The Complete Personal Injury Management Software
Run your entire PI practice—from intake through settlement
CloudLex is the end-to-end personal injury management software that unifies the work of running a PI practice across intake, case management, client communication, expense management, litigation, negotiations, and settlement so your team can operate with greater clarity, stronger coordination, and better control. With software, AI, and paralegal services working together, CloudLex helps modern PI firms scale with confidence.
One connected ecosystem for personal injury law firms
CloudLex + Lexee AI + Paralegal Services + Voices of PI
We transferred over 300 cases and there weren’t any issues. Everything was smooth. I would recommend to any personal injury firm
CloudLex has modernized our firm. I can run my practice from anywhere, and my staff finds it intuitive. CloudLex has become a trusted partner.
The CloudLex family has gone above and beyond to provide high-quality, uninterrupted service that has been instrumental in serving our clients’ needs.
We’re able to handle about 40% more cases than our previous software. CloudLex is light years beyond other software that we used.
Trusted by personal injury law firms nationwide
What CloudLex customers are saying
Real feedback from personal injury attorneys who rely on CloudLex every day.
We have had a great experience with CloudLex. It is very easy to use. They always respond promptly and help us become more efficient.
Emmalina Matti
Hakim, Toma & Yaldoo, P.C. | Paralegal
CloudLex adapts to the firm’s needs, providing excellent value compared to other options on the market.
Lorna Echols
Kelley Law Firm | Legal Administrator
CloudLex’s Workflows allow us to automate our processes throughout our cases.
Angela Bobbitt
Parker Law Firm | Director of Operations
EVERYTHING YOUR PI FIRM NEEDS — IN ONE CONNECTED ECOSYSTEM
One Ecosystem. Four pillars. Built for PI.
Most firms piece together software from one vendor, AI from another, paralegal services from a third, and have no community at all. CloudLex brings it all together—so your firm operates in one ecosystem instead of managing a patchwork of disconnected tools.
Your system of record—intake through settlement.
- Case management, docs, deadlines, reporting
- Microsoft 365, referrals, archival
Built-in AI for PI workflows.
- Medical summaries, demand drafting
- Intake capture via Callbot and Chatbot, chat with case
Human-powered support inside your case files.
- Records retrieval, chronologies
- Daily mail indexing
We celebrate the attorneys who fight for justice.
- Stories, interviews, and recognition of PI attorneys nationwide
- Annual print edition, Celebrating Justice podcast, events
PLATFORM CAPABILITIES
Core platform capabilities built for PI
Intake through settlement—organized in one platform.
Client Intake Management
Capture, qualify, and convert leads—then move accepted intakes into a matter with one click.
Matter Management
All case info in one place—tasks, deadlines, status, contacts, and documents tied to the matter.
Documents & Collaboration
Organize, share, and co-author case documents—with templates and AI-driven search.
Calendar & Deadlines
Track court dates, SOL deadlines, and events with shared visibility across your team.
Medical Records & Bills
Request, track, and organize medical records so your case file stays complete at the time of demand.
Settlement Management
Track demands, offers, and negotiation details—calculate attorney fees and client recovery.
Lexee AI — built into your PI management software
No separate AI vendor needed. Lexee AI lives inside the platform —built for PI workflows, tied to your data, every output in the matter.
- Demand Package Drafting: Lexee starts the draft from case facts and records—your team refines, not builds from scratch.
- Medical Summaries & Timelines: Hundreds of pages of records summarized into case-ready chronologies—AI-drafted, paralegal-reviewed.
- Lead Intake & Client Updates via Callbot & Chatbot: Capture and assign leads 24/7 through natural voice and chat conversations, and let existing clients check case status with identity verification—reducing repetitive calls to your team.
- Chat with Case: Ask questions about a matter and get answers grounded in the case’s documents and notes—without searching through files.
Paralegal Services —
Delivered inside your case files
Stop managing multiple vendors for records, chronologies, and staffing. CloudLex provides human-powered paralegal services—delivered by PI specialists with 10+ years of experience, directly into your case files.
Medical Records Retrieval
We manage the entire process and delivers records directly into your case file—no portals, no uploads.
Medical Chronologies
Case-ready summaries and timelines—AI-drafted, paralegal-reviewed, in consistent format.
Document Indexing / Daily Mail
Inbound docs sorted, indexed, and filed to the correct cases.
We celebrate the attorneys
who fight for justice
Personal injury attorneys stand up for people when it matters most — representing individuals and families against powerful institutions. That fight takes conviction, and it deserves recognition. The Trial Lawyers Journal exists to celebrate that journey — the victories, the persistence, and the people behind the profession.
Through print editions, podcast interviews, and nationwide features, we give PI attorneys a platform to share their story and the impact they make.
Explore Voices of PIGet featured
Your story, your fight, your results — promoted to the PI legal community nationwide.
Celebrating Justice podcast
In-depth interviews with prominent PI attorneys—delivered through podcasts and webinars—sharing their journeys, landmark cases, and what drives them to fight for their clients.
Insights and stories
Annual journal featuring attorney profiles, practice insights, and recognition of the work that moves the profession forward.
Smooth caseflow with CloudLex
CloudLex supports every stage of intake, pre-litigation, trial, and beyond through complete personal injury management software built to keep work moving and teams aligned.
