Legal Practice Management Archives | Page 11 of 28

Tech Tip #17 – How to Customize CosmoLex to Your Area of Practice

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

CosmoLex customers span across many areas of practice, so we want you to be able to customize certain areas to your needs. In the Setup Section, we have an area called List Items where you can customize the drop-down lists available throughout the program. Don’t practice criminal law? Remove it from your matter list. Have […]

Tech Tip #15 – Why is Having a Dashboard So Important to Your Business?

December 3, 2015 / by CosmoLex Team / Legal Practice Management, Tech Tips

“What is a dashboard?” Well, just like a car’s dashboard, it is a place which displays all of the most vital information in a very easy to understand manner. Knowing how much gas is in your car is just as important as knowing how many of your invoices have been paid this month or how […]

Tech Tip #13 – Adding Notes to a Matter

November 24, 2015 / by CosmoLex Team / Legal Practice Management, Tech Tips

One of the most asked about features is linking notes to a matter, which is essential for properly collaborating with your team. Having the ability to tack on free flowing notes ties all the loose ends together, and ensures all users are on the same page when working on the same matter. No more Post-it […]

Tech Tip #12 – What Are Shorthands, and How Can They Help?

November 19, 2015 / by CosmoLex Team / Legal Practice Management, Tech Tips

Looking for a way to save time while typing up those time and expense cards? How about using shorthands? Shorthand is a way of using short codes to populate longer descriptions. In addition to being a great time saver, it promotes consistency when typing activity descriptions. In CosmoLex, you have the freedom of using predefined […]

Tech Tip #11 – Enhance Compliance & Collaboration at Law Firms

November 17, 2015 / by CosmoLex Team / Legal Practice Management, Tech Tips

The key to enhanced compliance and effective collaboration is first having a central area where ALL case/matter information is kept, and then having an organized way to communicate with your team. Centralized area will enhance compliance as it allows to organize all items pertaining to a matter such as Billing Items, Accounting Entries, Events, Tasks, Documents, […]