User Newsletter – February 2024

In Case You Missed It

Exciting news! We’ve implemented several enhancements to our invoice management system, designed to simplify your billing procedures, improve accuracy, and more.

Check out our other recent updates:

10.6.1 Update (February 16, 2024)

10.6.0 Update (February 9, 2024)

10.5.2 Update (February 2, 2024)

10.5.1 Update (January 25, 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!

The Pros and Cons of Surcharging

A lot of law firms (and a lot of other businesses) are reluctant to fully embrace accepting credit card payments from their clients because of the additional processing fees involved. One answer to that reluctance is to add a surcharging fee to your invoices for payment received via credit card. Watch this on-demand webinar to learn about the pros and cons of offering this to your clients and determine if it’s right for your firm.

Watch Now!

What’s the Buzz with CosmoLex NextGen?

Is paperwork piling up, deadlines looming, and billable hours slipping through your fingers?

Ditch the legal stone age and dive into the future with CosmoLex NextGen! It’s more than just an upgrade – it’s your productivity superpower. Discover highly requested features that will boost productivity and efficiency.

Experience seamless transactions, hard-cost tracking, and full document access through a sleek UI update. Click below to watch our on-demand webinar and get ready to glimpse into the exciting 2024 future of NextGen.

Register Now!

Add CosmoLex CRM to Your Account

Most law firms struggle with the same client relationship woes. But what if there was a secret weapon to turn things around? Introducing CosmoLex CRM, the game-changing legal CRM software built specifically for busy lawyers like you. Ditch the outdated marketing tactics and leverage automated drip campaigns and targeted messaging to attract the right clients, stay connected to clients through communication tools, and spend less time chasing leads and more time billing billable hours.

Schedule a Demo

Company News

In today’s fast-paced world, convenience is king. Clients expect a seamless payment experience, often favoring credit cards for their speed and security. However, as a law firm, these transactions come with the burden of processing fees.

In this month’s newsletter, we explore the pros and cons of credit card surcharging. This option allows you to recoup processing costs while offering flexible payment options to your clients. But is it the right fit for your firm? Our on-demand webinar will help you to gain insights and make an informed decision.

What’s more, if you long for stronger, more meaningful client relationships, our robust legal CRM feature automates tasks, personalizes communication, and attracts ideal clients – saving you time and energy. Stop chasing leads and start building enduring connections that fuel your success.

At CosmoLex, we understand the unique challenges you face. We’re committed to delivering innovative solutions that empower you to navigate the complex legal landscape with confidence. Explore our resources above and unlock the potential of your practice!

– 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 February 26, 2024

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