More Automation. Less Admin.
Many matters involve steps your team repeats again and again. With automated workflows, you can build them once and let CosmoLex handle the repeat work.
Here are 5 automations firms often start with:
- Matter Setup: Start every new matter with the right tasks already in place.
- Task Routing: Send next steps to the right person without manual handoffs.
- Deadline Management: Keep due dates in view as one task leads to the next.
- Reminders & Alerts: Trigger reminders before critical follow-ups get missed.
- Event Scheduling: Schedule events and invitations as the matter moves forward.
If you’re on the Elite plan, you’re ready to get started. Watch the workflow video and follow these setup instructions.
Using CosmoLex Standard? See how to add workflow automation and take more repeat work off your team’s plate.
From Zero to 20 Qualified Leads in 30 Days
June James Legal was frustrated with Google Ads. “I was spending hundreds of dollars a month and getting nothing in return.”
So she asked the CosmoLex Google Ads team to rebuild the campaign. In the first month, it generated 20 qualified leads, and the first new client more than covered the cost. Since then, the campaign has reached 313 conversions. Here’s what changed.
More Leads, Less Legwork
Want more of the right leads finding your firm? Tell our Google Ads team which clients and matters you want more of, and we’ll show you how a fully managed campaign can sharpen the targeting, cut wasted spend, and bring in a steady flow of qualified prospects.
In Case You Missed It
Still sending invoices or reminders manually? Automatic invoice sending and payment reminders are now officially available in CosmoLex.
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.