This document provides information about CloudLex, a cloud-based case management system designed for plaintiff trial lawyers. It highlights key features such as intuitive design, document management, calendaring, reporting, task tracking and mobile access. Testimonials from law firms praise CloudLex for its ease of use, affordability and responsive customer support. The document also compares the total costs of CloudLex versus self-hosting a system, finding that CloudLex provides significant savings over time.

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The Only Legal Cloud™ Built Exclusively For Plaintiff Trial Lawyers.

2. Simple and affordable.
CloudLex continues to impress
with its intuitive updates.”
Matthew Salimbene | Matthew J. Salimbene, PC

3. We Understand
Trial Lawyers
CloudLex™ intimately understands litigation and the needs of trial lawyers.
CloudLex™ is designed by experienced attorneys, industry professionals and
expert engineers, with significant experience mapping, managing and processing
litigation matters. Prominent law firms in New York, New Jersey and Connecticut
participated in our pilot program. Their insights are reflected in the design.
CloudLex™ has its origins in Lexvia, Inc., one of the largest litigation support
services firms. Led by experienced attorneys, Lexvia provides comprehensive
paralegal support, and information and case management services to law
firms across the country. Each year, Lexvia brings efficient project management
techniques to tens of thousands of civil litigation cases, processes hundreds
of thousands of legal pleadings and analyzes millions of legal documents.
Each day, more and more law firms are choosing CloudLex™ to efficiently
manage matters, significantly increase capacity and revolutionize their practices.
Why Cloudlex™?
Designed by Trial Lawyers
Exclusively for plaintiff trial lawyers
Rockstar technology team
Approved by prominent trial lawyers
Intuitive & Easy to Use
No lengthy training session required
No complicated user manual
Master the system in minutes
All Inclusive & Supported
Easily expand as your firm grows
Support you can rely on
All-inclusive feature upgrades

4. From Solos to National Firms ...
“Being an attorney for over 20 years, I have seen most of the case
management programs available to the plaintiff’s personal injury legal
community. CloudLex is not only easy to use, but it has helped our
growing law firm become more efficient. Additionally, customer service
is quite important to us. The staff at CloudLex have continually been
available to us at a moment’s notice to assist us with any questions
that we may have. As lawyers themselves, they truly value their clients.
We would recommend CloudLex to any personal injury law firm who
has never used a system or to a firm who wishes to change from
their existing case management system.”
“After evaluating several different litigation management systems,
our firm decided on CloudLex. We could not be more pleased. CloudLex
has been and continues to be a great asset for our firm. CloudLex keeps
us organized and helps us to communicate better with each other and our
clients. It is easy to use and the customer service is excellent. In the early
days, we made suggestions and changes were integrated into the system
to address our concerns. We are thankful to have CloudLex as a partner
for our practice.”
“CloudLex has brought our Law Firm into the 21st century! I am
able to run my practice from anywhere. My staff finds CloudLex
easy to use and intuitive, while the customer service and support
are second to none. Above all else, CloudLex has become a trusted
partner in managing, securing and growing my practice.”
“As an early subscriber to CloudLex, I’ve seen its tremendous
growth over the past year. It truly makes running my practice much
easier in this digital age. One of the greatest things about CloudLex is
there willingness to listen to suggestions of their users and implement
changes that enhance the program. I cannot speak highly enough
of their paralegal assistance that they provide my office. As a small
practice that has seen growth over the past year, I would not be able
to keep up with demand without their help. Tasks are completed
faster than I ever imagined and with precision needed so that there
is virtually no correction time upon receipt. I recommend their
platform wholeheartedly for any firm in the litigation arena.”
David Krangle | Alonso Krangle, LLP
Tom Gallivan | Gallivan & Gallivan Marc Elefant | Marc Elefant, PC
Angelicque Moreno | Avanzino and Moreno, PC
ME

