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 @CosmoLexLegalcosmolex login  CosmoLex puts individual legal matters at the heart of your law practice management

; From the Setup left navigation, click List Items. That’s what makes CosmoLex a true practice management software solution for your law firm. CosmoLex - Login. CosmoLex is the only complete practice management solution that includes not only robust practice management but also comprehensive time & billing features and built-in business and trust accounting -- No QuickBooks Required! CosmoLex is simple enough to use from day one and comprehensive enough to generate the financial reports. Try For Free. For a low, fixed monthly price starting at $160/month for most practices, a CosmoLex trained bookkeeper will take care of following tasks each month: Reconcile all bank and credit card accounts Send email when Task is completed. Your practice is 100 times more likely to connect with a lead if you. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. , All Rights Reserved. From the left navigation panel, click Matters. For instance, if you work remotely, run a hybrid office, or even occasionally work from. | TermsTermsALL THE TOOLS YOU NEED – FOR ONE PRICE – IN ONE LOGIN. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. CosmoLex - Web-Based Legal Practice Management Software | 1,602 followers on LinkedIn. Law firms running on CosmoLex can eliminate the need to maintain multiple programs because CosmoLex does it all – time and expense tracking, billing, business accounting, trust (IOLTA. Complete legal-specific, customizable chart of accounts. CosmoLex’s criminal law practice management software makes it easy to keep track of new clients, deadlines, documents, and communications, you can seamlessly deliver robust representation and help your clients defend their rights. 1-1000+ users. Documents are among the most common forms of information shared through portals. CosmoLex puts individual legal matters at the heart of your law practice management. Customize Workflows and Tasks to Save Time—and Billable Hours. On the Bank Screen, either double-click the bank, or single-click it to highlight it, and then from the. One of the features introduced in CosmoLex version 1. Check Capterra to compare CosmoLex and PracticePanther Legal Software based on pricing, features, product details, and verified reviews. CosmoLex’s trust accounting software ensures that your estate planning law firm can consistently manage trust accounts in a compliant, efficient manner. Make sure they’re supported and know what to expect. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. With document management tools, you can keep track of any document and access it whenever necessary. Cannot access your account? Click here! © 2023 CosmoLex Cloud, LLC. Plus, small teams don’t have time to manage the invoicing and billing process manually. CosmoLex is a cloud-based software that delivers integrated legal practice management and legal accounting in a single application. In the Cell Number field, enter a cell number if you have enabled the One-Time Passcode via SMS method in two-factor authentication at the firm level. CosmoLex is a complete legal practice management platform that offers case management, billing, accounting, CRM, and more. Law Office Practice. High AR can rack up easily and make it difficult to provide effective service to paying clients. Learn how to Integrate LexShare with CosmoLex Access Documents. Law Society General Ledger Compliance Reports. Invoice Change/Write-off handling. | TermsTermsLearn how to log in to the client portal of your lawyer's website, where you can view secure communications about your matter. Juggling a manual setup with separate systems adds complexity and creates time-consuming, unnecessary steps to managing your practice. Yes, CosmoLex is automatically updated at least once a month. From the Activities left navigation, click Invoices. Time tracking and billing is super easy. PCLaw. 10% Lifetime Discount on CosmoLex Law Practice Management Software. ALL THE TOOLS YOU NEED – FOR ONE PRICE – IN ONE LOGIN CosmoLex is built for one purpose only – to simplify legal practice management and it’s now even easier with our redesigned mobile app. Our legal-specific, cloud-based accounting software gives law firms the ability to manage complex client trust accounts and IOLTA accounts, including services such as automatic three-way reconciliations and LEDES billing. Caution. Preconfigured Chart of Accounts. Using a product-centric and customer. On the Save View screen that opens, give the view a Name, and a Description. Functionality. Customization. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Check out our other recent updates: 9. Therefore, it’s important to consider whether or not the software fits with how you and your team work. 5 Ways CosmoLex Can Help Organize Your Practice (33:23) Ready to make the switch? Start a 10-day Free Trial of CosmoLex. CosmoLex is a modular solution that allows users to synchronize and replicant information between multiple modules in real-time. From Matters. Click Save. 5. You don’t even need to buy a separate CosmoLex login for the bookkeeper (an $85/month value). Law firms looking for an easy-to-use practice management software to manage case details, documents, contacts, time tracking, billing, and invoicing all in one place. Try CosmoLex today to see how it can help your. If the contact is a business, enter the individual who will receive invoices and other transmissions from the software. Try CosmoLex today to see how it can help your practice stay. Login PracticePanther vs. Try it for 30 days free trial! Call 866-878-6798. , All Rights Reserved. From the drop-down choose Unlink Payment . with CRM. Login. 