User Newsletter – April 2021

What’s New

CosmoLexPay – Integrating Your Invoicing, Payments & Accounting

(Service Available for US-based Clients Only)

Law firms need a way to take payments simply and securely. With CosmoLexPay, you can do just that. Streamline your payment processing with our newly custom-built billing and invoicing solutions. Take payments in-person, over the phone, and online. CosmoLexPay is here to help you spend less time on billing and more time running your practice —by bringing you features that return time to your day and get you paid faster. Features like:
● Frictionless invoicing
● Separate trust and operating accounts (can be managed from a single platform)
● Streamlined billing
● Recurring and scheduled payments
● Next day funding

With CosmoLexPay you can spend less time chasing clients for payments and spend more time running your practice. Learn more, today.

Join our exclusive CosmoLexPay webinar for current CosmoLex clients on May 11th to learn more! Register Now

Other recent weekly updates and fixes throughout the month of April have introduced multiple enhancements and improvements to the CosmoLex application. Read about all of our new releases on our What’s New board.

CosmoLex Spotlight

New Announcement Panel

Our new CosmoLex Announcements Panel can be accessed from the avatar at the bottom left of your screen. Click on the icon in-app to see announcements, releases, upcoming webinars, and more directly within your application. Never miss an update again!

CosmoLex Client Relations is now CosmoLex Customer Success

Customer Success at CosmoLex has been very busy over the last few months working to bring an even greater customer experience to our clients. Over the next few months, your dedicated Customer Success Specialist will be reaching out to you directly to make sure that we are not only meeting your expectations but how we can exceed them.

If you are not sure who your Customer Success Specialist is, check the CosmoLex Announcement Pane in your CosmoLex application, their contact information is listed right at the top!

Training and CosmoLex

We are seeing great attendance numbers in our training classes by both new firms and long-time firms. CosmoLex has been very busy over the past few months releasing new features and enhancements to make using CosmoLex in your every day more efficient. Learn about these in our training classes and webinars!

Tips & Tricks

Save Time with ‘Copy’ Button 
A user can use the ‘Copy’ button in the Matter screen to create a new matter for a current client. Select the existing matter and click “Copy” in the Action Bar. This is a great time-saver!

Other Resources

Legal Accounting Guide eBook
Daily Training Classes
Make a Feature Request
LexLeader Loyalty Program
Bookkeeping Services

Updated on April 29, 2021

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