5. Throughout my career, I strived to build a practice that operates in
an efficient, scaled manner while still providing exceptional service to
our clients. Despite all the advances made, I could plainly see many
opportunities to take the firm to the next level - if only I had the right tool.
After years of searching, I finally found that tool in CloudLex. In short order,
CloudLex enabled me to increase efficiency and expand exponentially,
without breaking the bank. It’s easy to use and the anytime, anywhere
accessibility is a game changer. Everyone at Subin Associates loves
CloudLex. Over the years, my partnership with Lexvia and now
CloudLex ensures my practice will continue to thrive and grow.”
Herbert S. Subin | Subin Associates

6. Upon seeing the very first version, I knew immediately that
CloudLex would revolutionize the legal profession. Despite having
recently invested tens of thousands of dollars in a legacy product,
I immediately dropped all plans with that product and signed up to
become the first CloudLex Beta tester. Since then I have seen CloudLex
undergo significant growth to become even better than I originally
imagined. Their team has been amazingly supportive and their Legal
Cloud has saved my firm untold headaches and thousands of dollars.
I recommend you sign up now - it’s a decision you won’t regret.”
Nick Elefterakis | Elefterakis, Elefterakis & Panek

7. Everyone is on CloudLex™
“I completely and unequivocally recommend CloudLex. I have
been using CloudLex from the very beginning and the amount of
improvement and utility is unbelievable. They have helped to take
me to the next level as an attorney. The ease of the use of the product
is the main benefit to any practitioner. The menus and options are self
explanatory and do not require our staff to be IT professionals. We are
excited to be a part of the CloudLex family and know that because
of the people at CloudLex, the sky is the limit!”
“I have been using CloudLex for six months. It is easy to use and very
affordable. I looked at many other programs before I made my choice
to use CloudLex. I found these other more expensive systems to have
features that I knew neither my staff nor I would use. I also have been
very happy with how responsive the staff at CloudLex have been in
making changes to the system that were tailored to my firm’s needs.”
“As a new firm entering the industry, we were looking for a solution
that we could keep in place for years and we found that in CloudLex.
It has been instrumental in establishing our firm’s infrastructure. The
product is easy to learn and extremely user friendly. The staff loves
it and the cloud-based platform allows our attorneys to access all
of their files on the go. We can’t say enough great things about the
CloudLex team. Whenever we have questions, they are always
there with answers. Great product and great people!”
Michael Skiber | Skiber Law
Patrick L. Falcon | Falcon Law Firm, LLC
Dean Liakas | Liakas Law, PC

8. Focused, Functional & Flexible
CloudLex™ focuses on the most important and relevant functionalities,
creating a practice-focused, frustration-free experience.
As a trial lawyer, you need a scaleable method of efficiently managing
matters. You need a highly specialized Legal Cloud™ built for trial lawyers.
Old school self-hosted systems were not designed for today’s modern,
nimble firm. They require significant investment and infrastructure,
migration, integration, training, expensive support, etc. Their archaic
designs overwhelm with endless tabs, forms and data fields, making
matter management a burdensome dreary chore. Hybrid case
management systems are no better. They are the same legacy systems
that cause you so much frustration – with the added hindrance of slow
VPN and remote desktop connections. “Modern” solutions are generic.
Their “one size fits all” approach makes it impossible for a specialized
firm to use them effectively. Did you know that up to 60% of the
features in a typical case management system are rarely used?

9. Secure, Robust & Reliable
CloudLex™ runs on Microsoft Azure, a secure, robust and reliable,
HIPAA-certified cloud managed and operated by Microsoft.
Physical proximity of your infrastructure may give you a false sense
of security. However, it does not guarantee you protection from natural
disasters, hackers, viruses, spamware, malware and ransomware. In
fact, your data security may not even be compliant with legal industry
standards. Most legacy or hosted systems are not run in sophisticated
datacenters. They are not managed or monitored by security experts
24/7/365. If you are using a legacy or hosted system, ask your service
provider if they are compliant. CloudLex™ is a Microsoft BizSpark
Partner and runs on Microsoft Azure. Azure runs in state of the art
Microsoft-owned datacenters. It’s managed, monitored and
administered by Microsoft Cloud Operations staff 24/7/365. All
of your data is secured by 256-bit encryption, SSL, with 99.95%
availability at these HIPAA and ISO compliant datacenters.

