User Newsletter – June 2023

In Case You Missed It

With the new Client-Matter Ledger Report, you now have the ability to view all the activities for Client-Matter such as time (fees), expense, invoice, invoice payments, trust activity, operating bank activity in the order that it is entered.

Check out our other recent updates:

9.7.6 Update (June 9, 2023)

9.7.5 Update (June 2, 2023)

9.7.4 Update (May 25, 2023)

9.7.3 Update (May 20, 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!

It’s no secret that legal professionals are some of the busiest people around. If you’ve been on the hunt for ways to increase your efficiency and streamline tasks at your law firm, you’re not alone. There are dozens of high-powered solutions on the market that tout their ability to save lawyers time and money.

But you don’t have to adopt the biggest tech tools available to make a big impact. Sometimes you can make the biggest difference by improving common daily processes. Take, for example, sharing documents and getting signatures.

Seven ways secure file-sharing and eSignature help you run a more efficient and profitable practice.

The Total Package: Streamline Your Tech Stack

Like most attorneys, you likely rely on a range of different tools designed to help you run your law firm more efficiently, productively, and profitability. But the question is, are these different technologies actually providing you with the best solution?

If you’re cobbling together a system to run your law firm, the answer to that question is probably “no.” A streamlined tech stack is essential for law firms looking to enhance their efficiency and stay competitive in today’s fast-paced legal landscape.

With the right tools in hand, you can eliminate long-standing tech issues, improve data management, and reduce bottlenecks and challenges in your law firm’s processes. Continue Reading

Company News

In the legal profession, the security of shared files is of utmost importance. Lawyers handle sensitive and confidential information daily, making it essential to ensure that these documents are protected from unauthorized access or breaches. With our integration of LexShare with CosmoLex, lawyers now have a reliable solution to securely share files while also benefiting from the convenience of electronic document signing. This innovative platform not only safeguards the integrity and confidentiality of shared files, but also streamlines the entire process, enhancing efficiency and productivity for legal practitioners. By leveraging LexShare with CosmoLex, lawyers can have peace of mind knowing that their clients’ information remains secure, bolstering trust and strengthening their professional reputation.

– 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 June 27, 2023

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