Personal Injury Case Management Software
The only software you need to run your personal injury practice
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Lexee AI
CloudLex, now enhanced with Lexee, The Responsible AI exclusively built for personal injury law firms to deliver cutting-edge technology, actionable insights, and expertise—helping you build, manage, and grow your practice more efficiently than ever.
Join the Trusted Community of Best Personal Injury Law Firms
Our Core Applications
Case management built for Personal Injury attorneys
Matter Management Software
All your cases in one place.
Take control of your cases with Matter Manager, the nerve center of your practice for case-related documents, media files, updates and more. Quickly view important dates, access documents and key contacts and efficiently guide your personal injury matters from intake through closure and beyond.
Client Intake Software
Maximize your law firm’s growth
Our intuitive intake forms and advanced API connectors ensure you’ll easily capture important information, eliminate back-and-forth with clients and never miss potential leads or revenue. Collect all of your client, case and medical information, then with one click you can convert everything into a matter.
Legal Document Management Software
Automate and manage documents like never before
Name, categorize, tag, edit, share and find documents in seconds with AI-driven search technology. Automatically merge contacts and generate documents in seconds. Share, work and collaborate alongside your colleagues on documents from anywhere using CloudLex’s co-authoring feature.
Microsoft 365 for Attorneys
Empower your practice with our seamless MS 365 integration
Edit and share MS Word, Excel and PowerPoint files right from CloudLex. Any updates are reflected immediately across all platforms and devices, ensuring your Outlook calendars, emails and contacts are effortlessly synced so members of your team always have the most up-to-date versions of files.
Settlement Calculator
Stay on top of your settlements
Manage demands and track offers for single and even multiple plaintiffs in a personal injury case. Calculate attorneys’ fees and client recovery for every offer or counteroffer received and accepted for each plaintiff, and get firm-wide settlement reports so that you can maximize your settlements.
Welcome to the Legal Cloud
See why there is no comparison to CloudLex
“We looked at a number of different Personal Injury Software, but CloudLex’s simplicity and comprehensive features made it the best fit.”
Cynthia Attard
Trial Lawyer | Ikhilov & Associates
“CloudLex has modernized our firm. I can run my practice from anywhere, and my staff finds it intuitive. With exceptional support, CloudLex has become a trusted partner.”
Angélicque M. Moreno
Partner | Avanzino and Moreno, PC
“CloudLex has revolutionized how we handle cases, manage client information, and ensure nothing falls through the cracks.”
Michael Stephenson
Trial Lawyer | Bay Area Bicycle Law
CloudLex Caseflow
Smooth caseflow with CloudLex
CloudLex provides a comprehensive suite of applications and features to support every stage of intake, pre-litigation, trial and more.
Pre-litigation
Streamline pre-litigation and unlock unprecedented efficiency
Effortlessly manage pre-litigation activities like client intake, investigations, lawsuit filing and more with CloudLex’s intuitive, automated and easy-to-use tools and features.
- Shareable client intake forms simplify the intake process and get all the case details, injury checklists and medical records.
- Automatically generate legal document templates so you reduce errors and save time.
- Convert accepted intakes into a matter with a single click of a button, with all consolidated plaintiff info, documents, contacts, tasks, events and more.
Organize and manage every aspect of the Personal Injury litigation process
CloudLex’s powerful personal injury platform helps you stay organized and manage all aspects of your case, including organizing evidence and medical records, calendaring, filing deadlines, document production, settlement negotiation and more.
- Gather, organize, store and track evidence, medical records and other data in a HIPAA-compliant manner.
- Generate document templates such as medical record requests, HIPAA authorizations and more to improve work efficiency.
- All your emails and calendars are in one place with a color-coded layout that lets you view and manage your matter-related critical milestones with ease.
Simplify and automate the discovery process
CloudLex’s robust law firm client communication, with its fully integrated tools, such as email, secure text messaging and video conferencing, helps personal injury law firms save time and money throughout the discovery process.
- Access, send and sync emails from Gmail and Outlook. Securely send text messages to clients without ever leaving CloudLex while keeping your phone number private. Create User Groups and have unique phone numbers per group to segregate communication.
- Generate document templates such as discovery requests, motions, pleadings, etc., to speed up your case progress.
- Create and manage tasks such as ‘create discovery motions,’ or ‘respond to interrogatories,’ etc., using our easy-to-use legal workflow automation software.
Effortless trial preparation on a single platform
With CloudLex, you can prepare for trial with confidence. With our advanced search capabilities and customizable filters, you can easily find specific documents needed for a motion or trial in seconds.
- Search through folders of documents on-the-fly using the Advanced AI Search feature driven by artificial intelligence for law firms.
- Access case details at any time, anywhere and on any device with our legal app and present evidence, photographs or footage wherever you are.
