# Page 2 | CloudLex Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is CloudLex the right Legal Case Management solution for you? Explore 76 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/165422/CloudLex/reviews

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CloudLex

4.8 (76)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 2 - Reviews of CloudLex

## Showing most helpful reviews

Showing 26-50 of 76 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Erika V G.  
Attorney - Founder  
Law Practice  
Used the software for: 2+ years

### "User-Friendly and Built for PI Attorneys"

October 31, 2025

5.0

We love CloudLex. We have been users of CloudLex since 2020. It’s streamlined our entire personal injury practice and made case management so much more efficient. CloudLex has been a game changer for our firm. We love how intuitive it is and how every feature is tailored to personal injury work.

Pros

Extremely user-friendly and built specifically for personal injury firms, everything from intake to settlement is streamlined and intuitive.

Cons

The mobile app could be a bit more robust, but the desktop version is excellent and we’re confident continued improvements are on the way.

Alternatives considered

[Clio](https://www.capterra.com/p/105428/Clio/)

Reason for choosing CloudLex

Personal injury law specific. and user friendly

Switched from

[Clio](https://www.capterra.com/p/105428/Clio/)

too complicated not personal injury law specific

Review Source

Response from CloudLex

November 11, 2025

Hi Erika, Thank you for sharing your experience! We’re so glad to know CloudLex has helped simplify and strengthen your personal injury practice. We appreciate your feedback on our mobile apps and are actively enhancing them to deliver the same powerful CloudLex experience on the go. Your trust and support mean a lot to us, and we’re excited to continue providing features that make managing your cases even easier.

FH

Fausto H.  
Director Of Operations  
Law Practice  
Used the software for: 2+ years

### "Cloudlex and my exp. thus far."

September 25, 2025

5.0

Overall cloudlex is a very good product. Having a coding background I would like to see more seamlessness between the tabs.

Pros

I like how responsive their customer service is. \[sensitive content hidden\] are very knowledgeable. The turnaround time is very swift. They are always eager to get on a zoom call to further explain the process and troubleshoot any issues.

Cons

I would like to see an update on the task feature to show the name of the person who is assigned to the task or the initials right next to the area where it shows P1 etc. on the left hand side of the screen. This will help with knowing who is assigned to the task so that we don't have to click on every task to see who it belongs to. I would also like to be able to select what folder files go into when added as attachment on notes, task, and event tabs.

Review Source

Response from CloudLex

October 6, 2025

Thank you, Fausto, for your review! Your words are encouraging and help us continue delivering the best experience for our users. On your feedback: Task assignments: You can already see who a task is assigned to by hovering over the small user icon on the right side of each task. Attachments: Any files added through notes, tasks, or events are automatically stored in the “Miscellaneous” folder, so they’re always easy to find. However, our team will still get in touch with you to walk through this in detail. We truly value your suggestions and are glad to have you as part of CloudLex!

MB

May B.  
Settlement Manager  
Law Practice  
Used the software for: 2+ years

### "The Ultimate Tool for Law Firm Management"

October 29, 2025

5.0

Pros

I love CloudLex! It provides incredible value for money and is very easy to use. The app is detailed and user-friendly, making task management, document management, and team collaboration seamless. It keeps our firm organized, saves time, and makes handling cases much more efficient. Everything we need is in one place, and the integrations with Outlook, Gmail, and Word make it even more convenient. It’s clear that CloudLex was built with law firms in mind, and it has made a huge difference in our day-to-day operations.

Cons

Honestly, I don’t have any major complaints. The only minor challenge is that because CloudLex is very detailed, it takes some time and practice to get fully familiar with all the features. Exploring the app and using it regularly helps, and nothing is impossible to learn. Overall, the learning curve is completely worth it for the amount of efficiency, organization, and functionality it provides.

