There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.

Rebecca Norton

On Point Legal, Louisiana

April DeLuca

Magic City Law, LLC, Alabama

Deepa Tailor

Tailor Law Professional Corp., Ontario

What Our Clients Are Saying...

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We were using two separate programs for practice management and accounting, which was cumbersome. No more double entry!

I’ve had a fantastic experience with CosmoLex. It’s streamlined our bookkeeping and accounting practices and given me peace of mind knowing that I’m in full [Law Society] compliance.

What Our Clients Are Saying

As a lawyer, you have a specialized set of skills and training, and your clients trust you with some of their most sensitive personal information. Therefore, it is your obligation to handle your clients and their legal matters, especially when it comes to their finances.

When most of us think about ethics violations, our first thoughts turn to the more well-known issues: embezzlement, misrepresentation, undisclosed conflict of interest. However, you can run into ethics trouble in many small, mundane ways that have just as devastating of an impact on your firm’s success.

Download this checklist to learn the five most common mistakes lawyers make with their financials including:

  1. Fees
  2. Mismanaging Trust Accounts
  3. Proper Accounting
  4. Credit Card Fees
  5. Bad Data

Five Ways Law Firms

Fail at Their Financials

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Name: Brian Walthall

Title: Senior Product Specialist

Company: CosmoLex

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About Our Webinar Host

Brian Walthall is a Product Specialist at CosmoLex. With a career background that spans various industries, Brian has a history of working with a diverse range of clients to help them reach their goals and find the products that fit their needs.

At CosmoLex, Brian helps legal professionals throughout the U.S. and Canada assess their practice management setup and he teaches them how utilizing a cloud-based solution could enhance the way they run their law practice. When he’s not helping lawyers, Brian enjoys spending quality time with his cat Hugo.

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Name: Erica Birslter

Title: Vice President

Company: CosmoLex

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About Our Webinar Host

Erica Birstler is the Vice President at CosmoLex -- developers of an all-in-one cloud-based legal practice management, billing & trust accounting system specifically designed for solo and small law firms.

Erica's degree is in Business Administration and she has nearly a decade of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. Erica has given numerous presentations across North America on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance