CosmoLex

Import digital bank statements into CosmoLex.

Use the auto-match engine to link bank transactions to ledger entries.

Generate a three-way reconciliation report (Bank, Ledger, Individual Client Balances).

Electronically sign and archive the report for compliance audits.

Attorneys use the mobile app or desktop timer to record time.

The system automatically applies matter-specific billing rates.

Accounting generates a batch invoice run for all active matters.

Invoices are sent via the secure client portal with embedded payment links.

Export data from legacy system into XML or CSV formats.

Map fields using the CosmoLex Data Import tool.

Perform a test import into a sandbox environment.

Execute the final migration and verify balances and matter histories.

Capture leads via a website contact form integrated with CosmoLex CRM.

Trigger an automated nurture email sequence.

Schedule an initial consultation and track it in the CRM.

Convert the lead to a 'Matter' with one click, transferring all intake data.

Upload receipts via the CosmoLex mobile app.

Tag the expense to a specific matter immediately.

The system prompts for reimbursement during the next billing cycle.

The expense is reflected on the operating ledger and the client invoice simultaneously.

Access the CosmoLex dashboard via any web browser.

Monitor real-time Key Performance Indicators (KPIs) like Billable Hours vs. Collected Revenue.

Approve pending invoices and trust transfers remotely.

Review firm-wide productivity reports and financial statements.

Enter the 'Trigger Date' (e.g., date a lawsuit was filed) into the calendar.

Select the appropriate court rule set for the jurisdiction.

The system automatically generates a series of dependent deadlines.

Reminders are sent to the primary attorney and firm administrator via email and push notification.