FileHold

FileHold

FileHold Document Management Software
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About

CloudLex is one connected ecosystem, purpose-built 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. Inside CloudLex, the Platform, Lexee AI, and Paralegal Services work on one case rather than copies passed between systems. Take any one away, and the others get weaker. 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. Trusted by PI firms nationwide.

About

The FileHold Azure cloud deployment provides a secure, backed up cloud environment. All IT services are included as part of the program. FileHold is an enterprise grade document management and document workflow solution that helps large organizations transition to a paperless work environment. When requested, FileHOld can be deployed on-premises or in a secure private or public cloud. FileHold offers a suite of features for document scanning, indexing, versioning, searching, document linking, and more. FileHold supports all browser types, a rich desktop environment and is mobile ready. Out of the box integration with MS Office, SharePoint, Teams and Active Directory. Free fully documented API.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Owners, Managing Partners, Partners, Attorneys, Paralegals, Office Managers, and other staff of Personal injury law firms in the US.

Audience

For larger organizations that need document workflow and approval. Caters to high tech companies, manufacturers, healthcare organizations, and more.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Contact Us to Discuss
Free Version Not Supported
Free Trial Not Supported

Pricing

$15.00 / user / month
FileHold can be purchased as a perpetual license or on a month to month subscription (minimum of 5 users).
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • It is very user friendly Very customizable Easy to create workflows
  • Installation and implementation was nothing short of easy. The team at FileHold walked us through all stages and we were up and functioning within an hour.

Cons

  • Font is a little small and it is not adjustable There is not a collapse all for the folders - do not love having to click the - sign when I have 20 folders open
  • Cant identify any cons to address. We had zero issues with the install and so far, no issues in using the tool.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

CloudLex
Founded: 2015
United States
www.cloudlex.com

Company Information

FileHold Document Management Software
Founded: 2005
Canada
www.filehold.com

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Categories

AI Legal Supported
Legal Supported
Legal Calendar Supported
Legal Intake Supported
Matter Management Supported

Categories

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Not Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Supported

Law Practice Management Features

Billing & Invoicing Not Supported
Calendar Management Supported
Client Portal Supported
Conflict Management Supported
Contract Management Not Supported
CRM Supported
Document Management Supported
Email Management Supported
Legal Case Management Supported
Task Management Supported
Time Tracking Not Supported
Trust Accounting Not Supported

Legal Calendar Features

Case Defined Timekeepers Not Supported
Completion Tracking Supported
Conflict Management Supported
Multi-Office Supported
Reminders Supported
Rules-Based Scheduling Not Supported
Staff Calendar Supported
Status Tracking Supported
Task Management Supported

Legal Case Management Features

Billing Management Not Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Not Supported
Court Management Supported
Discovery Management Supported
Docket Management Supported
Document Management Supported
Expense Tracking Supported
Government Not Supported
Law Firms Supported
Records Management Supported
Task Management Supported
Time Tracking Not Supported
Trust Accounting Not Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Supported

Archiving Features

Access Control Supported
Data Deduplication Supported
Document Management Supported
eDiscovery Supported
Email Archiving Supported
Multimedia Archiving Supported
Retention Management Supported
Storage Management Supported
Version Control Supported
Web Archiving Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Not Supported
Sell Side (Customers) Not Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported

Document Version Control Features

Access Controls/Permissions Supported
Approval Process Control Supported
Archiving & Retention Supported
Audit Trail Supported
Commenting / Notes Supported
Document Check-in / Check-out Supported
For Engineering Documents Supported
Revision History Supported
Version Comparison Supported
Version Rollback Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Dropbox Supported
Google Calendar Supported
Google Drive Supported
Microsoft 365 Supported
Microsoft OneDrive Supported
Microsoft Outlook Supported
Microsoft SharePoint Not Supported
Microsoft Word Supported
SAP CRM Not Supported
Sage CRM Not Supported

Integrations

Dropbox Not Supported
Google Calendar Not Supported
Google Drive Not Supported
Microsoft 365 Not Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Not Supported
Microsoft SharePoint Supported
Microsoft Word Not Supported
SAP CRM Supported
Sage CRM Supported
Claim CloudLex and update features and information
Claim CloudLex and update features and information
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Claim FileHold and update features and information