CloudLex Reviews

“real-time case tracking win

Pros

Having everything in one system has really tightened up our workflow and made client management much more manageable. CloudLex does an excellent job of bringing communication, document storage and task management together in one place. The real-time updates keep everyone on the same page and being able to quickly check what stage each case is in has saved me hours that used to go toward follow-up emails and constant back-and-forth.

Cons

I wish the notes section had a way to pin important notes or at least organize them into categories. Also on an iPad, you have to use it through a browser because there's no dedicated app which makes it less convenient than it should be.

“fast, user friendly case linking

Pros

Using CloudLex is very easy. The layout is self-explanatory which helps me work as efficiently as possible. Being able to upload documents and connect them to companion cases is a huge plus and it outperforms Lex PI by a long shot.

Cons

There are times when it lags a bit. I'd also like the option to link insurance details and all involved parties to companion cases.

“perfectly tailored for personal injury law

Pros

It is so easy to use and is perfectly designed for personal injury law. Plus the whole process from a client's first call to finalizing a settlement, is smooth and makes perfect sense.

Cons

Well the phone app has room for improvement but the main desktop platform works fantastically. We are sure they will keep making it even better with future updates.

“Makes my daily routine much simpler!!

Pros

My daily routine as a legal assistant has become so much simpler with CloudLex. Juggling countless cases, records, documents and deadlines every week is now effortless to handle. Also the platform is pretty simple and user-friendly which I absolutely adore. My favorite part is how it brings communication, file storage and task lists together in a single, seamless space. I have stopped wasting time switching between different apps to find information as it is all right there, well-organized and ready whenever I need it. Collaborating with my team is also far more efficient now. We are all on the same page with live updates and I can check a cases status in an instant, saving me from sending endless emails. Overall it has genuinely made my work quicker, simpler and far more structured.

Cons

Honestly there is nothing about it that bothers me. As I said before, the software is just so simple and easy to get along with.

“A powerful choice !

Pros

For any personal injury practice that needs a specialized management system, CloudLex is a powerful choice. They are constantly developing new features and offer the best training on every part of the platform. In short it truly acts as a complete, all-in-one document hub for our firm.

Cons

My experience has been completely problem-free, with nothing to complain about. The price might be a bit high for a solo practice but it is a worthwhile investment for any firm that's expanding and needs a powerful system to support that growth.

“Incredibly simple with fast support

Pros

The software is incredibly simple to use. Plus they are always rolling out new updates and tools to help us work smarter and their support team responds super fast. I have even suggested a few ideas for new features and I have seen some of them added to the platform.

Cons

Right now I am really happy with it. I have a good feeling that they will keep innovating and adding more useful features over time.

“Simple to navigate & manage

Pros

I really like how simple the platform is to navigate. Keeping all the documents in order is also not an issue and I find all the various tools very manageable.

Cons

One of my main issue is the inability to connect certain details like insurance information between related cases.

“perfect for organizing client information

Pros

Organizing all our client information is simple with this system. Reaching out to clients is easy too and setting up reminders for critical dates and meetings is no trouble at all.

Cons

It occasionally has minor hiccups and might freeze up for a moment but it always starts working again after just a second or two.

“User friendly with strong organization

Pros

What stood out to me was how user-friendly it was, along with its strong organizational tools. Getting up to speed on it was really easy for the most part.

Cons

Several things make me dissatisfied with this product. Overall it feels like our client manager was not providing good value for the money we spent.

“Cloudlex

Pros

CloudLex is an exceptional law firm case management platform that delivers exactly what it promises. The software is highly intuitive and user-friendly, eliminating guesswork and streamlining daily operations across all areas of practice. One of its most notable strengths is its commitment to continual improvement. The platform is consistently upgraded, ensuring it remains aligned with the evolving needs of law firms. In addition, CloudLex is cost-effective without sacrificing quality, offering significant value compared to other options in the market. Customer support is outstanding—responses are consistently prompt, professional, and solution-oriented. Training resources are equally impressive, with knowledgeable representatives and comprehensive instructional videos that make onboarding seamless for attorneys and staff alike. Exporting files and information is straightforward and efficient, further enhancing productivity. Overall, CloudLex stands out as a reliable, efficient, and forward-thinking solution for law firms seeking comprehensive case management software.

Cons

None

“Simple to operate for our firm

Pros

We love the different tools available and how they keep track of all our data. The system is very simple to operate and helps our entire firm manage all our clients and cases effectively. A big thank you to our account manager for always being so responsive.

