In Case You Missed It
Users can now filter and tag phone numbers when receiving text messages. They also have more options to customize column configuration when creating a matter’s split billing grid view, can send invoices in bulk for past due matters, download multiple individual invoices in a zip folder, keep tab context when switching screens, use client name in time tracker search, and more.
Check out our other recent updates:
10.17.2 Update (December 6, 2024)
10.17.0 Update (November 22, 2024)
10.16.6 Update (November 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!
Year-End Financial Stability: Leveraging CosmoLexPay for Secure Collections
Are end-of-year collections taking up too much of your time and energy? Whether you’re looking to address ongoing payment processing issues or you just want to end the year on a strong note, this webinar will provide practical strategies that can measurably improve your firm’s financial health.
Keeping Clients Happy: Digital Tools for Long-Term Retention
Client retention is an essential aspect of running a legal practice. When your law firm is in a slump, and you’re feeling the weight of the small tasks that slowly add up over time, sometimes all you need is to simplify your efforts. To start working smarter, you need tools that allow you to do so. Click below for a few valuable tips to help you take the first step toward retaining more clients.
Company News
We hope this newsletter finds you well. As we approach the end of the year, it’s a perfect time to reflect on your firm’s financial health and client relationships.
This month, we’ve shared two resources to help you in these critical areas. First, we’ve provided a webinar on year-end financial stability, Learn how to streamline your year-end collections and improve your firm’s financial health with CosmoLexPay.
Secondly, we’ve shared tips on client retention. Client retention is crucial for long-term success, so this is a valuable resource for you to dive into ahead of the new year. Read our tips to take the first step towards retaining more clients.
We are committed to providing you with the tools and resources you need to thrive. If you have any questions or need further assistance, please don’t hesitate to reach out.
Best regards,
– Ajay Khatri, EVP and General Manager for CosmoLex
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.