CloudLex Reviews & Product Details

The system has made document management simple. Adding files takes seconds. We are able to access our case management system and documents from anywhere. The price is far less expensive than the competitors and the application is constantly being updated with new features.

They have also incorporated our suggestions, and I am sure those of other users, making it a truly unique product.

The billing department is also great. They allow you to make the payments in several installments for the annual fee which relieves a big burden. Review collected by and hosted on G2.com.

A downside is that you must use a browser to access the program from an iPad. I would love an application for the iPad that does not require using a browser. Presently we have to use the browser to access the actual documents on that device.

Another downside is the Notes Section. While it is pretty good/robust, I would also like the capability to create labels in the notes section as we can in the Documents. Also with the notes, when copying and pasting from a word document directly to the notes, it can create a formatting issue where the paragraphs have a line spacing that can be annoying and can't be changed. You also need to be very careful to not delete notes by accident as they can't be retrieved. An "undo" capability would be ideal.

Lastly, while I can live with it, I would prefer to not have to download each document to work on it. I would prefer to be able to work in the file directly. Review collected by and hosted on G2.com.

Many tools that are specifically tailored for personal injury lawyers. Intuitive format. Review collected by and hosted on G2.com.

Sometimes overwhelmed by task/event reminders. Review collected by and hosted on G2.com.

Cloudlex is easy to navigate allows you track the progress of your client's case while also keeping an eye on the firm's expenses on the case. Review collected by and hosted on G2.com.

Cloudlex backs up seamlessly to the cloud. That's an excellent feature. The only downside is that a folder for the client is not created until you upload a document to a specific folder category. I would like to see Cloudlex allow firms to use their own categories for folders and, have those folders automatically generate in the cloud folder when a new matter is opened. Every firm organizes folders differently and if CL offered this feature, it would allow less disruption to a firm's file system on their client drive. Review collected by and hosted on G2.com.

The software is incredibly intuitive and easy to use, while having all of the features that a PI firm needs to conduct their business. Review collected by and hosted on G2.com.

Our only complaint has been that we can't upload our form letters directly - that being said, the Cloudlex staff has done a great job in assisting us with that procedure. Review collected by and hosted on G2.com.

Cloudlex has a place for all data you will need to successfully manage your cases which you can then use for documents, deadlines and more. Review collected by and hosted on G2.com.

You cannot open documents you received externally, such as by email or fax, and save directly into Cloudlex. They need to be saved on your computer first and then uploaded. Review collected by and hosted on G2.com.

I like Michael Abdan, the owner, who always writes me back or calls me instantly when I have a question, problem or comment. Review collected by and hosted on G2.com.

I would like to be able to create titles for drop-down menus for events which occur frequently in my life. I would like to schedule "lunch" or "CLE" or "zoom call." Right now, I am limited to "other" and then later typing in the description. Review collected by and hosted on G2.com.

The staff is very responsive if you have any questions. I love the fact it is cloud based, so I have access from anywhere. They are constantly making changes and improving the product every few months. Review collected by and hosted on G2.com.

It does not have as many options as some of the more expensive competitors, but I don't think the extra price competitors charge is worth it. Review collected by and hosted on G2.com.

I find the sidebar where you can look at the “Notes” entered on your cases very helpful. My favorite part of Cloudlex is that everything works as intended and every click takes you right where you need to be. There is also very little downtime with their updates and they do it outside of peak hours, as to be considerate to our busy worlds. Review collected by and hosted on G2.com.

Nothing to dislike about CloudLex at all! Review collected by and hosted on G2.com.

It makes it extremely easy to work on cases from anywhere in the World. It's also incredibly useful assessing the health of the firm - how many cases are coming, how many clients in house or referred out. I couldn't imagine working without it now that I'm used to it. It's also has a very easy learning curve - my 1- year old daughter was able to do a lot of the heavy lifting migrating the data from paper and Outloook. Review collected by and hosted on G2.com.

There's nothing that really bothers me about this program Review collected by and hosted on G2.com.

I like CloudLex's Custimer service best. Review collected by and hosted on G2.com.

So far, there has not been much for me to dislike Review collected by and hosted on G2.com.

The best thing about Cloudlex is its design specifically for my practice area, personal injury. It has all of the data points I need to keep tabs on everything going on at my firm. It also has an intuitive user interface and great customer support. Also, the reporting features are far and above many other case management applications I have tried. Review collected by and hosted on G2.com.

I would like to see more integration with other apps, but overall it has not been a huge problem for us at my firm. Review collected by and hosted on G2.com.

Simple to use, clean interface, great calendar and tasking functions. Review collected by and hosted on G2.com.

Night mode is not available. I find looking at the screen easier on my eyes with night mode. Review collected by and hosted on G2.com.

it is very user friendly and organizes things well. Review collected by and hosted on G2.com.

I would like our trust accounting to appear with each client file and connect with quickbooks. Review collected by and hosted on G2.com.

Super reliable and very stable. Never gets locked up and always quick and responsive. I love that I can access my files anywhere in the world like I’m in the office. Review collected by and hosted on G2.com.

Would like to have a little more control over certain input fields, other than that it’s perfect. Review collected by and hosted on G2.com.

The Product has just enough bells and whistles to keep us moving, but not so many that we don't even know what we have. Review collected by and hosted on G2.com.

Not much - we've had an excellent experience. Review collected by and hosted on G2.com.

I like that Cloudlex is specifically tailored for Plaintiff firms. It is very user friendly which makes training employees a lot easier. Review collected by and hosted on G2.com.

I wish that Cloudlex offered a "search by claim number" feature. Review collected by and hosted on G2.com.

Cloudlex is easy to use platform. The phone app is very easy as well. Review collected by and hosted on G2.com.

There are sometimes duplicate points of entry for information. Review collected by and hosted on G2.com.

Terrific customer service! Super fast and caring! They are always updating the platform too to keep up with the latest features. Experts in PI law Firm Needs Review collected by and hosted on G2.com.

There is nothing to dislike about Cloudlex Review collected by and hosted on G2.com.

Intake Manager: Capturing all inquiries, organizing facts and documents

Client Messenger: Our clients are very responsive to this form of communication.

Matter Manager: One place for almost all practice management needs. Review collected by and hosted on G2.com.

Cloudlex email: unable to drag and drop into the email

Settlement accounting: no integration with QuickBooks Review collected by and hosted on G2.com.

Fewer sleepless nights. Everything run smoothly. Clients are cared for appropriately and regularly. Review collected by and hosted on G2.com.

I have not found anything that rises to the level of dislike. Review collected by and hosted on G2.com.

The system is easy to use and has everything you need at your fingertips. Review collected by and hosted on G2.com.

I have not come across any downsides and have been using it since 2016. Review collected by and hosted on G2.com.

I like that I'm able to access my cases anywhere Review collected by and hosted on G2.com.

I dislike that I cannot delete certain folder or rename them Review collected by and hosted on G2.com.

Overall best part of Cloudlex is its ease of use. Review collected by and hosted on G2.com.

Having 2 interfaces for intakes and matters. Review collected by and hosted on G2.com.

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 tool is solid. I appreciate the fact that the tool is native to the system and requires no integration on the part of the user. It is simply part of the system. In general, this is a highlight of Cloudlex. I look forward to development of the tool including additional delivery methods and ability to merge as a PDF, but I suspect that is only a matter of time. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.