On the recordRead 11 Oct 202620 facts
CloudLex
CloudLex · New York City, New York, United States · founded 2015
Plans and prices
Advanced
Priced on request
Everything in Professional · matter, calendar, and task reporting · lead management · website forms API integration
Read 11 Oct 2026 · cloudlex.com
Enterprise
Priced on request
Everything in Professional and Advanced · lead and intake management · QuickBooks Online expense integration · AI-powered fuzzy search
Read 11 Oct 2026 · cloudlex.com
Professional
Priced on request
Matter management · contacts and communications · expense and task management · information and document management
Read 11 Oct 2026 · cloudlex.com
On the record
- Access controls
- The platform provides role-based permissions and matter-level audit logs for activity such as emails, events, uploads, and signatures.cloudlex.com · read 11 Oct 2026
- AI
- Built-in Lexee AI supports demand drafting, medical summaries and timelines, lead intake, and questions about case files.cloudlex.com · read 11 Oct 2026
- Audience
- CloudLex describes its platform as built exclusively for plaintiff personal injury law firms.cloudlex.com · read 11 Oct 2026
- Billing and payments
- Yescloudlex.com · read 21 Sep 2026
- Client intake
- Yescloudlex.com · read 21 Sep 2026
- Client portal
- Yescloudlex.com · read 21 Sep 2026
- Company
- CloudLex says it was built by technology professionals and personal injury attorneys, and names Dev Shrotri as founder and CEO.cloudlex.com · read 11 Oct 2026
- Core features
- The platform includes matter management, document collaboration, calendaring, client communication, medical-record tracking, settlement management, and analytics.cloudlex.com · read 11 Oct 2026
- Document automation
- Yescloudlex.com · read 21 Sep 2026
- Document search limit
- The FAQ says OCR is manual and full-text search across PDFs is being rolled out.cloudlex.com · read 11 Oct 2026
- Integrations
- CloudLex lists integrations including Microsoft 365, QuickBooks Online, DocuSign, Adobe Sign, Google Workspace, Dropbox, and RingCentral.cloudlex.com · read 11 Oct 2026
- Mobile
- CloudLex offers iOS and Android apps, with mobile access to matters, contacts, tasks, events, and document uploads.cloudlex.com · read 11 Oct 2026
- Mobile apps
- Yescloudlex.com · read 21 Sep 2026
- Purpose
- CloudLex is personal injury practice management software that connects firm workflows from intake through settlement.cloudlex.com · read 11 Oct 2026
- Scale
- CloudLex says it has no fixed limits on users, cases, or storage.cloudlex.com · read 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 · read 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 · read 11 Oct 2026
- Time tracking
- Yescloudlex.com · read 21 Sep 2026
