CloudLex vs Filevine (2026): which should you pick?

Pick CloudLex if

• Fits if you run a personal injury firm and want to work from a phone
• Works for firms that also want medical record retrieval from the same vendor

Look elsewhere if

• Skip it if you need a price to plan with, because the vendor does not publish one
• Skip it if you practise outside personal injury, as it is not aimed at other areas
• Tight if you want lead forms on the lowest tier, since they start at Advanced
• Watch out: medical records retrieval, paralegal services and the call center are separate services
• Watch out: no trial is offered

Pick Filevine if

• Fits if your firm runs heavy caseloads, such as personal injury or mass torts
• Works for prosecutors, public defenders and other government legal offices

Look elsewhere if

• Skip it if you want a price before a demo, as every package is quoted by the sales team
• Watch out: intake, depositions and signatures are separate packages, and analytics, court deadline rules and the client portal are extensions
• Not for you if you want to try case management first, since the free LOIS Explore trial is AI only and closed to existing customers
• Not for you if you'd rather set it up yourself, as setup runs through Filevine's certified partners
• Skip it if you need phone apps, as the listing has it as web only

CloudLex

• No prices are published; the pricing page lists Professional, Advanced and Enterprise tiers and sends buyers to a call.
• Lead management and website forms start at Advanced, and the chatbot, QuickBooks Online and AI fuzzy search start at Enterprise.
• It is built for personal injury and is not aimed at firms in other practice areas.
• Medical record retrieval, paralegal services and the call center are separate services from the software.

Filevine

• Filevine publishes no prices: every package is quoted by its sales team after a demo.
• Intake, depositions and signatures are separate packages; analytics, court deadline rules and the client portal are extensions to Matters.
• The free LOIS Explore trial covers AI research and drafting only, not case management, and is closed to existing Filevine customers.
• Setup is handled by Filevine's certified implementation partners rather than self-serve onboarding.

CloudLex

Personal injury matter management

Each matter gets an overview, parties, running notes, an injury narrative, medical records and bills, insurance coverage and liens.

Settlement tracking

Negotiation rounds, lien resolution and settlement calculations are tracked inside the matter instead of in separate spreadsheets.

Calendars, tasks and workflows

Deadlines sync with Office 365, tasks can be assigned and tracked, and repeated steps can be automated with workflows the vendor's team helps set up.

Lexee AI

Built-in AI features include intake capture, medical summaries, demand drafting and asking questions of a case. The vendor says demand and summary drafts get expert review.

Mobile apps

iOS and Android apps give access to matters, documents, tasks, intakes and the calendar, and can turn voice notes into tasks.

Integrations and e-signature

Connects with Microsoft 365, Google Workspace, QuickBooks Online, DocuSign, Adobe Sign, Dropbox and RingCentral, and includes native e-signatures.

Filevine

Matter management

Each matter collects tasks, contacts, deadlines, calendar events, emails and notes, with custom reports and dashboards built from any field in Filevine.

Document management and assembly

Unlimited document storage with search, PDF splitting and combining, and document assembly that fills templates from matter data.

LOIS legal AI

Ask LOIS answers questions about a matter with cited sources, AI Drafting writes from case facts, LOIS for Word works inside Microsoft Word, and LOIS Legal Research checks case law.

Deposition tools

Schedule depositions and book court reporters, get live transcription and follow-up suggestions from Depo Copilot, and keep summarized transcripts in a searchable library.

Intake with Lead Docket

Captures and qualifies leads, tracks referral fees, takes online payments and moves signed clients into case files, with AI lead summaries as an option.

Timekeeping, billing and payments

Multiple timers, time tracked from email, LEDES billing codes and bulk invoicing, with Filevine Payments for online payment that it says is IOLTA compliant.

CloudLex

Pricing could not be confirmed. See cloudlex.com.

Filevine

Pricing could not be confirmed. See filevine.com.