Cons

There is very little to complain about. We sometimes notice a short lag when data is syncing but support was incredibly helpful when we reached out to them about it.

“User friendly for injury law

Pros

This platform is user friendly, easy to use and built specifically for personal injury law. The support team is great too as they always respond quickly and are happy to guide us through any problem or new update. The client reminder feature has been especially great for tracking their appointments.

Cons

The template builder could be improved with a few adjustments but the team is always quick to fix any problems we run into.

“Amazingly responsive customer service team

Pros

Their customer service team is amazingly responsive, they are both extremely helpful and know the product inside and out. Plus they provide very quick solutions and are always ready to hop on a Zoom call to walk us through a process or fix an issue.

Cons

According to me the task feature needs an update to display the assigned persons name or initials right next to the priority label like P1 on the left side. As this would save us from clicking into every single task to see who is responsible. Also we should be able to choose which folder an attached file goes into when we add it to a note, task or calendar event.

“quick and user friendly staff training

Pros

Thanks to my account manager and the fact that the software is so user friendly, it takes very little time to train new staff members.

Cons

The integrated APIs are a bit limited but our representative assured us that this is something the development team is actively working on.

“Dedicated to getting better always

Pros

One of CloudLex's biggest advantages is its dedication to getting better all the time. The system is regularly improved to meet the changing demands of law firms. It is also a great value, offering high quality without the high cost you see with other software. Exporting any data or files is a quick and simple process which really helps us stay productive. Also it is a dependable, efficient and modern solution for any firm that needs a full-featured case management system.

Cons

I noticed that the Dropbox integration sometimes results in duplicate files being made. But you can easily avoid this issue by double-checking that the matter name is accurate from the start, so it does not need to be changed later.

“Convenient but needs tool upgrades

Pros

Getting into the program is really convenient and the support team is great at addressing our tickets. I also find it helpful that we can copy or move documents between different cases.

Cons

Many tools like the PDF editor, texting, LexSign, QuickBooks link and E-Fax, need upgrades or do not exist yet. Also it is frustrating having to enter the same details across different tabs instead of having them consolidated. The process of downloading a file just to re-upload it wastes a lot of time and we'd love the option to create and customize our own templates.

“POWERFUL TOOLS!

Pros

It is pretty simple to use but still has all the powerful tools a full-service personal injury firm needs. Moreover it is excellent for creating templates, texting clients, tracking critical deadlines and making our entire office run more smoothly.

Cons

My review is on hold until the A.I. features are added. Other than that the product is fantastic with no real issues. The status and sub-state options felt a bit excessive but it is great that you can now hide the ones you do not need.

“great interface with constant updates

Pros

The interface is simple and easy to navigate. I also like that they are constantly updating the software to help us work more efficiently.

Cons

One improvement on my wishlist is for the platform to let me view very large files directly in the browser instead of forcing me to download them first.

“User friendly tool

Pros

My favorite thing is how user-friendly CloudLex is as anyone who can use a smartphone app can pick it up quickly and since it is cloud-based, I can get to my files from any device at any time which makes my job so much more flexible.

Cons

The biggest frustrations were the inadequate training and unhelpful support, which made it difficult to learn the software and fit it into our daily routine. Also using an iPad is a hassle because you have to use a browser with no dedicated app. The notes section is also too basic as you cannot recover deleted notes or sort them properly and having to download documents to edit them is a major downside.

“Amazing and responsive customer service

Pros

The customer service is amazing. They get back to us right away and have always been able to answer our questions. They also really listen to our suggestions for how to tailor the software to our firms needs.

Cons

Since we handle some legal work outside of Personal Injury, we have had to build our own categories and methods for entering that data. It does the job though because it keeps every single one of our cases together in one system.

“Excellent and detailed platform explanation

Pros

Their representative was excellent with our entire team and gave a very detailed explanation of the platform. I also like being able to upload and access documents easily and I love that it links with our email and Word.

Cons

I am still getting the hang of where to find the financial figures for a case like the total medical bills or other costs, in a simple and easy-to-read format.

“user friendly navigation

Pros

What I like is that CloudLex is simple and user friendly. You do not have to jump through hoops to find the specific information you need within a case file.

Cons

A feature I feel is missing from the notes section is the ability to pin important ones to the top or at least sort them into different folders or categories.

“The workflow is so smooth

Pros

The interface is very user friendly and the tools for managing cases are top-notch. Plus it really helps streamline our entire workflow.

Cons

I noticed that the pages can take a moment to load sometimes but it is never a serious problem.

“Essential workflows for every case

Pros

It is tough to pick just one feature but I'd have to go with the Workflows, they let us automate our standard processes for every case which is essential for keeping everything on schedule in our fast-paced environment.

