# Page 3 | CloudLex Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 --- 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/) * * * Last updated March 13th, 2026 # Page 3 - Reviews of CloudLex ## Showing most helpful reviews Showing 51-75 of 76 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JS Jeff S. Partner Law Practice Used the software for: 1-2 years ### "Cloudlex a quick study" September 2, 2021 5.0 Wonderful customer service. Good inexpensive product. Pros Ease of learning. Up and running first day. Task management. Easy to assign and track. Notes. Easy to see and use. Cons No instant messenger between users. No QuickBooks integration. Alternatives considered [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/) Reason for choosing CloudLex Cost and ease of learning. Smart advocate was for a larger caseload. We have under 200 files open. Switched from [TrialWorks](https://www.capterra.com/p/2599/TrialWorks/) Needed new program. Review Source GD GREGORY D. Business Manager Law Practice Used the software for: Less than 6 months ### "What a team!" November 6, 2023 5.0 The whole team, from sales, planning, training and implementation are phenomenal. Pros The ease of use, user interface, and workflow are fantastic. Cons No issues so far. Everything has either worked, or been corrected promptly. Review Source BA Barry A. Managing Attorney Legal Services Used the software for: 6-12 months ### "Best Cloud Base Software for Personal Injury Attorneys" September 17, 2018 5.0 Very very good. Very optimistic about a long term relationship. Pros 1\. Cloudlex thought through a particular aspect of PI practice that does not appear to be considered in any other legal management system: The unification of documents (medical, wages, damages etc.) with data about those documents with the corresponding ability to index the documents in the context of the data. This provides for top notch organization and data management. 2. The merge document tool is solid. I appreciate the fact that the tool is native to the system and requires no integration on the part of the user. It is simply part of the system. In general, this is a highlight of Cloudlex. I look forward to development of the tool including additional delivery methods and ability to merge as a PDF, but I suspect that is only a matter of time. 3. Customer service is the best I have seen (and I have tried 3 other cloudbased systems) 4. The vision of cloudlex to include an integrated intake app, referral network and client communicator will enhance the system. Again, the developers desire to develop these items natively is commendable. Cons 1\. Could use the ability to have at least a few custom data fields although, I understand the theory behind this limitation. 2. Coming from a Salesforce Environment, I do miss the ability to trigger a work flow with particular actions and events rather than having to activate the workflows separately. Review Source BP Brian P. Managing Partner Law Practice Used the software for: 1-2 years ### "CloudLex has transformed how we practice law." May 31, 2018 5.0 Access anywhere any time. Pros CloudLex allows our attorneys to access our documents from anywhere at any time. Snowstorms no longer require moving documents to flash drives to work from home. How it truly changed just one of our cases was during an arbitration. A question came up which my physical binder did not have the answer. I was able to access a note in the CloudLex file from my iPad and immediately defeat the Respondent's case. That is just one example of how it has transformed our firm's practice of law. CloudLex's most valuable feature though is its support staff. Any issue we have ever had has been resolved almost immediately with a simple phone call. Whenever we needed training for new staff members they have provided it. Without them, the product would still be amazing, but they are a bonus. Lastly, they are constantly adding to the platform. The feature updates are weekly. Best though is if there is a feature or category I need they have added it for us. Cons I would like to the see it incorporate the ability to add separate documents such as exhibits as "sub-documents" under a motion or mediation that has already been added to the system. But there truly is nothing I have disliked or found cumbersome about the product aside from that. Review Source BS Bradley S. Managing Attorney Law Practice Used the software for: 2+ years ### "Highly recommend this software!" December 6, 2022 5.0 Pros Ease of use, specifically engineered for personal injury law. Cons Could use more automation in data entry/templates as well as more intergration/customization with other thir party apps/software. Review Source Kareem R. V. Principal at The Law Office of Kareem R. Vessup Law Practice Used the software for: 1-2 years ### "Cloudlex is Great!!!" August 2, 2018 5.0 Pros My favorite feature of CloudLex software is the visible metrics that show up on the dashboard whenever you log in to the system. It allows me to get a quick snapshot of my practice and enables me to quickly focus my attention on areas of need. Otherwise the software is incredibly easy to navigate and is very user friendly. I love this software. Cons Any suggestions I have made in my time asw a CloudLex user have been quickly remedied. I have no negatives about the product at this time. Review Source AC Anthony C. Attorney Law Practice Used the software for: 1-2 years ### "Easy to use with high tech tools. " May 24, 2018 5.0 Pros It is very easy to use. I am at the age where I think I know how to use programs but I often realize I have no clue! Cloudlex is super easy. When I first started using I could not believe how easy it was to use. At my old firm we needed a full day of training on their case management software and we were still confused. With CloudLex training takes a few minutes. Another pro is the customer service. Simply amazing. The few times I had a question I called one of there rep and he would call me back right away. Very refreshing . Cons At first some features were limited. I had access to more features with the other programs. I notice that Cloudlex has been implementing newer features with time. It is exciting when I get an update and see what new "toys" I have. Now most of the features are on par with the other