Estate Planning Law Firm Software
As an estate planning lawyer, your clients are putting their legacies in your hands and trusting you to carry them out. To make sure that you do right by the clients you represent, your estate planning law software should cover all of your bases. CosmoLex has you covered with next-level document management, built-in trust accounting, and streamlined billing processes.
The number of documents you have to organize and manage in estate planning can seem endless. It can be difficult to keep everything organized and easy to access when it’s needed, but CosmoLex document management changes that.
Fast retrieval
Instantly retrieve documents whether you’re working from the office, home, or at the courthouse with CosmoLex’s intuitive search tools that connect you to matters with just a few clicks.
Easy assembly
Document creation and assembly is simple with customizable document templates for your most common estate planning documents such as wills, beneficiary designations, powers of attorney, and more.
Secure storage
Your clients’ estate plans are full of sensitive personal information. Your clients can rest easy knowing that their documents are all stored in a secure and compliant cloud with matter-level permissions.
When you are dealing with estates and trust accounts, it’s important to maintain compliance at all times. This can be difficult without built-in reconciliation tools. Ensure your trust accounts are handled properly without complicated workflows.
Built-in trust accounting software
No need for third-party tools—with CosmoLex, you can set up and manage trusts from within the software, from printing disbursement checks to maintaining individual client ledgers.
Three-way reconciliations
Effortlessly conduct three-way reconciliations to ensure that all your trust accounts meet compliance requirements.
Comprehensive reports
Automatically generate critical trust reports from trust transfer records to trust ledger balances.
Simplify invoices and billing with Cosmolex. The online payment options allow you to focus more on planning for your clients’ personal finances and property at the end of their lives.
Time tracking for more billable hours
You never have to worry about missing out on a single billable minute, because CosmoLex tracks all of your time spent on each matter with just a few clicks.
Built-in payment processing
With CosmoLex Pay, you can now offer online payment to enhance client convenience and improve cash flow.
Custom billing options
Whether you charge by the hour or on a flat-fee basis, CosmoLex makes it easy to bill when and how you want to.
The best estate planning law software should meet the unique needs of your practice so that you can reduce administrative work, improve client communication, and minimize errors.
Effective client communication tools
Clients can access any important documents, send messages, and check for updates on their estate planning by accessing their secure portal. Not only does this keep your client informed and engaged, but it also ties all conversations to a matter so that you can review them as needed.
Decrease administrative work and increase your billable hours
With business accounting and billing tools, you can drastically reduce your non-billable hours while making more room in your schedule for client work. CosmoLex’s task management tools allow you to efficiently collaborate and delegate to ensure you hit your deadlines without scrambling.
Fewer human errors
Accidentally typing the wrong number can cost you or your client a lot of money. Fortunately, most of the reporting and transactions in CosmoLex are automated, so you can reduce the risk of human error for your estate planning clients.
All the tools your firm needs
to run your business.
Built with the needs of modern small and mid-sized law firms in mind, CosmoLex’s legal practice management software increases efficiency and profitability.
Estate planning software is a comprehensive solution for collecting and tracking your client’s critical estate planning information. It can assist with everything from creating wills and managing trusts.
Estate planning law software streamlines all of your business processes so that you can spend more time assisting your clients with their end-of-life wishes. The built-in accounting and billing tools are especially useful for optimizing billable hours and getting paid faster.
Simplify your practice with one tool.
