User Newsletter – August 2025
In Case You Missed It
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.
NextGen Highlights: Smarter Reports, Better Billing
Make billing corrections in seconds, update records with ease, and get deeper insights into matter-level financial performance.
- Matter Activity Reports: Gain a complete, standalone financial snapshot for every matter with all billing amounts, costs, fees, disbursements, and more in one consolidated report. Track performance, analyze billing realization, and make data-driven decisions with confidence.
- Bulk Edits for Invoices & Documents: Update multiple invoices or documents at once to save time, avoid repetitive work, and keep billing and records accurate without pulling focus from client matters.
- Inline Edits for Time & Expenses: Adjust billable time or expenses directly within single or bulk invoices to finalize and send accurate bills sooner, keep cash flow moving, and spend less time on admin.
Stop Absorbing the Cost of Getting Paid
Convenience fees and surcharging can protect your bottom line while keeping pricing transparent. This infographic breaks down how they work, compliance best practices, and payment strategies for maximum profitability. Get the facts to make confident decisions.
5 Best Practices to Bounce-Proof Your Website
One missing element on your homepage can be the difference between a lead and a lost opportunity. From getting found in search to adding client convenience tools, this guide explores 5 legal website best practices to drive more clicks and win new clients.
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.