User Newsletter – August 2023

In Case You Missed It

To prevent information obtained while representing a client from being disclosed to users in your firm who represent other clients, CosmoLex now gives you the option to create an Ethical Wall. Users assigned the Administrator role will have this permission enabled by default. If you have this permission enabled, you can designate who has access to information related to a Client Matter.

Check out our other recent updates:

10.0.3 Update (August 18, 2023)

10.0.2 Update (August 11, 2023)

10.0.1 Update (August 4, 2023)

9.9.3 Update (July 28, 2023)

9.9.2 Update (July 21, 2023)

9.9.1 Update (July 14, 2023)

9.8.4 Update (July 7, 2023)

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!

Convenience and Security for All: Keeping Law Firm Client Payment Methods on File

Running a successful law firm is a delicate balancing act. Like an acrobat holding multiple spinning plates aloft, you must balance your legal work with various business tasks, including managing client payments, legal accounting, and trust funds.

Of course, implementing best practices can sometimes feel easier said than done. But some key guidelines are surprisingly simple (and beneficial). Take, for example, keeping law firm client payment methods on file.

Read more

The Law Firm’s Guide to Mastering SEO

Are you struggling to make your mark in the digital world? Do you find attracting the right kind of traffic to your website challenging? If so, you’re not alone.

Many law firms are in the same boat, trying to navigate the complex waters of SEO. SEO, or Search Engine Optimization, is a potent tool to help you increase your online visibility, attract more clients, and grow your firm. But mastering SEO is a challenging task.

In this comprehensive guide, we’ll take you through the ins and outs of SEO, providing you with the knowledge and tools you need to master this crucial aspect of digital marketing. So, let’s dive in and get you navigating the SEO process with ease…Continue reading

Company News

In the modern business landscape, websites play a pivotal role in lead generation and are crucial for effective marketing strategies.

A well-designed and optimized website serves as a virtual storefront, accessible to a global audience 24/7. By offering valuable content, engaging visuals, and user-friendly navigation, websites attract potential customers, capturing their interest and encouraging them to explore further. With the integration of lead capture forms, call-to-action buttons, and interactive features, websites provide a platform to gather essential contact information and insights about visitors. This data fuels targeted marketing campaigns, allowing businesses to tailor their efforts to specific demographics and interests.

When it comes to website management, CosmoLex Websites stand out as an exemplary solution. With our expertise in legal industry-specific website design and optimization, CosmoLex empowers law firms to achieve their lead generation goals effectively.

Our customer websites are crafted to resonate with potential clients, offering a seamless user experience while showcasing the firm’s expertise and services. Through a combination of strategic content, intuitive design, and advanced analytics, CosmoLex Websites not only attract leads, but also facilitate business growth and expansion, making them an indispensable tool in today’s competitive market.

– Ajay Khatri, EVP and General Manager for CosmoLex

CosmoLex Case Study

Are you a fan of CosmoLex? Make your voice heard and help the legal community discover how CosmoLex is simplifying law practice management. Please take 10 minutes to answer our survey and be rewarded for letting us know how CosmoLex has helped your firm grow.

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 28, 2023

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