How to Migrate to a New Practice Management Software

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What’s Inside?

A new practice management platform has the potential to transform how you do business. It can increase efficiency, maximize your leads, and help you provide exceptional client service. But it’s also a big undertaking. It can take weeks, even months, to get ready for launch. The secret to making this process as painless as possible? Planning.

Download this article to learn more about planning for your migration including how to get started and a step-by-step guide to a seamless transition.

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.

Andrea C. Kryszak

Kryszak & Associates, Co., LPA

Ohio

ONE END-TO-END SOLUTION

All the tools your firm needs
to run your business.

Built with the needs of modern small and mid-sized law firms in mind, CosmoLex’s legal practice management software increases efficiency and profitability.

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Legal Time & Billing
Access on-the-go time capture and easy legal billing software.

Calendaring & Task Management
Automate workflows and prioritize your tasks.

Law Firm Reporting
View robust analytics for enhanced decision-making.

Integrations
Work with tools you already use like Office 365 and Dropbox.

Accounting
Manage office and trust accounting along with your practice.

Invoicing & Online Payments
Get paid faster with accurate invoicing and convenient payment options.

Secure Client Portal
Collaborate with your clients including file sharing and eSignature.

Document Management
Centralize and store your correspondence and files in one system.

Legal Websites
Establish your digital footprint
for new law firm growth opportunities.

Simplify your practice with one tool.

Book a demo.

Book your personalized demo with a CosmoLex specialist.

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Try for free.

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CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.

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1100 Cornwall Road, Suite 215, Monmouth Junction, NJ 08852

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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.

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