User Newsletter – January 2023

In Case You Missed It

✨ CosmoLex NextGen Is Here! ✨

This experience is in Beta, but you can still make use of the many new features to:

  • Configure your dashboards
  • Customize your views to your preferred way of looking at data
  • Save your modified views and choose a default to come back to every time you log in to your application
  • Share your views with individual users or all firm users
  • Quickly access any data in the application, using the new global search features

Check out our webinar covering all the amazing things you’ll get to experience in CosmoLex NextGen.

Check out our other recent updates:

9.3.2 Update (January 20, 2023)

9.3.1 Update (January 13, 2023)

9.2.2 Update (January 06, 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!

Grow Your Law Practice with Marketing Automation

Marketing automation helps companies make the most of their campaigns and achieve organizational goals effectively while saving time, money, and labor.

76% of marketers witnessed positive ROI within a year after implementing automation, and 80% reported a boost in lead generation due to automation. Get Your Guide to Growing Your Law Practice with Marketing Automation and discover how marketing automation can work for your firm, too.

The Lawyer’s Guide to Using eSignatures

eSignatures have been around since the early 2000s. Yet, many law firms have been slow to adopt the technology due to concerns about implementation, security, and compliance. Is your law firm one of them?

If so, you’re not alone.

These concerns are understandable—but rest assured that eSignatures are an effective way to save time, improve client satisfaction, and avoid wasting attorneys’ valuable billable hours on unnecessary meetings. 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.

Company News

With the launch of NextGen Beta, we entered 2023 with all guns blazing. Once again, we have worked on the feedback given to us by our users to bring you a new, fully customizable CosmoLex experience where you can personalize the application based on the unique needs of your law firm.

In addition to making NextGen the best user experience, we continue to bring you improvement in other areas. Along with the other eBilling formats, CosmoLex now supports the LEDES 1998B-International eBilling format known as LEDES 98BI. You can also break down your Trust Liability by bank account by creating and assigning sub-accounts. Those who manage retainer funds in their operating account will be happy to hear you can now transfer those funds from one matter to another and produce an operating transfer record from reports.

This and more, and the year has just begun! We are beyond excited about giving you the best experience this year. Watch this space!


Updated on February 7, 2023

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