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. Your criminal defense clients are navigating a difficult and stressful point in their lives. CosmoLex Law Practice Management Software Now Includes Credit Card Processing Through Integration With LawPay. On the Add Class screen, in the Name field, enter the class name, such as the attorney’s name, the. Invoice Change/Write-off handling. Soluno is backed by 5-star support, and. Click Add to bring up a dialog to enter the timekeeper’s information. TrustRadius is a technology and business research firm based in Austin, Texas. ALL THE TOOLS YOU NEED – FOR ONE PRICE – IN ONE LOGIN CosmoLex is built for one purpose only – to simplify legal practice management and it’s now even easier with our redesigned mobile app. CosmoLex resides completely on the cloud with nothing installed on your local machine. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. Request Your CosmoLex Demo. Forgot Password? | Forgot Login? Not A CosmoLex Subscriber? Try It Free. 716 pengikut di LinkedIn. CosmoLex provides streamlined client intake tools, intuitive document management, and automated workflows so you can seamlessly provide your clients with the support they need. Canada Phone Support: (365) 804-0050. Simplify and accelerate your law practice management, billing, and accounting by signing up for a free trial with CosmoLex now! No credit card required. Try it for 30 days free trial! Call 866-878-6798. From the Banks left navigation, click Transaction. We love sharing Cosmolex customer success stories. | Terms CosmoLex is a complete legal practice management platform that offers case management, billing, accounting, CRM, and more. Law firm is responsible for security. We help law firms run their practice with maximum efficiency. CosmoLex CRM is intuitive, legal CRM (Client Relationship Management) software that is designed to help you grow your profits by tracking prospective clients and keeping your current clients engaged and returning for services. 6 and 6. 1. Technology and resources for the modern legal practice management professional. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Managing Uncleared and Unclaimed Trust Funds. On the CosmoLexPay dashboard screen, go to the Bank Accounts section to the right, click on Link Bank Accounts. 2023 CosmoLex Cloud, LLC. Securely save client payment information. PracticePanther provides the best-in-class solution that will help enhance your law firm’s efficiency. On the Forms in Progress screen, check the boxes beside the forms you want to print and take the. Step 1: Create a Reconciliation Statement. [1]The Time/Expense screen opens listing hard cost expenses associated with the matter. From the tabs atop the Firm Settings screen, click eBilling. If you add this user using an email address other than the one provided for free account access, you will be subject to the usual user charge. CosmoLex eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. The Contacts area allows you to manage your Client, Payee, and Address Book contacts. The CosmoLex’s legal time and billing module helps in managing batch processing invoices, past due notices and more. LeanLaw. To tag an item or items to a matter, check the boxes to their left. Managing Reports Accounting (Firm)From the Setup left navigation, click Matter Owner. If you’ve just started using CosmoLex there will be nobody listed here. Define Client Profile Attributes. To begin your enrollment for CosmoLexPay, go to Setup > Apps. This site is not intended to create an attorney. Matter management impacts every part of your legal practice, even email. , All Rights Reserved. CosmoLex - Login. CosmoLex puts an end to wasted time by trying to work in multiple programs. The Edit Expense screen updates to reflect your edits. Without it, you can’t pay your staff or keep the lights on. NORTH BRUNSWICK, NJ – August 6, 2014 – Today, CosmoLex released version 1. Your criminal defense clients are navigating a difficult and stressful point in their lives. Access the App on Other Mobile Devices File Sharing & eSignature Softwarefor Legal Practices. From the Setup left navigation, click Firm Settings. We help attorneys properly administer South Carolina IOLTA accounts while providing all of the tools you need to run your entire practice—with a single login. Integrating your invoicing and payments with your practice management software delivers significant benefits for law firms. Try For Free. We give law firms the technology they need to make running their practice easier, more efficient, and more compliant. Chose PCLaw. Moving from a Manual Setup to a Total Solution. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. 7 Bring Performance Enhancements for Users. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms. 1 Update (February 10, 2023) 9. Enterprise-grade Security. From the downloads folder, select the signature you want to add. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Login. To begin your enrollment for CosmoLexPay, go to Setup > Apps. . With CosmoLexPay, you can automate your entire payment flow -- in real-time. Voucher checks have a check and two stubs on each sheet. Try it for 30 days free trial! Call 866-878-6798. 4 Update (April 15, 2023) 9. Are you ready to make the switch? Atop the Setup left navigation, click Firm Settings. User. After making your changes, in the upper right corner, click Save. From the tabs atop the Firm Settings. 6. A website with SEO can be ready for initial review within three weeks. One web form. ; Either double-click a role, or single-click it to. CosmoLex CRM is built to enhance your daily use of CosmoLex practice management software, and gives you the additional. Clio offers different pricing plans and an entire suite of tools covering the client journey from intake to invoice, making Clio suitable for law firms of any size or practice area. Our legal-specific, cloud-based accounting software gives law firms the ability to manage complex client trust accounts and IOLTA. Law firms running on CosmoLex can eliminate the need to maintain multiple programs because CosmoLex does it all – time and expense tracking, billing, business accounting, trust (IOLTA. 