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Tech Tip #14 – Are IOLTA Account & Billing Activities Disconnected?

Trust Accounting

One of the most valuable features of CosmoLex is the ability to handle your Billing and Trust activities side by side. Why is that important? It all boils down to when Trust funds cross over into your Operating bank, which is at the time of invoice payment. At this time, you need to keep several […]

CosmoLex Announces Version 3.3 Featuring Bank Imports & Automated Reconciliation

Latest CosmoLex software release features new bank and credit card import functionality to automate the monthly reconciliation process.   NORTH BRUNSWICK, NJ- November 24th, 2015 – CosmoLex, a leading cloud-based, law practice management software provider, has announced the release of version 3.3 of their industry-leading practice management software.   The release is highlighted by new functionality that […]

Tech Tip #13 – Adding Notes to a Matter

Trust Accounting

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 […]

Tech Tip #12 – What Are Shorthands, and How Can They Help?

Trust Accounting

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 […]

Recover Client Costs & Reduce Leakage

Trust Accounting

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 […]

Tech Tip #11 – Enhance Compliance & Collaboration at Law Firms

Trust Accounting

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 Launches Technology Partner Integration Platform

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 […]

Tech Tip #10 – What Makes a Law Firm Calendar Unique?

Trust Accounting

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 […]

Dashboards: A Law Firm’s Crystal Ball

Trust Accounting

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 […]

Tech Tip #9 – Case Documents Storage Tip

Trust Accounting

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 […]

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CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.
+1 866-878-6798
1100 Cornwall Road, Suite 215, Monmouth Junction, NJ 08852

CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

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