10. Economical, Efficient & Effective
A typical “on-premises” case management system requires you to
run an internal “mini-datacenter” involving Servers, Operating Systems,
Databases, IT Support, Installation, Hosting, Networking and all the
pain and suffering that comes along with it. Additionally, you need
annual maintenance contracts, regular upgrades, security patches
and backups. You are constantly pushed to keep up with the pace
of ever changing technology. Legacy and hybrid/hosted systems
will cost a typical litigation firm tens of thousands of dollars
upfront and thousands of dollars thereafter annually!
CloudLex™ is a totally new, user-friendly Legal Cloud™ that offers you
significant cost savings over any legacy and hosted/hybrid system.

11. Versatile, Intuitive & Cutting Edge Design
Take control of your firm with intuitive, user-friendly, 21st century technology.
“Post”, “like”, “tweet”, “text”, “swipe”. Today’s workforce is comprised of
professionals who grew up with the Internet and mobile technologies.
At home they use cloud-based services for music, entertainment, news
and more. Their entire world is at their fingertips and always accessible,
no matter where they are. However, at work they are forced to use ancient
systems. In today’s market, a competitive firm must be agile. Your team
must operate effectively and efficiently to meet client demands. By
adopting the most innovative technology, you get the best of everything
– happy, effective, efficient employees; an organization that is always on
top of things; and clients who sing your praises. CloudLex™ is built on
sophisticated “anytime, anywhere, any-screen” technology that makes
it compatible with your PC/Mac, tablet or smartphone. We are a Microsoft
BizSpark partner, running on Microsoft Azure.

12. Applications
Operate, Manage, Communicate and Collaborate - Anytime,
Anywhere, Any Screen! Cutting Edge Technology Designed
for Today’s Law Firms Serving Today’s Plaintiffs.
PROACTIVE MATTER MANAGEMENT
FIRM LEVEL CALENDARING
This CloudLex™ application will allow you to take control of matter management. This easy to use
application will help you implement proactive case management at every stage - allowing you to get
ahead, instead of struggling to keep up. CloudLex™ has specific information management capabilities
pertinent to plaintiff litigation practices and its built-in user roles have varying permissions making
it a very effective matter management application.
CloudLex™ helps you manage critical dates, deadlines and appointments all in one firm-wide calendar. It
gives you the ability to view, edit and allocate appointments to anyone in the firm. With its user-friendly and
color-coded display, you can view and manage and set ticklers for matter-related critical dates. CloudLex™
Calendar can be easily integrated with other popular calendars such as Outlook, iCal and Google.

13. MANAGEMENT REPORTS & DASHBOARD
CloudLex™ has role-specific dashboards and reports that let you manage your firm and cases in an effective
manner. Your staff can utilize these applications to quickly identify critical matters and tasks. As Managing
Partner, you benefit from many practice level indicators that help you measure, track and manage your firm
more effectively. Our extensive and customizable reports give you the ability to view matter or practice
related data at a macro and micro level.
DOCUMENT MANAGEMENT AND STORAGE
CloudLex™ uses Microsoft’s robust and scalable storage technology that works with any type of text
orbinary data, including document and media files. With CloudLex™ you can: store hundreds of thousands
matter files in the cloud; open PDFs, documents and images or stream audio and video files directly in your
browser; and intuitively name, categorize and tag your files for efficient search and information management.
EMAIL COMMUNICATION
Our fully integrated e-mail application enables you to send and receive emails while you are working
on your matters. Whether it is an important task, a reminder or a matter related summary, you can send
emails, tag matters and take notes all at the same time – without losing your focus. The CloudLex™ email
application is a “discussion board” style email system that tracks your matter-tagged email conversations.
CloudLex™ email can be synchronized with Microsoft Outlook, Google Apps or Gmail.
CONFLICT CHECKS
Our intuitive reports allow you to see the entire litigation history and the role of a particular entity, helping
you avoid any conflicts at the time of new case intakes. This easy to use application lets you select any
contact in the system and displays its relationship with your matters.

