CosmoLex

JANUARY 22, 2025

Addressing client concerns about payment With the risk of data breaches and financial loss, clients have valid reasons to be concerned about providing their payment information upfront. when its due) Outlined lists of services and costs for the invoice Its also important to be consistent about sending invoices.

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CosmoLex

NOVEMBER 14, 2024

Additionally, many people are skeptical about cryptocurrency, so accepting such payments could impact your firm’s credibility and reputation. Start a 10-day Free Trial of CosmoLex TRY FOR FREE See CosmoLex in action! At the same time, it’s imperative that firms balance operational needs and compliance obligations.

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CosmoLex

MARCH 17, 2025

Social media gives prospective clients another way to find you and an opportunity to learn more about your professional credentials without needing to visit your website. Social media presence can help with this effort since sharing content your audience cares about will make your firm a reliable source for legal advice and information.+

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LawTechnologyToday

SEPTEMBER 7, 2021

Lawyers can talk a lot about “practice management” — but it’s usually at the strategic or management level. Speakers: Erica Birstler, Vice President of CosmoLex. Register here ! Back to Basics for Lawyers: Daily Law Practice Management. September 15th, 2021 2:00-2:30 PM ET.

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LawSites

MARCH 5, 2024

Lawyers uncertain about switching can sign up for a demonstration and get a $100 gift card. On the landing page for its Break Free Program, Clio indicates it is specifically targeting customers of Caret, LEAP, Cosmolex, PCLaw, MyCase and Smokeball, but the offer is not limited to customers of those products.

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LawSites

MARCH 1, 2023

In a major win for the law practice management platform CosmoLex , it has entered into an agreement with the 36,000-member Canadian Bar Association to be the CBA’s exclusive preferred practice management software for members. He noted that CosmoLex also recently rolled out CRM and marketing automation.

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LawSites

OCTOBER 17, 2022

The practice management company CosmoLex has added a new client relationship management module to its all-in-one platform with the release of CosmoLex CRM. On Friday, Erica Birstler , vice president, product communications, at CosmoLex, walked me through a demonstration of the new module. Manage and Message Leads.

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LawSites

APRIL 11, 2024

He had even been selected to appear on the popular ABC television show Shark Tank , and, when I first wrote about him, he was slated to be a featured speaker at a major legal tech conference two weeks later. After I wrote about that company, it too shut down. You can find my full series of posts about Bluford here.)

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LawTechnologyToday

OCTOBER 7, 2021

Between trust accounts, managing client payments, and year-end financial reporting, accounting can seem complex and certainly be a career-ender if not appropriately managed, but it’s nothing to worry about if you have the proper safeguards and tools in place. Speakers: Erica Birstler, Vice President of CosmoLex.

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LawSites

JULY 14, 2021

I’m very excited about the partnerships and relationships we have with the other companies under the ProfitSolv umbrella.”. Meanwhile, Tabs3 also owns cloud practice management platform CosmoLex, which it acquired CosmoLex in 2018. I’m not going anywhere,” Berlin told me.

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CosmoLex

FEBRUARY 7, 2024

CosmoLex’s suite of tools can help you optimize your firm’s workflows CosmoLex is legal practice management software with the built-in tools needed to address your firm’s biggest workflow optimization challenges. In general, simplicity is an underappreciated virtue.

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CosmoLex

DECEMBER 11, 2024

CosmoLexs built-in CRM features are seamlessly integrated into its comprehensive legal practice management platform. CosmoLex has trust account solutions that keep you current, compliant, and automated. Explore CosmoLexs full-scale practice management features. Download Free Guide Now Ready to switch?

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CosmoLex

SEPTEMBER 11, 2024

Safeguarding Financial Health Bookkeeping provides a clear cash flow picture, allowing your firm to make informed decisions about resource allocation, investment opportunities, and operational strategies. The IRS has specific rules about what deductions attorneys are allowed. Ready to switch?

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CosmoLex

JANUARY 24, 2024

Guide 9 Tips to Boost Law Practice Success by Getting Back to Basics When was the last time you thought about how your law firm conducts its daily operations? Additionally, it’s good practice to have a communication system in place that allows you to keep your clients informed about the funds available from their retainer.

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CosmoLex

AUGUST 12, 2024

Clients tend to stick with law firms when they offer high-quality services, make the effort to engage clients, and remain transparent about costs and fees. For example, CosmoLex CRM offers three classes for CRM training : CRM Basic Training, CRM Admin Training, and CRM Automations and Workflows.

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CosmoLex

FEBRUARY 21, 2024

Insightful dashboard analytics provide valuable information about client interactions and campaign performance from an intuitive dashboard, so you can make decisions based on real data. Start a 10-day Free Trial of CosmoLex Try For Free See CosmoLex in action! Download the Infographic Now Ready to make the switch?

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CosmoLex

OCTOBER 17, 2024

Download the Infographic Now Best practices for improving billing practices (and increasing client satisfaction) When approached in an intentional and strategic manner, you can turn your firm’s billing into something that does more than generate revenue—it can make clients feel good about working with you. 1.

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CosmoLex

JULY 22, 2024

They should also maintain diligent records and communicate clearly and transparently with clients about their trust accounts. While QuickBooks may be less expensive, it doesn’t offer comprehensive legal practice solutions like CosmoLex. Choosing the right software, like CosmoLex, can make all the difference. Ready to switch?

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CosmoLex

JANUARY 17, 2024

Ensure that your firm has implemented all the necessary tools (more on this later) and employee training to manage its accounts and meet compliance standards. Although you may be concerned about the cost, you don’t have to spend exorbitant amounts of time and money to keep your team on its toes.

