CosmoLex Webinar Series

An Introduction to CosmoLex CRM

On-Demand Now

Build stronger client relationships with CosmoLex CRM in 2023

Building a successful law firm starts with building strong client relationships—but for a busy law firm, this can be a challenge. If you’re looking for a better way to keep your clients engaged and happy, you need the right legal CRM tools. 

Client relationship management software built for law firms

CosmoLex CRM is an intuitive, legal CRM software designed to help you grow your profits by tracking prospective clients and keeping your current clients engaged and returning for services.

Learning Objectives:

  • Organize your leads, prospects, and clients for building stronger relationships
  • Send personalized automated emails and texts to nurture your leads into clients
  • Improve your client intake with custom forms that save you time and money
  • Discover your best marketing sources and their ROI with customizable reports
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Erica

Name: Erica Birstler

Title: VP Product Development & Support

Company: CosmoLex

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About Our Guest Expert

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

Erica's degree is in Business Administration and she has nearly a decade of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. Erica has given numerous presentations across North America on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance.

About Our Guest Expert

 

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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.
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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.

 

What Our Clients Are Saying...

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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

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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

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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