Intake Manager Clients are the lifeblood of any successful PI firm—but without a proper intake process in place, leads can be hard to track and easy to lose. CloudLex’s Intake Manager fixes that—it provides you with an effective process to attain and manage prospective clients so you can boost your firm’s revenue and your client’s satisfaction. And because Intake Manager is part of CloudLex’s robust legal cloud platform, the transition from potential lead to current client is seamless. Learn More

Client Messenger With Client Messenger you can efficiently communicate with your clients and contacts from the convenience of CloudLex, instead of your personal cell. Send and receive texts⸺pics, videos, and documents too⸺in our centralized and secure platform for quick access to vital case info during your conversations and easy retrieval after. Learn More

Referral Engine Referral Engine allows you to grow your national footprint through a collaborative network of plaintiff attorneys. Refer out matters, take on matters, and track your matters securely without ever leaving the app. Learn More

Microsoft Office Online® Make changes to your Word, PowerPoint, and Excel documents, without leaving the Legal Cloud®. All updates are reflected immediately, across all platforms and devices, leading to increased collaboration. Learn More

Digital Archiver Eliminate the need for physical storage and house all information related to your closed cases (even digital correspondence) in the cloud. Archived cases are kept secure and can be accessed (or added to) at any time. Learn More

Referral Exchange Free to join and open to all, the Referral Exchange helps personal injury attorneys to effortlessly market themselves and grow a national footprint without ever having to leave the couch. Learn More

Word Connector Whether you’re on a plane or in a courthouse lobby, you’re not always going to have access to that coveted Wi-Fi signal-that’s where CloudLex’s Office Connector comes in. Once downloaded, Office Connector shows up as a tab in Word, enabling you to work offline just as if you were in the CloudLex® platform. Users can access files, make changes, create new documents, and save everything directly to CloudLex®, sparing your firm from hours of re-drafting, re-editing, and re-uploading. Learn More

Email Connector Emails can be easy to send, but hard to share. Multiple users and multiple inboxes make for multiple opportunities to miss important case information. Email Connector aims to fix that. Once downloaded, users can seamlessly transfer any emails they receive in Outlook or Gmail (including attachments) right to a matter’s “Notes” tab in CloudLex—ensuring they live on alongside other vital case information in a single, centralized location that all team members can access. Learn More