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CosmoLex

DECEMBER 6, 2024

Offering digital payments: When its time to pay, your clients dont want to think about where their checkbooks are. Keep clients in the loop and feeling valued by: Sending automated status updates: Even if theres nothing significant to report, a simple update shows clients you havent forgotten about them.

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CosmoLex

OCTOBER 23, 2024

CosmoLex takes the stress out of trust accounting More and more lawyers and firms are turning to legal software solutions like CosmoLex to manage their fiduciary duties concerning trusts. Frequently asked questions about trust accounting for lawyers 1. Start a 10-day Free Trial of CosmoLex TRY FOR FREE See CosmoLex in action!

Lawyers 52

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CosmoLex

FEBRUARY 12, 2025

Guide 9 Tips to Boost Law Practice Success by Getting Back to Basics When was the last time you thought about how your law firm conducts its daily operations? You can also use third-party communication tools that provide encryption, so you dont have to worry about setting everything up on the backend.

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CosmoLex

FEBRUARY 12, 2025

Guide 9 Tips to Boost Law Practice Success by Getting Back to Basics When was the last time you thought about how your law firm conducts its daily operations? You can also use third-party communication tools that provide encryption, so you dont have to worry about setting everything up on the backend.

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CosmoLex

JANUARY 10, 2024

Frequently asked questions about trust accounting What are the primary responsibilities of lawyers when managing client trust funds, and how can they ensure compliance with legal and ethical standards? Start a 10-day Free Trial of CosmoLex Try For Free See CosmoLex in action!

Lawyers 52

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CosmoLex

AUGUST 27, 2024

For legal professionals, maintaining accurate financial records is not just about tracking income and expenses; it’s about ensuring that every financial transaction is documented to support regulatory compliance and promote sound financial management. Start a 10-day Free Trial of CosmoLex TRY FOR FREE See CosmoLex in action!

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CosmoLex

JANUARY 24, 2024

It allows your clients to easily pay their invoices directly through your website instead of going to a separate platform or their inbox. And they have several payment options , including: Debit/credit card ACH transfer eCheck payments Talk about convenience! And the best part?

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CosmoLex

FEBRUARY 26, 2025

Wilson Law Being clear about the what and the why is one of the quickest ways to land clients as a law firm. For this law firm, the message is loud and clear: They care about being personable as much as being professional. Start a 10-day Free Trial of CosmoLex TRY FOR FREE See CosmoLex in action!

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CosmoLex

JULY 25, 2024

FAQ Page A Frequently Asked Questions (FAQ) page is an invaluable resource for addressing the most common questions prospective clients have about your law firm. Blog Posts A well-maintained website blog provides valuable insights into your specific areas of law and keeps your audience informed about important legal topics.

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LawSites

OCTOBER 13, 2021

Over the summer, this blog broke the news that Thompson Street Capital Partners had acquired Tabs3 Software, one of the oldest practice management products, and which also owns cloud platform CosmoLex. LawSites also broke the news in July that MyCase had acquired case management platform CASEpeer and document automation company Woodpecker.

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LegalTalkNetwork

AUGUST 1, 2024

That’s only about 75 words. All clients and prospects are thinking much more about themselves than you, our lovely sponsor. If we hadn’t stopped to think about the listeners’ reaction, we would have just read the templated script that the corporate team sent over, listing tech benefits.

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CosmoLex

FEBRUARY 26, 2025

Don’t forget about current client relationships Many firms overlook existing clients in their marketing efforts because they focus heavily on bringing in new leads. For example, you can send out surveys to clients inquiring about their experiences , limiting recipients to those who gave your practice high ratings.

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CosmoLex

JANUARY 31, 2024

Start a 10-day free trial of CosmoLex or schedule a personalized demo today! Frequently asked questions about trust accounting What are the most common risks law firms face in trust accounting that can impact their financial stability? Download the Infographic Now Ready to make the switch?

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CosmoLex

NOVEMBER 13, 2024

If you love talking about what you do, look for more in-person speaking opportunities. Start a 10-day Free Trial of CosmoLex TRY FOR FREE See CosmoLex in action! Schedule a Personalized Demo Now SCHEDULE A DEMO The post The 5 Most Effective Ways to Grow Your Firm appeared first on CosmoLex.

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CosmoLex

DECEMBER 23, 2024

While you may know your area of the law like the back of your hand, perhaps youre less enthused about the administrative aspects of managing your practice. Start a 10-day Free Trial of CosmoLex TRY FOR FREE See CosmoLex in action! Legal practice management is a complex but necessary part of your business.

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LawSites

JUNE 13, 2022

The private equity companies doing very traditional roll ups where it is more about creating revenue scale than it is about creating true value for customers. I also asked Nettimi about the high level of M&A activity in the practice management market and her thoughts on what is driving it. Kelley Castell, ProfitSolv.

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LawSites

MAY 23, 2023

In 2021, Dayton sold Clearview Social to ProfitSolv , the company that owns legal technology products such as Rocket Matter, CosmoLex, Tabs3 and TimeSolv. Clearview Social was launched in 2014 by Adrian Dayton , a social marketing consultant.

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CosmoLex

AUGUST 20, 2024

Tax Considerations The IRS has specific rules about which methods businesses can use, and these rules can vary depending on your firm’s size and income level. Try CosmoLex for free now and experience how our tools simplify administrative tasks so that you can focus on more meaningful work. appeared first on CosmoLex.

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