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  5. User Newsletter – September 2023

User Newsletter – September 2023

In Case You Missed It

We’ve streamlined invoice payment by trust retainer within the matter, added an additional invoice template field, and you can now send emails from within relations screen! Read more here.

Check out our other recent updates:

10.2.0 Update (September 15, 2023)

10.1.2 Update (September 8, 2023)

10.1.1 Update (September 4, 2023)

10.1.0 Update (August 25, 2023)

10.0.3 Update (August 18, 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!

Free 15-Minute Intake Process Evaluation

Now is the time of year to evaluate all your systems and processes and determine if changes are needed going into the new year.

CosmoLex is offering a free 15-minute intake process evaluation to determine areas of weakness in your current system and how to leverage our tools to improve.

Our intake experts have been working with hundreds of firms to increase intake efficiencies, leaving you with more time for actually practice law.

Book Your 15-Minute Evaluation Now

5 Best Practices for Law Firm Websites

Prospective clients often judge a law firm by its website. As the public face of your organization, you want it to present you and your services as capable, experienced, and modern.

But your law firm’s website is more than its visual appeal. Law firm websites need to do a lot of things, and if these elements aren’t in place, your site won’t set you apart from the competition—or even allow you to compete….Continue reading

Company News

The client intake process within law firms can be exceptionally challenging, often involving a complex web of paperwork, communication, and compliance checks. It typically demands meticulous record-keeping, multiple consultations, and strict adherence to legal regulations.

However, CosmoLex CRM offers an effective solution to streamline this entire process for your firm. With its user-friendly interface and powerful tools, it simplifies client intake by automating data collection, document management, and communication.

CosmoLex allows your firm to centralize client information, facilitating quick and accurate client onboarding. Moreover, it integrates compliance checks and customizable workflows, ensuring that your firm meets all ethical and regulatory requirements effortlessly.

By simplifying and automating client intake, CosmoLex not only saves valuable time but also enhances the overall efficiency and accuracy of your law firm’s operations.

– 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 September 26, 2023

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