User Newsletter – March 2023

In Case You Missed It

Users can now create document folders in bulk, add additional merchant accounts for CLP Canada users, select country for NetDocuments, and more:

  • Folder Path Creation – When importing matters or changing document storage, if you are selecting one of the following document storage apps: Box, Dropbox, Google Drive, OneDrive, OneDrive for Business, you now have the ability to create document folders in bulk for matters that do not have folders. Learn more.
  • Additional Merchant Bank Accounts for CosmoLexPay (CA) – Firms in Canada enrolling for CosmoLexPay integrated payments service can now add additional merchant accounts, in addition to the one operating and one trust account permitted during initial enrollment.
  • NetDocuments Country Selection – CosmoLex users integrating with NetDocuments can now select between US or Canada specific accounts.

Check out our other recent updates:

9.5.4 Update (March 10, 2023)

9.5.3 Update (March 3, 2023)

9.5.2 Update (February 24, 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!

Why are eSignatures a Must for Modern Law Firms?

eSignature software is a must-have tool for any modern law firm—not just because it’s ethical or legally binding, but also because it can significantly improve the client experience.

Furthermore, eSignatures offer a myriad of benefits that help your firm achieve more efficiency and profitability.

Read More

When you run a law firm, you are responsible for far more than just winning cases or representing your clients—you also need to manage your law firm’s day-to-day operations.

Legal practice management is a complex but necessary part of your business. Unfortunately, law firms often struggle with it. While you may know your area of the law like the back of your hand, perhaps you’re less enthused about the administrative aspects of managing your practice.

If you struggle to keep up with client communication or fall behind with billing, keep reading for a refresher on the basics of legal practice management and the tools you need to save time and money. Continue Reading

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 March 24, 2023

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