Cons

For the calendar, you can copy events but it would be a huge help if we could set them to automatically repeat on a schedule.

“Saves and sends emails directly

Pros

My favorite part is how Cloudlex lets you save emails directly within the platform and also send new ones from there including attaching documents. This makes it simple to keep a perfect record of all our work and my staff loves this feature. Plus having a dedicated account rep for training and questions is a huge bonus. So I would definitely recommend it.

Cons

The programs color scheme of dark blue and grey is a bit dull for my taste but that's a very minor complaint.

“A game changer for document storage

Pros

Having every document stored in a single location is a game-changer. Also customer service responds quickly, the system is easy to view and navigate and the custom reports are the best for our admin team to make sure every case is progressing as it should.

Cons

Moving all our data over took a little longer than we thought it would but the final result was definitely worth the wait

“Best choice for Personal Injury Firms

Pros

We've been using CloudLex for several years now, and honestly, we couldn't function without it. Since we manage a high-volume practice, keeping our clients in the loop and ensuring their cases progress smoothly is crucial. CloudLex enables us to maintain excellent communication with clients, track deadlines effectively, and have everything we need for each file in one place. What I appreciate most is how simple the platform is. Our team doesn't waste time trying to figure out settings or customizations, it's flexible and lets them focus on their work. The support we receive from CloudLex has been exceptional. Anytime we need assistance, whether through email or phone, the help is readily available. That's a rarity nowadays, so we're really grateful for CloudLex!

Cons

The product continues to improve each month. They've been very receptive to feedback and suggestions, which I really appreciate.

“Good for Case Management Excellence

Pros

My experience with CloudLex's client experience managers has been nothing but positive. Whenever I've needed to understand or learn new applications, they've been incredibly helpful. They're always quick to respond, highly knowledgeable, and willing to take the time to understand our specific needs before suggesting solutions.

Cons

As a CPA, I was initially intrigued by Cloudlex's potential integration with our financial software. The goal was to avoid duplicating case expenses in both QuickBooks and Cloudlex. However, I found it somewhat challenging to achieve this efficiently due to the specific expense approval processes we have. I plan to revisit the app as our company expands to see if there's a way to align it with our needs.

“Best for small firms

Pros

I'm a big fan of the texting feature, it makes reaching out to clients extremely convenient. The mobile app is another great aspect since it allows me to access files and communicate with clients easily when I'm on the go.

Cons

Some of the required fields were overly complex, and a significant amount of data had to be manually entered when much of the information could have been pre-populated from previous sections.

“Fairly easy to use

Pros

CloudLex is incredibly simple to use and packed with features. It's definitely an all-around excellent case management software.

Cons

I don't have any complaints. Their team is always responsive and helpful.

“CloudLex has premium features small Personal Injury Firms

Pros

What made CloudLex stand out for me is that it's the only case management solution tailored for smaller personal injury firms, while still offering the features you'd expect from larger platforms. I also appreciate their personalized customer service. They have a huge library of online tutorials, plus the option for one-on-one assistance, which I find incredibly useful. Their app is also a tool I use regularly.

Cons

My main problems tend to arise with compatibility issues related to Mac-specific programs like iCal.

“Everything about CloudLex is impressive

Pros

The CloudLex team is so good to work. I faced no problems with the software due to its ease of use, user-friendly interface, and overall workflow.

Cons

I haven't faced any problems so far. Everything either works or gets fixed promptly.

“A must have product for every Practitioner!

Pros

I find CloudLex to be very smmoth and packed with useful features, from app integration to calendar management.

Cons

I honestly can't come up with any negatives when it comes to Cloudlex.

“Outstanding customer support!

Pros

CloudLex has allowed my staff to bring all our cases into one integrated system. It's significantly cut down the time it takes us to complete various tasks. I highly recommend it.

Cons

There's nothing about Cloudlex that I dislike.

“Opting for CloudLex was a great decision!

Pros

I love how well this product handles case management. Overall, the system is incredibly easy to use, even though the amount of data you can input can feel overwhelming. The reporting capabilities are outstanding, and once you understand Tasks and Events, they become real time savers. I think the system as a whole is fantastic, and I'm looking forward to seeing how my team feels about it after using it for a year. The customer service is excellent.

