CosmoLex is cloud-based law practice management software that also includes legal billing, business accounting, and trust accounting. Now, with the addition of a secure client portal, CosmoLex offers even more.
There is no question that the security of your client data is important. However, it is also important that data be readily available to your firm and your clients when necessary. CosmoLex’s new secure client portal ensures data remains safe while your clients are easily able to communicate with you and access their data.
Typically, lawyers have to get vital documents to their clients by emailing materials back and forth. That is inefficient and potentially less secure. With a client portal, your client can simply log into a secure page in CosmoLex. From there, they can send secure messages to you, read necessary documents related to their case, and view their invoice. They can even instantly pay their invoices if your law firm uses LawPay. The secure portal offers granular permissions, so you do not need to give a client access to the whole of their file. Instead, you can mark specific documents or folders for their review and lock the rest.
CosmoLex’s secure client portal also logs all your communications with your clients directly into their file. If you or your client uploads documents to the portal, CosmoLex sends an instant email notification, so there is never any question as to when you communicated with a client or what information you exchanged. This can help your firm avoid client disputes at a later date.
How to Get It
CosmoLex costs $49 per month per user, or $59 per month billed annually. There is no extra cost for unlimited use of the client portal. That includes assistance with your data migration from another law practice management software program, unlimited technical support, free one-on-one web training, and a free external login for your accountant or bookkeeper. You can try CosmoLex free for 30 days with no credit card required, and they also offer a 90-day unconditional money back guarantee.