Management Software
CosmoLex puts individual legal matters at the heart of your law practice management. That means every email, task, event, document, billable item, and transaction–every record–is tagged to its proper client matter at all times.
Streamlined
Calendar & Task Management
Matter-centric organization
Automatically connect every entry to the appropriate client matter, so your paper trail is solid and able to demonstrate compliance or settle a client dispute.
Billing for Tasks & Meetings
Our Money Finder feature catches any unassigned meeting or task so you can review it as a possible billable item. Enter timecards and attach them to a task or event to mitigate potential client disputes.
Custom Workflows
Create task workflows and load them into new or existing matters. Custom workflows allow you to control whats gets done by whom and when for excellent deliverability.
Optimized
Email Management
Matter-based Management
Every email is filed in its correct client-matter folder and will alert you if a match can’t be found, or more than one match is located.
Billable Email Communications
Individual emails can be grouped into categories, like Client Discussion or Discovery, or create your own unique list of categories. As emails are categorized, they’re automatically removed from your inbox to keep you organized and decluttered.
Viewing Permissions
Sensitive content is never compromised with complete control over who has permission to view your communications within the firm.
Document
Generation & Management
Document Storage
With a built-in storage option, we make it easy to manage your case information, files, documents, compliance requirements, and streamline productivity. We are also integrated with leading storage providers including OneDrive, Google Drive, NetDocuments, Dropbox, and Box.
Document Retrieval
Find any document you need instantly — simply go to the folder labeled with your client’s name and legal matter. With mobile access, you can locate, retrieve and work with any piece of case information 24/7.
Security
Security is a top priority with granular user-level permissions and privilege settings to easily assign levels of access for specific members of your team.
Document Assembly
Create original document templates by designing it once in Microsoft Word and downloading your database of merge fields (including customer fields) from CosmoLex. Use the basic Word “mail merge” function to assemble the documents.
Secure
Client Portal
Client Messaging
You and your staff can communicate with your clients using a two-way messaging system within the security of the CosmoLex Cloud environment. All communication is logged within your CosmoLex Matter Records.
Document Exchanges
Your clients can view and pay invoices online or offline if you accept credit card payments. They can also upload documents, which are then automatically stored in the correct CosmoLex matter, and you’ll receive an instant alert when a client uploads a document as part of a daily summary of client activities.
Privacy & Permissions Controls
Control every aspect of privacy and permissions to prevent revealing matter records to the wrong client. Clients are only able to view their records, they do not have editing permissions. You can revoke access to a single record, an entire group of items, or even the entire portal if necessary.
Online Bill Payment
Deliver invoices using the Client Portal and clients can pay instantly.
All the tools your firm needs
to run your business.
Built with the needs of modern small and mid-sized law firms in mind, CosmoLex’s legal practice management software increases efficiency and profitability.
Simplify your practice with one tool.
