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The system has made document management simple. Adding files takes seconds. We are able to access our case management system and documents from anywhere. The price is far less expensive than the competitors and the application is constantly being updated with new features.
They have also incorporated our suggestions, and I am sure those of other users, making it a truly unique product.
The billing department is also great. They allow you to make the payments in several installments for the annual fee which relieves a big burden. Review collected by and hosted on G2.com.
A downside is that you must use a browser to access the program from an iPad. I would love an application for the iPad that does not require using a browser. Presently we have to use the browser to access the actual documents on that device.
Another downside is the Notes Section. While it is pretty good/robust, I would also like the capability to create labels in the notes section as we can in the Documents. Also with the notes, when copying and pasting from a word document directly to the notes, it can create a formatting issue where the paragraphs have a line spacing that can be annoying and can't be changed. You also need to be very careful to not delete notes by accident as they can't be retrieved. An "undo" capability would be ideal.
Lastly, while I can live with it, I would prefer to not have to download each document to work on it. I would prefer to be able to work in the file directly. Review collected by and hosted on G2.com.
33 out of 34 Total Reviews for CloudLex
Overall Review Sentiment for CloudLex
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One of the things I like about it the most is it is cloud-based and very easy to use. Anybody that has ever downloaded an app on their phone can use CloudLex. It's incredibly user-friendly. The training on CloudLex for a new employee takes about 30 minutes to an hour because it's tailored for personal injury law. This is one of my favorite things about it. Review collected by and hosted on G2.com.
Not much to dislike. We have been using CloudLex since they were pretty new, and here we are six years later still using the firm management software with no intention of ever moving. Review collected by and hosted on G2.com.
Cloudlex is better adapted for plaintiff-side practice than other platforms I have tried Review collected by and hosted on G2.com.
Clunky interface has difficult sync with some other systems, won't save a file to Cloudlex unless it's already saved on the computer Review collected by and hosted on G2.com.
Quick access to critical data from anywhere (via the app) has been beneficial. Also, quick reports on cases are very valuable. Having the ability to see how many cases are active and who in our firm is working on them is valuable. Also, communicating with our clients through the messaging app has been great. Review collected by and hosted on G2.com.
Although it does not fully integrate with our Quickbooks, it does integrate well with the Quickbooks "Online Version"...I'm told there are some changes in the mix that will make it work well with the original Quickbooks. So, while I may dislike something, I love how responsive CloudLex is at taking customer feedback and working towards real solutions that improve the overall product. Review collected by and hosted on G2.com.
Cloudlex is built for the personal injury law firm. It allows you to put all of your client's case information, documents, events. medical records, photographs, emails, text messages, and contact information in one place. Cloudlex also is fully integrated with Dropbox, Microsoft Word & Outlook, and Google and works seamlessly with all of them, including their calendars. On top of all of the features, Cloudlex is totally in the Cloud and has Apps for the iPhone, iPad, and Android. Cloudlex is therefore totally accessible anywhere. Cloudlex also has a great intake section where you can keep track of all of your intakes including where they came from. Review collected by and hosted on G2.com.
Nothing. Cloudlex recently started a help page with videos and instructions that should answer most questions. Review collected by and hosted on G2.com.
Super reliable and very stable. Never gets locked up and always quick and responsive. I love that I can access my files anywhere in the world like I’m in the office. Review collected by and hosted on G2.com.
Would like to have a little more control over certain input fields, other than that it’s perfect. Review collected by and hosted on G2.com.
The thing I like most about CloudLex is that it is secure and cloud-based, which allows me to work from anywhere there is a good internet connection. The platform lets you have an entire case (indeed your entire office) in one place and is accessible anytime, anywhere. Equally important is customer service, which has been great over the many years I have been a customer/user. Review collected by and hosted on G2.com.
If CloudLex could have pre-populated tasks/events specific to Connecticut practice, a CRM tool, and an ability to have a secure cloud-based portal for creating and storing documents (other than in Cloudlex) it would be unbeatable. Review collected by and hosted on G2.com.
Sounded great in the sales talk. If they could have delivered on their promises, it would have been excellent. Review collected by and hosted on G2.com.
Very poor training/support. I inquired about integration and was blown smoke by sales about how smooth sailing that would be. But training was, 'look at our site. See what the buttons can do'; all things anyone can figure out. There was ZERO instruction or recommendation about how to integrate teh software into daily practice for staff or attorneys, a fatal flaw Review collected by and hosted on G2.com.
Very user friendly. Easier to use than other legal programs and has more organizational qualities. Very easy to set up tasks. Review collected by and hosted on G2.com.
Not knowing its full potential. It would be nice if the company provided an on-line learning webinar. Review collected by and hosted on G2.com.
Cloudlex is easy to navigate allows you track the progress of your client's case while also keeping an eye on the firm's expenses on the case. Review collected by and hosted on G2.com.
Cloudlex backs up seamlessly to the cloud. That's an excellent feature. The only downside is that a folder for the client is not created until you upload a document to a specific folder category. I would like to see Cloudlex allow firms to use their own categories for folders and, have those folders automatically generate in the cloud folder when a new matter is opened. Every firm organizes folders differently and if CL offered this feature, it would allow less disruption to a firm's file system on their client drive. Review collected by and hosted on G2.com.
