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Description

Creator of the Legal Cloud®, an exclusive cloud-based platform for plaintiff personal injury law firms. CloudLex®, a suite of innovative apps that allows attorneys to manage and grow their practice, enables them to build, manage and grow it.

Description

Robust security measures are implemented on the AWS cloud infrastructure, utilizing servers and databases located in the United States, along with daily backup protocols to ensure data integrity. The platform offers sophisticated document generation capabilities, featuring an internal editor and the option to import PDF merge forms. Users can create documents and forms that are compatible with e-signature services, including popular options like Adobe E-Sign. Advanced task management tools are available, complete with customizable templates and sub-task functionalities. The system allows for meticulous tracking of income and expenses across various practice areas. Additionally, it provides a client portal that facilitates two-way messaging, file sharing, and other interactive features. A contact manager is included, functioning like a digital Rolodex with tagging capabilities for easy organization. Time-tracking features come with exportable notes for seamless reporting. Internal storage is complemented by integrations with cloud services such as Dropbox and Google Drive. The platform also supports team collaboration with features like productivity tracking, role assignments, and reports that can be exported for review. A comprehensive lead management system is in place, complete with a leads pipeline and customizable stages for user convenience. Users benefit from pre-loaded and formatted SSD and VA merge templates that are maintained by the service. Customizable reports across all practice areas are readily available for user editing. Digital intake forms can be created without limits, incurring no additional costs, and automation tools are provided for SSD appeals and denial processes to enhance operational efficiency. Overall, this platform is designed to streamline various tasks and enhance productivity for its users.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox Yes 
Google Calendar Yes 
Google Drive Yes 
Microsoft 365 Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 
Quilia No 

Integrations

Dropbox No 
Google Calendar No 
Google Drive No 
Microsoft 365 No 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft Word No 
Quilia Yes 

Pricing Details

Contact Us to Discuss
Free Trial No 
Free Version No 

Pricing Details

$69.99 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CloudLex

Founded

2015

Country

United States

Website

www.cloudlex.com

Vendor Details

Company Name

DibCase Software

Founded

2017

Country

United States

Website

www.dibcase.com

Product Features

Law Practice Management

Billing & Invoicing No 
CRM Yes 
Calendar Management Yes 
Client Portal Yes 
Conflict Management Yes 
Contract Management No 
Document Management Yes 
Email Management Yes 
Legal Case Management Yes 
Task Management Yes 
Time Tracking No 
Trust Accounting No 

Legal Calendar

Case Defined Timekeepers No 
Completion Tracking Yes 
Conflict Management Yes 
Multi-Office Yes 
Reminders Yes 
Rules-Based Scheduling No 
Staff Calendar Yes 
Status Tracking Yes 
Task Management Yes 

Legal Case Management

Billing Management No 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management Yes 
Corporations No 
Court Management Yes 
Discovery Management Yes 
Docket Management Yes 
Document Management Yes 
Expense Tracking Yes 
Government No 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking No 
Trust Accounting No 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management No 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search Yes 
Version Control Yes 

Product Features

Legal Case Management

Billing Management No 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking Yes 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking Yes 
Government Yes 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking Yes 
Trust Accounting No 

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