14. $
MORE MONEY TO FINANCE YOUR CASES
Stop spending thousands of dollars on IT infrastructure, Case Management Systems, Outdated
Servers, Annual Maintenance and Upgrade Charges. Instead of investing in outdated technology,
invest in growing your firm by choosing CloudLex™. Built on cutting edge technology from the
ground up, CloudLex™ provides you with a nimble, secure and constantly evolving Legal Cloud™!
FIRM-WIDE TASK ALLOCATION AND TRACKING
CloudLex™ encourages and enables a task oriented organization, meaning each firm member can be
assigned predefined tasks with specific due dates. You can monitor firm and individual level tasks, their
criticality, progress and any hurdles that are hindering the completion of these tasks. Task monitoring and
tracking helps you manage your cases efficiently and gives you a view of utilization and contribution.
ANYTIME, ANYWHERE, ANY DEVICE, ANY SCREEN
CloudLex™ offers you an anytime, anywhere, any screen computing environment. All your information is
at your fingertips – no need to lug those enormous briefcases around the courthouse! All you need is a
browser and an internet connection to run your entire practice. Show up to the courthouse with nothing
but your tablet and bask in the envy of every lawyer in the room.
INTERNAL FIRM CONVERSATION
Reduce your email clutter by utilizing Sidebar for all internal, matter-related firm conversations. The Sidebar
function is a discussion board style communication system that allows you to tag matters, add comments
and follow posts. As with CloudLex™ email, Sidebar is easily accessible from every screen allowing you to
quickly make comments without exiting the matter/report/practice view or losing your place.

15. INTEGRATION
CloudLex™ is designed to work with products you may already be using to manage your practice and
collaborate with external parties. In addition to our own document storage and calendaring applications,
CloudLex™ offers optional integration with products such as Dropbox, Google Apps, iCal, Microsoft Outlook
and more. Once integrated these products communicate with CloudLex™, allowing you to automatically
sync information in multiple places.
RUNNING ON ROBUST MICROSOFT CLOUD: AZURE
Azure’s network of Microsoft datacenters is larger than both Amazon’s cloud and Google’s cloud combined.
This means your data is secure and accessible. Azure’s capacity is virtually unlimited - when your business
begins to expand, you won’t need to invest in more technology. With CloudLex™, you get the same reliable
and secure platform utilized by some of the world’s largest companies including GE, 3M, Citrix and more.
COMPLIANT SECURITY
Every lawyer knows that data security is of the utmost importance. A majority of bar associations have
issued formal Ethics Opinions outlining heightened requirements for maintaining your client’s information
electronically. CloudLex™ security is fully compliant with ethical requirements on data security. It is hosted
on Microsoft Azure which comes with 24/7/365, active security monitoring, 256-bit encryption, SSL. Azure
is certified HIPAA/HITECH compliant.

16. CloudLex™ v. Self-Hosted System
For a Three User (Self-Starter) Firm
Legacy Systems CloudLex™
CloudLex™ vs. Legacy Systems
ITEM
Server & Server Software
Database Software
Backups
Auxiliary Equipment
Training Costs
User Licenses
Unexpected Repairs
Maintenance & Security Monitoring
Backup Costs
Spam Filtering
TOTAL Year 1
TOTAL Year 2+
COST
$8,000
$6,000
$2,000
$750
$2,000
$3,000 ($1,000 each)
$2,500
$600/month
$100/month
Variable/month
27,500 - $30,000
$10,000 - $20,000
ITEM
Cloud Hosting
TOTAL Year 1+
COST
$150/month for entire firm
$1,800
CloudLex™ Legacy Systems
$
$
$
$
$
Year 1 Year 2 Year 3 Year 4 Year 5

17. Pricing
Simple Fixed Flat Fee
CloudLex™ is unlike any other tech company. There are no
complicated pricing arrangements or hidden extra fees that
you must pay to get a fully functional system. With CloudLex™
you simply pay a flat fee every month for your firm. This one fee
gets you access to a wide array of applications – and everyone
gets the same features, whether you’re a solo practitioner or
a multi-office, national level firm. We have leveled the playing
field by including our entire suite of applications in every
package! It’s simple, just pay as you grow!
Fixed Flat Fee
Pay As You Grow
No Hidden Fees
Annual Or Monthly Payment Plans
All Applications Available At Every Level
Self Starter The Rising Star
$
150/mo Contact Us
Contact UsContact Us
Top 100The Elite
For Pricingper mo. (if paid annually)
Users: Up to 3
Hosting Capacity: 150 Matters
Add-on Capacity: Available
Users: Up to 10
Hosting Capacity: 500 Matters
Add-on Capacity: Available
Users: Up to 20
Hosting Capacity: 1500 Matters
Add-on Capacity: Available
Users: Unlimited
Hosting Capacity: Unlimited
For PricingFor Pricing

