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Tech Tip #40: Create a list of “must-haves” first before shopping for a new time and billing software

It can be overwhelming to shop for legal time and billing software because there are many options with many features to compare. However, if you go into the process with a list of basic and advanced features you require at your firm, it’ll make the search process a lot easier. Below is a list of 10 features that many law firms require, but keep in mind that your firm’s needs may differ. 

  • A user-friendly platform
  • A billing software designed specifically for lawyers
  • The option to create multiple billing rates
  • Custom invoicing
  • The ability to send invoice reminders in batches
  • Multi-user access
  • Permission sets
  • Trust account management integrated into the platform
  • Dispute resolution
  • Data backup 

To learn more, read our “Buyer’s Guide To Legal Time & Billing Software.”

CosmoLex Team

CosmoLex is a leading legal practice management solution that is trusted by thousands of law firms across North America. CosmoLex is a single solution that lets solo legal professionals & small law firms manage their practice, billing, AND accounting all in one login, on any device, at any time. CosmoLex users can eliminate the need to maintain multiple programs because CosmoLex does it all -- including time & expense tracking, billing, business accounting, trust (IOLTA) accounting, calendaring, task, email & document management, even secure client communications -- in one web-based application.