User Newsletter – January 2025
In Case You Missed It
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.
If you have any questions or want to learn more about any of the new features or updates, reach out to your Customer Success Specialist to schedule a training session!
Coming Soon!
We’re making it easier than ever to access the information you need! File numbers, matter names, client names, and unbilled balances are now hyperlinked throughout the application, so you can get to key data in fewer clicks.
In addition, our payments page is getting an exciting upgrade. Expect a refreshed design, a more intuitive user experience, and advanced custom payment allocation functionality. These enhancements will streamline your payment process and give you greater control over your finances. Stay tuned for the official launch!
Setting Yourself Up for Payment Collection Success in 2025
Tired of chasing down client payments? 2025 is the year to streamline your collection process. Discover how to minimize non-billable hours spent on invoicing and follow-up. Learn about the latest payment collection trends and best practices, including the importance of collecting payment methods upfront.
Workshop: What a Well-functioning Law Firm Website Looks Like
Is your law firm’s website a dust collector? Join our free workshop, “What a Well-Functioning Law Firm Website Looks Like” on January 30 at 2 p.m. ET / 11 a.m. PT. Learn how to transform your website into a client magnet. Industry experts will cover key elements of a high-performing website, from attracting clients to streamlining operations. Discover how to make your website a true growth engine for your firm.
Company News
We are excited to share some of the exciting things happening at CosmoLex this month!
First, we’re getting ready to launch a refreshed Payments page with a new design and improved functionality. This upgrade will make it easier than ever to manage your payments and give you more control over your finances. Stay tuned!
We’re also committed to helping you streamline your payment collection process in 2025. In this issue, we’ve shared some valuable tips and best practices to minimize non-billable hours and ensure timely payments.
Finally, don’t miss our free workshop, “What a Well-Functioning Law Firm Website Looks Like,” on January 30th. Learn how to turn your website into a client magnet and boost your firm’s growth.
As always, we’re here to support your success.
Best regards,
– Ajay Khatri, EVP and General Manager for CosmoLex
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.