CloudLex Reviews & Product Details

There are so many things I love about CloudLex! One of my recent favorites is keyboard shortcuts. I absolutely love the addition of hotkeys, especially control S. Being able to use familiar shortcuts like control save in CloudLex made me so excited I had to tell my colleagues. It lets me work the way I'm used to, making everything feel more natural and efficient. Review collected by and hosted on G2.com.

There are some areas which are clunky when it comes to UI/UX. I find that when creating a new Matter, the separate collapsed "boxes" or sections are difficult to navigate or scroll. Similarly, I've found that scrolling through other fields is difficult. Smooth scrolling and navigation are essential to working efficiently so I'd love to see some upgrades in these areas! Review collected by and hosted on G2.com.

CloudLex is a life saver! It allows us to better manage our caseload and be able to see what each other is doing or what needs to be done on the files. It is convenient to have contacts in one place as well. Working remotely is a breeze too because you don't have to be stuck at your desk. Review collected by and hosted on G2.com.

If CloudLex isn't syncing properly, it's a headache. The only other thing I dislike is if you are in the Discovery folder, for example, and subfolders are also there, when you click the main Discovery folder, it shows you everything that is in every subfolder, so if you have a document that is not designated for a subfolder and that is the only document you want to see, there isn't a way to filter it out (that I am aware of). Review collected by and hosted on G2.com.

I like CloudLex because it’s very self-explanatory and easy to use. It also includes a lot of cool features, which makes it even more enjoyable to work with. Review collected by and hosted on G2.com.

I wish there were more space for notes in the contact cards. It would make it easier to add and keep track of important details. Review collected by and hosted on G2.com.

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.