CloudLex
CloudLex is paid practice-management software for plaintiff personal injury law firms, covering work from initial intake through settlement.
What CloudLex is
CloudLex is paid practice-management software for plaintiff personal injury law firms, covering work from initial intake through settlement. It combines matter management with document collaboration, calendars, client communication, medical-record tracking, settlement management, and analytics. Built-in Lexee AI can help with demand drafting, medical summaries and timelines, lead intake, and questions about case files. The platform includes client intake, a client portal, document automation, time tracking, and billing and payments. CloudLex runs on the web and provides 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. CloudLex says its Azure-hosted service uses 256-bit encryption and SSL and follows HIPAA, IRS, and AICPA standards. Role-based permissions and matter-level audit logs track activity. Pricing is available on request, with no free plan.
Good
- Covers intake through settlement workflows
- Lexee AI supports drafting and case questions
- iOS, Android, and web access
- Includes client portal and document automation
- No fixed user, case, or storage limits
Watch out
- Pricing is available only on request
- No free plan
- Full PDF search is still rolling out
- OCR is manual
Who it suits
It suits plaintiff personal injury firms needing intake-to-settlement workflows, mobile access, and legal matter tools. Firms wanting Lexee AI, client portals, and listed business integrations may also find it relevant.
Verdict
CloudLex brings personal injury matter, client, document, time, and billing work into one platform. Its mobile apps, AI assistance, integrations, and firm-focused controls are useful, but buyers must request pricing and note the current PDF search limitation.
Plans and prices
From CloudLex's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Advanced | Priced on request | Everything in Professional · matter, calendar, and task reporting · lead management · website forms API integration |
| Enterprise | Priced on request | Everything in Professional and Advanced · lead and intake management · QuickBooks Online expense integration · AI-powered fuzzy search · collaboration · archival management |
| Professional | Priced on request | Matter management · contacts and communications · expense and task management · information and document management |
The facts
Each one read from CloudLex's own pages, with the date it was checked.
What it does
- Access controls
- The platform provides role-based permissions and matter-level audit logs for activity such as emails, events, uploads, and signatures.checked 11 Oct 2026
- AI
- Built-in Lexee AI supports demand drafting, medical summaries and timelines, lead intake, and questions about case files.checked 11 Oct 2026
- Audience
- CloudLex describes its platform as built exclusively for plaintiff personal injury law firms.checked 11 Oct 2026
- Client intake
- Yeschecked 21 Sep 2026
- Client portal
- Yeschecked 21 Sep 2026
- Core features
- The platform includes matter management, document collaboration, calendaring, client communication, medical-record tracking, settlement management, and analytics.checked 11 Oct 2026
- Document automation
- Yeschecked 21 Sep 2026
- Document search limit
- The FAQ says OCR is manual and full-text search across PDFs is being rolled out.checked 11 Oct 2026
- Integrations
- CloudLex lists integrations including Microsoft 365, QuickBooks Online, DocuSign, Adobe Sign, Google Workspace, Dropbox, and RingCentral.checked 11 Oct 2026
- Mobile
- CloudLex offers iOS and Android apps, with mobile access to matters, contacts, tasks, events, and document uploads.checked 11 Oct 2026
- Purpose
- CloudLex is personal injury practice management software that connects firm workflows from intake through settlement.checked 11 Oct 2026
- Scale
- CloudLex says it has no fixed limits on users, cases, or storage.checked 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.checked 11 Oct 2026
- Support
- CloudLex says subscriptions include customer success support by live chat, email, and phone during business hours, plus onboarding and training.checked 11 Oct 2026
- Time tracking
- Yeschecked 21 Sep 2026
Money
- Billing and payments
- Yeschecked 21 Sep 2026
The company
- Company
- CloudLex says it was built by technology professionals and personal injury attorneys, and names Dev Shrotri as founder and CEO.checked 11 Oct 2026
- Founded
- 2015checked 28 Sep 2026
- Headquarters
- New York City, New York, United Stateschecked 28 Sep 2026
Where it runs
- Mobile apps
- Yeschecked 21 Sep 2026
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