User Newsletter – November 2020

Automated Client Intake (Q4 2020)
 

With every new client comes a lot of data entry. Our goal is to simplify your workflows leaving more time to focus on the case at hand. 

Our upcoming automated client intake function will allow you to send custom forms to your client electronically. Once complete and submitted, their provided data will then automatically populate within their record in CosmoLex – making client intake a breeze.

Keep an eye out for more updates in the coming weeks! 

Are you utilizing CosmoLex for your business accounting tasks? One of the greatest benefits of utilizing CosmoLex is having your business and trust accounting integrated directly with your practice management data. Not sure how to get started with CosmoLex Accounting? Here are a few resources to help you get started…

Weekly Accounting Training

New to accounting in CosmoLex or just need a refresher course? Attend one of our free weekly accounting training classes. Register now for Basic Accounting Training or Advanced Accounting Training.

Utilize Your Free CAP User Account

CosmoLex has a great benefit that you may not be aware of. Each CosmoLex account is eligible for a Free User Login for their External Accountant or Bookkeeper. To sign up your qualified user, please reach out to our Partners Manager, Michelle, at partners@cosmolex.com to get the process started. 

Year-end Accounting Checklist

The year-end is the most important time for your law firm to complete a thorough review of its financials. While some items will require input from your accountant, you can get started by following the 2020 Year-end Accounting Checklist for Law Firms. 

Download Checklist for US Offices
Download Checklist for Canadian Offices

On-demand Webinar: Top 5 Reasons Law Firms Are Leaving QuickBooks

One of the most common reasons that CosmoLex users refrain from utilizing the accounting features in the application is that their office or accountant is using a general accounting software, like QuickBooks, that they do not want to leave. In this video, we take a look at the reasons why lawyers are still using generic accounting programs and why they should consider a legal-specific alternative. 

Watch Now (10:40)

eBook: Law Firm Accounting Demystified

Law Firm Accounting Demystified is a one of a kind reference guide for legal professionals looking to manage their accounting. We have attempted to take a comprehensive look into the many subtleties and nuances of legal accounting. 

This book takes legal accounting topics that would otherwise be easily misunderstood by both lawyers and accountants and simplifies them into a common language that can be understood by anyone involved with a law firm’s accounting.

Download the eBook Now

Check Off Your Tasks More Quickly
 

Users can complete tasks without editing tasks by going to Me Dashboard > Pending Tasks and clicking on the orange icon next to your task. Simply click Complete Task and you’re done!