CosmoLex Debuts CRM Software for the Legal Industry

CosmoLex CRM

MONMOUTH JUNCTION, N.J.–(BUSINESS WIRE)–CosmoLex, a leading practice management software provider for the legal industry, today announced its new CosmoLex CRM, legal-specific client relationship management tools built for modern law firms.

The addition of the CRM tools to CosmoLex’s already robust suite of solutions for law firms creates a powerful all-in-one application designed to help lawyers both manage and scale their practice. The easy-to-use interface functions as a centralized database to track clients and prospects, makes messaging easy for any legal staff and eliminates hours of manual data entry and recordkeeping.

“Building a successful law firm starts with strong client relationships, and key to that is having the right legal CRM tools in place,” said Ajay Khatri, general manager of CosmoLex. “Standard practice management software isn’t designed with lead management or client interactions in mind. Similarly, basic CRM tools aren’t built for the way law firms work. CosmoLex CRM bridges this gap in a way that will provide immense value to attorneys trying to expand their practice.”

Designed exclusively for legal firms, CosmoLex CRM offers helpful features and benefits such as:

  • Streamlined client follow-ups through personalized, digital messaging
  • Text and video messaging that meets clients and prospects where they are – on their phones!
  • E-signature requests via text message
  • Automated workflows that create an efficient and effective marketing process
  • Reporting and insights to analyze marketing ROI and inform advertising spend
  • Email and text marketing campaigns to turn leads into clients and keep the firm top-of-mind
  • Intuitive, mobile-friendly client intake forms that can be customized for practice area or case type

Khatri added, “Our CRM’s greatest strength is simplifying and automating complex, labor-intensive tasks that can be somewhat overwhelming. Now legal professionals can optimize their marketing efforts and matter management seamlessly, resulting in huge time savings for data entry and workflows.”

To learn more about the benefits of CosmoLex’s legal CRM software, visit

About CosmoLex

CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. Law firms running on CosmoLex can eliminate the need to maintain multiple programs because CosmoLex does it all – time and expense tracking, billing, business accounting, trust (IOLTA) accounting, calendaring, task, email and document management, and even a CRM – in one web-based application. The built-in client portal provides streamlined and secure client communications. And CosmoLexPay increases the ease and speed of receiving payments through compliant credit card processing. CosmoLex takes care of the entire legal practice, so lawyers can take better care of their clients.

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