CosmoLex Webinar Series

It's Not Too Late to Migrate: Finding the Right Law Practice Management Solution for 2023

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New year, new practice management software?

If your firm is already using practice management software, you might be wondering why you should be making a change.

There are a lot of features to consider when contemplating migrating. Each one of those features may be a critical part of your firm achieving immeasurable heights of success in 2023.

Letting fear of change consume you will only hold back your firm and hinder business growth, profitability, security, and productivity. What’s more, did you know outdated software poses significant ethical threats to your business?

Learning Objectives:

  1. What practice management features should you look for in 2023 
  2. How to select new practice management technology
  3. How to define a migration timeline and what to know before you move
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Brian

Name: Brian Walthall

Title: Senior Product Specialist

Company: CosmoLex

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About Our Guest Expert

Brian Walthall is a Product Specialist at CosmoLex. With a career background that spans various industries, Brian has a history of working with a diverse range of clients to help them reach their goals and find the products that fit their needs.

At CosmoLex, Brian helps legal professionals throughout the U.S. and Canada assess their practice management setup and he teaches them how utilizing a cloud-based solution could enhance the way they run their law practice. When he’s not helping lawyers, Brian enjoys spending quality time with his cat Hugo.

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.
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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
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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
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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
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CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

© 2023 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates.

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