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1. Key Features
Calendar & Task Management: CosmoLex allows for matter-centric organization, which means every entry is automatically connected to the appropriate client matter. This ensures a solid paper trail that can demonstrate compliance or settle client disputes. It also includes a feature called “Money Finder” that checks any unassigned meeting or task so you can review it as a possible billable item.
Email & Document Management: CosmoLex provides a secure client portal for email and document management. This feature helps in streamlining communication and document sharing with clients.
Built-in Legal Accounting: CosmoLex includes legal-specific, cloud-based accounting software that gives law firms the ability to manage complex client trust accounts and IOLTA accounts. It also includes services such as automatic three-way reconciliations and LEDES billing.