Fewer Questions, Fewer Detours
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.
1. Show Clients What They Owe and Why
Customize your Statement of Account with your firm’s branding and wording, then break balances down by fees, expenses, and taxes so invoices invite fewer questions.
2. Access Intake Forms from the Lead Record
Open, complete, and correct intake forms without leaving the lead record. Updates stay synced and every change is tracked for future reference.
3. Let Workflows Start the Next Step
Add conditional logic so intake workflows can take different paths based on what prospects do or need to complete next.
4. Keep the Details at Your Fingertips
More CosmoLex updates to check out this month:
- See your full prospect pipeline in a searchable Leads page
- Keep forms, emails, files, tasks, and workflow activity with the lead record
- Change a workflow without rebuilding every step that comes after
- Control access to accounting views and balances by role
Smooth Out the Lead-to-Client Journey
Clients notice the little things that go wrong or take too long when they’re deciding which firm to hire. Watch how firms are using CosmoLex AI Intake to make the intake experience feel simple, smooth, and client-first with less hands-on work for lawyers and staff.
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.