18. About CloudLex™
CloudLex™ is the only legal technology company that truly knows
plaintiff litigation inside and out. We are a venture capital backed,
Microsoft BizSpark Partner born out of Lexvia Inc. one of the largest
litigation support services firms in the US. Led by experienced attorneys,
Lexvia provides comprehensive paralegal support, and information and
case management services to law firms across the country. Each year,
Lexvia brings efficient project management techniques to tens
of thousands of civil litigation cases, processes hundreds of thousands
of legal pleadings and analyzes millions of legal documents.
We Are
Experienced Trial Lawyers
Today’s Innovative Technologists
Approved By Super Lawyers
& Rising Stars
Dedicated To Improving The
Legal Profession
Creators Of The Legal CloudTM
We have brought together a diverse group of
highly accomplished, innovative individuals who are
passionate about transforming the legal profession.

19. Our Team
Dev Shrotri
MBA, Columbia University New York;
MS Computer Science Engineering, Univ.
of South Carolina; B.E. Electrical Engineering,
Engineering College – Jabalpur, India.
Lexvia, Inc.; Barclays Capital;
Ernst Young; Sprint
Michael Abdan, Esq.
JD, Univ. of Florida Levin College of Law;
BA (cum laude) Political Science,
Univ. of Florida
Lexvia, Inc.; Kriss Feurstein LLP;
Roberts Reynolds Bedard Tuzzio PLLC
Ben Lambert, Esq.
LLM (Hons.), Queen Mary Univ. of London;
JD, Univ. of Tulsa College of Law; Cert. in
Comparative Law, Pace Univ. School of Law;
BA History Spanish, Missouri Southern
State Univ.
Stinston Leonard Street LLP; Ernst Young;
Lexvia, Inc.
Sudhir Shrotri
MBA, Columbia University New York;
PhD Chemical Engineering, Columbia; BS
Engineering, IIT – Kanpur, India
Lexvia, Inc.; Credit Suisse

20. Our Team
Sonna Goldstein, Esq.
JD, Univ. of Maryland School of Law;
BA Simmons College; American Univ.
Lexvia, Inc.; Law Offices of Sonna F.
Goldstein; Royal Insurance Co.; Mirman
Markovitz Landau; US Attorney’s Office;
US House of Representatives
Amanda Amato, Esq.
JD, Pace Univ. School of Law; BA English
Sociology, Boston College; Luis Guido
Carli Univ. (Rome)
Lexvia, Inc.; Maduegbuna Cooper LLP;
NYC Civil Liberties Union; Legal Services
of New York; Took Chambers (London)
Hillary Feller
MS Cyber Security, NJ Inst. of Technology;
BA Art History, Lafayette College
Bloc, AvePoint, f8 Consulting, Law Offices
of Sal Greenman
Arun Saxena
MS Marketing Management, Bajaj Inst.
of Management Studies, Mumbai; BS
Electronics Engineering, Engineering
College – Indore, India.
Source HOV, CYLSYS Software,
Edvance Learning, Aptech

21. The Only Legal Cloud™
Built Exclusively For Plaintiff Trial Lawyers.
If you are ready to grow your practice, increase client satisfaction
and decrease your staff’s stress levels, then contact us and schedule a
demo to learn more about CloudLex™! Our sales team – many of whom
are licensed attorneys – would love to speak with you about the Legal
Cloud™ and show you how it can revolutionize your practice.

22. Thank You
3 1 E A S T 3 2 N D S T R E E T , S U I T E 9 0 6 , N E W Y O R K , N Y 1 0 0 1 6 | I N F O @ C L O U D L E X . C O M | 6 4 6 . 4 1 5 . 8 3 0 7 | C L O U D L E X . C O M