CloudLex

CloudLex is a legal case management platform designed specifically for plaintiff personal injury law firms. It is powered by Lexee, an AI engine developed to support personal injury practices throughout the case lifecycle, from intake to settlement. CloudLex provides tools aimed at streamlining case management, enhancing productivity, and supporting scalable firm operations.

Key features include:

Lexee – AI Assistant for Personal Injury Law
Lexee is CloudLex’s integrated AI assistant, developed specifically for personal injury law firms. It offers conversational support and real-time responsiveness to help legal professionals work more efficiently while maintaining ethical standards and control.

RecordXtract – Medical Records Management
Powered by Lexvia, RecordXtract facilitates the retrieval and management of medical records within the platform, reducing reliance on multiple external vendors.

Matter Manager – Centralized Case Oversight
Matter Manager serves as a centralized workspace where case-related documents, calendars, medical records, tasks, and communications are organized for improved visibility and management.

Intake Manager – Lead Management
Intake Manager assists in capturing, tracking, and qualifying new client leads, with tools to streamline conversion from prospective clients to active cases.

Microsoft 365 and App Integrations
CloudLex integrates with Microsoft 365, Google Drive, and other applications, enabling firms to collaborate and work within familiar productivity tools.

Referral Engine – Secure Case Referrals
This feature allows firms to send and receive case referrals through a secure, HIPAA-compliant platform, providing traceability throughout the referral process.

Document Automation and Management
Tools for document creation, storage, and sharing are included, featuring memo templates, categorized folders, and case-linked file access for streamlined collaboration.

Settlement Calculator – Financial Management
The settlement calculator simplifies the tracking of demands, evaluation of offers, and calculation of final settlements, with automated attorney fee calculations based on customizable rules.

Uber Mobility Integration – Transportation Management
CloudLex’s partnership with Uber allows firms to schedule and track transportation for clients and staff directly within the platform, with automated recordkeeping linked to individual matters.