Bankruptcy Law
Your bankruptcy clients are relying on you to help them navigate complicated financial and legal situations. Make sure you stay organized and hit every deadline with legal client relationship management software, customizable workflows, and secure file-sharing solutions from CosmoLex.
Whether you’re working with individuals or businesses, communicating with prospective and current clients is critical for your bankruptcy law practice. Legal client relationship management (CRM) software can help you go the extra mile for them.
Make intake simpler—and more effective
Growing your bankruptcy practice isn’t just about finding new clients. It’s about finding the right clients. CosmoLex’s logic-based intake forms help you qualify leads and jumpstart the intake process, so you don’t spend valuable time on leads who won’t move forward with your firm.
Send text and video messages
Your clients want to know that you’re doing everything possible to achieve a successful result. Show that you’re there for them by using a legal CRM to send personalized messages via text, email, or video, so they stay informed and engaged.
Streamline communication
Communicating with clients is essential for your work, but it can be a time-consuming process. A CRM can help you avoid unnecessary back-and-forth with clients by allowing you to create a secure client portal where they can send and receive two-way messages, keep up with details related to their matters, and even make online payments.
Custom workflows are key to a smoothly running bankruptcy practice. Assign tasks to your team, set deadlines, and track progress to ensure nothing gets overlooked while working on client projects.
Track your team’s progress
With an easy-to-use dashboard, you can track every moving part of a project to ensure the job is always done right. Tag your team to assign tasks or give instructions, give deadlines for tasks, and get alerts on your computer or mobile phone whenever the status of a project is updated.
Used templatized workflows to free up time
Your bankruptcy law practice can’t afford to waste time on repetitive administrative tasks—that’s why it’s critical to fully utilize your project management software by templatizing your workflows. Use workflow templates for similar or recurring matters to save time and money and focus on high-value projects.
Keep your projects organized
Monitor the overall health of a particular project and quickly drill down into the details of where progress is—and isn’t—happening. Set priorities for tasks with the click of a button to let the team know what needs to get done and when.
Spending time chasing down files from clients or misplacing the files you’ve already received isn’t just aggravating—it can cost you time and money. Bankruptcy law software provides a secure file-sharing solution with no-hassle file transfers and the knowledge that you’ll never have to look for a lost file again.
Send and receive documents on the go
With no more password-protected PDFs, back-and-forth emails, or wasted time waiting for a physical document to arrive at the office, you can send and receive files from anywhere—and spend more time achieving a successful result for your client.
Banish document size limitations to the past
No more file size limitations or security concerns when you use CosmoLex. Secure file-sharing software allows you to send a bank-level encrypted link to view essential documents and keep your firm and clients’ data safe.
Keep documents secure with knowledge-based authentication
Using secure file-sharing software gives you an advantage in security when you’re sharing documents with a client. Choose from various security questions so clients can access their files and rest easy knowing that their data is safe.
When you use legal-specific practice management software for your bankruptcy law firm, you can create efficient processes, offer a better client experience, and grow your practice with less work.
Build customized workflows
Using bankruptcy law software will help streamline your workflows and keep your finger on the pulse of any project, without having to spend hours wrangling your team to find out who’s doing what and when it’s getting done.
Robust billing, invoicing, and payment features
Make getting paid the easiest part of your job. CosmoLex’s comprehensive practice management software has intuitive time tracking, automated invoicing tools, built-in trust accounting, and legal-specific payment processors for easy online payment.
Extensive automation and integrations
To run an efficient and profitable bankruptcy law firm, reduce the amount of data entry and software shuffling. With CosmoLex, data syncs effortlessly from client intake to case closed. Our comprehensive practice management software reduces the number of tools you need to run your practice—but rest assured that we still integrate with popular legal software so you can work seamlessly.
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.
Bankruptcy law software is a cloud-based online solution for gathering and organizing critical information for bankruptcy law cases. Powerful bankruptcy law software can help you streamline:
- Client intake
- Client matter management
- Time tracking
- Billing and invoicing
- Online payments
- Trust accounting
- And more
With comprehensive practice management software, bankruptcy lawyers can find more time to focus on client work, client and referral relationships, and business growth goals.
Bankruptcy law software helps lawyers reduce the amount of time it takes to handle both billable and non-billable tasks. Because many tasks can be automated or streamlined, lawyers can do better work with less effort. This software can also reduce errors that arise from manual task management, data entry, and complex tasks like trust accounting.
There are many legal software options out there for law practices, but not all of them will meet the needs of your bankruptcy law practice.
Choosing the right bankruptcy law software for your firm can feel like an arduous process, but you can find the software that’s best for you if you stick to these important points:
- Use legal-specific software that is tailored to the needs of your law practice and integrates with tools that you’re already using
- Consider cloud-based software if your staff is always on the go or works in remote or hybrid roles
- Find a practice management software that falls within your budget
- Analyze the amount of time your team spends on administrative tasks and find out which ones can be automated to save time and money
Simplify your practice with one tool.
