Feature Spotlight: Bulk Trust to General Transfer

Feature-Spotlight-Bulk-Trust-to-General-Transfer

Often when following a routine billing cycle (ex: monthly) and holding client retainers in trust, you need to debit multiple client trust ledgers to pay the firm.  Did you know that from the Activities area in CosmoLex, you can actually apply these funds in bulk? In one step, you can debit multiple matter ledgers and apply it to those matters’ … Read More

How to Resolve Unhappy Client Situations

How-to-Resolve-Unhappy-Client-Situations

Clients trust their attorneys to guide them through complex legal situations and difficult periods of their lives. It’s inevitable that in the course of your practice, you’ll have clients who are displeased, frustrated, or angry about the turn of events. While stress and anxiety may play into how an unhappy client feels about your services, dissatisfaction should never be written … Read More

Preparing for 2020 Success: Setting Your Law Firm’s Goals

It’s the end of the year and if you’re sitting there thinking “wow, there’s so much more I wanted to accomplish,” you’re not alone. The end of the year comes up fast! The key to making sure you cross off the items that are going to set you on the path to success in 2020 is by spelling out goals.  … Read More

2019 Highlights & Achievements: A Message from Our President

As we close the books and reflect on 2019, some of our biggest achievements and highlights of the year come to mind.  This year, we’ve seen exponential growth within our company and we continue to invest in that initiative. Between talent acquisition, research and development, and product innovation, our mission of adding and enhancing value for our customers has remained … Read More

Preparing for 2020: Modernize Your Law Firm in the New Year

Preparing-for-2020-Modernize-Your-Law-Firm-in-the-New-Year

With the new year coming up, you’re probably thinking of ways you can make next year an even better one for your firm. While modernizing your firm is an ongoing work in progress to keep up with all the changes and new helpful tools available, there are certain areas of focus that deserve your attention. Whether it’s a new addition … Read More

CosmoLex Checklist: Ensuring Law Firm Readiness for a Successful 2024

CosmoLex Checklist Ensuring Law Firm Readiness for a Successful 2024

For many of us, the start of a new year is the perfect time to ponder the future and make plans for how to become the best versions of ourselves moving forward.   While making a New Year’s resolution for your law firm isn’t something that’s standard practice, it’s still helpful to take stock of what you’ve accomplished in the past … Read More

Text Message Marketing for Lawyers: The Next Big Thing?

Text-Message-Marketing-for-Lawyers-The-Next-Big-Thing?

By now, the importance of mobile-ready marketing is well established. Websites, apps, social media are all designed with the hand-held experience in mind. But what are law firms doing about text-based marketing. Text messaging is an extremely valuable tool for reaching your audience. It’s reported that 96% of Americans own a cellphone, with 81% of them owning smartphones. These devices … Read More

Redefining Modern Practice Management: Legal Accounting

Redefining-Modern-Practice-Management-Legal-Accounting

Making sure your accounting books are up-to-date and compliant can bring up a laundry list of concerns for lawyers including reconciliations, error-free ledgers, and overall compliance. Using dated technology can make the task even harder than it needs to be, with lots of customizations needed to make your software work for the specific needs of legal accounting.  Taking the approach … Read More

Redefining Modern Practice Management: Legal Billing

Redefining-Modern-Practice-Management-Legal-Billing

No matter what size a firm is or what practice areas they cover, a lack of proper time tracking or billing procedures can quickly create a cash flow issue. Thankfully, modern practice management creates a solution to the challenges of accurate, timely billing. Through the power of the cloud and technology built specifically for the legal industry, lawyers can make … Read More

How Lawyers Can Minimize Work-related Stress While on Vacation

How-Lawyers-Can-Minimize-Work-related-Stress-While-on-Vacation

You’re on what’s supposed to be on a relaxing vacation. You planned to recharge and come back to the office ready to take on the world. But you just can’t take it easy, knowing the emails are still coming in, the clients want answers, and deadlines are waiting for you.  Sound familiar? With technology keeping email at our fingertips and … Read More