CloudLex is cloud-based case management software for personal injury law firms, covering intake, deadlines, documents, and settlement in one system.
Category
Legal
Pricing
Custom/Quote-based
Verified
Not yet
Last updated
July 18, 2026
Founded
2015
Headquarters
New York, New York, US
Web AppAI
Overview
CloudLex is cloud-based case management software founded in 2015 and headquartered in New York City. Unlike general legal practice management tools, it is built exclusively for plaintiff personal injury law firms, covering the full case lifecycle from client intake through settlement.
The platform, marketed as LegalCloud, is hosted on Microsoft Azure with HIPAA-certified security, reflecting the sensitivity of the medical records that personal injury cases typically involve.
Key Features
CloudLex covers client intake forms, one-click conversion of intakes into case matters, document and medical record management, task and statute-of-limitations deadline tracking, and negotiation and settlement tracking. Financial features include native handling of disbursements, expenses, and liens, plus QuickBooks Online integration, along with automated legal document generation and an AI assistant called Lexee.
Pricing
CloudLex does not publish standard pricing. Costs are customized based on the firm's selected package, number of users, storage and integration needs, AI feature usage, and whether optional integrated paralegal services are added. Firms need to request a demo or quote for exact pricing.
Key Features
Client intake management — Shareable intake forms that capture case details and injury checklists, convertible into a matter with one click.
Statute of limitations tracking — Configurable, mandatory SOL date fields at matter creation with shared team visibility on deadlines.
Document & medical record management — Centralized storage and organization of case documents and medical records with AI-assisted search.
Trust accounting & disbursements — Native handling of matter-level disbursements, expenses, and liens, with QuickBooks Online integration.
Lexee AI assistant — Built-in AI assistant that helps with document search, drafting, and case-related tasks.
Integrated paralegal services — Optional add-on human paralegal support alongside the software platform.
Pros & Cons
Pros
Purpose-built specifically for plaintiff personal injury practice, not a generic legal tool
Unifies intake, case management, documents, and settlement in one system
HIPAA-certified hosting on Microsoft Azure, relevant for medical record handling
Optional integrated paralegal services alongside the software
Cons
Pricing is not publicly listed and requires a sales demo to obtain
Narrow focus on personal injury means it is not suited to other practice areas
Onboarding and migration from another case management system can take time for larger firms
Frequently Asked Questions
What type of law firm is CloudLex for?
CloudLex is built exclusively for plaintiff personal injury law firms, not general legal practice management.
How much does CloudLex cost?
CloudLex does not publish standard pricing; costs are customized per firm based on package, user count, and add-ons like AI features or paralegal services. A demo or quote is required for exact pricing.
What is Lexee?
Lexee is CloudLex's built-in AI assistant that helps with document search, drafting, and other case-related tasks.
Is CloudLex HIPAA compliant?
Yes, CloudLex is hosted on Microsoft Azure with HIPAA-certified data security.
When was CloudLex founded?
CloudLex was founded in 2015 and is headquartered in New York City.