Legal Document Management Software
Automate and organize case documents with ease
Streamlined document management at your fingertips for your entire firm
CloudLex’s legal document management software simplifies the way you manage and organize important case files. With intuitive tools for creation, storage, and categorization, your legal team can streamline workflows, reduce time-consuming processes, and focus on what matters most—delivering exceptional legal services to your clients.
Legal Document Management Software
Document management made simple
Solve all your challenges with document management
CloudLex provides a comprehensive solution for organizing and managing all your legal documents. With advanced features like document automation, collaboration, and AI-powered search, your law firm can work efficiently while safeguarding sensitive information.
Technology that works for you
CloudLex uses Microsoft’s scalable cloud-based storage, allowing you to securely manage important documents such as pleadings, motions, and contracts. You can view files like images, audio, video, and legal contracts directly in your browser, even without internet connection.
Create, edit and share effortlessly
CloudLex’s legal document management system allows you to easily create, edit, save and access documents while linking them to specific cases, team members, or contacts. Features like memos, categorized storage, and streamlined sharing ensure that your workflow remains smooth and organized.
Legal Document Management Software
Organize all case documents with ease
Enhanced security and collaboration with access permissions
Data security is critical for personal injury law firms, and CloudLex ensures your legal professionals have the tools they need to protect sensitive information. With customizable user permissions, you can control access to documents based on roles, ensuring that only the right team members can view or edit files.
Find documents in seconds with an AI-powered search
No more wasting time searching through files. CloudLex’s advanced search tools, powered by artificial intelligence, help you locate specific documents instantly. Whether it’s an intake, matter, or archived document, you can retrieve what you need in seconds to boost productivity and efficiency.
Collaborate anywhere, anytime, for a simpler workflow
Collaborate with CloudLex’s real-time editing features. Use Microsoft Word, Excel, or PowerPoint to co-author and track changes. This ensures a seamless workflow for your legal team, allowing for faster turnarounds and simplified document review processes.
Increase efficiency with e-signatures
Skip the delays of physical signatures with CloudLex’s electronic signature functionality. Integrated with Adobe Sign and DocuSign, you can send documents for signing and monitor the status in real time, saving legal practitioners valuable hours while maintaining best practices.
Integrate with popular storage software
CloudLex integrates with tools like Google Drive, Dropbox, and OneDrive through its 2-Way Sync feature. Upload a document once, and it’s instantly accessible both in CloudLex and your preferred app. This integration is perfect for meeting your firm’s needs.
Enhanced PDF editing capabilities
Eliminate the need for external platforms with CloudLex’s built-in PDF editing tools. Add text, insert images, and attach files directly within CloudLex. This feature ensures you can manage all aspects of a document without interrupting your workflow.
Streamline document and template management
Solve your document and template management challenges with our time-saving features powered by Microsoft 365. Create, edit and save Word documents and create reusable templates directly within the platform, eliminating the need for multiple uploads/downloads.
See what your peers are saying about CloudLex!
CloudLex has transformed how we practice law
How it truly changed just one of our cases was during an arbitration. A question came up which my physical binder did not have the answer. I was able to access a note in the CloudLex file from my iPad and immediately defeat the Respondent’s case. That is just one example of how it has transformed our firm’s practice of law.
Brian Pascale
Pascal Law | Managing Partner
Frequently asked questions
What does a document management system do for a law firm?
In civil litigation firms, even the most straightforward of cases can generate thousands of pages of documents. Law firms today spend enormous amounts of time and resources printing documents and physically filing and storing them in Banker Boxes. The way your firm produces, organizes and optimizes documents can give you a competitive advantage over other law firms.
Matter Centric Document Management
Store your documents in a matter-centric manner, where all documents, notes, files, and contacts relating to the same matter are stored in a central location. This makes it much easier to reference and retrieve documents, unlike the folder-based structures in cloud storage solutions like Dropbox. But document management is not just about storage. Here are some of our other features that help your firm run as efficiently as possible:
Document Templates
Through CloudLex, you can quickly produce documents via templates, such as agreements and letters, saving your associates an enormous amount of time.
Collaboration
Collaborate on documents with your colleagues. Keeping documents in CloudLex ensures all team members have access to and are working on the most up-to-date version of the document.
Tracking Changes
In addition to being able to access files and documents on the go, CloudLex also tracks all changes made to any document. The system indicates who made the change and when making documents easy to review.
What are the must-have features of legal document management software?
Document management and organization dictate the extent of a law firm’s efficiency, productivity, and legal compliance. To boost efficiency and productivity, acquiring a document management system that fits your practice’s needs, such as usability, scalability, security, collaboration, integrations, and version control, is a must. In addition, your document management system should also be matter-centric, allowing you to link matters, contacts, categories, and label documents for each retrieval.
Your firm should aim to find case management software that includes a robustly built document management system. That way, instead of having two separate systems, you can organize all your information one in place.
Here are some of the top features in a document management system your firm should be looking for:
Document Storage: You should have unlimited document storage that is compliant with industry norms like HIPAA
Access Permissions: To ensure your data is secure, this feature allows you to define who can view, edit, and create documents in your system.
Security: A secure cloud is ideal for storage, where data is backed up regularly with disaster recovery and geo-redundancy capabilities. Documents should be able to be retrieved in case of any disaster. We ensure that your documents can be retrieved no matter what by backing up your data in several geo-locations, so if one is hit by a disaster, another backup is immediately activated.
Advanced Search: Your document management system should have an advanced keyword search system that enables you to filter through case details or documents faster
Collaboration: Another important feature to have is internal collaboration access to documents. This feature allows you to co-author documents, track changes, and edit documents from anywhere.
Electronic Signatures: Clients should be able to easily sign legal documents electronically in the system.
Integration: Your document management software should integrate with document creation and storage software like Dropbox, Google Drive, Onedrive, etc
Can I customize permissions and access restrictions for documents in cloudlex?
Yes, CloudLex allows you to customize access to documents. Control who is able to access specific information such as documents, calendars, etc. We use role-based access controls to limit the possibility of breaches. The system defines roles and users, granting specific permissions to each level and ensuring consistent security policy across the entire firm. Prevent unauthorized access to documents and help employees focus their attention by only granting access to documents needed to perform their duties.
What’s the difference between Microsoft office’s desktop and Microsoft office?
Microsoft offers several different ways to run its Office programs. The primary ways include desktop apps, mobile apps for Android and iOS, and online through a web browser.
You’re likely familiar with the desktop version of Office. This is the full-featured version installed on Windows PC or Macs. This traditional standalone app requires you to pay an upfront cost, get a license, and install the software on your computer.
CloudLex for Office, a web-based version of Office, is free for law firms that use our system and doesn’t require a subscription for use. CloudLex includes all the key functionalities and programs of Office- Word, Excel, PowerPoint, and Outlook- all in one place.
The web-based version of Office offers better collaborative features than the desktop-based version. For example, when collaborating with colleagues in the desktop version, only one person can edit at a time; The online version offers real-time updates allowing multiple people to edit the document at once.
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