You Get Paid on Time & Tasks — CosmoLex Acts Like It!
Smart Legal Calendar & Task Manager
You might wonder what could make CosmoLex Legal Calendar software any better than one of the free calendars available to Canadian law firms. The answer is simple — the CosmoLex Legal Calendar leverages the fact that NOT another stand-alone app can. It exists within the entire CosmoLex the legal practice management & billing system. The result is that you get a truly “smart” calendar & task manager — that does a lot more than you’re used to…
Link Every Activity to a Matter
The CosmoLex Calendar & Task Manager automatically connects every entry to the correct client matter. This solidifies your paper trail for every matter — making it easy to demonstrate compliance or settle a client dispute. Even your internal notes are tagged to matters.
Your CosmoLex Calendar & Task Manager makes sure that every billable activity gets billed! Any unassigned meeting or task will be caught by the CosmoLex Money Finder. Alerts on your Dashboard remind you to review these as a possible billable items — which are then pushed into the billing system automatically. You can enter timecards and keep them attached to tasks or events for easy retrieval in case of any future dispute. Take a look at the CosmoLex Smart Calendar and Money Finder.
It’s mobile. It’s shared. And for those who like to stay with their Google or Office365 – CosmoLex Legal Calendar software integrates bi-directionally with both of those calendars. Everyone on your team – even those beyond your firm, such as of-counsel or experts — can be included on the shared calendar. And anytime/anywhere cloud access means your CosmoLex Calendar is always with you, easy to keep current.
Custom Workflows Keep Tasks On Track
Most Canadian legal matters such as conveyancing, estate planning, family law, etc, follow a fairly standard set of tasks from open to closure. CosmoLex lets you create task workflow templates that can be easily loaded into new or existing matters. These custom workflows not only save time, they also help maintain high-quality standards for deliverables. With custom workflows, you control what gets done, by whom & when.