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What is PrivyCounsel?

Legal professionals acknowledge the importance of utilizing effective legal case management software and client portals in their daily operations. They also face the challenge of finding solutions that can be implemented swiftly to optimize workflows and boost overall efficiency, resulting in significant time savings. By leveraging real-time Key Performance Indicators (KPIs), practitioners can concentrate on the most critical elements of their practice, promoting growth and sustainability within their firms. Additionally, improving compliance with State Bar Professional standards can enhance operational quality and increase responsiveness, thereby reinforcing the trust and relationship nurtured with clients. In conclusion, selecting the right tools not only enhances the efficiency of your practice but also elevates the level of service you are able to deliver to your clients, ultimately leading to greater satisfaction and loyalty.

What is CloudLex?

CloudLex is one connected ecosystem, purpose-built specifically 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: intake, case management, medical records, client communication, litigation, negotiation, and settlement. 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. Personal injury is the only practice area CloudLex has served since inception. Trusted by PI firms nationwide.

Media

Media

Integrations Supported

Integrations Supported

Dropbox
Google Calendar
Google Drive
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Microsoft Word

API Availability

API Availability

Pricing Information

$25 per month

Pricing Information

Contact Us to Discuss

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

PrivyCounsel

Company Location

United States

Company Website

privycounsel.com

Company Facts

Organization Name

CloudLex

Date Founded

2015

Company Location

United States

Company Website

www.cloudlex.com

Categories and Features

Legal Case Management

Not specified

Categories and Features

AI Legal

Not specified

Law Practice Management

CRM
Calendar Management
Client Portal
Conflict Management
Document Management
Email Management
Legal Case Management
Task Management

Legal

Not specified

Legal Calendar

Completion Tracking
Conflict Management
Multi-Office
Reminders
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Law Firms
Records Management
Task Management

Legal Document Management

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

Legal Intake

Not specified

Matter Management

Not specified

Personal Injury Law

Not specified

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