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Tech Tip #45 – Legal Marketing Goes Beyond Lead Generation

Trust Accounting

Gone are the days where law firms turn their nose up at the idea of marketing their services. As more lawyers turn to marketing to generate business, it’s important that they understand how important it is to accurately track the dollars they spend, the business their marketing efforts generate, and exactly where their marketing funds […]

Tech Tip #44 – Mismanaged Finances Can Harm More Than Just Your Reputation

Trust Accounting

When you mishandle your firm’s finances there is always the potential that it may lead to client disputes. This is something you certainly want to avoid, but more so than a knock to your firm’s reputation, ethics violations and the penalties associated with them could cause more harm to your firm. Learn how your firm […]

Legal Marketing Tips For Law Firms

Trust Accounting

It wasn’t long ago that legal marketing was an activity that many practices looked down upon. Times have changed though, and if your firm expects to remain competitive and successful you’ll need to market your services. Most lawyers aren’t marketers, but they can find a number of marketing resources by simply conducting a google search. […]

Tech Tip #43 – Clients Hate Missed Deadlines, Stop Missing Them With Shared Calendars

Trust Accounting

You don’t want to argue with clients, so it makes sense to avoid problems wherever you can. There are a lot of reasons why lawyers miss deadlines, but none of them are good as far as your clients are concerned, so don’t miss them! CosmoLex allows you to share calendars across your entire organization that […]

Client Disputes Related to Mismanaged Finances Can Hurt More Than Your Reputation

Trust Accounting

Many of our recent blog posts have been focused on trying to avoid disputes with your clients. We have addressed time tracking disputes, disputes related to missed deadlines, poor communication, and disputes related to client fees. Now all of these different disputes are something you would absolutely like to avoid. There isn’t one that couldn’t […]

Tech Tip #42 – Record & Organize All Of Your Email To Avoid Client Disputes

Trust Accounting

Email is quite often the preferred method of communication for many legal clients. If your firm doesn’t efficiently manage and organize those communications it can lead to client disputes. By organizing your email communication by the legal matter it is associated with, it makes it very easy for your firm to produce a paper trail […]

Tech Tip #41 – Establish a Primary Method of Communication With Your Client

Trust Accounting

We live in an age where there is never a problem of finding a way to communicate with clients. There’s email, phone calls, texts, video chats, and maybe soon we’ll be communicating by hologram. Unfortunately, with so many methods of communication, it’s easy to lose track of what you or your client has said. Make […]

Avoiding Client Disputes Related To Time Tracking

Trust Accounting

No matter how much you help out your clients with your performance as an attorney, chances are they aren’t going to be thrilled about paying you and your firm for the time you spend on their legal matter. For this reason many lawyers find themselves mired in client disputes related to how they are tracking […]

Unnecessary Client Disputes: Don’t Miss Deadlines

Trust Accounting

As an attorney, you have probably worked with many different clients. Each client is different and figuring out their specific preferences can sometimes lead to different client disputes. They might want to communicate differently, they could want to pay a certain way, some of them like their coffee black, and others may take it with […]

Tech Tip #40 – Automate Legal Accounting Allocation To Prevent Errors

Trust Accounting

There isn’t a perfect person in the world, so any time your firm depends on manual processes it creates an environment where costly errors can be made. Your firm should automate the allocation process to make sure that payments used to pay client bills are handled appropriately and any possibility of human error is eliminated. […]

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CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.
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CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

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