User Newsletter – February 2023

In Case You Missed It

✨ CosmoLex CRM is now available in both US & Canada! ✨

CosmoLex’s robust CRM tool is now available for our Canadian users. The integrated CRM, accessible from within your CosmoLex application can be used to:

  • Connect to prospects via your firm’s web presence
  • Build robust custom intake forms
  • Request e-Signature
  • Automate tasks like texts and emails for important communication and follow-up
  • Create email drip campaigns
  • Track marketing source
  • Track leads via intake and marketing dashboards
  • Convert leads to workable matters

Learn how to Add CRM to Your Account

Check out our other recent updates:

9.5.1 Update (February 10, 2023)

9.4.1 Update (February 3, 2023)

9.3.3 Update (January 27, 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!

5 Tips for Getting Your Clients to Pay

Are sluggish payments slowing down your law firm’s growth? Are you losing billable hours chasing down overdue invoices?

Long payment cycles, excessive write-offs, and high AR (accounts receivable) may be a problem for many law firms—but they don’t have to be a problem for you. Implement these 5 tips for getting your clients to pay on time.

Download Now

Legal billing processes are not only labor-intensive and detailed. They can also eat into valuable time that could be better spent working on client matters or investing in business development opportunities. Moreover, without an optimized legal billing process, you could be waiting longer to get paid and losing billable hours simultaneously.

But the good news is that you don’t need to set up complex tools or implement new processes to make invoicing and payments easier. Instead, returning to the basics can yield positive improvements for your law firm. Continue Reading

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.

Company News

One unique aspect of our team here at CosmoLex is that we believe in going above and beyond to build relationships with our clients. We take the time to understand our clients’ needs and provide personalized support to help you achieve your goals. This approach has resulted in a loyal client base that trusts CosmoLex to help us succeed.

I would like to remind our customers about our referral program at CosmoLex. The program is designed to reward our loyal customers for spreading the word about CosmoLex to their colleagues, friends, and family in the legal profession.

Here’s how it works: for every person you refer to CosmoLex who signs up and becomes a paying customer, you’ll receive a $100 gift card as a thank you from us. Plus, your referral will receive a $50 gift card when they sign up for CosmoLex.

We believe that our customers are the best advocates for CosmoLex and we want to reward you for helping us spread the word. So, if you know someone who could benefit from our legal practice management system, don’t hesitate to refer them to us and receive your gift card today!

Thank you for your continued support of our company and for being part of the CosmoLex family.


Updated on February 27, 2023

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