Cosmolex Webinar Series

Reconciliation Made Easy: How CosmoLex Helps You Easily Modernize How You Reconcile

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Discover how to simplify and modernize your reconciliation processes with the power of CosmoLex's innovative software. See the features and benefits of CosmoLex's reconciliation tools, empowering you to save time, improve accuracy, and streamline your financial management.

Learning Objectives:

  • Understand the challenges and complexities of manual reconciliation processes, and learn how CosmoLex's software can automate and simplify the reconciliation workflow.
  • Discover the key features and functionalities of CosmoLex's reconciliation tools, including bank reconciliation, trust account reconciliation, and automated data matching, enabling you to achieve faster and more accurate reconciliations.
  • Learn best practices for utilizing CosmoLex's reconciliation features to improve financial reporting, reduce errors, and ensure compliance with accounting regulations, leading to enhanced efficiency and financial control within your firm.

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


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.


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