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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

TrusteSolutions, the originator of cloud-based case management software for busy trustees, relentlessly innovates, delivering industry-leading technology that puts you in control of your casework. From built-in workflow automation to fully-integrated banking, TrusteSolutions streamlines your daily business processes for maximum efficiency, so you click less and accomplish more. Switching case management systems can be daunting, so it is important to understand how we plan and tackle our conversions. The devil is in the detail, so we have created a unique process that ensures a smooth transition without the hassle factor. Find out the secrets to a quick and easy transition to your next case management provider. We’re not only on the web, we originated there. In today’s fast-paced world, you need to feel confident being mobile. Access all of your files, case notes, and documentation whether in court or on the go.

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 Supported
iPad Supported
Android 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

Organizations requiring a solution to digitize their workflow and streamline their case management processes

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 Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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 Not Supported
In Person Not Supported

Company Information

CloudLex
Founded: 2015
United States
www.cloudlex.com

Company Information

TrusteSolutions
United States
www.trustesolutions.com

Alternatives

Alternatives

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FullCourt

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Assembly Neos

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MerusCase

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Merus
VIXN

VIXN

Fermata Discovery

Categories

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

Categories

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

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

Dropbox Supported
Google Calendar Supported
Google Drive Supported
Microsoft 365 Supported
Microsoft OneDrive Supported
Microsoft Outlook Supported
Microsoft Word 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 Word Not Supported
Claim CloudLex and update features and information
Claim CloudLex and update features and information
Claim TrusteSolutions and update features and information
Claim TrusteSolutions and update features and information