CosmoLex Webinar Series
From First Contact to Lasting Client: How Modern Firms Deliver a Better Experience
Wednesday, May 20, 2026 at 2:00 p.m. ET / 11 a.m. PT

A strong first impression matters. Easy follow-through is what turns that first yes into trust, confidence, and a client who stays.

In this workshop, you’ll see how to make the client-facing parts of your process feel clearer and easier from first contact through payment—without making things more complicated for your firm.

Learn how to:

  • Spot the drop-off points in intake, follow-up, and onboarding

  • Use AI-powered intake to speed up follow-up and automate next steps

  • Make retainers easier to say yes to with self-service options and payment plans

  • Build a smoother client journey that feels easier to move through from the start

Make the client experience easier to move through and easier to deliver. Register now to secure your spot.
Expert Hosts
Erica Birstler
Erica Birstler
VP, Product Communications
& Support
Connect Online
About Our Guest Expert

Erica Birstler is the Vice President of Product Communications at ProfitSolv, the parent company of CosmoLex. ProfitSolv delivers the right software products for law firms and other professional service industries to allow them to be more efficient and achieve greater profitability.

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.

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
Andrea C. Kryszak
Kryszak & Associates, Co., LPA
Ohio
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
Rebecca Norton
On Point Legal
Louisiana
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
Andy Patzig
Patzig Law
Virginia