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CloudLex partners with plaintiff personal injury law firms and provides them with the cutting-edge technology, actionable insights and expertise to build, manage and grow their practice.
Corporate and tax law firms
I have reviewed many options for cloud based PI software, and I strongly believe that Cloudlex is the best option out there. Great support team, easy to set up, and affordable.
The software is strongly geared to personal injury firms. Not as intuitive for our workers’ compensation cases.
Cloudlex: great software, amazing customer service, best case management platform hands down.
At first some features were limited. I had access to more features with the other programs.
The ability to have custom templates has increased our productivity and all team members agree that this system has been a huge improvement.
The objective, of course, would be to avoid dual entry of case expenses in both Quickbooks (for example) and Cloudlex.
While there's always room for enhancement, CloudLex's dedication to continuous improvement and responsiveness to feedback has consistently impressed me.
As you can imagine, switching presented challenged for all, especially since we've all been doing it a particular way for all of our careers.
Its easy to use, the closing books/minute books look amazing and its easy to send them out to the clients. The signing from our clients is easy and straightforward for them to use as well.
There is no tracking system to indicate when you notified parties that they have documents to sign and thereafter you need to set up a separate limitation in Outlook or your own diary.
Has been excellent, I have used in many transactions since we got it in December and have had only positive experiences. The staff are very happy with it as well.
The only thing i don't like, is that we don't have the option to abandon or delete a project, without contacting support.
The ease of obtaining the signatures of clients, the ease of uploading documents, the ease of accessing the documents.
Was slightly confusing at first setting up the permissions for clients to sign. Would send invitations without realizing permission wasn't granted to access the documents.
I love the organized layout, and how user friendly it is to navigate.
The most aggravating aspects of my transactional practice have been eliminated.
CloudLex
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