CosmoLex

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In a major win for the law practice management platform CosmoLex, it has entered into an agreement with the 36,000-member Canadian Bar Association to be the CBA’s exclusive preferred practice management software for members.
In a country known for having strict regulatory requirements for legal accounting, the CBA said that CosmoLex “checks all the boxes” for providing compliant accounting and…
Continue Reading Canadian Bar Association Chooses CosmoLex As Exclusive Preferred Practice Management Software

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I often consult with lawyers setting up a new solo or small firm practice. There are many items involved in setting up any new business – like applying for an employer identification number (EIN) and deciding on the best entity to use for the business.
But there are also aspects of setting up a law practice unique to the legal…
Continue Reading What Technology Do I Need to Set Up a Solo or Small Firm Practice?

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The practice management company CosmoLex has added a new client relationship management module to its all-in-one platform with the release of CosmoLex CRM.
The new CRM module is designed to enable law firms to manage, track, and communicate with prospective clients; automate intake workflows; and provide reporting to help better analyze marketing campaigns.
The module includes features such as…
Continue Reading CosmoLex Adds CRM for Firms to Manage and Track Prospective Clients and Automate Intake Workflows