How Does Your State Feel About Cloud-Based Trust Management?

Cloud technology seemed to arrive almost overnight. It went from being a curiosity to being everywhere in no time at all. That has left bar associations rushing to come up with guidance on the technology for lawyers. Is CosmoLex cloud-based trust account software acceptable to your bar association? Check Your State’s Rules The American Bar […]

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How Can You Have A Paper Trail In A Paperless Office?

Attorneys learn early on the importance of documentation. This has caused some to resist moving to cloud-based trust software for attorneys like CosmoLex because they fear that without stacks of paper they will get into trouble if audited. The fact is you don’t need paper for a paper trail. If It Isn’t Written Down, Then […]

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Avoid These Common Retainer Accounting Mistakes

CosmoLex’s built-in trust account management features are a big help to law offices that work on retainer, but there are still some errors you have to be careful to avoid. Attorney trust accounting software works best when used alongside smart account management practices. Here are a few mistakes to look out for. Taking Money Before […]

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The Trick to Administering Multiple Trusts From One Bank Account

A common practice for law offices is to open a separate physical account for each trust account they have to oversee. This makes it easy to ensure the funds don’t intermingle but it’s an administrative nightmare. CosmoLex includes a built-in trust accounting system that makes it easy to manage any numbers of trusts from a […]

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