Tech Tip #6 – How to Maintain Evergreen Retainers
Having on hand retainers makes billing much easier. No waiting on payment, or chasing overdue invoices. However, what happens when your retainers are depleted, but your work is not yet done? That is why Evergreen Retainers are so important. Evergreen is the practice of staying on top of your retainers and seeking replenishment before the […]
Track All of Your Firm’s Time & Gain Valuable Business Intelligence
In a recent post I addressed the idea that lawyers who run a law firm need to not only be a successful lawyer, but they also must be successful businessmen or women. If you have read that post you now understand the importance of tracking income by practice area. Another way to gain valuable insight […]
Tech Tip #5 – How to Access your Billing Portal
In CosmoLex, you can access your account information, including your subscription details, past statements and payment information, all from within the application. Click Here to watch a short video and learn how! [ninja_form id=31]
Tech Tip #4 – Have a long list of contacts to add? Import them directly into CosmoLex!
Have an extensive list of contacts, or perhaps coming from another software? If saved as a CSV file, you can import your contact lists directly into CosmoLex. Not sure how many might already be in the system? No worries! CosmoLex will identify duplicates and restrict just those items from importing. Take a look at the […]
Tech Tip #3 – Reduce Time and Errors by Printing your Checks
Have a stack of checks to cut? The days are over when you need to hand write each one, all while trying to write legibly and avoid errors. With CosmoLex, you can print clean, professional grade checks individually or in bulk, directly to your printer in just a few clicks. Click below to see a […]
Tech Tip #2 – Benefits to Emailing Invoices
Why print, when you can email your invoices in one step? More and more, attorneys and clients use email as a means of communication. It is both fast and convenient. Why not extend these benefits to your invoicing? With CosmoLex, you can send multiple invoices out in one batch in just a few clicks. No more […]
Effortless Case Management: Focus on Clients, Not Admin Work with CosmoLex
Every lawyer knows what it’s like to deal with a packed day—you sit down at your desk with a cup of coffee and try to sift through a mountain of paperwork that’s been waiting for you since yesterday. You have client meetings all day, and you need to prepare for court, but you also need […]
Tech Tip #1 – Bulk Invoices
One of the most crucial, yet time-consuming elements of your billing cycle is invoicing. For any given month you can have tens (or even hundreds) of clients who need to be invoiced. Rather than generating one invoice at a time, save hours by generating your invoices by batch. In just one click you can generate […]
Collection & Distribution of Fee Income
For people outside of the legal profession, the profession may seem pretty straight forward. An attorney litigates and gets paid. End of story, right? Unfortunately those of you who are involved in the legal world understand that there is much more to be concerned about. In the legal profession lawyers operate under the terms of […]
Eastern Legal Systems to Join the CosmoLex Certified Consultant Program
EASTERN LEGAL SYSTEMS IS NOW KNOWN AS CROSSPOINTE CONSULTING GROUP AS OF JAN. 1 2016 CosmoLex adds to its growing team of Consultant Partners, further strengthening resources for its cutting edge All-in-One Legal Practice Management software. NORTH BRUNSWICK, NJ – October 13, 2015 – CosmoLex, a leading cloud-based, law practice management software provider, has […]