programs. Review Source Gary L B. Founder Law Practice Used the software for: 1-2 years ### "Cloudlex" September 24, 2018 5.0 Great product. The team are awesome, very knowledgeable and accessible for questions. Pros That it is specifically tailored for Personal Injury Firms and integrates well with google, outlook etc. Cons None at this time. The product is upgraded frequently Review Source MC MICHAEL C. Attorney Law Practice Used the software for: 6-12 months ### "I've had cloudlex for almost a year and have been very happy with the product." July 3, 2018 5.0 I was able to organize information in order to properly manage my law firm. I run all sorts of reports for different types of information. My team is able to handle about 40% more cases than our previous software since we are able to organize and manage the documents and automate our internal processes. Pros The software creates very detailed categories for which you are easily able to organize information and run reports to manage your law firm in an efficient and effective manner. It is specifically tailored for personal injury law firms. It took a couple of months to get acclimated to the software, but once we did, we realized it is light years beyond other softwares that we used. Highly recommended for managing partners and attorneys looking to organize and grow their practice. Cons The iphone app is not up to speed yet. You can only perform basic functions and view certain information on the app. But they are working on it and will soon make the app as functional as the website. Review Source DP Dana P. Admin Law Practice Used the software for: 6-12 months ### "Easy to use" May 12, 2022 4.0 There are many ways to filter the information to pull needed reports. Pros The software is user friendly. You are easily able to upload documents and organize them into folders. Cons I frequently get logged out. It would be nice when using the back button that you are taken directly back to the prior screen instead of going back to the home page. Review Source KH Kristina H. Litigation Paralegal Law Practice Used the software for: 6-12 months ### "Beyond Words" June 25, 2019 5.0 Too many benefits to list. This is really a great program and highly recommend to all plaintiff's paralegals that are looking to up their client management game. DO tell your boss about this program! Pros The greatest plaintiff's law firm software that I have come across. The ease of use, system interface, tracking and reports features, task management, and customer service far succeed their competitors. Cons Nothing at all! This software is intuitive and easy to use Reason for choosing CloudLex Better in EVERY area. Switched from [Filevine](https://www.capterra.com/p/140815/Filevine/) Better features and specific to plaintiff's firms. Review Source DH Daniel H. Attorney Law Practice Used the software for: Less than 6 months ### "It does everything that I need and it does it easily/intuitively. Excellent support, easy to learn." June 14, 2018 5.0 No more lost documents, nervous questions like "Have we checked the statute?" Easy to collaborate and communicate with the team. It also imposes responsibility on team members because it requires feedback and updating of tasks. Very well thought out program. It is important to understand that when you call or email for support, you are talking to very high level people. You have a very high level of confidence in the Cloudlex group as you interact. Pros 1\. Notice of critical dates are easily entered, pop up as needed, populate to calendar and give notification to necessary staff. This is great redundancy for critical tasks and it is easy to input. 2. The tracking of expenses, settlement offers and easy report generation is very useful. 3. The document storage with Dropbox backup is excellent. 4. It is truly a comprehensive solution that encourages team work and proper supervision of team members. It feels quick and clean to use both in terms of actual speed and the user interface as well. Cons It would be nice to create custom fields suited to my individual practice but there are technical barriers to this. Also, I don't want to be the Sorcerer's Apprentice - I get this bright idea about how to set up fields, do it and then realize that I didn't quite plan it right. Review Source DP David P. Attorney Law Practice Used the software for: 6-12 months ### "Case Management Superiority" May 4, 2022 5.0 Fantastic! Pros Simple to use, integrates easily all my devices, and perfect for document and deadline organization. Cons Would like intakes to have same tab options as matters. Reason for choosing CloudLex Ease of use. Review Source rJ richard J. Partner Used the software for: 6-12 months ### "all of what I need, none of what I do not need. Perfect tool for law firm efficiency! " May 23, 2018 5.0 streamlined my law firm's case processing; my cases move faster and more efficiently towards resolution; increased office productivity due to the great tasking functions and task tracking; no program downtime; accessible anywhere, which has inspired some of my staff to increase work time; eliminated my staff doing duplicate work. also much cheaper than my prior software so I saved money. Pros web based; great tasking functions; no downtime; super easy learning curve; on the spot support on demand; always improving; geared specifically for plaintiff personal injury; easy reporting functions; no clutter from functions i would never use in my practice. Cons not really a function of the cloudlex program, but, i wish there were better internet connections in the courthouses in ny city and long island to make better use of my waiting time there. Review Source Steven P. Attorney Law Practice Used the software for: Less than 6 months ### "Cloudlex is a Game Changer" March 19, 2019 5.0 We have been thrilled since day one with Cloudlex and we have never looked back. We were searching for a cloud-based case management system, and found that only Cloudlex met our specific needs. Being focused solely on Plaintiff's personal injury law, Cloudlex gives us all of the features we need and none we don't. We could not be more happy with our decision. Pros The ease of use - very intuitive, features are easy to find and discover. The robust software has completely changed our firm. We are more efficient and