CloudLex Reviews

“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.