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§ Private Profile · 3 WTC, 175 Greenwich St., 38th Flr., New York, NY 10007
Provides cloud-based legal practice management software for personal injury and civil litigation law firms, focusing on case management.
Founded in March 2015 by Dev Shrotri and Sudhir Shrotri, CloudLex is a New York-based company providing cloud-based legal practice management software exclusively for personal injury and civil litigation law firms in the United States. The organization operates on a software-as-a-service business model, offering plaintiff law firms a centralized Legal Cloud platform for case management, client intake, document automation, and workflow coordination. Through this infrastructure, the system enables trial lawyers to operate, manage, and collaborate on litigation strategies from remote locations at any time. To date, the enterprise has raised a total of $7,700,000 in venture capital funding and advanced to the Series C development stage. This capitalization includes a $3,700,000 Series A financing round led by Aligned Partners, helping the platform scale to manage thousands of legal matters and over one million records.
CloudLex Inc. has raised $8.0M across 2 funding rounds.
CloudLex Inc. has raised $8.0M in total across 2 funding rounds.
CloudLex Inc. builds a cloud-native case management platform exclusively for plaintiff-side personal injury (PI) law firms, handling the full case lifecycle from client intake to settlement and archival.[1][3][5] It serves solo practitioners to multi-office firms across the U.S., solving fragmented workflows by unifying lead tracking, task automation, document management, secure client communication, AI-powered search, reporting, and integrations like QuickBooks and Uber—all in one secure dashboard backed by Microsoft Azure.[1][2][3][6] This eliminates the need for multiple tools, reduces errors, and enables remote access with enterprise-grade security (HIPAA, IRS, AICPA compliant).[2][3]
Growth momentum includes raising $7.7M in Series C funding (alive stage as of recent data) and launching Lexee, an AI-driven platform in January 2025, to boost efficiency with responsible AI for PI tasks.[4]
Founded in 2015 in New York, New York, CloudLex emerged from frustration with generic legal software forcing PI firms to adapt their processes.[4][5][8] A team of expert tech professionals and PI attorneys collaborated to create a specialized "Legal Cloud" platform, pioneering SaaS for civil litigation by addressing end-to-end needs like medical records tracking and settlement management that legacy systems ignored.[1][5] Early traction built on its cloud-native design, gaining trust among hundreds of U.S. PI firms; a pivotal moment was the 2025 Lexee AI launch, enhancing human-centered automation.[4][5]
CloudLex rides the legal tech wave of AI-augmented, cloud-first platforms amid rising PI caseloads from auto accidents and workplace injuries, where firms face scaling pressures without specialized tools.[1][4] Timing aligns with post-pandemic hybrid work and HIPAA-compliant cloud adoption, amplified by Azure's reliability against cyber threats in sensitive legal data handling.[2] Market forces like AI democratization (e.g., Lexee's empathetic, non-replacement focus) favor it over generic competitors like Clio, while competitors like Gladiate (founded 2022) target similar automation—CloudLex's 10-year head start and $7.7M funding position it as a PI leader influencing ecosystem shift to specialized SaaS.[4] It drives efficiency in a $50B+ U.S. PI market, enabling smaller firms to compete via streamlined operations.
CloudLex is poised to dominate PI legal tech through Lexee expansions and deeper AI integrations, targeting further automation in negotiations and predictive analytics amid booming demand for efficient plaintiff tools.[4] Trends like responsible AI regulations and multi-office scaling will shape its path, potentially growing via acquisitions or enterprise deals as hybrid firms standardize on secure clouds.[2][4] Its influence may evolve to redefine "Legal Cloud" standards, empowering more PI attorneys to focus on cases over chaos—cementing its role from intake to transformative impact.
CloudLex Inc. has raised $8.0M in total across 2 funding rounds.
CloudLex Inc.'s investors include Jodi Jahic, Axis Capital Partners, Aligned Partners.
CloudLex Inc. has raised $8.0M across 2 funding rounds. Most recently, it raised $4.0M Series B in January 2018.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Jan 1, 2018 | $4M Series B | Jodi Jahic | Axis Capital Partners | Announced |
| Oct 1, 2016 | $4M Series A | Aligned Partners | — | Announced |