effective because of Cloudlex. Cons Cannot manually upload form letters, assistance required Review Source AW Alyce W. Senior Partner Law Practice Used the software for: 1-2 years ### "Cloudlex Has Helped My Law Practice" August 14, 2018 5.0 This is a must have for all plaintiff personal injury lawyers Pros Cloud-based with free support, no more calls to hourly rate support! It is multi-functional and helps me track my cases in so many ways. One of my favorite functions is the welcome screen where I can see how many cases I have signed up each month. Cons I wish there was a way to do a file review without having to keep returning to the top of the list after opening a case and having to scroll down again. They will probably fix this after reading this reviewing as they are constantly upgrading the product. Review Source cP claudia P. paralegal Legal Services Used the software for: 2+ years ### "I use this software every day" June 21, 2019 5.0 Pros good way of communicating about a client throughout the law firm. Cons i wish it wouldn't time me out because then i have to sign in all over again everytime. Review Source AB Adam B. Trial Laywer Law Practice Used the software for: 1-2 years ### "The future of Cloud Based Case Management for Plaintiffs " August 17, 2018 5.0 Our office was still using mainly paper before. As Im slowly getting Cloudlex implemented in all our cases, everyone in the office is seeing just how much more efficient it is and the brilliance in having 1 place to manage all of your cases and information. I cannot wait until we are using all the features Cloudlex offers and are fully optimized. Pros The simplicity and how it exactly configured for plaintiff's practice. I also like how they're constantly listening to feedback and making improvements. Cons The media management for photos/videos/audio could be improved. Review Source JN Jessica N. Managing Partner Law Practice Used the software for: 1-2 years ### "Cloudlex was excellent decision for small PI Firm" July 7, 2020 5.0 Pros I like most that everything is Cloud-based and easily accessible on the the phone app. Also that it easily integrates with Word documents. Cons Capacity of files is a little low for us but we have been able to utilize their archiver product to remove closed files from our matters. Review Source VR Verified Reviewer Litigation Paralegal Law Practice Used the software for: Less than 6 months ### "I've been blown away by CloudLex's ease of use and functionality!" July 3, 2018 5.0 Better task management and internal communication. Pros Recent Activities ticker feed, Sidebar for internal communication, and tasks/workflow creating. I also love all the extra support that is included! Cons I dont have any cons to this software so far. It's beyond met my expectations and I can't wait to get the whole firm involved in the implementation. Review Source Hector S. Lawyer- Shareholder Law Practice Used the software for: Less than 6 months ### "Innovative, efficient, cost-effective and intuitive! Great software for a personal injury law firm!" July 18, 2018 5.0 Organization! Pros The migration was easy enough and worth the little headaches you could expect. The software makes it easy to get all employees using it on the same page and using the same language when working on cases. Cons There are some changes that we requested but the customer service and response time to was excellent and met our needs. Review Source JM Jason M. Managing Partner Law Practice Used the software for: Less than 6 months ### "Better than advertised" June 4, 2020 5.0 Pros We were having real difficulties with another provider and a colleague of mine from a neighboring jurisdiction recommended I look at CloudLex. Interestingly he moved over from the same vendor as we did. The transition has been smooth, the product has been as advertised but the service is far superior to what I had become accustomed to. Great product, amazing service Cons So far haven’t found any, but that doesn’t mean it’s perfect, we just haven’t found any. Review Source CA Cera A. Legal Assistant Law Practice Used the software for: Less than 6 months ### "Super easy to use and get the hang of. " July 18, 2018 4.0 Pros It helps the firm be more organized with all the cases that we are currently working on. It makes all the files easy to find. Also allows us to link documents which is super easy to link to the medical bills. Cloudlex also helps remind pur attorneys what they have coming up with the reminders going up to 30 days before the event. Cons I think the only thing I dont really care for is when I create an event, I have to have a matter in order to enter it into cloudlex but other than that there isn't really anything that I dont like about cloudlex. Review Source Response from CloudLex July 20, 2018 Thanks for a great rating, Cera. We are pleased to know that you find CloudLex easy to use. We'd just like to point out that if you save an event as "Other" or "Personal Event", you do not have to tag it to a matter. Hope this helps! JS Jordan S. Paralegal Office Manager Law Practice Used the software for: Less than 6 months ### "Limited Use" June 15, 2022 3.0 Customer service/support was great, all nice people and very willing to assist in getting things taken care of and resolved, but overall the software just wasnt a good fit for our office Pros Easy to set up and mostly easy to use. Had to duplicate a lot of things Cons Couldnt customize the way office needed it and because of that we had to duplicate work Review Source TM Travis M. Owner, Managing Partner Law Practice Used the software for: Less than 6 months ### "Even closer to perfect" September 7, 2018 5.0 No case management is perfect but CloudLex is getting closer and closer. Each program is ultimately unique to who uses it. The beauty of CloudLex is that it is tailored to what we do - personal injury. The support is amazing. Cell phones of multiple support staff, that answer or call back at all times of day or night. Pros smooth and painless transition excellent support tailored to personal injury integrates with multiple other platforms we use excellent value Cons have to program in more automated feature, but with the excellent support not that time consuming Review Source Talk to a Capterra advisor for free and get results within 15 minutes.