Newsletters

These CosmoLex updates make billing clearer for clients and cut some of the back-and-forth from intake. Here’s what’s new to your account this month.

These CosmoLex updates cut some of the manual steps from your daily to-do list. Here’s what’s worth trying this month.

Many matters involve steps your team repeats again and again. With automated workflows, you can build them once and let CosmoLex handle the repeat work.

This month’s CosmoLex updates help remove the manual steps that slow cash flow down. Now you can send invoices and reminders automatically, plus upload larger matter files without splitting them up.

This month’s CosmoLex updates speed up document review with AI-powered summaries and in-app editing. Plus, it’s now easier to schedule reports, share client portal access, and connect CosmoLex to more of your workflow.

This month’s CosmoLex updates make billing and payment details easier to track, easier to check, and easier to clean up when something’s off.

What used to take digging now takes a glance. With redesigned grids across the platform and simplified hard cost entry, everyday work in CosmoLex is now faster, clearer, and easier to manage.

This month’s updates are all about helping you feel sure everything lines up: a clearer reconciliation screen that makes book vs. bank easier to compare, and faster one-pass conflict checks so you can spend less time worrying you missed something.

Billing is never the fun part, but it just got a little easier. Finish January with 2 new CosmoLex updates and quick resources that make logging faster, retainers easier to track, and invoices that get paid instead of postponed.

When cash flow matters and your to-do list is already full, you need more things to happen automatically. These updates help you collect, correct, and close out the year with confidence.

Your software showed up with a few gifts this month. Each new feature is designed to give you more power, more clarity, and more time back in your day—at no extra cost.

CosmoLexPay now supports Google Pay and Apple Pay (U.S. only). Give clients the freedom to pay their way with a growing list of user-friendly options, including Venmo, PayPal, and PayPal Pay Later. They get flexibility. You get faster, stress-free payments.

The latest CosmoLex updates are designed to help your firm collect faster, work smarter, and protect client trust. This month brings new payment plan options to CosmoLexPay, resources to fast-track collections, and secure file-sharing and eSignature tools to keep your practice running efficiently and safely.

CosmoLex is adding new ways to help you work smarter, bill faster, and see the big picture. This month brings powerful bulk and inline editing tools with new Matter Activity Reports for deeper financial insights. Plus, get clear on surcharging to sharpen your payment strategy and explore website best practices to help your firm stand out online.

July brings powerful new features built to help you get more done in less time. From streamlined editing to flexible payment options, explore what’s new and put these upgrades to work today.

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.

We've been busy adding more functionality and features to kick off May with a new level of user-friendly efficiency. From time-saving bulk actions to upgraded billing and payments settings, here's what's new in CosmoLex this month.

CosmoLex is evolving fast to meet your needs - April has been packed with updates and brand-new features that make it easier to run your firm, your way. Check out the updates, watch our on-demand workshop, and learn about more tools to help you stay on track.

Automate complex workflows to reduce manual effort, meet deadlines and stay organized. With CosmoLex's Workflow Automation, you can now customize triggers and actions for matters, or include them in matter templates so that:

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!

Enhancements to system emails provide users with more detailed information regarding task completion, reminders, comments, event reminders, invitations, updates, and cancellations, improving communication and awareness within the system. We've also improved transparency and data accuracy; all generated reports will now include a summary of the applied filters at the bottom, clearly outlining the criteria used to generate the specific data presented in the report. Click here to learn more.

Users can now filter and tag phone numbers when receiving text messages. They also have more options to customize column configuration when creating a matter's split billing grid view, can send invoices in bulk for past due matters, download multiple individual invoices in a zip folder, keep tab context when switching screens, use client name in time tracker search, and more.

Users can now engage in two-way text-messaging with clients, send invoices, reminders, and embed payment links by signing up for SMS (Text Messaging). Also, customization of the Matter Split Billing Grid View has been added. Click to and more.

We have added the ability to remove system defined dashboards and restore them to original settings, simplified Matter access, and provided the option to select a tier when upgrading to a subscription. Client Portal users can use the reset password link to log in to the portal. US users can now add an opening balance for their 1099 eligible payees. Click to read more.