Review Source

Response from CloudLex

December 9, 2025

Hi May, Thank you for sharing your experience with CloudLex. We’re glad to hear that features like task management, document management, and collaboration are helping your firm stay organized and efficient. Your note is a great reminder that exploring the platform unlocks even more value over time. Thank you again for your feedback and for being part of the CloudLex community.

LE

Lorna E.  
Legal Administrator  
Law Practice  
Used the software for: 2+ years

### "Firm Administrator"

September 16, 2025

5.0

CloudLex is an outstanding law firm case management platform that truly delivers on its promises. The software is intuitive and user-friendly, eliminating guesswork while streamlining daily operations across all areas of practice.

Pros

A key strength of CloudLex is its commitment to continual improvement. The platform is consistently updated to stay aligned with the evolving needs of law firms. It’s also cost-effective without compromising quality, providing excellent value compared to other options on the market. Exporting files and information is a straightforward and efficient process, further enhancing productivity. CloudLex is a reliable, efficient, and forward-thinking solution for law firms in need of comprehensive case management software.

Cons

Duplicate files are sometimes created with the Dropbox add-in. The problem can be easily alleviated by ensuring the matter name is correct during the migration process and does not require editing.

Alternatives considered

[Litify](https://www.capterra.com/p/160393/Litify/)[Clio](https://www.capterra.com/p/105428/Clio/)

Reason for choosing CloudLex

Cloudlex was straightforward and easy to use, with no guesswork. The options were endless, and the training and onboarding were easy as it seemed CloudLex had thought of everything before we could ask.

Switched from

[PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)

Difficult to use and not the proper software for the firm.

Review Source

Response from CloudLex

September 23, 2025

Hi Lorna, Thank you for your thoughtful review. We’re glad CloudLex has proven to be a reliable and intuitive solution for your firm and that our regular updates continue to provide value. Your feedback helps us stay focused and motivated.

MA

Melanie A.  
Paralegal  
Legal Services  
Used the software for: 2+ years

### "My top recommendation. "

November 14, 2025

5.0

Great. I recommend it to every law office. Not only is it reliable but has everything we need in one site, but the customer service is also quick and efficient.

Pros

Easy and stream-less platform to use. It’s self explanatory, making my work to be the most efficient as possible. I love being able to upload documents and have it link to companion cases. Beats lex PI any day.

Cons

Sometimes it lags. It would be nice if I could link insurance information and all parties to companion cases.

Review Source

Response from CloudLex

November 21, 2025

Thank you so much, Melanie, for sharing your positive experience with CloudLex! We’re thrilled to hear that the platform provides an easy and seamless personal injury case management experience. We also appreciate your highlighting the value of uploading and linking documents to companion cases. Thank you as well for sharing your insights, and we welcome your suggestions as we continue improving the platform. We’re glad to be your reliable, all-in-one solution, and we’re happy to hear our customer service continues to meet your needs. Thank you again for your recommendation!

ACM

Alba Clarisa M.  
Legal Assitant  
Law Practice  
Used the software for: 1-2 years

### "AMAZING FRIENDLY system for PI Cases "

October 21, 2025

5.0

Pros

CloudLex has truly simplified my daily workflow. As a legal assitant, I handle dozens of cases, records and other type of documents, and deadlines every week, and CloudLex makes it all so easy to manage. The platform is incredibly user-friendly(which i LOVE) and intuitive. What I love most is how seamlessly CloudLex integrates communication, document storage, and task management all in one place. I no longer have to jump between multiple programs to find what I need, it’s all there, clearly labeled and accessible anytime. It has also made team collaboration so much smoother. Everyone stays updated in real time, and I can easily see what stage each case is in, which saves me hours of follow-up emails and confusion. Overall, CloudLex has made my job faster, easier, and more organized. I highly recommend it to any law firm looking for an efficient and reliable case management system that actually understands how legal teams work.

