CosmoLex Webinar Series
From First Contact to Lasting Client: How Modern Firms Deliver a Better Experience
On-Demand Webinar

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

In this on-demand webinar, 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.
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.

Keeping firms connected to the people they serve.

7/10/2026

Legal Support Made Easy with CosmoLex

I like that CosmoLex is more legal focused, unlike ChatGPT. It really helps guide me through areas on legal paperwork I'm not familiar with, like personal ...

Verified User
Small-Business (50 or fewer emp.)
Read full G2 review
7/1/2026

Streamlined Efficiency and Easy Setup with CosmoLex

I like how CosmoLex is streamlined for easy input and recall of documents. It saves time, money, and effort. The setup was like a breeze when we switched o...

Theodore Jemming
Legal Intern at Garcia Law, PLLC
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6/10/2026

Automation and Total Fluency for Legal Firms

I like that I can see everything in one place and it makes it easier for me to log hours directly from the emails I send, saving me time by automating some...

Marcia RL
Pre - Litigation |-/ Paralegal @ Ramos Law
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5/30/2026

All-in-One Client Portal That Streamlines Info, Billing, and Scheduling

Everything is in one place, which makes it easy to access client information, billing, and calendar details. The Client Portal also lets clients view their...

Verified User in Law Practice
Small-Business (50 or fewer emp.)
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4/21/2026

Streamlined Trust Accounting with Stellar Support

I really like the trust accounting feature in CosmoLex. I can reconcile all of my bank statements, including my trust account, within about two minutes per...

John Wicker
Small-Business (50 or fewer emp.)
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7/8/2022

Really Like This Program

I like that I can record time and disbursements without having to make an invoice right away. I also really like, that if I have a problem I can easily se...

Micheyl Reinhart
Small-Business (50 or fewer emp.)
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5/26/2022

Quick learning curve, easy to use, great customer service.

I like the user interface, it is very similar to the interface of other programs that are common in daily use. There are of course pieces of this system t...

Verified User in Legal Services
Small-Business (50 or fewer emp.)
Read full G2 review
5/26/2022

The customer service at Cosmolex is like no other.

The customer service is very helpful. They are very responsive.

Verified User in Primary/Secondary Education
Small-Business (50 or fewer emp.)
Read full G2 review
5/20/2022

Very easy to use and very efficient.

The ease to use the program. The program helps the law practice with managing cases.

Sheila Gilbert
Small-Business (50 or fewer emp.)
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5/17/2022

Great All-In-One Legal Software for Small Firms

Billing, Accounting and Practice Management in ONE software, no links that break.

Donna Brown
Small-Business (50 or fewer emp.)
Read full G2 review