to stay on top of filing deadlines and follow-ups. Review collected by and hosted on G2.com.

One issue I’ve noticed is that the “Notes” section doesn’t autosave . If the page refreshes or times out while working between various files, all progress can be lost. This becomes frustrating when entering detailed case updates or notes for multiple matters at once. It would be extremely helpful if CloudLex added an autosave or draft-saving feature to prevent the loss of important information. Review collected by and hosted on G2.com.

I use CloudLex at work daily and love how the people above me can assign me tasks easily, which keeps my work organized. I really appreciate the organization and structure of the platform; it's great. The things I use work great and I had a pretty easy time with the initial setup. Review collected by and hosted on G2.com.

I did struggle with task notifications at first until I found out how to turn on email notifications as well. Review collected by and hosted on G2.com.

Cloudlex’s integration with Microsoft makes it easy and effective for me to complete my work in a timely, efficient way. Review collected by and hosted on G2.com.

Nothing much to add—overall, I think Cloudlex is a great tool. Review collected by and hosted on G2.com.

I really like the note-taking feature. It’s simple, organized, and makes it easy to keep track of case details and updates. The interface is intuitive, and I appreciate how quickly I can add or review notes during my workflow. Review collected by and hosted on G2.com.

the main drawback is that notes are not auto-saved. If you accidentally close the window or lose connection, your work can be lost. Adding an auto-save function would make the experience much smoother and more reliable. Review collected by and hosted on G2.com.

Ease of use, ability to import and export information to other services, Review collected by and hosted on G2.com.

I wish there was a medical summary page that created a timeline of treatment and highlighted the key details on each case Review collected by and hosted on G2.com.

My favorite things about CloudLex is that you can access all the documents for every client through the matters directory and that we can use our office number to text clients. The phone number makes it easier to get photos from them, since many clients struggle to send emails. In general, this saves me time when processing new clients. Review collected by and hosted on G2.com.

One challenge I face with Cloudlex is having to enter the same insurance information separately for multiple clients. I really wish there were a way to link the insurance details when it’s the same case, as this would save me a lot of time. Review collected by and hosted on G2.com.

I appreciate how easy CloudLex is to use, as it is streamlined and self-explanatory, making my tasks more manageable without confusion. The ability to have all information centralized on one platform eliminates the need to switch back and forth between sites, saving time and reducing hassle. I particularly value the feature that allows me to link documents to companion cases, which significantly enhances case management efficiency. Additionally, the initial setup of CloudLex was straightforward, further proving its user-friendly nature. I am highly satisfied with CloudLex and am likely to recommend it to others, as reflected by my high recommendation score of 10 out of 10. Review collected by and hosted on G2.com.

I want to be able to link insurance and expenses to companion cases. Review collected by and hosted on G2.com.

All the information is right at your fingertips. Review collected by and hosted on G2.com.

Requirement to enter the same information multiple times (example insurance details across cases) Review collected by and hosted on G2.com.