User Newsletter – June 2025
In Case You Missed It
We’re working on big upgrades and new features in CosmoLex this month. Soon, you’ll be able to maximize your billing flexibility with PayPal Credit and unlock faster ways to manage matters in bulk. Our upcoming feature lineup will give your team greater control over your time and your bottom line.
NextGen Highlights: Work Faster & Get Paid Sooner
Your time matters as much as your cash flow. That’s why we’re making it easier to manage your workload and get paid faster. Here’s what’s in the works right now:
- Buy Now, Pay Later: Give clients more flexibility and get paid in full upfront with PayPal Credit.
- Bulk Matter Edits: Quickly manage contacts and matters with new bulk actions to edit or delete multiple records at once.
Is Surcharging Right for Your Firm?
Clients love paying with credit cards, but processing fees eat into your profits. Find out if surcharging is the solution for you in this quick on-demand workshop. We cover how it works, what it means for your bottom line, and what to consider before you decide.
6 Essential Legal CRM Features (and How to Use Them)
A legal CRM drives growth by bringing in new clients, nurturing relationships, and putting marketing on autopilot. Look for a CRM with 6 specific features to build a stronger pipeline. From automated follow-ups to built-in text and email marketing, learn about the features your firm needs and tips to unlock their full potential.
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.