In Case You Missed It
Take the Anxiety Out of Trust Reconciliation
This month’s updates are all about helping you feel sure everything lines up: a clearer reconciliation screen that makes book vs. bank easier to compare, and faster one-pass conflict checks so you can spend less time worrying you missed something.
1. Conflicts, Caught in One Pass
Run one conflict check for all the names and aliases you’re worried about, with three updates that save time: search multiple names at once, hide the fields you don’t need, and instantly see which contact, matter, or relationship triggered a hit.
2. Trust Reconciliation Without the Stress
The new bank reconciliation screen shows book vs. bank side by side and flags balance differences in red so you can fix issues fast. Clearer tabs and sticky headers help you finish trust reconciliations with fewer clicks and more confidence.
See Your NextGen Updates Before They Go Live
On Tuesday, March 10 at 2 p.m. ET, get a first look at CosmoLex’s new data grid experience, faster filtering and quick search, and a simpler hard cost expense entry. You’ll see how they help you find information faster and finish work with fewer clicks before the March release goes live.
SAVE MY SPOT FOR THE PREVIEW →
Is Google Ads Worth It for a Small Firm?
For June James Legal, the answer turned out to be yes: just one new client a month pays for their ads. With us handling the setup, targeting, and fine-tuning, 20 qualified leads called in the first 30 days—and now they’re at 313 conversions and counting. Here’s how we made it happen.
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.