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Firm-Level Dashboard

Spot potential problems, set your priorities, measure your progress. CosmoLex law practice management software opens to an interactive dashboard, giving you a real-time snapshot of items that need immediate attention. You’ll spot tomorrow’s problems today and always know how work is progressing across your entire firm.

Law Practice Management - Dashboard
Law Practice Management - Calendar

Calendar & Task Management

The built-in legal calendar and task manager organizes your entire team and makes collaboration easy. Reminders for upcoming events, overdue tasks, and missed billing ensure that nothing falls through the cracks. You can also promote accuracy and consistency by creating pre-defined workflows that automatically lay out a schedule of necessary and dependent tasks for your cases. You can even sync your firm’s CosmoLex legal calendar with your team’s Office 365 or Google Calendars.

Email Management

CosmoLex’s universal email management integrates with common email tools (Outlook, Gmail, etc.) and will auto-sort each email to its appropriate client matter (including attachments). This makes it easy to instantly capture all billable activities for your communications including time spent reading, responding, and reacting to your emails directly from the email itself.

Law Practice Management - Email
Law Practice Management - Documents

Document Management

Wherever you go, all of your case documents are always with you–instantly available, safe, secure, backed up, and version controlled. Aside from storing documents within CosmoLex, you also have the choice of integrating your OneDrive, Box, Google Drive, NetDocuments, or Dropbox account. To enable a better level of organization and searching, each document can be assigned properties such as document type, description, number, etc. Office 365 subscribers can even access, edit, and save OneDrive documents all from CosmoLex using Office Online, which is a key productivity multiplier. CosmoLex brings legal document management into the 21st century.

Simplified Communication

A large part of practice management is making sure that questions get answered promptly. Your staff, as well as your clients, need constant updates and clarification on matter details. Loose communication, based on ad hoc emails, texts, and sticky notes, is not organized—and not as secure as it needs to be. CosmoLex is designed to keep all your communication in one place, within the secure CosmoLex cloud. Staff can post comments on any matter aspect needing clarification or correction. And you can use the built-in messaging system (internally and with clients) as a more secure alternative to public email. With CosmoLex, your communication will be streamlined, organized, and secure.

Law Practice Management - Communication
Notebook