Tech Tip #9 – Case Documents Storage Tip

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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 […]

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Tech Tip #7 – Is a Pre-Bill necessary? Not with CosmoLex!

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Many law firms go through a specific approval process for their invoices. In some programs, pre-bills are generated, as the actual invoices cannot be edited once created. The great news is that this extra step is not needed in CosmoLex, as you can provide the actual invoice for approval, and then make any updates as […]

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Tech Tip #6 – How to Maintain Evergreen Retainers

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Having on hand retainers makes billing much easier. No waiting on payment, or chasing overdue invoices. However, what happens when your retainers are depleted, but your work is not yet done? That is why Evergreen Retainers are so important. Evergreen is the practice of staying on top of your retainers and seeking replenishment before the […]

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