User Newsletter – April 2025
In Case You Missed It
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.
Enhanced Calendar Views with Tasks
Get organized at a glance with improved CosmoLex calendar features and view options.
- Your events and tasks now appear in the calendar view to give you a fuller snapshot of your day.
- Quickly toggle between your own tasks and your team’s, and add or remove them from the view with a click.
- See task details instantly by hovering with the new quick-view feature – no extra clicks, no lost time.
Improved Task Management Boards and Grid View
Elevated task management boards make it easier than ever to see what’s next for every team member.
- The new default Board View offers best-in-class task tracking, and task cards are enhanced for quick status updates and completion.
- Enjoy a more flexible Grid View with adjustable columns to change and update progress status on tasks so you’re never in the dark on timelines.
- Mark complete or delete tasks in one go with new bulk actions to save time.
- Coordinate your team with standardized task interactions across views for better visibility and streamlined matters.
Product Spotlight: New Workflow Features
Your processes get an instant upgrade with new Workflow Automation tools. Nothing gets missed when repetitive tasks run on autopilot and all matter, deadline, and process details live in one place. Watch a quick video below to see the new workflows in action!
Share Your Thoughts on AI for a $25 Gift Card
Have a moment to spare? We’re collecting insights on how legal professionals are using AI – or planning to. The first 100 respondents will receive a $25 gift card as a thank-you for sharing their perspective. We’d love to get your feedback!
3 Ways to Automate Email Marketing with Your CRM
Don’t let the grind of client work stop you from growing your firm – set-and-forget powerful email marketing campaigns with CosmoLex CRM. Discover 3 ways you can use a CRM to engage and nurture every prospect without extra effort.
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.