- Generate document templates such as Subpoenas, Witness/Exhibit Lists and more so the documentation is already prepared for your team when deadlines are tight.
Manage all your demands and offers in one place
With our personal injury platform, attorneys can manage all their demands and offers in one place. Track offers, payment requests and expenses for each plaintiff.
- Negotiate an optimal outcome for your clients while maximizing your firm’s efficiency with our robust personal injury settlement calculator.
- Track your demands and offer calculations for your attorneys’ fee recovery, client recovery and even attorney referral fees. Quickly view the total settlement amount, paid amount, outstanding amount, etc.
- Gone are the days of painstakingly drafting closing statements, disbursement sheets and settlement documents. With CloudLex’s document automation, generating all these documents and more is completed in a fraction of the time.
Frequently asked questions
What is CloudLex, and how does it benefit personal injury law firms?
CloudLex is the purpose-built, cloud-native case management platform built for personal injury firms—not a generic tool with PI bolted on. It covers the full lifecycle from first call to final settlement in one system, so intake, tasks, deadlines, documents, medical records, and negotiations stay connected and moving.
What that means for your firm: faster adoption with workflows that match how PI actually runs; anywhere access on a true cloud architecture; and practical automation with Lexee—CloudLex’s built-in AI for intake, summaries, drafting, and status updates. RecordXtract brings medical record requests and tracking into the platform, while Microsoft Azure–backed, HIPAA-aligned security protects sensitive data. And when you switch, onboarding and data migration are handled in-house so your team hits the ground running. Net result: fewer workarounds, less tool sprawl, and a clearer path from intake to recovery. See why CloudLex is better than the generic legal software.
Does CloudLex offer integrations with other legal or office tools?
Yes, CloudLex integrates seamlessly with popular office tools and legal software that personal injury law firms rely on. These include Microsoft Office 365, Google Calendar, Gmail, Adobe Sign, and DocuSign for law firms, allowing you to manage emails, calendars, and documents directly within CloudLex. Additionally, CloudLex integrates with Lexvia, a leading litigation support service firm in the US, providing full-scale case management support.
Built-in features like LexSign (e-signature), RecordXtract (medical records retrieval), and a PDF Editor ensure CloudLex offers a cohesive, efficient legal technology ecosystem for personal injury attorneys.
How secure is CloudLex in handling sensitive personal injury case data?
CloudLex prioritizes top-tier data security to protect your firm’s sensitive personal injury case information. Hosted on Microsoft Azure, CloudLex benefits from enterprise-grade security protocols, including end-to-end data encryption, multi-factor authentication, and role-based access controls. The platform is also HIPAA-compliant, safeguarding the handling of medical and case-related data.
CloudLex ensures 24/7/365 security monitoring, 256-bit encryption, and SSL certification. Microsoft Azure holds ISO/IEC 27001:2005; HIPAA/HITECH; IRS; American Institute of CPAs; and numerous other compliance certifications, you can trust CloudLex to provide a highly secure environment for all your case data.
What are the key features of case management software for personal injury cases?
For personal injury firms, case management software must address their unique needs. The key features include:
- Intake management to capture client details quickly and avoid missed opportunities.
- Task and deadline tracking to prevent missed deadlines and ensure timely case progression.
- Document automation for efficient and accurate generation of legal documents.
- Settlement calculators for precise evaluations of case value.
- Communication tools to keep clients informed and teams aligned.
CloudLex provides all these features in a user-friendly, cloud-based platform designed exclusively for personal injury attorneys.
What’s the difference between generic legal software and personal injury-focused platforms like CloudLex?
Most “all-practice” tools treat PI as a bolt-on. You end up forcing injury cases into rigid, generic phases like Open → Pending → Closed, wrestling with fields that don’t match your workflows, and stitching together extras for records, intake, and settlement—slowing teams and adding risk.
CloudLex is different because it’s built exclusively for PI and covers the journey end-to-end. It’s true cloud-native (on Microsoft Azure) for anywhere access; Lexee AI is embedded to handle real PI work from intake to medical summaries and updates; onboarding and data migration are done in-house (no vendor hand-offs); and medical records are handled inside the platform with RecordXtract—so requests, tracking, and filing happen in one place. Net result: faster adoption, fewer workarounds, and a single system that mirrors how PI cases actually move.
Resources for personal injury lawyers
Client Stories | Jesse Danoff
“Keeping up with case files now takes only 70% of the time it used to.”
Free Article |Trial Lawyer’s Journal
Who Are You Picking Up? — Can Uber Guest Rides Help Attorneys Transport Clients?
See CloudLex in action
Discover why thousands of Personal Injury attorneys choose CloudLex
Whether you’re a new firm branching out or are an established national practice, CloudLex caters to the specific needs of personal injury law firms, ensuring you have the precise tools to optimize your operations, increase productivity and deliver superior client experiences.
