CloudLex vs. Matterly Comparison


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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 A user-friendly platform to help save your firm significant amounts of time during the creation of necessary records. Define who from the organization is related to a matter and their role. Assignee rates for all matters can be specified. Integrate with Proof, Click2Mail, and others for certified mail and finding document delivery services. In today’s legal world there are more moving parts than ever. Many attorneys get in over their heads simply due to imperfect office workflow. With Matterly you can quickly have a time tracker set up, intake process enabled, onboarding instructions implemented, and then create and manage matters all while assigning specific tasks to specific individuals. All of this can be set up and monitored seamlessly in the office or on the go! Matterly is a CRM system like no other! Users can upload their own templates with merge tags, allowing them to insert information directly from Matters and their related records in Salesforce.
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 Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Owners, Managing Partners, Partners, Attorneys, Paralegals, Office Managers, and other staff of Personal injury law firms in the US.	Audience Legal professionals and companies looking for a solution to improve their processes, manage their matters, and assign specific tasks to specific individuals
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing Contact Us to Discuss Free Version Not Supported Free Trial Not Supported	Pricing No information available. 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: Review this Software	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: Review this Software

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information CloudLex Founded: 2015 United States www.cloudlex.com	Company Information Matterly United States matterly.io
Alternatives 8am	Alternatives CARET Legal
Assembly Neos Assembly Software	Litify
8am CasePeer 8am	Lawcus
Filevine	Traffic Ticket CRM App Maisters
CaseFox View All	Smokeball View All
Categories AI Legal Supported Law Practice Management Supported Legal Supported Legal Calendar Supported Legal Case Management Supported Legal Document Management Supported Legal Intake Supported Matter Management Supported Personal Injury Law Supported	Categories Legal Case Management Supported Legal CRM 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 Show More Features 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 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
Integrations Click2Mail Not Supported Dropbox Supported Google Calendar Supported Google Drive Supported Microsoft 365 Supported Microsoft OneDrive Supported Microsoft Outlook Supported Microsoft Word Supported Salesforce Not Supported View All 7 Integrations	Integrations Click2Mail Supported Dropbox Not Supported Google Calendar Not Supported Google Drive Not Supported Microsoft 365 Not Supported Microsoft OneDrive Not Supported Microsoft Outlook Not Supported Microsoft Word Not Supported Salesforce Supported View All 2 Integrations
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