logo

Tech Tip #41 – Establish a Primary Method of Communication With Your Client

Trust Accounting

We live in an age where there is never a problem of finding a way to communicate with clients. There’s email, phone calls, texts, video chats, and maybe soon we’ll be communicating by hologram. Unfortunately, with so many methods of communication, it’s easy to lose track of what you or your client has said. Make sure your firm establishes a primary method of contact that can be easily organized so that you can produce a paper trail when necessary.

Read more about preventing communication breakdowns with your clients.

Notebook

[ninja_form id=31]
logo
CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.
+1 866-878-6798
1100 Cornwall Road, Suite 215, Monmouth Junction, NJ 08852

CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

©2025 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates. All product names and trademarks are the property of their respective owners.

clear-view-socialorion-lawrocket-mattertabs3timesolv