Cons

So far there is nothing i dislike about it, like i mentioned above, its a very friendly/easy to use software

Review Source

Response from CloudLex

November 3, 2025

Hi Alba, Thanks for sharing your experience! It’s great to know CloudLex is simplifying communication, document storage, task tracking, team collaboration, and more—all while helping your firm stay efficient from a unified platform built for personal injury law firms in the U.S.

Eitan M.  
Managing Partner  
Legal Services  
Used the software for: 2+ years

### "Excellent software, easy to use and with great customer manager \[sensitive content hidden\]"

September 18, 2025

5.0

....................................Excellent.

Pros

\[sensitive content hidden\] my account manager, easy to use, intuitive software which reduces the training time for new employees

Cons

Integrated APIs - but \[sensitive content hidden\] explained they are working on it.

Alternatives considered

[Filevine](https://www.capterra.com/p/140815/Filevine/)

Reason for choosing CloudLex

........................................

Review Source

Response from CloudLex

October 1, 2025

Thank you, Eitan, for your 5-star review! We’re glad you find CloudLex intuitive and easy to use, and your words encourage us to keep improving. Your feedback is always appreciated.

CI

Chelsee I.  
Employee of Battle Born Injury Lawyers  
Law Practice  
Used the software for: 1-2 years

### "CloudLex Review"

July 2, 2025

3.0

Its a working progress and we are willing to assist in feedback as best as we can, based on how our law firm utilizes the system.

Pros

Accessibility to the program itself is convenient; support team's attention to ticket items; copying/moving of documents from one case to another;

Cons

\-Lots of features need to be updated or created (PDF Editor, Texting, LexSign, QB online connection, E-Fax, etc.) -Need consolidation of certain tabs rather than having to input same information in multiple areas -Downloading then re-uploading is time consuming -Would like to have the ability to upload/adjust templates

Alternatives considered

[Google Forms](https://www.capterra.com/p/176571/Google-Forms/)

Reason for choosing CloudLex

There were a few other products the owner had considered prior to retaining CloudLex

Switched from

[TrialWorks](https://www.capterra.com/p/2599/TrialWorks/)

Needles online program was not of interest to owners

Review Source

Response from CloudLex

September 15, 2025

Hi Chelsee, Thank you so much for your thoughtful review and for being willing to share feedback based on how your firm uses CloudLex—we truly value that partnership approach. We're glad to hear you find CloudLex accessible and appreciate the attention from our support team. Our goal has always been to make the platform intuitive and reliable, so it’s great to see those efforts reflected in your experience. Regarding your suggestions: Feature Enhancements: Many of the tools you mentioned (LexSign, QuickBooks Online) are already integrated or built in, and we release improvements every sprint. We always welcome your feedback. Tab Consolidation: We are continuously refining the UI, with some improvements already in place, like the Matter/Intake overview and Insights, to help streamline information. Document Handling: No need to download and re-upload—just open, edit, and save files directly in CloudLex with Ctrl+S. Templates: You can create your document templates or choose from our

PM

Peter M.  
Founder  
Law Practice  
Used the software for: 6-12 months

### "P.I. Attorneys - DO NOT HESTITATE! "

June 26, 2025

5.0

EXCELLENT. Customer service and support are top notch in comparison to other CMS software companies. The program itself is very good.

Pros

very easy to use, yet maintains robust features for a full personal injury practice. Great for template generation, texting clients, keeping tracking of statute dates, and streamlining your office for a personal injury practice.

Cons

N/A - waiting for A.I. integration. The product is great without any flaws really. I think the status and substates are a little too much but now you can hide what you do not use.

Alternatives considered

[8am CasePeer](https://www.capterra.com/p/156217/CASEpeer/)[SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)

Reason for choosing CloudLex

Cloudlex was more robust than case peer and newer aged then smart advocate. Happy Medium.

Switched from

[Filevine](https://www.capterra.com/p/140815/Filevine/)

Filevine was terrible product, way to complicated to use and customize, and they offered ZERO customer support.

