User Newsletter – July 2023

In Case You Missed It

We are excited to announce a new feature that will allow you to further personalize and enhance your client experience with our Client Portal Customization options. With our latest update, you now have the ability to display your firm’s logo on the login screen of your Client Portal. This small yet impactful change will reinforce your brand identity and provide a seamless experience for your valued clients.

Simply go to Setup > Firm Settings > Firm Preferences and scroll down to Firm Branding to upload your Firm’s Logo. This logo will be displayed on your personalized client portal login page as well as within the portal itself. You can also add a link to your client portal directly on your website!

Do you still need to enable your Client Portal? Here’s How

Check out our other recent updates:

9.8.3 Update (June 30, 2023)

9.8.2 Update (June 23, 2023)

9.8.1 Update (June 16, 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!

Take Control Over Your Matter Data with an Ethical Wall

Watch our recent webinar on-demand introducing how to leverage Ethical Walls to gain better control over your data. You’ll learn how to create an Ethical Wall and how to designate which users are permitted access to certain matters, without having to restrict any additional matter information, unless needed.

You’ll also learn about the new and improved experience of adding matters and you’ll enjoy fewer clicks to edit an existing matter.

Watch On-Demand.

Three Ways to Automate Email Marketing with Your CRM

At its core, your law firm is a business. And like any business, it needs a solid marketing strategy to grow. But between client matters, legal research, and a seemingly endless to-do list, it can be tough to put your marketing strategy anywhere but on the back burner.

CosmoLex’s legal CRM gives your firm an edge in marketing outreach by ensuring that every lead is nurtured properly from start to finish—freeing up your team for high-value work.

Ready to see what CosmoLex can do for your marketing strategy?

Your Law Firm’s Four-Point Website Checklist

Your website may have the best color scheme, layout, and graphics, but is it readable and user-friendly, or secure? If not, you could lose visitors faster than 10G Wi-Fi.

Fortunately, we’ve got a simple checklist to evaluate your law firm’s site. To get the most out of your digital marketing investment, your website should meet these standards… Continue reading

Company News

Dear valued customers,

We would like to extend our heartfelt appreciation for choosing CosmoLex as your trusted legal practice management software. We recognize the importance of your continued support and trust in our platform. As summer unfolds with its warm embrace and joyful moments, we hope that each and every one of you is enjoying a safe and delightful season. Whether you are taking a well-deserved vacation, spending quality time with loved ones, or diligently working on your legal endeavors, we wish you a summer filled with happiness and success. Thank you for being a part of the CosmoLex family, and we look forward to serving you with our innovative solutions and unwavering commitment in the future.

– Ajay Khatri, EVP and General Manager for CosmoLex

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.


Updated on July 24, 2023

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