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CloudLex

By CloudLex

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CloudLex Reviews & Product Details

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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 (34)

Reviews

CloudLex Reviews (34)

4.7
34 reviews

Pros & Cons

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CC
Small-Business (50 or fewer emp.)
"Great software that helps track anything I need to!"
What do you like best about CloudLex?

One of the things I like about it the most is it is cloud-based and very easy to use. Anybody that has ever downloaded an app on their phone can use CloudLex. It's incredibly user-friendly. The training on CloudLex for a new employee takes about 30 minutes to an hour because it's tailored for personal injury law. This is one of my favorite things about it. Review collected by and hosted on G2.com.

What do you dislike about CloudLex?

Not much to dislike. We have been using CloudLex since they were pretty new, and here we are six years later still using the firm management software with no intention of ever moving. Review collected by and hosted on G2.com.

Verified User in Legal Services
UL
Small-Business (50 or fewer emp.)
"Helpful customer service"
What do you like best about CloudLex?

Cloudlex is better adapted for plaintiff-side practice than other platforms I have tried Review collected by and hosted on G2.com.

What do you dislike about CloudLex?

Clunky interface has difficult sync with some other systems, won't save a file to Cloudlex unless it's already saved on the computer Review collected by and hosted on G2.com.

RL
Attorney
Small-Business (50 or fewer emp.)
"Cloud Lex has been Great!"
What do you like best about CloudLex?

Quick access to critical data from anywhere (via the app) has been beneficial. Also, quick reports on cases are very valuable. Having the ability to see how many cases are active and who in our firm is working on them is valuable. Also, communicating with our clients through the messaging app has been great. Review collected by and hosted on G2.com.

What do you dislike about CloudLex?

Although it does not fully integrate with our Quickbooks, it does integrate well with the Quickbooks "Online Version"...I'm told there are some changes in the mix that will make it work well with the original Quickbooks. So, while I may dislike something, I love how responsive CloudLex is at taking customer feedback and working towards real solutions that improve the overall product. Review collected by and hosted on G2.com.

Steven S.
SS
Owner
Small-Business (50 or fewer emp.)
"Great software for the Personal Injury Law Firm"
What do you like best about CloudLex?

Cloudlex is built for the personal injury law firm. It allows you to put all of your client's case information, documents, events. medical records, photographs, emails, text messages, and contact information in one place. Cloudlex also is fully integrated with Dropbox, Microsoft Word & Outlook, and Google and works seamlessly with all of them, including their calendars. On top of all of the features, Cloudlex is totally in the Cloud and has Apps for the iPhone, iPad, and Android. Cloudlex is therefore totally accessible anywhere. Cloudlex also has a great intake section where you can keep track of all of your intakes including where they came from. Review collected by and hosted on G2.com.

What do you dislike about CloudLex?

Nothing. Cloudlex recently started a help page with videos and instructions that should answer most questions. Review collected by and hosted on G2.com.

Verified User in Law Practice
UL
Small-Business (50 or fewer emp.)
"Outstanding product"
What do you like best about CloudLex?

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.

What do you dislike about CloudLex?

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.

Jim M.
JM
Litigation and Trial Attorney
Small-Business (50 or fewer emp.)
"I recommend CloudLex"
What do you like best about CloudLex?

The thing I like most about CloudLex is that it is secure and cloud-based, which allows me to work from anywhere there is a good internet connection. The platform lets you have an entire case (indeed your entire office) in one place and is accessible anytime, anywhere. Equally important is customer service, which has been great over the many years I have been a customer/user. Review collected by and hosted on G2.com.

What do you dislike about CloudLex?

If CloudLex could have pre-populated tasks/events specific to Connecticut practice, a CRM tool, and an ability to have a secure cloud-based portal for creating and storing documents (other than in Cloudlex) it would be unbeatable. Review collected by and hosted on G2.com.

Verified User in Law Practice
AL
Small-Business (50 or fewer emp.)
"Lip Service only; Satisfaction NOT Guaranteed"
What do you like best about CloudLex?

Sounded great in the sales talk. If they could have delivered on their promises, it would have been excellent. Review collected by and hosted on G2.com.

What do you dislike about CloudLex?

Very poor training/support. I inquired about integration and was blown smoke by sales about how smooth sailing that would be. But training was, 'look at our site. See what the buttons can do'; all things anyone can figure out. There was ZERO instruction or recommendation about how to integrate teh software into daily practice for staff or attorneys, a fatal flaw Review collected by and hosted on G2.com.

Response from CloudLex Customer Success of CloudLex

Hi,

Thank you for sharing your feedback. We are sorry that you feel you had a less than 5-star experience with our support and onboarding. We pride ourselves on ensuring our clients are set up for success and understand that additional training is sometimes needed. Please contact us directly at csx@cloudlex.com, so we can schedule a call to discuss your concerns. We value your business and look forward to ensuring your team can utilize CloudLex to its fullest potential.

Verified User in Law Practice
AL
Small-Business (50 or fewer emp.)
"Cloudlex is a powerful program if used to its potential"
What do you like best about CloudLex?

Very user friendly. Easier to use than other legal programs and has more organizational qualities. Very easy to set up tasks. Review collected by and hosted on G2.com.

What do you dislike about CloudLex?

Not knowing its full potential. It would be nice if the company provided an on-line learning webinar. Review collected by and hosted on G2.com.

Brian C. P.
BP
Founder and Chief Legal Counsel
Small-Business (50 or fewer emp.)
"CloudLex is an amazing product which has allowed us to seemlessly work from anywhere."
What do you like best about CloudLex?

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.

What do you dislike about CloudLex?

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.

AF
Attorney - Partner
Small-Business (50 or fewer emp.)
"Great product for personal injury lawyers. Highly recommend."
What do you like best about CloudLex?

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

What do you dislike about CloudLex?

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

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CloudLex Features
Reporting
Dashboard
Cloud
Document Management
Calendar Integration
Workflow