User Newsletter – August 2024

In Case You Missed It

A new invoice template merge field allows you to include the data for fees, timekeeper summary and cost within a border. You can also add a special character when creating a contact in the add matter screen and share Area of Law with the NetDocuments workspace. Read more.

Check out our other recent updates:

10.13.5 Update (August 16, 2024)

10.13.4 Update (August 9, 2024)

10.13.3 Update (August 2, 2024)

10.13.2 Update (July 26, 2024)

If you have any questions or want to learn more about any of the new features or updates, reach out to your Customer Success Specialist to schedule a training session!

Free Payment Collection Process Evaluation by a CosmoLexPay Specialist

Is your law firm struggling with slow or inconsistent payment collection? Many law firms face challenges in managing and collecting client payments efficiently. That’s why we’re offering a free evaluation of your payment collection process. Our CosmoLexPay specialists will analyze your current system, identify potential bottlenecks, and provide tailored recommendations to improve your cash flow. Schedule your free evaluation today!

Book Now!

Falling Behind: The Hidden Costs of an Outdated Website and Intake Process

Don’t let your law firm fall behind the competition because its intake processes and website are outdated. Take charge of your marketing strategies with CosmoLex, the legal software you already know and trust. Join marketing expert Scott Clasen on Thursday, September 5, 2024, at 2 p.m. ET/11 a.m. PT, for our newest free webinar. Is your calendar already full? Sign up, and we’ll send a copy of the recording to your inbox.

Register Now!

Company News

At CosmoLex, we are committed to providing you with the tools and resources to enhance your law firm’s efficiency, profitability, and overall success. That’s why I’m excited to share two valuable opportunities with you.

Many law firms grapple with the challenges of slow or inconsistent payment collection. To address this, we’re offering a complimentary evaluation of your payment collection process. Our experienced CosmoLexPay specialists will offer meticulous assessments and provide actionable recommendations. Don’t miss this opportunity to enhance your firm’s financial performance.

Additionally, I wanted to highlight the topic of today’s competitive legal landscape, a modern and effective website and intake process are essential for attracting and converting clients. To help you stay ahead of the curve, we’re hosting a free webinar discussing the critical role of a well-designed website and efficient intake process in driving client acquisition and retention.

I encourage you to take advantage of these valuable resources.

– Ajay Khatri, EVP and General Manager for CosmoLex

CosmoLex Training

Reminder: We have live, web-based training classes Monday – Friday! Check out the Training Schedule to find a time that works best for you.

 

Updated on August 27, 2024

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