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Tech Tip #47 – When Migrating Legal Accounting Data…

Trust Accounting

When your firm decides to make the move to a new legal accounting system it can be a great opportunity to improve how you manage your business. Unfortunately, the migration can be tough and often requires reentry of legacy transactions or just transfer balances and open transactions. In some cases, an alternate approach has worked well – that is importing legacy bank statements. CosmoLex allows your firm to import electronic bank statements to re-capture detailed transaction data for your firm. Read more…

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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.
+1 866-878-6798
1100 Cornwall Road, Suite 215, Monmouth Junction, NJ 08852
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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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