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About

CloudLex is one connected ecosystem, built exclusively for plaintiff personal injury law firms. It brings together the Platform, Lexee AI, and Paralegal Services to work on the same case from accident to resolution, holding the whole practice in one place: intake, case management, medical records, client communication, expenses, litigation, negotiation, and settlement. A PI case runs for years across thousands of touchpoints, and managing only part of it leaves the rest to spreadsheets, vendors, and memory. Inside CloudLex, all three work on one case rather than copies passed between systems. The Platform is a HIPAA-compliant, PI-focused system of record. Lexee AI works from your complete case file: demand drafting, medical summaries, and around-the-clock client assistance. Paralegal Services adds an experienced, human-led team for records retrieval, chronologies, and indexing inside your case files. One ecosystem, one partner, one login.

About

SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape. SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success. With 175+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more. This revolutionary software will increase your firm's efficiency and profitability.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

A wide variety of practice areas, including Personal Injury, Mass Tort, Workers' Compensation, and many more!

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Contact Us to Discuss
Free Version
Free Trial

Pricing

$109 per month per SaaS user
Free Version
Free Trial

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 4.9 / 5
ease 4.7 / 5
features 4.8 / 5
design 4.5 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • Easy to pick up and learn Constant new features Support is constantly helping There are daily office hours to assist live There are regular webinars to present new features that are coming
  • This system has streamlined many processes and workflows for our firm. Tech support always helps when there is an issue
  • All of the technology and automations. I like the fact that emails and text messages are automatically saved. I like that pictures from emails and text are automatically saved.
  • The platform really guides you through all stages of a case, from new business tracking to closure. Automated processes and tasking templates have streamlined both case maintenance and all communication within and outside our firm.
  • Ease of getting documents into the case. Abilitiy to sort through and create documents. Easy abilitiy to email directly from the case. Excellent customer service with video how to responses. Ease of editing form documents in the SA word editor.

Cons

  • Access permission management is large and time consuming, but can give granular access
  • Can be glitchy and the pages don't auto refresh, so there's a constant need to refresh to ensure you are working with the most up to date information (say if multiple people are working on a file)
  • It is a lot of set up and a huge learning curve.
  • We use the cloud based system and do not have the best internet connections, so it does sometimes bog us down. SA also offers an on-site server option that would rectify this that we are looking into.
  • There are so many options for each tab and setting that sometimes that it can be tough to find the exact customization you are looking for.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CloudLex
Founded: 2015
United States
www.cloudlex.com

Company Information

SmartAdvocate
Founded: 2000
United States
www.smartadvocate.com

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Categories

Categories

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management Features

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

Legal Calendar Features

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Law Practice Management Features

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
CRM
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Case Management Features

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management Features

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

Integrations

Microsoft 365
Microsoft Outlook
Alert Communications
ApexChat
Bridge Legal
CallFire
CallRail
Case Status
Docusign
EvenUp
Google Calendar
Google Drive
Intake Forecast
MessageMedia
Microsoft Word
ProLaw
Quilia
Salesforce
Zapier
eLaw

Integrations

Microsoft 365
Microsoft Outlook
Alert Communications
ApexChat
Bridge Legal
CallFire
CallRail
Case Status
Docusign
EvenUp
Google Calendar
Google Drive
Intake Forecast
MessageMedia
Microsoft Word
ProLaw
Quilia
Salesforce
Zapier
eLaw
Claim CloudLex and update features and information
Claim CloudLex and update features and information
Claim SmartAdvocate and update features and information
Claim SmartAdvocate and update features and information