In Case You Missed It
Let’s Make This the Easy Part.
When cash flow matters and your to-do list is already full, you need more things to happen automatically. These updates help you collect, correct, and close out the year with confidence.
1. More Ways to Pay, Fewer Excuses
Digital wallets are live in CosmoLexPay. Apple Pay and Google Pay join your click-to-pay options so it’s easier for clients to settle invoices right away.
2. Faster Searches: Active Matters Only
Global Search just got cleaner. Results now show activities tied to active matters only, so you find the right entries and details faster—without digging through old matters.
3. New Invoice Merge Field
Get more invoice detail for fixed/contingency work. A new merge field can pull date, description, timekeepers, hours, and amounts into your invoice template with less manual editing.
4. Cleaner Payee Data
A small update that saves big cleanup later. When adding or editing a payee, CosmoLex now flags Tax ID formatting issues right away to avoid errors before they snowball./span>
Your Resolution: Zero Write-Offs in 2026
Zero write-offs sounds ambitious—but it’s more achievable than you think. This post walks through the billing and payment habits that make it a realistic resolution.
6 CRM Features That Pay for Themselves
CRMs automate the journey from lead to signed client. These 6 features will text, email, call, and request signatures for you, so you win more paying clients with less admin time and keep your pipeline feeding next year’s cash flow.
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.