User Newsletter – February 2025
In Case You Missed It
Want to learn more about any of the new features or updates? Check out all our new upgrades here. For additional questions, reach out to your Customer Success Specialist to schedule a training session!
NextGen Highlights: Streamlined Payment Workflow and Timer Enhancements
We’ve added hyperlinks for quicker access to key data and expanded task and note card details on the calendar screen. Plus, the Saved Search option is now integrated into the Search bar for easier retrieval.
Coming Soon: Streamlined Payment Workflow: One consolidated screen with all your payment options, allowing for ease of entry. We are also adding the ability to assign partial payments by fees vs. costs and by timekeeper!
Coming Soon: A Smarter Global Timer: Easily manage multiple timers, start, pause, edit, and post without leaving your screen—plus, a quick shortcut to your timesheet.
Workshop: Determine if Payment Surcharging is Right for Your Firm
Join us on Wednesday, March 12, 2025, at 2 p.m. ET / 11 a.m. PT for a workshop on using surcharging to offset credit card processing fees. Discover whether this approach makes sense for your firm and how it aligns with state regulations.
Watch Now: What a Well-Functioning Law Firm Website Looks Like
What makes a law firm website effective? We answer these questions and more in our latest on-demand webinar. Stream now!
CosmoLex Training
Reminder: We have live, web-based training classes Monday – Friday! Check out the Training Schedule to find a time that works best for you.