Cosmolex Webinar Series

5 Simple Steps to Avoid Client Conflict with CosmoLex: Strengthening Client Relationships for Long-Term Success

On-Demand Webinar

Clients invest in your services with high expectations of top-notch customer service. To meet and exceed these expectations, adopt a client-centered approach to your law firm's communication. Let's be honest - unclear communication and unmet expectations lead to client retention issues. Clear communication is key in preventing confusion, misunderstandings, and conflicts. Your clients deserve to know exactly what's happening with their cases, and it's your responsibility to ensure just that.

Take advantage of this opportunity to sharpen your communication skills and elevate your client service with CosmoLex.

Learning Objectives:

  1. Identifying the root causes of client conflict and how to proactively prevent them.
  2. Exploring practical tools and communication strategies tailored for handling challenging client situations.
  3. Developing a comprehensive plan to manage and resolve conflicts with clients professionally and constructively.  

About Our Guest Expert


Larry Port
Larry Port has worked with thousands of law firms worldwide since 2008 when he started the first cloud-based legal practice management software company, Rocket Matter. In 2016, he started the legal payment processing company LexCharge. His experience running a technology company and insight into law firm operations led to his co-authoring of the #1 bestselling ABA book, The Lean Law Firm.
Lauren Barkan
Lauren Barkan has worked at _Redgrave & Rosenthal¸_ a boutique estate planning firm in Boca Raton, Florida, at _Strategic Solutions Network_ in Boca Raton, Florida and as Counsel at Advanstar Communications, one of the nation’s largest media and trade show companies in New York City.

About Our Webinar Host

Erica Bristler Headshot
Erica Birstler

Vice President at CosmoLex

Erica Birstler is the Vice President at CosmoLex, the developers of an all-in-one cloud-based legal practice management, billing, and trust accounting system specifically designed for solo and small law firms.

What Our Clients Are Saying...


There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.

Rebecca Norton | On Point Legal, Louisiana


We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex.

Andrea C. Kryszak | Kryszak & Associates, Co., LPA


Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.

Andy Patzig | Patzig Law