One of the most asked about features is linking notes to a matter, which is essential for properly collaborating with your team. Having the ability to tack on free flowing notes ties all the loose ends together, and ensures all users are on the same page when working on the same matter. No more Post-it […]

Looking for a way to save time while typing up those time and expense cards? How about using shorthands? Shorthand is a way of using short codes to populate longer descriptions. In addition to being a great time saver, it promotes consistency when typing activity descriptions. In CosmoLex, you have the freedom of using predefined […]

I hope you enjoy your job as a lawyer, and I hope your firm enjoys helping clients, but everyone goes to work every day for one reason, and that’s to make money. All too often law firms do not generate as much revenue as they should, and it’s only because they’re losing it! This is […]

The key to enhanced compliance and effective collaboration is first having a central area where ALL case/matter information is kept, and then having an organized way to communicate with your team. Centralized area will enhance compliance as it allows to organize all items pertaining to a matter such as Billing Items, Accounting Entries, Events, Tasks, Documents, […]

CosmoLex looks to create legal technology ecosystem through a new integration platform for legal technologies.   NORTH BRUNSWICK, NJ- November 12, 2015– CosmoLex, a leading cloud-based, law practice management software provider, has announced the launch of a new integration platform for technology partners.   CosmoLex has already ascended to the top tier of the law […]

Calendaring is not just about scheduling an event or meeting, it is also necessary to easily link that event to an actual matter, and know at one glance what needs to be billed, and what has already been billed. If the case comes back after months or years as a fee-dispute or malpractice claim, you […]

If I told you successful lawyers need to have vision into the future, you might go out in search of a crystal ball, or consider me crazy. I’m going to suggest that you do neither of those two things, and instead let me explain how successful attorneys and law firms can begin to spot problems […]

There are many options for document storage. But, how do you keep them attached to all of your other matter activity as well as ensure they are accessible from wherever you are? CosmoLex integrates with Dropbox & Box. One key advantage of this approach is that your documents are stored in your Dropbox or Box […]

What is a Workflow? A workflow is a set list of repeatable tasks in a particular type of matter which happens in an order. For instance, if you handle Trust & Estate as part of your Elder Law Practice, there may be a list of 20 tasks that need to be completed in each new […]

Many law firms go through a specific approval process for their invoices. In some programs, pre-bills are generated, as the actual invoices cannot be edited once created. The great news is that this extra step is not needed in CosmoLex, as you can provide the actual invoice for approval, and then make any updates as […]