Case Management · Platform Profile
CloudLex is a cloud practice management platform built exclusively for plaintiff personal injury firms, pairing PI-native case workflows with its Lexee AI assistant and optional paralegal services.
CloudLex, founded in 2015 and headquartered at 3 World Trade Center in New York, is purpose-built for one market: plaintiff personal injury. The platform covers intake, case and matter management, document organization, calendaring and statute tracking, medical records, settlement and negotiation tracking, and client communication, with mobile apps for staff and clients.
Its AI assistant, Lexee, handles demand drafting, medical summaries, intake capture, and chat over case data. The company positions itself as a connected ecosystem — platform, AI, and optional human paralegal support services — a bundling approach none of its direct competitors match. The platform runs on Microsoft Azure with a HIPAA-certified security posture, a relevant point for medical-record-heavy caseloads.
The company remains independent and founder-led — Dev Shrotri (CEO) and Sudhir Shrotri (CFO) — backed by Aligned Partners, Rose Park Advisors, and The Riverside Company, with no acquisition as of July 2026. Typical customers are small to mid-size PI firms.
Exclusively plaintiff personal injury firms — including mass tort, med-mal, and workers' comp-adjacent work — with small to mid-size PI firms the typical profile. Firms with mixed practices generally look at more general platforms; CloudLex makes no attempt to serve them.
| Vendor | CloudLex, Inc. — independent, founder-led |
|---|---|
| Founded / HQ | 2015; 3 World Trade Center, New York, NY |
| Founders | Dev Shrotri (CEO), Sudhir Shrotri (CFO) |
| Category | Practice management exclusively for plaintiff PI |
| Investors | Aligned Partners, Rose Park Advisors, The Riverside Company |
| Infrastructure | Microsoft Azure; HIPAA-certified security posture |
| Pricing model | Quote-based; three plan tiers plus add-ons; not published |
| AI | Lexee — demand drafting, medical summaries, intake, case chat |
| Website | cloudlex.com |
CloudLex's bet is that a PI firm's stack should be vertical: one vendor for case management, AI, and even paralegal labor. That bundling simplifies procurement for small firms without an ops team — and it means evaluating CloudLex is evaluating an ecosystem, not a module, since the parts are designed to sell each other.
Against CasePeer and SmartAdvocate it competes on the same PI-native ground; the visible differentiators are the services bundle, the Azure/HIPAA posture, and the embedded Lexee assistant. Firms already invested in third-party AI (EvenUp, Supio) should map the overlap before paying for both layers.
It is purpose-built and marketed exclusively for plaintiff PI. Firms with mixed practices typically look at more general platforms.
It runs on Microsoft Azure with a HIPAA-certified security posture, which the vendor emphasizes for medical-record-heavy caseloads.
Yes — Lexee provides demand drafting, medical summaries, intake capture, and chat with case data. Packaging details are quote-based.
It remains an independent, founder-led company backed by Aligned Partners, Rose Park Advisors, and Riverside, with no acquisition as of July 2026.
Systems firms typically evaluate alongside CloudLex — competitors, complements, and the adjacent layers of the same stack.
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This page is an independent editorial overview published by Maestro Strategic Partners, an operations and AI consultancy for plaintiff law firms. Maestro is not affiliated with, sponsored by, or endorsed by CloudLex, Inc. CloudLex and related marks are the property of their respective owners; they are used here for identification only. Product details verified as of July 2026 and may have changed — confirm specifics with the vendor.