Cons

Transitioning to a new system was quite a hurdle for our firm. We have staff members who've been with us for over a decade and others who are relatively new. Naturally, switching systems posed a challenge for everyone, as we've all been used to doing things a certain way for years. Migrating our current cases was particularly difficult due to the volume of files we had in our old system. The Cloudlex team did their best, but unfortunately, not all of our cases were transferred by our go-live date. I feel like my communication with the Cloudlex rep on the migration side was a bit lacking. If we had more interactions, I believe we could have addressed these migration issues before the go-live, making the transition smoother for both my team and myself as the project lead.

“CloudLex is our trusted partner for 3 years!

Pros

We've been using CloudLex for three years now. When I first started my practice, I wanted something that was innovative but also easy for my team and me to adopt. Since then, we've added more paralegals and staff, and they've all adapted to the platform smmothly. It gives me a clear, comprehensive view of my practice and helps me manage cases efficiently. I couldn't be more satisfied with the choice we made. Thank you, CloudLex!

Cons

So far, we haven't encountered any issues!

“Getting better and comes with exceptional customer support

Pros

This software is perfect for personal injury attorneys. It has everything needed to manage cases for your team from start to finish. The customer support is also exceptional.

Cons

The software would greatly improve if it offered a wider range of integration options with other programs.

“Simply amazing! I Highly Recommend it..

Pros

It's incredibly easy to use, and designed specifically for personal injury law.

Cons

I think the software could use more automation for data entry and templates, and better integration or customization with third-party applications.

“Customization limitations

Pros

Setting up the system was very easy, and overall, it's simple to use. However, I did have to duplicate a few things.

Cons

We couldn't customize the software to fit our office's needs, which led to duplicated work.

“Transition was smooth

Pros

The product is extremely simple to use. Transitioning from our old case management system was smooth and it was done outside business hours, so we didn't experience any interruptions.

Cons

Reporting parameters have much room for improvements also the Cloudlex support team is always available to assist and generate specific reports when requested. From what I understand, Cloudlex is already working on improving the reporting features.

“Everything about CloudLex is top-notch

Pros

The document management features are excellent. The reports that are specifically designed to personal injury metrics are incredibly helpful. I would love to see more custom fields developed, though!

Cons

It's not that there's anything we dislike, but we are waiting for something, specifically, Clean Calendar Rules integration with personal Outlook calendar sync, hopefully by 2022!

“Super simple to operate!

Pros

The software is very easy to work with. You can upload documents without any hassle and neatly organize them into folders.

Cons

I frequently get logged out and I wish that using the back button would take me directly to the previous screen instead of the home page.

“Works perfectly on all devices

Pros

It's easy to use, works without any intruption across all my devices. I think its a perfect tool for managing documents and deadlines.

Cons

I'd like it if the intake section had the same tab options as the matters section.

“Could benefit from additional features

Pros

It's great for managing my personal injury practice.

Cons

The messaging feature between employees could definitely use some updates. While it serves its basic purpose, I feel it lacks certain features that would make internal communication more efficient and organized.

“Swift and reliable

Pros

CloudLex is fast, cloud-based, and integrates smoothly with Microsoft 365. Saving documents and emails is very easy.

Cons

The software is very well-suited for personal injury firms but it's not very efficient for handling our workers' compensation cases.

“Easy to understand!

Pros

The platform is easy to learn. We were up and running on the first day. We could easily manage and assign tasks while also tracking them. I also admire the notes that are very simple to access and use as well.

Cons

There is no instant messaging between users, and there's no QuickBooks integration.

“Perfect for small firms

Pros

What I like most is that everything is cloud-based, making it easy to access from the phone app. It also integrates well with Word documents.

Cons

The file capacity is a bit low for us, but we've managed to use their archiver product to remove closed files from our matters.

“Secure and reliable

Pros

CloudLex is incredibly dependable and simple to use. Within just five minutes of logging in for the first time, our secretaries were already getting things done with ease. The seamless Dropbox integration allows our attorneys to access their trial delivery software effortlessly. This is by far the most efficient and effective software we've ever used.

Cons

I have not come across any aspects of the software that we find problematic or unsatisfactory.

“Exceeds the expectations

Pros

We were facing significant challenges with another provider, so a colleague from a neighboring jurisdiction suggested I try CloudLex. Interestingly, they had moved from the same vendor as we did. The transition to CloudLex has been smooth, the software works as advertised, and the service has been miles better than what I was used to. Fantastic product, excellent service.

Cons

We haven't find any issues yet, but that doesn't mean the software is perfect, we just haven't had any problems.

“Faultless product

Pros

The software is very flexible and made specifically for Plaintiff's Personal Injury practices.

Cons

The layout of the software matches exactly what I would've designed if I had created it myself. There's very little, if anything, that I would change.