Review Source

Response from CloudLex

September 15, 2025

Hi Peter, Thank you for the fantastic review! We're excited to hear that CloudLex has been a strong fit for your personal injury practice—and especially grateful for your kind words about our customer support and robust features like template generation, texting, and statute tracking. We hear you on the AI front—Lexee, our upcoming AI services, is on the way! If you haven’t already, you can join the waitlist and explore more here: cloudlex.com/lexee Also, glad you're making use of the ability to hide unused status/substates—your feedback is spot-on and always appreciated! Thanks again for being part of the CloudLex community.

TH

Theresa H.  
Practice Manager  
Law Practice  
Used the software for: 2+ years

### "Cloudlex keeps our firm on track!"

April 23, 2025

5.0

We started using Cloudlex a few years ago and they offered training that has made it easy to use. It keeps us on track knowing where we are at with all of the cases in the firm. They are still available for any refresher training we may need.

Pros

The customer service is wonderful! They respond to inquiries promptly and have always answered my questions. They are also very receptive to my suggestions for ways to make the software work for our firm.

Cons

We do a few other legal matters that are not Personal Injury so for those matters we have to "create" categories and ways to input information. It works because then all of our cases are in one place.

Alternatives considered

[Filevine](https://www.capterra.com/p/140815/Filevine/)[Clio](https://www.capterra.com/p/105428/Clio/)

Reason for choosing CloudLex

Focus on Personal injury and promise of training and customer support

Review Source

Response from CloudLex

September 15, 2025

Hi Theresa, Thank you so much for this glowing review! We’re thrilled to hear that CloudLex continues to help your firm stay organized and on top of every case—it’s exactly what we built the platform for. We’re especially proud of our dedicated training and ongoing support, and it’s great to hear that both have made a lasting impact on your experience. Whether it's onboarding or refresher sessions, our team is always here when you need us. While CloudLex is purpose-built for plaintiff personal injury, we love that you’re still able to manage your other case types within the platform—all in one place. And your suggestions help us evolve even further! Thanks again for being part of the CloudLex community—we’re here to support your firm every step of the way.

MS

Mehar S.  
Manger  
Commercial Real Estate  
Used the software for: 6-12 months

### "We love CloudLex. We have been users of CloudLex since 2020. It’s streamlined our entire personal injury practice and made case managmnt"

November 19, 2025

5.0

CloudLex is an outstanding law firm case management platform that truly delivers on its promises. The software is intuitive and user-friendly, eliminating guesswork while streamlining daily operations across all areas of practice.

Pros

Pros "It has streamlined our workflow and made client management much easier by keeping communication, documents, and deadlines organized in one place." "What I love most is how seamlessly CloudLex integrates communication, document storage, and task management all in one place." "Everyone stays updated in real time, and I can easily see what stage each case is in, which saves me hours of follow-up emails and con

Cons

Cons "I think a feature that is missing in the notes section is the ability to pin important notes or in the alternative, put notes into different categories." "Also, using an iPad requires accessing it through a browser since there is no dedicated app, which is inconvenient."

Review Source

EM

Emmalina M.  
Paralegal  
Legal Services  
Used the software for: 1-2 years

### "Cloudlex Review"

September 26, 2025

5.0

We have had a great experience with Cloudlex and they always get back to us in a timely manner and help us be more efficient.

Pros

I like the different features we are able to use and how they track all the information. It is very easy to use and helps us manage all of our clients across the firm. It helps us manage our cases. Big thanks to our account manager \[sensitive content hidden\] for always getting back to us.

Cons

Not much to dislike! Sometimes the transfer of information is delayed but we contacted the support and they were more than happy to help us.

Review Source

Response from CloudLex

October 3, 2025

Hi Emmalina, We're grateful for your kind words and wonderful review! Knowing that CloudLex is helping you manage your cases more effectively makes all our hard work worthwhile. Thank you for trusting us with your firm's needs.

