User Newsletter – October 2024
In Case You Missed It
We have added the ability to remove system defined dashboards and restore them to original settings, simplified Matter access, and provided the option to select a tier when upgrading to a subscription. Client Portal users can use the reset password link to log in to the portal. US users can now add an opening balance for their 1099 eligible payees. Click to read more.
Check out our other recent updates:
10.15.4 Update (October 18, 2024)
10.15.3 Update (October 11, 2024)
10.15.2 Update (October 4, 2024)
10.15.1 Update (September 27, 2024)
10.15.0 Update (September 20, 2024)
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!
Enhancing Client Satisfaction Through Efficient Billing Practices
Billing inefficiencies cost law firms more than time—they can erode client trust. Untracked billable hours, delayed invoices, and slow payments frustrate clients, undermining their confidence in your firm. But what if you could turn cumbersome processes into easy-to-manage workflows that result in happier, more satisfied clients? Read on for strategies that will help you get there.
The Power of Advanced CRM Features for Your Law Firm
Your firm needs to be able to intake clients, deliver personalized responses to inquiries, and keep your established clients engaged without increasing your administrative burden. And to accomplish these goals, you need tools that can seamlessly integrate client interactions and automate routine tasks. Before you can get advanced, let’s take a look at the basics of why legal client relationship management (CRM) software is important.
Company News
As you’ve explored the articles in this issue, you’ve likely gained valuable insights into how CosmoLex can streamline your firm’s operations and enhance client satisfaction.
From optimizing billing practices to harnessing the power of advanced CRM features, CosmoLex offers a comprehensive solution tailored to the unique needs of law firms.
We’re committed to providing you with the tools and resources necessary to succeed in today’s competitive legal landscape.
Thank you for being a valued CosmoLex user.
Best regards,
Ajay Khatri
– 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.