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 […]

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 […]

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 […]

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]

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 […]

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 […]

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 […]

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 […]

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 […]