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User Newsletter – September 2022

In Case You Missed It

If you are using CosmoLexPay or the LawPay integration, you can now create a global payment link per bank account. This link can be embedded in your Law Firm’s website to accept online payments from your firm’s clients or used in email signatures. Giving clients more options means you get paid faster!

Check out the rest of the September releases:

8.8.5 Update (September 3, 2022)

8.9.1 Update (September 10, 2022)

8.9.2 Update (September 16, 2022)

8.9.3 Update (September 23, 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!

3 Payment Methods Law Firm Clients Are Looking For

A positive client experience isn’t just about strong client relationships. It’s about making legal processes easier and more manageable for the people you serve, from client intake all the way through to closing out their legal matters. One way law firms can improve the client experience is by offering flexible, inclusive payment methods. When it comes to payment methods, many law firms only accept traditional payments via cash or check instead of more technologically advanced and relevant methods. Read More.

User Tip

Easily apply one payment for invoices under multiple matters – If a client wishes to pay invoices for multiple matters of theirs in one transaction, the firm can enter that under Activities > Invoices > Invoice Payment

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!

Company News

Speaking for the entire CosmoLex family, we would like to thank you for entrusting your business with us. We are now able to offer our clients the same outstanding service and resources they know so well, along with a variety of new capabilities, including a Customer Relationship Management (CRM) Tool that we recently released, a more enhanced integrated payments experience with CosmoLexPay, as well as an integration with Zapier. We are constantly enhancing our technology to ensure that you have the most state-of-the-art tools available at your fingertips. We maintain our absolute commitment to client relationships, user satisfaction, integrity, and transparency and we will continue to work extraordinarily hard to maintain an open dialogue with our clients to ensure that we deliver products and services that your firm values.

-Ajay Khatri, EVP and General Manager for CosmoLex

Updated on September 30, 2022

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