EN

Evelyn N.  
Legal assistant  
Law Practice  
Used the software for: 1-2 years

### "Easy and manageable "

October 9, 2025

5.0

Overall, cloudlex is amazing because cases are very organized and manageable. I think it has supported the firm’s ability to grow

Pros

I like how easy it is to use. I also like how organized the documents are and how manageable the features are.

Cons

I don’t like the fact that I cannot link specific information for companion cases, such as insurance

Review Source

Response from CloudLex

October 19, 2025

Thank you for the wonderful feedback! We're thrilled CloudLex is helping you stay organized and support your firm's growth. We appreciate your insights and welcome your suggestions as we continue improving the platform. Thank you for being a CloudLex partner!

AB

Angela B.  
Director of Operations  
Law Practice  
Used the software for: 2+ years

### "Case management made easier"

January 29, 2025

5.0

Having cases, contacts, documents in the cloud & ability to access from anywhere is game changing. CloudLex is always evolving & growing to meet our needs now & in the future.

Pros

It's hard to narrow it down to just one but I would have to say Workflows. These allow us to automate our processes throughout our cases. Keeping things on track in a busy world.

Cons

The calendar. You can clone events but it would be helpful if there was a way to have events recur.

Alternatives considered

[Filevine](https://www.capterra.com/p/140815/Filevine/)

Reason for choosing CloudLex

The interface, design and options of Cloudlex

Switched from

[Abacus](https://www.capterra.com/p/157837/Abacus/)

We had a premise based system and wanted to move to the cloud.

Review Source

DH

David H.  
Attorney  
Law Practice  
Used the software for: Less than 6 months

### "Cloudlex is great and always improving"

January 14, 2025

5.0

Great so far. Staff is very attentive and hard working and the product itself works great.

Pros

I love that Cloudlex allows you to save your emails within their platform and also email out of their platform, as well as attach documents within the platform. It makes it easy to keep track of everything you are doing. And my staff loves that functionality. Additionally, they have personal account representatives who work through your training and questions about how to use the platform. I highly recommend it.

Cons

The color scheme of the interface (dark blue and grey) is boring. But that's hardly an issue.

Switched from

[8am MyCase](https://www.capterra.com/p/115613/MyCase/)

We love the PDF editor and the in house management of the emails.

Review Source

Response from CloudLex

September 15, 2025

Hi David, Thank you for the glowing review—we're thrilled to hear CloudLex has been a great fit for your team! We’re especially glad you and your staff are finding value in our in-platform email management and document handling features, including the ability to attach, send, and save emails directly in the system. And yes—our dedicated account reps are always here to ensure a smooth experience. As for the color scheme—we hear you! While functionality is our top priority, we’re always open to feedback that enhances the user experience. Thanks again for the kind words and recommendation!

SA

Samantha A.  
Attorney  
Law Practice  
Used the software for: 6-12 months

### "Cloudlex Review"

February 27, 2025

4.0

Pros

I like that CloudLex is easy to use and self-explanatory. It is not overly complicated to find the information that you are searching for in a file.

Cons

I think a feature that is missing in the notes section is the ability to pin important notes or in the alternative, put notes into different categories.

Review Source

Response from CloudLex

September 15, 2025

Hi Samantha, Thank you for the kind words—we’re glad you find CloudLex easy to use and navigate! You’ll be happy to know that our Notes feature actually includes both categorization and the ability to highlight important notes. You can star-mark key notes and filter by them, making it easy to locate what matters most. Plus, Notes offer powerful tools like voice-to-text, edit history, internal review routing, formatting options, and even the ability to email notes directly from the platform. We appreciate your feedback—it helps us keep building tools that truly support personal injury law firms!

