This year has been a highly productive one, with the introduction of features we can brag about, from tools for lead management, e-Signature, and enhanced payment processing, to workflows that can take your firm to the next level.
Your security has always been our top priority, and we have completed a full year of satisfying SOC2 compliance specifications. We are staying current with the evolving Law Society requirements including enhancing the Recent Activity Log to provide an improved audit trail. By connecting your CosmoLex account with Zapier, you can automate workflows, helping you save precious time. The list of industry-standard eBilling formats that we offer is increasing as is our list of intuitive reports. Reconciling your bank account is an effortless process with a streamlined summary layout and the inclusion of a Cleared Later tab. You can also split hard costs across multiple matters.
If you use CosmoLexPay, our built-in payment processor, you can start accepting electronic payments in as little as one business day with Conditional approval and also embed a payment link in your law firm’s website. With the LexShare integration, our US users can now not only share large files but also get their documents signed electronically in real time. Our CRM add-on tool allows you to:
- Streamline your intake
- Manage lead lifecycle
- Convert leads to matters
While many of the features are only available to our U.S. users, we are excited to introduce them to our Canadian users in the new year. We appreciate your continued trust in us for managing your business.
-Ajay Khatri EVP and General Manager for CosmoLex
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