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Working With A CosmoLex Powered Attorney

Attorneys who use CosmoLex can offer clients a big advantage when it comes to working together, meeting deadlines, keeping everyone in the loop, and avoiding surprises. That’s because CosmoLex helps keep every detail up-to-date, including all financial ramifications. If your attorney is using a client portal, important information is there for you to review — all the time, anytime.

Calendar & TasksCalendar & Tasks

Never miss an important meeting or deadline with your lawyer. Clients and attorneys can both monitor upcoming dates and tasks — and help each other keep the ball moving forward.

Secure CommunicationsAutomated Legal Billing Software

Conventional email systems may not always be secure. CosmoLex uses bank-grade protocols, including automatic encryption, to keep client/attorney email truly confidential. The same goes for document sharing and storage.

Legal Time & BillingLegal Time & Billing

Phone calls, meetings, emails, research… they all get accurately recorded for the client’s matter at hand. This means that invoices are easy to read and there no surprises when it’s time to pay.

Trust AccountingTrust Accounting

Retainers and trust accounts can get confusing — especially when looking back at a few months of transactions. That’s why CosmoLex helps your attorney keep them fully balanced, reconciled, and compliant automatically. You know where your money is and your accounts are always up-to-date.

Matter StatusMatter Status

Your attorney’s client portal keeps everything grouped by specific legal matter. Clients whose attorneys handle multiple matters can easily review the status of any particular legal matter or case via the client portal.

The Bottom Line… You’ll Save a Lot of Time

This client portal makes working with your attorney much easier — and a lot faster. All you need to know is one login, and you’ll find everything you need. Working with an attorney who uses CosmoLex means you’re working with an attorney who cares about the details of your case.

– CosmoLex connects with the tools you know and love –

google
dropbox
box
Microsoft Office 365
OneDrive
lawpay
casemaker
gmail
outlook
outlook
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