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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
DecisionVault facilitates the collection of client information and management of cases for law firms specializing in Trust & Estates. Clients engage with an online questionnaire accessible via mobile devices or laptops, where they can submit information about individuals and assets pertinent to their estate plans. They have the ability to modify details and upload necessary documents until the firm finalizes the matter for drafting purposes.
The law firm benefits from a centralized view of each case's contacts, assets, and responses, along with the capability to export a comprehensive asset overview into a formula-driven Excel sheet and prepare design sheets for meetings with attorneys. Integrations with various platforms such as WealthCounsel, Interactive Legal, Clio, MyCase, and LEAP allow for the synchronization of selected matter data, effectively minimizing the need for redundant data entry.
Staff members can oversee the progress of matters from the initial invitation stage to the signing phase, identify any missing information, and utilize automated reminders for timely follow-ups with clients, ensuring a smooth workflow throughout the process. This systematic approach not only enhances efficiency but also significantly improves client engagement and satisfaction.
API Access
Has API
No
API Access
Has API
Yes
Integrations
8am MyCase
No
Clio
No
Dropbox
Yes
EstateWorks
No
Formstack Documents
No
Gavel
No
GoHighLevel
No
Google Calendar
Yes
Google Drive
Yes
HubSpot CRM
No
Integrations
8am MyCase
Yes
Clio
Yes
Dropbox
No
EstateWorks
Yes
Formstack Documents
Yes
Gavel
Yes
GoHighLevel
Yes
Google Calendar
No
Google Drive
No
HubSpot CRM
Yes
Pricing Details
Contact Us to Discuss
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
No
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CloudLex
Founded
2015
Country
United States
Website
www.cloudlex.com
Vendor Details
Company Name
DecisionVault
Founded
2020
Country
United States
Website
decisionvault.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
