Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CloudLex is one connected ecosystem, purpose-built specifically for plaintiff personal injury law firms. Its four pillars work on the same case from accident to resolution, holding the whole practice in one place: intake, case management, medical records, client communication, litigation, negotiation, and settlement.
Platform: intake, matters, documents, deadlines, reporting, and settlement in one HIPAA-compliant system of record built specifically for PI.
Lexee AI: built into the Platform, working from your complete case file: demand drafting, medical chronologies and summaries, 24/7 client assistance, and chat with your case.
Paralegal Services: PI-trained specialists handling records retrieval, chronologies, and indexing inside your case files.
Voices of PI: a community celebrating the plaintiff attorneys who fight for justice.
One ecosystem, one partner, one login. Personal injury is the only practice area CloudLex has served since inception. Trusted by PI firms nationwide.
Description
CorpIntake is an automated web-based application for new business intake. It allows you to reduce risks and increase revenue through automating manual processes. Expedite file opening for existing and new clients. CorpIntake automates the data collection, conflict-checking, and approval process, and can be deployed on-premises or in Azure cloud.
CorpIntake is an application for client and matter intake with the following features.
1. Data collection with dynamic forms
2. Integration with existing systems
3. Conflict search and approval workflow
4. Auditing.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Microsoft 365
Yes
3E
No
Active Directory
No
Dropbox
Yes
Google Calendar
Yes
Google Drive
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
Microsoft Word
Yes
NetDocuments
No
Integrations
Microsoft 365
Yes
3E
Yes
Active Directory
Yes
Dropbox
No
Google Calendar
No
Google Drive
No
Microsoft OneDrive
No
Microsoft Outlook
No
Microsoft Word
No
NetDocuments
Yes
Pricing Details
Contact Us to Discuss
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
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
Yes
iPhone App
No
iPad App
No
Android App
No
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CloudLex
Founded
2015
Country
United States
Website
www.cloudlex.com
Vendor Details
Company Name
PaayaTech Inc.
Founded
2007
Country
Canada
Website
paayatech.com/corpintake/
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