Legal Practice Management Archives | Page 11 of 27

Tech Tip #10 – What Makes a Law Firm Calendar Unique?

November 12, 2015 / by CosmoLex Team / Legal Practice Management, Tech Tips

Calendaring is not just about scheduling an event or meeting, it is also necessary to easily link that event to an actual matter, and know at one glance what needs to be billed, and what has already been billed. If the case comes back after months or years as a fee-dispute or malpractice claim, you […]

Dashboards: A Law Firm’s Crystal Ball

November 11, 2015 / by Rick Kabra / Legal Practice Management

If I told you successful lawyers need to have vision into the future, you might go out in search of a crystal ball, or consider me crazy. I’m going to suggest that you do neither of those two things, and instead let me explain how successful attorneys and law firms can begin to spot problems […]

Tech Tip #9 – Case Documents Storage Tip

November 10, 2015 / by CosmoLex Team / Legal Practice Management, Tech Tips

There are many options for document storage. But, how do you keep them attached to all of your other matter activity as well as ensure they are accessible from wherever you are? CosmoLex integrates with Dropbox & Box. One key advantage of this approach is that your documents are stored in your Dropbox or Box […]

Tech Tip #8 – Systematize Your Law Operation Using Workflows

November 5, 2015 / by CosmoLex Team / Legal Practice Management, Tech Tips

What is a Workflow? A workflow is a set list of repeatable tasks in a particular type of matter which happens in an order. For instance, if you handle Trust & Estate as part of your Elder Law Practice, there may be a list of 20 tasks that need to be completed in each new […]

Tech Tip #4 – Have a long list of contacts to add? Import them directly into CosmoLex!

October 28, 2015 / by CosmoLex Team / Legal Practice Management, Tech Tips

Have an extensive list of contacts, or perhaps coming from another software? If saved as a CSV file, you can import your contact lists directly into CosmoLex. Not sure how many might already be in the system? No worries! CosmoLex will identify duplicates and restrict just those items from importing. Take a look at the […]