CosmoLex Webinar Series

10 Takeaways from 2022

On-Demand Now

Looking Back to Move Forward

Making plans for your legal practice in the year ahead? Before you do anything, reflect on the challenges and successes of this year.

When you know where the room for improvement is greatest, you can more effectively change processes and implement the right legal technology for your law firm.

Learning Objectives

  1. Successful firms are agile and adaptable.
  2. Remote work magnifies inefficiencies in team communication.
  3. In-person collaboration is subject to change.
  4. Security is a full-staff job.
  5. Remote capabilities are non-negotiable, even with an in-person work model.
  6. Productivity and accountability are positively correlated.
  7. Proactive billing leads to timely payments.
  8. Delegation is a beautiful thing.
  9. Virtual networking is here to stay.
  10. Practice management metrics support more effective financial decisions.

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


Erica Bristler
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.

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


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


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