CosmoLex is an all-in-one law practice management software (LPMS) product in the ProfitSolv family (which includes other products like LawRuler, TimeSolv, Rocket Matter, and Tabs3). As an all-in-one, CosmoLex allows users to bring all their firm data into one environment. This de-siloing generally allows for better reporting and more efficient automation.
CosmoLex Custom Fields
CosmoLex’s efficiency can be best seen in their custom fields. These not only allow firms to track an expanded amount of data, but also allows that data to be used in workflows, automations, and document creation.
Most LPMS platforms allow users to create custom fields, but not all let firms take actions based on those customizations. Worse yet, some prohibit the use of these fields in document creation. CosmoLex uses these fields to drive its automation and its workflows. They also appear in reports run within the system.
When using custom fields to gather information, there is no better place than a firm’s intake. CosmoLex allows firms to put these fields into new client forms and any other forms created through the system. This means more up-to-date data in your system.
Most of the time, however, data that simply lives in your practice management system is of little value (no matter how up to date). It’s when a firm builds automations, workflows, and custom documents with this data that it becomes valuable. With CosmoLex, a firm can not only input these fields into documents, but can also use the fields to trigger custom automations.
Custom Fields Walk-through
Take a look as CosmoLex’s Erica Birster walks our Legal Tech Advisor, Zack Glaser through some advantages of Cosmolex’s custom fields.
How to Get It
Ready to learn more? Visit our full review of CosmoLex. There you can compare features, read community comments, and read frequently asked questions.
Last updated June 23rd, 2022