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Document Management

Document Management – Safe, Secure, & Simple

Our document management system is designed specifically for Canadian legal professionals — with advanced security & a simple user interface. Continue reading to learn how CosmoLex can improve the organization & security of your firm’s critical documents…

Elegant Integrations with Market Leaders

CosmoLex Legal Document Management makes it easy to manage your case information, files & documents, as well as meet Law Society compliance requirements. You can store everything in CosmoLex if you like. Or you can use popular & trusted Cloud storage providers, such as OneDrive, Dropbox, and Box. The difference is that you’ll enjoy streamlined productivity because you work entirely within CosmoLex. Its intuitive, matter-centric file structure is automatically mapped to your files in third-party storage utilities and provide access across applications.

Always Available Search & Retrieval

CosmoLex solves the problem of locating documents by organizing ALL your digital records around legal matters. You find any document instantly — simply search by your client’s name, legal matter or file number. With mobile access, you can locate, retrieve & work with any piece of case information 24/7.

Automatic Version Control

CosmoLex provides best-in-class document versioning by partnering with industry leading Cloud-based document storage vendors. This means if you accidentally overwrite an important document, you may be able to restore with a previous version. CosmoLex partners with document storage providers that offer sizeable storage allotments & automatically maintain prior versions of your files.

Bank-Grade Security

We understand document security is vital to you law firm. CosmoLex law firm document management software provides the highest level of security available in the industry today. CosmoLex gives you granular user-level permissions and privilege settings to easily assign levels of access for specific members of your team.