User Newsletter – March 2025
In Case You Missed It
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:
- You do not miss any critical step,
- You can automate complex workflows to reduce manual effort,
- And you meet deadlines and stay organized.
LIVE: Streamlined Payment Workflows
Enjoy some exciting enhancements to your invoice payment screen including:
- All payment options in one screen
- Ability to filter by client, matter or invoice
- Expand each client, matter or invoice to see breakdown
- Adjust partial payments applied across invoice components (fees, costs, etc.)
- Adjust partial payments applied across timekeepers
- Toggle to write off remaining balance
The Pros and Cons of Surcharging: Why Payment Surcharging Could Be the Right Answer for Your Law Firm
Is holding off on taking credit card payments from your clients holding you back from timely payments? Law firms have to consider costs incurred—costs that can include substantial processing fees. Surcharging to cover these fees might be a viable option for your firm. Watch this on-demand webinar on Why Payment Surcharging Could Be the Right Answer for Your Law Firm.
The 10 Best Small Law Firm Websites
There are lots of ways to create a high-performing, attractive website, which can make it difficult to decide on design. Let’s help you get rid of some of that guess work.
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.