Benefits of Integrating CosmoLex and Zapier

Benefits of Integrating CosmoLex and Zapier

Workflow automations help lawyers run their law offices more smoothly by saving time and reducing stress and frustration. They can streamline operational tasks, client and team member onboarding, or marketing—and reduce the risk of user error with data entry.  Helping lawyers stay organized is part of what we do at CosmoLex. To support law firms in managing all their moving … Read More

CosmoLex 2021: Fresh Features Recap

Feature Recap 2021

While 2021 offered its fair share of twists and turns, the team at CosmoLex was hard at work, making improvements, streamlining features, and beefing up security to enhance the CosmoLex experience for the law firms our technology supports. Check it out—here are some major features we improved or enhanced in 2021. CosmoLexPay made its debut Accepting credit cards makes it … Read More

CosmoLex Embraces State-of-the-Art Security Standards with SOC 2 Attestation

We’re proud to announce that CosmoLex has completed SOC 2 Type 1 attestation! These heightened security standards will better serve our clients and the people they work with—and we are excited to share more about the process and what it means for you. What is SOC 2? Service Organization Control (SOC) 2 is an auditing process that helps cloud companies … Read More

Feature Spotlight: View Invoice Notification

Client invoices play a critical role in a law firm’s cashflow. The longer it takes to deliver an invoice to a client, the longer it takes to get paid – it’s that simple. To ensure fast and easy invoice delivery, many firms rely on our electronic options such as email or sharing via the client portal. These delivery options also … Read More

The Work-from-home Life of CosmoLex Parents

Work from home is one thing. Work from home with your kids is another. The switch from office life to taking care of business with your children has been a challenge that many of us have been forced to face.  Whether it’s keeping toddlers entertained or helping school-aged kids navigate the world of virtual learning (we’ve all learned so much … Read More

Employee Spotlight: Ny Quann Gulley, Software Support Specialist

Our clients are our top priority, which is why the CosmoLex Support team is a critical part of our company. Our in-house team answers questions and offer support to our customers through several channels, including live chat, phone, and email during hours that extend beyond the workday. Ny Quann is a vital part of our Software Support team, so check … Read More

Executive Perspective: CosmoLex’s Week in Canada


This November, CosmoLex spent a packed week attending legal events in Toronto, Canada. As part of our commitment to provide Canadian lawyers with the latest in practice management solutions, we’ve been attending conferences and hosting events to help lawyers stay competitive and learn about what cloud practice management means for them. As President of CosmoLex, my goal is to make … Read More

CosmoLex Employee Spotlight: Jun Lee


All of our previous Employee Spotlights have been on individuals on teams that support, demonstrate, communicate, and sell the CosmoLex product; but what about the people who actually build and develop the product? Without that team, everyone’s jobs become much more difficult. That’s why this month’s spotlight is on Jun Lee, Development Lead at CosmoLex. Jun has joined the team … Read More

CosmoLex Employee Spotlight: Jon “J.D.” Robinson


To be a product specialist, you have to possess a particular set of characteristics. Positioned uniquely as both customer-facing and behind the product, this role requires intimate knowledge of how the technology works and the value in each and every feature. Beyond simply having this knowledge, a product specialist needs to be able to communicate this effectively during a demonstration … Read More

CosmoLex Employee Spotlight: Josh Davis


Sales is an important discipline in every organization, but it’s especially true for a software company. These positions require a unique skill set that includes an outgoing, relatable personality, while also being able to effectively communicate how a technical product works and helps alleviate a prospect’s pain points. That’s why this month’s spotlight is on Josh Davis, a member of … Read More