User Newsletter – April 2024

In Case You Missed It

Users can not only enter time/expense for Fixed and Contingency matters as Billable or No Charge, but also import hybrid timecards and Accounts Receivable for such matters.

Great news for our Canada users, you can now securely share files with your clients and request eSignatures by integrating with LexShare. Read more.

Check out our other recent updates:

10.8.0 Update (April 19, 2024)

10.7.4 Update (April 12, 2024)

10.7.3 Update (April 5, 2024)

10.7.2 Update (March 29, 2024)

10.7.1 Update (March 22, 2024)

10.7.0 Update (March 15, 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!

Three Ways to Automate Your Law Firm’s Email Marketing with Your CRM

At its core, your law firm is a business. And like any business, it needs a solid marketing strategy to grow. But between client matters, legal research, and a seemingly endless to-do list, it can be tough to put your marketing strategy anywhere but on the back burner.

CosmoLex’s legal CRM gives your firm an edge in marketing outreach by ensuring that every lead is nurtured properly from start to finish—freeing up your team for high-value work. Ready to see what CosmoLex can do for your marketing strategy?

Download Your Guide!

Be on the lookout for NextGen Enhancements Coming Soon!

Remember that time you wished you could add that extra tax field to your invoices? Well, guess what? The wait is almost over!

CosmoLex NextGen is bringing you features you’ve been BEGGING for:

  • May 2024: Customizable Invoice Templates! Say goodbye to generic invoices and hello to personalized masterpieces (complete with Cat Tax, if you wish ).
  • July 2024: Supercharged Conflict Checks! We’re not just checking dates anymore. Get ready to add even MORE data points for ironclad scheduling.

These are just the first of many NextGen upgrades coming your way! Stay tuned for more exciting announcements…

How CosmoLexPay Can Save You Time and Get You Paid Faster

You’ve devoted billable hour after hour to client matters. When it’s time to get paid, you don’t want to spend more (non-billable) time chasing down clients to settle invoices.

And why would you? Getting caught in a vicious collection cycle decreases productivity, creates stress, and can negatively impact the client experience. With the right tools and strategies, getting paid doesn’t have to cost your law firm more.

Watch the on-demand webinar, How CosmoLexPay Can Save You Time and Get You Paid Faster. We cover time-saving, revenue-boosting topics.

Watch Now!

Company News

I’m excited to share some resources and updates that can make a real difference in your day-to-day practice in this newsletter.

We all know the struggle of juggling emails. That’s why CosmoLex strives to help you nurture leads, keep clients informed, and free up your time for more strategic tasks – all with the help of automated campaigns within CosmoLex!

Another key to a thriving practice is a smooth payment flow. To help you get paid quicker, learn how CosmoLexPay, our integrated payment solution, allows you to accept secure online payments, send invoices electronically, and finally say goodbye to chasing late payments.

Here at CosmoLex, we’re constantly developing and improving to provide you with the best legal practice management experience possible. Get ready for some exciting NextGen enhancements coming your way soon! We can’t wait to unveil these new features designed to empower your firm and elevate your client service even further.

We’ll be sharing more details about these upcoming enhancements in the coming weeks and months. In the meantime, please don’t hesitate to reach out if you have any questions. Your success is our priority, and the CosmoLex team is always here to support you.

– Ajay Khatri, EVP and General Manager for CosmoLex

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 April 29, 2024

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