CosmoLex
Your law office requires integrated software tools to work efficiently and make the most of your billable hours to deliver maximum client value. CosmoLex is a multi-functional software, so there are fewer systems for your to master. It handles everything from time tracking and file management to client billing and messaging – and much more. Plus, with its cloud-based functionality, CosmoLex keeps up with you and your team, no matter where you are billing hours.
What is CosmoLex?
CosmoLex is a sophisticated software solution that seamlessly blends multiple critical functions of a working law firm – accounting, time tracking, document management, billing, task management, calendars, and email management. You can manage your law firm from anywhere, anytime, just by logging into CosmoLex and viewing an efficient summary of all recent activities and important data.
CosmoLex also boasts a number of pricing perks, including: No long-term contracts, all-inclusive pricing, and competitive rates. It is ideal for firms of any size.
CosmoLex Billing
Track time and costs, batch generate invoices, customize invoices, automate billing reminders, and manage retainers all within the billing functionality in CostmoLex. With this program, there is no need for an additional accounting program for your law firm.
With CosmoLex, you can also manage your legal billing and payments with built-in payment processing; no need for an additional credit card processor. Clients can also easily view and pay their bills within this system.
CosmoLex Business Accounting
CosmoLex has built its program to specifically handle legal businesses, to keep you current on compliance requirements. This program functions as your entire accounting system – ledger accounting, write-off tracking, accounts payable, bank statement imports, check printing, bank reconciliations, and more. CosmoLex also provides comprehensive reports to help leaders view and manage a firm’s finances and profitability.
CosmoLex Trust Accounting
You can also manage your firm’s trust accounts with CosmoLex. The program handles individual client ledgers, minimizing errors. It also prints disbursement checks, generates comprehensive reports, and much more.
CosmoLex Practice Management
You can manage your entire practice within CosmoLex. This includes functionality that allows:
Document automation and creation;
Billing for tasks and meetings
Customized workflows
Better team collaboration
Matter-based organization
Categorized and billable email communications
Secure document storage (CosmoLex can integrate with OneDrive, Google Drive, NetDocuments, Dropbox, and Box)
Sophisticated security features to manage your team
CosmoLex Contact Relationship Management (CRM)
The CRM capabilities within CosmoLex are intuitive and thorough. Clients can message you through the web-based, 2-way messaging system. They can also upload documents and e-sign documents through this system, providing a superior customer service experience.