Set your firm up for success with experts in your business.
With dedicated guidance, data migration support, and customized setup sessions, you can start tracking time, billing clients, and collecting payments with confidence from day one.
A guided experience designed with firms like yours in mind.
Switching to CosmoLex is easy when you have experts leading the process. Your onboarding experience is built around your firm’s size, workflow, and goals.
Your journey begins with a one-on-one kickoff call to align goals, define priorities, and set timelines. We learn how your firm works so we can tailor CosmoLex to your needs.
Before you go live, your onboarding specialist hosts live training sessions customized for your users. Everyone learns how to track time, manage projects, and bill clients efficiently.
Your onboarding experience does not end once you start billing. Our ongoing support ensures your firm continues to grow confidently on the platform.
Your journey begins with a one-on-one kickoff call to align goals, define priorities, and set timelines. We learn how your firm works so we can tailor CosmoLex to your needs.
Before you go live, your onboarding specialist hosts live training sessions customized for your users. Everyone learns how to track time, manage projects, and bill clients efficiently.
Your onboarding experience does not end once you start billing. Our ongoing support ensures your firm continues to grow confidently on the platform.
Why personalized onboarding matters
What’s included in your personalized onboarding
Our onboarding specialists tailor your CosmoLex setup to match your billing structure, client workflow, and reporting needs. Whether you are migrating from another platform or starting from scratch, we make the process fast, secure, and stress-free.
Dedicated Specialist
Our onboarding specialists will integrate tools you already rely on. From accounting to document management, everything works together from day one.
Custom Setup
We customize your training around your firm’s size, role types, and goals. Each session focuses on the workflows that matter most.
Live Training
Our relationship does not end once your account is set up. You’ll have continued access to our onboarding team for additional help as your firm grows.
Frequently asked questions.
How long does onboarding take?
Most firms complete onboarding within one to two weeks, depending on data size and customization needs.
Is onboarding included in my subscription?
Yes. Personalized onboarding is included for all new customers at no additional cost.
Can I migrate data from another billing platform?
Yes. All files are encrypted with 256-bit SSL and stored securely via Amazon Web Services.
Do I need to prepare my data before migration?
We provide a pre-migration checklist and can clean and format your data as part of setup.
Can I schedule multiple training sessions?
Yes. You can book follow-up sessions for additional users or advanced workflows.
What if my firm has unique billing structures?
Our onboarding team will configure your rates, templates, and rules to fit your exact requirements.
How secure is the data migration process?
All transfers are encrypted and monitored under strict confidentiality standards.
Can onboarding include integration setup?
Yes. We assist with QuickBooks, Xero, Microsoft 365, Dropbox, and other integrations.
Do you provide onboarding for international clients?
Yes. Our onboarding specialists support firms worldwide with multilingual and multi-currency configurations.
Who do I contact for onboarding support?
You’ll be assigned a dedicated onboarding specialist and can reach the support team anytime by phone, chat, or email.
Simplify your practice with one tool.
Book a demo.
Book a personalized demo with a CosmoLex specialist and see the platform in action.
