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CosmoLex Partner Resources

This page is a collection of resources and frequently asked questions for current CosmoLex Certified Consultants, Accounting Partners, and Resellers.

If you are not yet a partner, but are interesting in learning more about our programs, please visit our Become A Partner page or email

Register a Client

Use this form to register a new lead with CosmoLex. We recommend you submit a lead as soon as you start discussing CosmoLex with them to minimize conflicts. Upon submission of a lead, an email will be sent to confirm registration or explanation if lead is not qualified (e.g. already in CosmoLex system, etc.) CosmoLex will not directly contact qualified leads referred by you.

Register A New Client

Schedule a Demo For Your Client

Click here to request a CosmoLex product demonstration for your registered client. Upon submission of the request form, a calendar invite will be sent to you and your client. If you will be attending the demonstration with your client, you may join by clicking the link in the calendar invite.

Schedule A Demo

Client Data Migration Request

When new prospects consider moving to CosmoLex, migration of their data from prior billing and accounting systems is often their biggest concern. While we don’t have a magic wand, we do have deep expertise with the migration flow and some automated tools to help you migrate your clients successfully to CosmoLex. To begin the process, simply click the link and fill out the form to schedule a consultation.

Schedule Migration Consultation

Support for Partners

We ensure that our partners receive priority support. If you or your clients have a question that needs immediate, personalized attention, please contact us directly at (866) 878-6798 and ask for your Channel Partner Manager or email your question to We will connect you with a suitable team member who can answer your questions promptly.
You may also find the answers to many common CosmoLex questions on our Support Portal.

Visit Our Support Portal

Introductory Partner Webinars

Overview for
US Partners

Overview for
CA Partners

Advanced Accounting Functionality

Questions About Our Partner Program?

How can I help my clients get started if I do not offer software training services?

If you’re a CAP or Reseller who recommends CosmoLex to your clients but your company does not offer CosmoLex training at this time, you can help your clients get started by scheduling a product demo or onboarding classes for them. Contact your Channel Partner Manager with a specific date and time request, and we will do our best to schedule an appointment for your client. You can also recommend your clients to join any of our regular scheduled classes at: Daily Training Courses

When do my clients qualify as referrals?

Qualified referral customers are (a) an accredited and practicing lawyer or law firm (b) not an existing paying or trial customer of CosmoLex software, (c) not in active touch with CosmoLex’s inside sales team, and (d) not referred by CosmoLex to a partner for additional services. If you have any questions as to whether a current client will qualify as a referral customer, please feel free to contact us. When registering a client, your Channel Partner Manager will reach out to you to confirm the current status of your client and address any questions or issues.

When do I receive a commission on clients that I have referred?

All earned commission payments will be paid on a quarterly basis for qualifying partners with a signed partnership agreement.

After I register a referral customer, how long does that lead remain with my company?

After a partner registers a client as a referral customer, that lead remains registered to the consultant name for 180 days. During that time, the lead (your client) will not be contacted directly by CosmoLex.

How does my company get listed on the CosmoLex website?

After you have completed the certification process and signed the partnership agreement, there are two steps that must be completed in order to have your company listed on the CosmoLex website.

  1. Complete the CosmoLex Partner Information Form.
  2. List CosmoLex as a recommended or preferred solution on your company’s website.

My company information on the CosmoLex landing page is incorrect or out-of-date.

To update the information on the CosmoLex partner directory or your company’s dedicated CosmoLex landing page, please take a few moments to complete the CosmoLex Partner Information Form. You will be notified when we receive your updated information, and when your landing page or listing is updated.

What others ways can my company work with CosmoLex?

We are dedicated to strengthening our relationship with all of our partners. We offer our partners many opportunities to increase their visibility and highlight their professional knowledge and services. If you would like to present alongside CosmoLex during webinars, educational events, or tradeshows, please contact us! Have an idea for a presentation or new event? Please share industry events with us.

Still Have Questions?

We want to hear from you. Contact us for more information on our CosmoLex partner programs.
Call (866) 878-6798 or send an email to:

Not a partner yet? Visit our Become A Partner page or contact us today to discuss the ways that we can work together.