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CloudLex

By CloudLex

4.8 out of 5 stars

How would you rate your experience with CloudLex?

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CloudLex Reviews & Product Details

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Value at a Glance

Averages based on real user reviews.

Perceived Cost

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CloudLex Integrations

(1)
Integration information sourced from real user reviews.

CloudLex Media

CloudLex Demo - Intake Dashboard
Intake Manager provides your PI firm with detailed reports on which marketing campaigns are bringing in the most leads, conversions, and ROI—so you can operate more informed, spend your marketing budget prudently, and go back for multiple servings of profits.
CloudLex Demo - Matter Manager Dashboard
Dashboard feature provides you with easy-to-understand graphics and detailed reports that enable you to stay on top of deadlines, delegate (or re-delegate) critical projects, and make informed and effective business decisions.
CloudLex Demo - Matter Home Page
The individual home page of each matter features an intuitive, prominently displayed case status timeline. Within seconds you will know the matter’s current status.
CloudLex Demo - Attorney and Firm Calendaring
This calendar allows attorneys to view events across their entire caseload, as well as across the entire firm. Entries are color-coded by event type and prominently display the matter name. The entire calendar is also filterable by date and event category. Our Calendar can be easily integrated...
CloudLex Demo - Case Event Reporting
Take case management to the next level with management reporting functions integrated with the firm’s calendar. Event reports and other reports such as Statute of Limitations, allow you to quickly see upcoming events in the next 15 or 30 days for your caseload, or the entire firm.
CloudLex Demo - Matter Reports
Matter reports allow you to view all cases in a specific stage, such as “Investigation” or “Discovery”, as well as individual sub-phases. Tracking the progress of your personal injury cases has never been easier.
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CloudLex Reviews (43)

Reviews

CloudLex Reviews (43)

4.8
44 reviews

Pros & Cons

Generated from real user reviews
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JJ
Paralegal
Small-Business (50 or fewer emp.)
"CloudLex: The Ultimate Tool for Case Organization"
What do you like best about CloudLex?

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.

What do you dislike about CloudLex?

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.

Sweety C.
SC
Litigation Paralegal
Small-Business (50 or fewer emp.)
"“Streamlined and Reliable Platform for Case Management”"
What do you like best about CloudLex?

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.

What do you dislike about CloudLex?

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.

Milana S.
MS
Litigation paralegal
Small-Business (50 or fewer emp.)
"Great for Note Taking, But Needs Auto-Save Feature"
What do you like best about CloudLex?

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.

What do you dislike about CloudLex?

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.

Verified User in Legal Services
UL
Small-Business (50 or fewer emp.)
"Effortless Document Access and Client Communication with CloudLex"
What do you like best about CloudLex?

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.

What do you dislike about CloudLex?

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.

Melanie A.
MA
"Effortless Case Management, High Recommendation"
What do you like best about CloudLex?

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.

What do you dislike about CloudLex?

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

Katherine G.
KG
Paralegal/ Attorney Assistant
Small-Business (50 or fewer emp.)
"Making it a great investment for both small and growing businesses."
What do you like best about CloudLex?

The document management tools are robust — uploading, organizing, and sharing files is seamless, and the built-in tracking features ensure nothing gets lost or overlooked. Review collected by and hosted on G2.com.

What do you dislike about CloudLex?

Sometimes the updates are not comfortable with the use of the software. Review collected by and hosted on G2.com.

Florencia N.
FN
Legal Professional
Small-Business (50 or fewer emp.)
"Excellent Customer Support and User-Friendly Experience"
What do you like best about CloudLex?

custumer support, ease of use and ease of implementation Review collected by and hosted on G2.com.

What do you dislike about CloudLex?

Nothing displeases me about Cloudlex. Its great Review collected by and hosted on G2.com.

DR
paralegal
Small-Business (50 or fewer emp.)
"Effortless Case Organization, But Limited User Control"
What do you like best about CloudLex?

It is easy to organize client cases and upload documents Review collected by and hosted on G2.com.

What do you dislike about CloudLex?

If one makes a mistake, they administrator has only control to fix things Review collected by and hosted on G2.com.

JA
Paralegal
Small-Business (50 or fewer emp.)
"Easy and Organized, But Occasional Glitches Slow Things Down"
What do you like best about CloudLex?

It is easy to use and very organized for work Review collected by and hosted on G2.com.

What do you dislike about CloudLex?

Sometimes it is slow and glitches and stop working Review collected by and hosted on G2.com.

NG
Legal Assistant
Small-Business (50 or fewer emp.)
"All-in-One Simplicity, Minor Integration Hiccups"
What do you like best about CloudLex?

It is very easy to use and and has so much in one place without needing a bunch of different applications. Review collected by and hosted on G2.com.

What do you dislike about CloudLex?

We had some issues integrating things at first but once they were integrated everything has been smooth sailing. Specifically outlook. Review collected by and hosted on G2.com.

Pricing Options

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Case Management

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CloudLex Features
Reporting
Dashboard
Cloud
Document Management
Calendar Integration
Workflow