ES

Emily S.  
Manager  
Farming  
Used the software for: I used a free trial

### "Assisatnt Manager"

October 9, 2025

4.0

Over all this is a good product for firm management and I liked the product enough if there are some adjustments made

Pros

I liked the ease of use as well as the management features and learning curve for the user. It was easy to use for the most part

Cons

There are many reasons why I least like this product. I feel the client manger was not getting the value for you money

Review Source

Louie Gene S.  
Freelance  
Computer Software  
Used the software for: I used a free trial

### "Efficient and User-Friendly"

February 17, 2025

4.0

A solid platform for legal case management. Easy to use and improves efficiency.

Pros

Intuitive interface and great case management features. Streamlines workflow effectively.

Cons

Occasional slow load times, but nothing major.

Review Source

Response from CloudLex

September 15, 2025

Hi Louie, Thank you for the great feedback! We’re glad CloudLex has helped streamline your workflow and that the intuitive design is working well for your team. Regarding the occasional slow load times—thanks for flagging that. Our team continuously monitors performance and works behind the scenes to ensure things stay fast and reliable. Appreciate your support and trust in CloudLex!

Fred S.  
COO  
Legal Services  
Used the software for: 1-2 years

### "Case Management Excellence in Cloudlex"

June 20, 2024

5.0

From the top of the organization to the bottom, I have been impressed with the Cloudlex staff. We were a relatively early customer for the platform and, as such, I have been able to see the product grow and evolve into a total cloud-based solution for our firm's needs.

Pros

Working with the client experience managers to learn or understand new applications in Cloudlex has been a very positive experience. They are responsive, knowledgeable and always willing to listen/understand our specific needs and recommend an approach to solve any given issue.

Cons

As a CPA, I was initially drawn to learn more about the Cloudlex platform's capabilities for possible integration opportunities with our financial software. The objective, of course, would be to avoid dual entry of case expenses in both Quickbooks (for example) and Cloudlex. I discovered it would be somewhat cumbersome to achieve efficiencies using the Expense Manager app given our specific expense approval protocols. I will explore the app again as we grow the company to see if there exists a way to make it work given our requirements.

Reason for choosing CloudLex

N/A

Review Source

Ana M.  
Office Manager HR  
Law Practice  
Used the software for: 1-2 years

### "Great Case Management Platform!"

April 29, 2024

5.0

Pros

CloudLex is user friendly and offers many features. Overall, a great case management software.

Cons

No cons to report. Their team is responsive and helpful.

Review Source

DA

Dana A.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "Premium Support and Functionality for Small Personal Injury Firms"

March 18, 2024

5.0

Since early 2020, I've been a user of CloudLex, and I have no plans to switch to another platform. A significant reason for this loyalty is their unique focus on serving small personal injury law firms. However, even if competing platforms were to extend services to small firms, I would still opt for Cloud Lex. Their comprehensive services that are offered at a competitive price, give me no reason to want to leave. While there's always room for enhancement, CloudLex's dedication to continuous improvement and responsiveness to feedback has consistently impressed me.

Pros

CloudLex stood out to me as the only case management program catering to small personal injury law firms, while still delivering the comprehensive features typically associated with well-known case management platforms. I also value their personalized customer service. There is a vase library of online tutorials available, as well as one-on-one assistance. I also find the app extremely helpful.

Cons

My primary challenges often revolve around compatibility issues with Mac-specific programs like iCal.

Alternatives considered

[Filevine](https://www.capterra.com/p/140815/Filevine/)[Smokeball](https://www.capterra.com/p/133656/Smokeball/)[Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/)

Reason for choosing CloudLex

The primary factor was that the other programs did not cater to small personal injury firms. Other factors considered were the available features versus affordability.

Switched from

[Clio](https://www.capterra.com/p/105428/Clio/)

Clio was not dedicated to personal injury. It was too cumbersome to try and make personal injury cases fit into their platform.

Review Source

ZR

Zachary R.  
Principal Attorney  
Law Practice  
Used the software for: 2+ years

### "Great product that ever practitioner must use"

October 26, 2023

5.0

The overall experience with Cloudlex is fantastic. I highly recommend this product to all my colleagues. Whenever I have an issue, someone is always available to talk to and resolve it. It is an excellent service that has figured out management and support. With regular updates, I cant wait to see what is next.

