User Newsletter – October 2022

In Case You Missed It

CosmoLex now offers an integrated CRM tool!

Our integrated CRM feature helps you manage business development functions such as client intake, client scheduling, follow-up, and more to convert leads to new clients. (Note: this feature is currently available for US clients only)

Check out the rest of the October releases: 

9.0.1 Update (September 30, 2022)

9.1.1 Update (October 7, 2022)

9.1.2 Update (October 14, 2022)

9.1.3 Update (October 21, 2022)

If you have any questions or want to learn more about any of the new features, reach out to your Customer Success Specialist to schedule a training session!

Growing your law firm doesn’t happen overnight. You need legal talent, time, a plan, a carefully defined clientele, and the right tools to support your goals.

One tool that should be in your law firm toolkit is legal client relationship management (CRM) software. While your legal practice management software keeps the daily work of a law firm moving, a legal CRM makes it easier to bring in new clients, engage current clients, and increase your profits. Read More.

User Tip

Did you know CosmoLex has a library of past webinars? Check out this month’s Learn How Legal-Specific CRM Can Make an Impact. Erica Birstler walks you through what CRM software is and how Legal CRM is different and also covers what important features to look for in a CRM tool and how law firms can benefit from automated marketing tools.

Reminder: We have live, web-based training classes Monday – Friday! Check out the Training Schedule to find a time that works best for you.

LexLeader Loyalty Program

Have you ever noticed that Refer a Friend button in your main menu? Did your Onboarding Specialist point it out to you, and you forgot about it? Give it a click today and see how you can start earning gift cards by completing simple tasks like reading an article, downloading an eBook, or referring a friend if you think we would be a good fit for them. Rack up the points, climb the leaderboard, and start earning gift cards for places like your favorite national coffee brand and Amazon!

-Ajay Khatri, EVP and General Manager for CosmoLex

Updated on November 2, 2022

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