Freedom251 › Legal Calendar Software
CloudLex
by CloudLex
What CloudLex is
CloudLex is personal injury practice management software for plaintiff law firms, connecting workflows from client intake through settlement. It combines matter management, document collaboration, calendaring, client communication, medical-record tracking, settlement management, analytics, time tracking, billing, and payments. Lexee AI supports demand drafting, medical summaries and timelines, lead intake, and questions about case files. Client intake, client portals, and document automation are included. CloudLex runs on the web and offers iOS and Android apps for matters, contacts, tasks, events, and document uploads. Listed integrations include Microsoft 365, QuickBooks Online, DocuSign, Adobe Sign, Google Workspace, Dropbox, and RingCentral. The Microsoft Azure-hosted platform uses 256-bit encryption and SSL, with role-based permissions and matter-level audit logs. CloudLex says it complies with HIPAA, IRS, and AICPA standards and has no fixed limits on users, cases, or storage. Pricing is available on request, with no free plan.
Who it suits
CloudLex is designed exclusively for plaintiff personal injury law firms. It suits firms wanting intake, case management, settlement, client communication, and mobile access in one platform.
What it does well
- Covers intake through settlement workflows
- Lexee AI supports drafting and medical summaries
- Web, iOS, and Android access
- Role-based permissions and matter audit logs
- Includes onboarding and business-hours support
What to know first
- Pricing is available only on request
- No free plan
- Full-text PDF search is still rolling out
- OCR is manual
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Professional | Matter management · contacts and communications · expense and task management · information and document management | On request |
| Enterprise | Everything in Professional and Advanced · lead and intake management · QuickBooks Online expense integration · AI-powered fuzzy search · collaboration · archival management | On request |
| Advanced | Everything in Professional · matter, calendar, and task reporting · lead management · website forms API integration | On request |
As cloudlex.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
CloudLex provides a broad personal injury practice system with mobile apps, AI assistance, integrations, and documented access controls. Firms should confirm pricing and whether the current document-search rollout meets their needs.
Facts from CloudLex's own pages
- Access controls
- The platform provides role-based permissions and matter-level audit logs for activity such as emails, events, uploads, and signatures. · cloudlex.com, 11 Oct 2026
- AI
- Built-in Lexee AI supports demand drafting, medical summaries and timelines, lead intake, and questions about case files. · cloudlex.com, 11 Oct 2026
- Audience
- CloudLex describes its platform as built exclusively for plaintiff personal injury law firms. · cloudlex.com, 11 Oct 2026
- Billing and payments
- Yes · cloudlex.com, 21 Sept 2026
- Client intake
- Yes · cloudlex.com, 21 Sept 2026
- Client portal
- Yes · cloudlex.com, 21 Sept 2026
- Company
- CloudLex says it was built by technology professionals and personal injury attorneys, and names Dev Shrotri as founder and CEO. · cloudlex.com, 11 Oct 2026
- Core features
- The platform includes matter management, document collaboration, calendaring, client communication, medical-record tracking, settlement management, and analytics. · cloudlex.com, 11 Oct 2026
- Document automation
- Yes · cloudlex.com, 21 Sept 2026
- Document search limit
- The FAQ says OCR is manual and full-text search across PDFs is being rolled out. · cloudlex.com, 11 Oct 2026
- Founded
- 2015 · cloudlex.com, 28 Sept 2026
- Headquarters
- New York City, New York, United States · cloudlex.com, 28 Sept 2026
- Integrations
- CloudLex lists integrations including Microsoft 365, QuickBooks Online, DocuSign, Adobe Sign, Google Workspace, Dropbox, and RingCentral. · cloudlex.com, 11 Oct 2026
- Mobile
- CloudLex offers iOS and Android apps, with mobile access to matters, contacts, tasks, events, and document uploads. · cloudlex.com, 11 Oct 2026
- Mobile apps
- Yes · cloudlex.com, 21 Sept 2026
- Purpose
- CloudLex is personal injury practice management software that connects firm workflows from intake through settlement. · cloudlex.com, 11 Oct 2026
- Scale
- CloudLex says it has no fixed limits on users, cases, or storage. · cloudlex.com, 11 Oct 2026
- Security
- CloudLex says its Microsoft Azure-hosted platform uses 256-bit encryption and SSL and complies with HIPAA, IRS, and AICPA standards. · cloudlex.com, 11 Oct 2026
- Support
- CloudLex says subscriptions include customer success support by live chat, email, and phone during business hours, plus onboarding and training. · cloudlex.com, 11 Oct 2026
- Time tracking
- Yes · cloudlex.com, 21 Sept 2026
Where CloudLex stands on Freedom251
- Legal Calendar Software#9 of 29
- Legal Practice Management Software#55 of 140