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, and Notes. Kind of like … Read More
Tech Tip #10 – What Makes a Law Firm Calendar Unique?
Calendaring is not just about scheduling an event or meeting, it is also necessary to easily link that event to an actual matter, and know at one glance what needs to be billed, and what has already been billed. If the case comes back after months or years as a fee-dispute or malpractice claim, you will need to create a chain … Read More
CosmoLex Launches Technology Partner Integration Platform
CosmoLex looks to create legal technology ecosystem through a new integration platform for legal technologies. NORTH BRUNSWICK, NJ- November 12, 2015– CosmoLex, a leading cloud-based, law practice management software provider, has announced the launch of a new integration platform for technology partners. CosmoLex has already ascended to the top tier of the law practice management industry by providing … Read More
Dashboards: A Law Firm’s Crystal Ball
If I told you successful lawyers need to have vision into the future, you might go out in search of a crystal ball, or consider me crazy. I’m going to suggest that you do neither of those two things, and instead let me explain how successful attorneys and law firms can begin to spot problems that could be in their … Read More
Tech Tip #9 – Case Documents Storage Tip
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 account ALL the time and … Read More
Tech Tip #8 – Systematize Your Law Operation Using Workflows
What is a Workflow? A workflow is a set list of repeatable tasks in a particular type of matter which happens in an order. For instance, if you handle Trust & Estate as part of your Elder Law Practice, there may be a list of 20 tasks that need to be completed in each new case, all in a certain … Read More
Tech Tip #7 – Is a Pre-Bill necessary? Not with CosmoLex!
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 needed. Whether it is to … Read More
Track All of Your Firm’s Time & Gain Valuable Business Intelligence
In a recent post I addressed the idea that lawyers who run a law firm need to not only be a successful lawyer, but they also must be successful businessmen or women. If you have read that post you now understand the importance of tracking income by practice area. Another way to gain valuable insight regarding the business of your … Read More
Tech Tip #6 – How to Maintain Evergreen Retainers
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 balance zeros out. Sound complicated? … Read More
Tech Tip #4 – Have a long list of contacts to add? Import them directly into CosmoLex!
Have an extensive list of contacts, or perhaps coming from another software? If saved as a CSV file, you can import your contact lists directly into CosmoLex. Not sure how many might already be in the system? No worries! CosmoLex will identify duplicates and restrict just those items from importing. Take a look at the clip below which walks you … Read More