Tech Tip #6 – How to Maintain Evergreen Retainers

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Having on hand retainers makes billing much easier. No waiting on payment, or chasing overdue invoices. However, what happens when your retainers are depleted, but your work is not yet done? That is why Evergreen Retainers are so important. Evergreen is the practice of staying on top of your retainers and seeking replenishment before the balance zeros out. Sound complicated? … Read More

Tech Tip #5 – How to Access your Billing Portal

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In CosmoLex, you can access your account information, including your subscription details, past statements and payment information, all from within the application. Click Here to watch a short video and learn how! Ready to make the switch?Start a 10-day Free Trial of CosmoLexTry For FreeSee CosmoLex in action!Schedule a Free 1:1 Personalized Demo Book A Demo

Tech Tip #3 – Reduce Time and Errors by Printing your Checks

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Have a stack of checks to cut? The days are over when you need to hand write each one, all while trying to write legibly and avoid errors. With CosmoLex, you can print clean, professional grade checks individually or in bulk, directly to your printer in just a few clicks. Click below to see a short video on how to … Read More

Tech Tip #2 – Benefits to Emailing Invoices

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Why print, when you can email your invoices in one step? More and more, attorneys and clients use email as a means of communication. It is both fast and convenient. Why not extend these benefits to your invoicing? With CosmoLex, you can send multiple invoices out in one batch in just a few clicks. No more stuffing envelopes and waiting for … Read More

Tech Tip #1 – Bulk Invoices

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One of the most crucial, yet time-consuming elements of your billing cycle is invoicing. For any given month you can have tens (or even hundreds) of clients who need to be invoiced. Rather than generating one invoice at a time, save hours by generating your invoices by batch. In just one click you can generate invoices for all of the … Read More