Pre-litigation
Streamline pre-litigation and unlock unprecedented efficiency
Effortlessly manage pre-litigation activities like client intake, investigations, and lawsuit filing with CloudLex’s intuitive, automated tools built for PI workflows.
- 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, with all consolidated plaintiff info, documents, contacts, tasks, events and more.
Ecosystem Advantage:
Lexee AI Capabilities: Capture pre-intake details through website/voice assistants (where enabled).
Paralegal Services: Intake and call-handling support during volume spikes (where enabled)
Stay organized and move cases
forward with confidence
Manage active litigation with centralized tasks, deadlines, documents, and team collaboration—all inside one PI-focused platform.
- Assign and track tasks, deadlines, and statute of limitations dates with shared team visibility.
- Collaborate on case documents, correspondence, and notes—with everything tied to the matter.
- Track case status, opposing counsel activity, and next steps from one centralized dashboard.
Ecosystem Advantage:
Lexee AI Capabilities: Chat with your case to get instant, grounded answers from your case data, documents, and notes—without manual file searches (where enabled).
Paralegal Services: Medical records retrieval, chronologies,
and flexible paralegal staffing when required (where enabled).
Organize discovery and keep your
case file complete
Handle document production, medical record organization, and communication tracking—so nothing falls through the cracks during discovery.
- Manage and organize discovery documents with version control and shared access across your team.
- Track requests, responses, and deadlines for interrogatories, depositions, and document production.
- Keep medical records, bills, and correspondence organized and linked to the correct case.
Ecosystem Advantage:
Lexee AI Capabilities: Summarize hundreds of pages of medical records and flag gaps before they become problems (where enabled).
Paralegal Services: Document indexing and daily mail processing—inbound docs sorted, indexed, and filed to the correct cases (where enabled).
Walk into the courtroom prepared and in control
Access your full case file, calendar, and evidence from anywhere—so your team is trial-ready without last-minute scrambling.
- Track court dates, hearing schedules, and trial deadlines with shared calendar visibility.
- Access case evidence, documents, and notes on the go with CloudLex’s mobile app
- Review complete case history, contacts, and documentation in one place before you walk into court.
Ecosystem Advantage:
Lexee AI Capabilities: Generate medical timelines and case-ready chronologies to support trial preparation (where enabled).
Paralegal Services: Court calendar management and docket monitoring to keep your trial schedule on track (where enabled).
Close cases faster with clarity and precision
Track demands, offers, and negotiation details—calculate attorney fees and client recovery—so your firm closes cases with full financial visibility.
- Log demands, offers, and counteroffers with a full negotiation history tied to the matter.
- Calculate attorney fees, liens, and client recovery amounts with built-in settlement tools.
- Generate settlement reports and analytics to inform firm-wide strategy and leadership decisions.
Ecosystem Advantage:
Lexee AI Capabilities: Draft demand packages from case facts and medical records—your team refines, not builds from scratch (where enabled).
Paralegal Services: Human-powered support for complex settlement negotiations and document preparation (where enabled).
Frequently asked questions
What is CloudLex, and how is it different from generic legal software?
CloudLex is personal injury case management software built exclusively for PI law firms—not a generic tool with PI features added on. It covers intake, cases, documents, deadlines, medical records, settlement, and reporting in one system. And as an ecosystem, it also includes built-in Lexee AI and integrated paralegal services—so your firm gets software, intelligence, and human expertise from one vendor instead of three.
Does CloudLex include AI capabilities?
Yes. Lexee AI is built directly into CloudLex—no separate vendor required. Lexee helps with demand package drafting, medical summaries, intake capture, and case Q&A, with every output tied to the matter inside your case file.
What about paralegal and litigation support services?
CloudLex provides human-powered paralegal services—including medical records retrieval, chronologies, document indexing, a 24/7 bilingual call center, and flexible staffing. Services are delivered directly into your CloudLex case files, so there are no separate portals or manual uploads.
Does CloudLex integrate with Microsoft 365 and other tools?
Yes. CloudLex integrates with Microsoft Office 365, Gmail, Google Calendar, DocuSign, and Adobe Sign. Emails, files, and calendars stay synced to the right case without manual re-entry.
How secure is CloudLex?
CloudLex is hosted on Microsoft Azure with enterprise-grade security: encryption in transit and at rest, multi-factor authentication, role-based access controls, and HIPAA-aligned protections for medical and case data.
Can I manage intake and client leads in CloudLex?
Yes. CloudLex includes intake management with shareable forms, lead capture, qualification workflows, and one-click conversion to a matter. With Lexee AI, your firm can also capture leads 24/7 through callbot and chatbot capabilities.
What is Voices of PI?
The Voices of PI is CloudLex’s community platform that celebrates PI attorneys—featuring their stories, victories, and contributions through print editions, a podcast, and recognition features. It’s part of the CloudLex Ecosystem and gives PI firms a platform to promote their work to the legal community.
News, Resources and Insights
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
Run your PI practice with more clarity, control, and confidence
The Complete Personal Injury Management Software—with our platform, Lexee AI, paralegal services, and a community that celebrates and features PI attorneys. One ecosystem for your personal injury firm.
