Docketing, Billing & Payments

On-the-go Capture

Enter your time and expenses while you’re on-the-go from any mobile device.

Money Finder

This feature automatically scans your practice management records for unbilled completed events and triggers alerts on your CosmoLex dashboard.

Disbursements & Other Costs

CosmoLex allows you to instantly post your disbursements and other costs as soon as they’re incurred, whether by cash, cheque, or credit cards, to eliminate the risk of these costs not making it onto the invoice.

Contextual Billing

Enter timecards attached to the relevant activity category to ensure all billable items are accounted for and for easy location in the case of confusion or client dispute.

Taxability Matters

The taxable rates of legal fees and costs vary across provinces. CosmoLex tracks the taxability of each item in real-time so data gets entered correctly at the outset.

Rapid Time Dockets Across Matters

Open a single timesheet to track time for each matter on the fly. The same timers are available on the mobile app, so you can keep tracking time wherever you go. Only one timer can be active at a time, so you can perform faster and more accurate time and expense entries than ever.

One-click Billing

Batch generate all invoices for all of your clients with one click of the mouse. You can also print them in bulk to have everything ready to mail instantly.

Batch Email Invoices

Send batch email invoices to multiple clients all at once. Each invoice can come with a personalized message for your client and a copy of their bill.

Customizable Invoices

We provide out-of-the box, Canadian-province-specific invoice templates that give your clients the information they want to know, like last payment made, an itemized listing of legal services and disbursements for this billing cycle, and the total balance due, in addition to supporting items such as GST/HST number and tax totals. All invoices can be customized further with your logo, other financial information, and more.

Retainer Management

Improve your firm’s cash flow without compromising on compliance.

eBilling

CosmoLex supports all UTBMS codes. Effectively mitigate common mistakes with actions like:

• Deactivate codes you don’t want to be used for any of your clients at any time.
• Enable only certain UTBMS code sets for your entire firm or for specific matters (e.g., limit code sets out of Bankruptcy, Counseling, eDiscovery, Litigation, Project, Patent, and Trademark).
• Define a specific list of task and activity codes for use at the matter level.

Invoice Payment Management

Manage the entire payment flow— from cumulative time and expenses to billing to payments and remaining client funds – while automatically staying current in real-time.

Online Payments

Clients can make payments online using CosmoPay, our end-to-end credit card processing solution powered by LawPay, for trust retainer payments and online invoice payments.

Automatic Past-due Reminders

While issuing invoices for the current month, you can include past-due a balance and seek full payments. You can also send past-due invoice reminder emails in one click to all of your clients.

Evergreen Retainer

You can also include the automatic addition of “retainer replenishment amount” as part of the total bill, providing another opportunity to bring every client’s retainer to the agreed amount (evergreen retainer).

Low Retainer Reminders

Send retainer reminders when the retainer balance reaches a defined threshold. Send low retainer reminder emails to multiple clients with one click, and filter low retainer reminders by a selected “replenish amount.”