Pros

Cloudlex is easy to use and has a ton of functionality, ranging from app integration to calendar management.

Cons

There are no cons that I can mention about cloudlex.

Alternatives considered

[TrialWorks](https://www.capterra.com/p/2599/TrialWorks/)[Smokeball](https://www.capterra.com/p/133656/Smokeball/)

Reason for choosing CloudLex

Cloudlex was responsive to all my questions. Easy to deal with. Easily integrated my old database into the Cloudlex database.

Review Source

MR

Mark R.  
Associate Attorney  
  
Used the software for: 6-12 months

### "Cloudlex: great software, amazing customer service, best case management platform hands down. "

June 5, 2018

5.0

Cloudlex has increased our firm's efficiency and ability to draft, share, and maintain files over our old case management system. More importantly, it has helped to dig into the cases deeper and more thoroughly than other platforms because of the system for plugging in case information and document management. Complying with statutes, court deadlines, and other time sensitive things has become way easier since using Cloudlex. It has reduced the potential for malpractice in more ways than one.

Pros

Unlike most case management softwares that require documents to be placed into folders and sub-folders, Cloudlex allows you to categorize and tag everything to find it faster than all other platforms. You can find any document, photo, case detail, and anything you upload to Cloudlex by simply running a search for it in the search bar or going to a matter and quickly filtering for what you need. One feature that no other software except Cloudlex has is the ability to calendar for notices of claim. Most other platforms only allowed for calculation of statutes of limitation. Cloudlex has a "Lifecycle" which allows users to easily see motions that have been filed by both parties, the due date of responsive pleadings, and the status of the motion. Whether you were recently assigned to the case or haven't opened it in a while, this feature is great for quickly looking at the status of any pending motion or to see what has happened previously. Another amazing feature of Cloudlex is the "Workflow" which enables users to create a to-do list for any case to reduce confusion of what needs to be accomplished on any case. Finally, the extensions and plugins that Cloudlex has with Microsoft Office products are great! You can upload the newest draft or document to Cloudlex directly from your Word document and you can send emails in Outlook that will be saved in Cloudlex. It is a fantastic platform to manage your case from start to finish!

Cons

If you like to use the archaic document management style of folders and sub-folders, Cloudlex may not fit your needs or may be difficult to learn how to use Cloudlex quickly.

Review Source

JS

Joseph S.  
Owner/Attorney  
Legal Services  
Used the software for: 2+ years

### "Review by Stampone O'Brien Dilsheimer Law"

May 24, 2022

5.0

It has been great with calendaring events and the generated email reminders with regard to upcoming events and statutes. It also has made tracking expenses easier. Most importantly, we have become primarily "paper free" with the ability to upload all documents in a case for easy access to all.

Pros

The product is very user friendly and easy to use. Integration from an old case management system was seamless and done on off-business hours with no interruption in business.

Cons

Reporting parameters can be improved, but Cloudlex support team is always available to help and will generate specific reports at your request. It is my understanding Cloudlex is working on the reporting aspects of the program.

Alternatives considered

[Neos](https://www.capterra.com/p/58931/Neos/)

Review Source

DS

Daniel S.  
Attorney  
Law Practice  
Used the software for: 1-2 years

### "Amazing and intuitive platform. The Ipad of Personal Injury practice management."

May 12, 2022

5.0

Centralizing your platform and data is integral to employees using and implementing the tools Cloudlex makes available. Get your employees on board, document your workflows, and enjoy the benefits once Cloudlex's efficient data entry reporting machine is put to work.

Pros

Document management functions are top notch. Specific reporting to personal injury metrics is huge and appreciated. Please develop more custom fields though!

Cons

Not something we don't like, rather something we are waiting for. Clean Calendar Rules integration with personal Outlook calendar sync for 2022 please!

Review Source

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