Speed to Lead: What It Is and Why It’s the Key to Your 2024 Firm Growth

Speed to Lead What It Is and Why It’s the Key to Your 2024 Firm Growth

Are you looking for ways to keep your website clicks high and your phone ringing off the hook with potential leads in 2024? The secret might be simpler than you think. It’s all about speed to lead, or how quickly you respond to potential clients’ inquiries.  This critical sales metric can significantly impact the likelihood of converting prospects into clients, … Read More

Trust Accounting Basics for Estate Planning Law Firms

Trust Accounting Basics for Estate Planning Law Firms

When someone chooses your law firm to handle their estate, they’re trusting you with far more than just their money. They’re also relying on you to help protect their assets, make sure your loved ones are provided for and guarantee that their legacy is carried out according to their wishes. And because trust accounts play a major role in estate … Read More

Law Firm Websites: Tips and Tricks You Need to Know

Law Firm Websites: Tips and Tricks You Need to Know

Your law firm’s website is a valuable tool. If it’s not optimized for today’s legal clients, you could be missing out on valuable leads. Even worse, you could end up losing existing clients if you don’t offer popular digital conveniences. With the majority of people relying on the internet to get answers to questions, discover service providers, make payments, and … Read More

Back to Basics: Legal Invoicing and Getting Paid

Back to Basics: Legal Invoicing and Getting Paid

Legal billing processes are not only labor-intensive and detailed. They can also eat into valuable time that could be better spent working on client matters or investing in business development opportunities. Moreover, without an optimized legal billing process, you could be waiting longer to get paid and losing billable hours simultaneously.   But the good news is that you don’t need … Read More

Back to Trust Accounting Basics: Integrating Trust Accounting with General Accounting for Law Firms

Back to Trust Accounting Basics: Integrating Trust Accounting with General Accounting for Law Firms

Lawyers frequently manage client funds using a specific type of bank account called a trust account. Monitoring and maintaining these accounts is called legal trust accounting.   Most commonly, trust accounts are used to pay for legal services, but they may also temporarily hold settlement money or other client-owned funds. Beyond serving as a method of payment or protection for clients, … Read More

CosmoLex: Year-End Wrap Up

CosmoLex: Year End Wrap Up

This year has been a highly productive one, with the introduction of features we can brag about, from tools for lead management, e-Signature, and enhanced payment processing, to workflows that can take your firm to the next level.  Your security has always been our top priority, and we have completed a full year of satisfying SOC2 compliance specifications. We are … Read More