User Newsletter – December 2022

In Case You Missed It

✨ Exciting news for our Canadian users ✨ CosmoLexPay, our built-in payment processing service is now available for users in Canada. Payments you receive through CosmoLexPay will simultaneously update your invoice, balance, and accounting records within CosmoLex. With CosmoLexPay you can:

  • Process credit card trust deposits or invoice payments in-office or over the phone
  • Receive an online credit card invoice payment through an emailed link, or our client portal
  • Request an online credit card trust payment via an emailed link
  • Access your CosmoLexPay portal directly from the CosmoLex application
  • Embed a payment link in your website

Learn how to set up your account

Check out our other recent updates:

9.1.11 Update (December 16, 2022)

9.1.9 Update (December 9, 2022)

9.1.8 Update (December 2, 2022)

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!

3 Benefits of Integrating Invoicing, Payments, and Accounting

Using an integrated payment solution that works within your primary practice management platform and helps you automate critical business functions such as accounting, invoicing, and payments is crucial for running an efficient law firm. Discover how your firm can benefit from integrated invoicing, payments and accounting. Learn More

What Lawyers Can Take Away From 2022

One of the most notable things for law firms in 2022? The high demand for legal services. And while concerns about a recession and inflation may put a damper on this trend, this surge in demand set the stage for many of the conversations that will take place at law firms in 2023 regarding growth, hiring, technology, work-life balance, and more.

Let’s break down the current trends in the legal industry so that your law firm can successfully adapt to meet client expectations and growth goals and thrive in 2023. Continue Reading

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

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.

CosmoLex: Year-End Wrap Up

This year has been a highly productive one, with the introduction of features we can brag about, from tools for lead management, e-Signature, and enhanced payment processing, to workflows that can take your firm to the next level.

Your security has always been our top priority, and we have completed a full year of satisfying SOC2 compliance specifications. We are staying current with the evolving Law Society requirements including enhancing the Recent Activity Log to provide an improved audit trail. By connecting your CosmoLex account with Zapier, you can automate workflows, helping you save precious time. The list of industry-standard eBilling formats that we offer is increasing as is our list of intuitive reports. Read More

Updated on December 23, 2022

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