CosmoLex puts individual legal matters at the heart of your law practice management. That means every retainer, billing item, transaction, document, email, notes – every record – is tagged to not just to the proper client — but also to the correct case file. This approach improves workday efficiency dramatically — you never waste time looking for one piece of information or another. This unique, file-centric approach allows CosmoLex to do a better job at managing your practice than anything you’ve ever seen — take a look.
Always Keep the Pulse on Your Practice
Spot potential problems, set your priorities, measure your progress. CosmoLex law practice management opens to an interactive dashboard – giving you a real-time snapshot of items that need immediate attention. You’ll spot tomorrow’s problems today & always know how work is progressing across your entire firm.
Secure & Simplified Communication
A large part of practice management is making sure questions get answered quickly. Your team needs constant updates & clarification on matter details — as do your clients. Loose communication, based on ad hoc emails, texts, and sticky notes is not organized — and not as secure as it needs to be. CosmoLex keeps all your communication in one place, within the secure CosmoLex Cloud. Staff can post comments on any matter aspect needing clarification or correction. And you can use the built-in messaging system (internally and with clients) as a more secure alternative to public email. With CosmoLex, your communication will be streamlined, organized and secure.
Automated Document Production
CosmoLex’s advanced document generation pours data — from throughout CosmoLex — into new documents on-the-fly. No more endless rekeying with inevitable keystroke errors. No more reinventing the wheel — save the ones you use often as templates for everyone to use. You’ll maintain a higher level of consistency & accuracy — all while freeing yourself from hours of work with a single click. It’s an instant profitability for Canadian lawyers working on fixed fee matters such as conveyancing.
Modern Document Management
Wherever you go, all of your case documents are always with you – instantly available, safe, secure, backed up, and version controlled. You can store your documents within CosmoLex or post them to your OneDrive, Box or Dropbox account. Do it all from within CosmoLex — so your matter file organization is always maintained. To enable better organization & searching, each document can be assigned properties such as document type, description, number, etc. Nothing gets lost. Office 365 subscribers can edit documents in the browser. CosmoLex brings legal document management into the 21st century.
Calendar & Task Management
The built-in legal calendar & task manager organizes your entire team and makes collaboration easy. With CosmoLex, meetings, deadlines or associated billing entries will not fall through the cracks as you will be reminded of upcoming events, overdue tasks, or missed billing. You can also promote accuracy and consistency by creating pre-defined workflows that automatically lay out a schedule of necessary and dependent tasks for your cases. You can even sync your firm’s CosmoLex legal calendar with your team’s Office 365 or Google Calendars.
Email Management – Track Your Messages
CosmoLex’s universal email management integrates with common email tools (Outlook, Gmail, etc.) Then the magic starts. CosmoLex auto-sorts each email by its appropriate client matter — including attachments! This makes it much easier to capture all billable activities regarding your communication, including time spent reading, responding and reacting to each email.