1 day ago · CosmoLex CRM: One-time onboarding fee of $399, on top of the monthly fees; Fee of US$147/month (billed yearly) or US$177 (billed monthly) for up to 3 users; Fee for. Our cloud-based practice management solution offers built-in accounting software, which means you can save time on billing, trust accounting, and bookkeeping with tools like: Built-in trust accounting. Try For Free. Input Tax Credit Reports. Desktop Software. From the Matters Details left navigation, click Documents. They have no long-term contracts, offer a free trial, as well as simple pricing. You can create a desktop shortcut for convenient access to the CosmoLex login page. Forgot Password? | Forgot Login? Not A CosmoLex Subscriber? Try It Free. [Free Guide] Download Your Step-by-Step Guide to Run a Complaint Law OfficeDownload Your Guide. Try it for 30 days free trial! Call 866-878-6798. Whether you are maintaining a relationship or moving a prospective client along your sales pipeline, consistent communication is crucial. Law firms with the number of attorneys ranging from 1-49. From the Type drop-down menu, click the contact type. Has its own built-in accounting, instead of having to work with QuickBooks. Learn how to log in to CosmoLex, a cloud-based legal software for law firms and legal professionals. To learn more about the qualification process to get your accountant set up, please contact our Manager of Partner Relations, Michelle, at partners@cosmolex. Thousands of law firms have switched to CosmoLex - the only cloud-based, law practice management software with built-in, compliant legal accounting (no QuickBooks needed). Try For Free. Watch a quick intro to LexShare below or schedule a demo now to learn how. CosmoLex provides streamlined client intake tools, intuitive document management, and automated workflows so you can seamlessly provide your clients with the support they need. | Terms Canadian Bar Association Chooses CosmoLex As Exclusive Preferred Practice Management Software Learn more [Free Guide]. Clio offers different pricing plans and an entire suite of tools covering the client journey from intake to invoice, making Clio suitable for law firms of any size or practice area. 5. Define Client Profile Attributes. CosmoLex is the preferred practice management software partner of the Canadian Bar Association. Bulk Document Folder Creation. With CosmoLex, you get 24/7 mobile access from any location or device. They need a one-price, one-login system that includes practice management, billing, and accounting. You and your staff can use CosmoLex’s contact management CRM features to communicate with both old and new clients using a web-based two-way messaging. CosmoLex is built for one purpose only – to simplify legal practice management and it’s now even easier with our redesigned mobile app. To access your account, click on the Schedule a. No matter the size or shape of your law firm, CosmoLex can help you manage cash flow, simplify matter management, and make better business decisions. No Credit Card Required. PREPARE FOR 2024: Free Non-Financial Data Migration & 15% Off Annual Subscription. From the Contacts left navigation, click the Address Book. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Automatic trust-to-general transfer. CosmoLex is the #1 Alternative to MyCase. CosmoLex gives you everything you need, in one login, for one price, with no QuickBooks required. We help law firms run their practice with maximum efficiency. With CosmoLex’s matter-based document automation, every email is filed in its correct client-matter folder, and you will be alerted if a match can’t be found or more than one match is located. 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. Additional users after your first 3 can be added at a cost of $49 per user/month billed annually or $59 per user billed monthly. Whether you do hourly billing or value billing (flat fees), CosmoLex can keep the legal billing process straightforward. That means every email, task, event, document, billable item, and transaction–every record–is. Our one login, the one-price system eliminates hidden fees and helps keep costs down. Note. Follow prompts to complete the installation. Try CosmoLex today to see how it can help your practice stay. Starting Out Solo Members Get A 10% Lifetime Discount on CosmoLex! (Proof of Starting Out Solo membership required. Payments you receive through CosmoLexPay will simultaneously update your invoice, balances, and accounting records within CosmoLex. Try For Free. , All Rights Reserved. We help attorneys properly administer Wisconsin IOLTA accounts while providing all of the tools you need to run your entire practice—with a single login. Limited Time Offer. Those funds should be placed back in the client trust account and a diligent effort made to reimburse them for the overage. One subscription, 24/7 access, built-in LawPay credit card processing decreases costs, while. That’s what makes CosmoLex a true practice management software solution for your law firm. No Desktop Installations. Our software and banking supplies will help you take care of all your practice management chores in one place. 2M less revenue. Client Management. Reconciliation Made Easy: How CosmoLex Helps You Easily Modernize How You Reconcile. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services. Try For Free. Firm users can choose to set their own default under Setup > My Settings > My Preferences. Use this filter to enter a context which could be a particular client, matter, new entry, or login ID. CosmoLex can improve speed, efficiency and accuracy in operations while maintaining high standards of compliance and security. ”. Step 1. Rather than spending days drafting a single document, your firm can create many of your most commonly used documents in minutes. Watch a quick intro to LexShare below or schedule a demo now to. These are typically the tasks that directly involve or impact your clients. Under the Documents Apps section beneath CosmoLex, click the gray OFF switch. CosmoLex can print either standard or voucher checks. The Credit Card Processing screen opens. Open the app. Your bills go out on time, cash flow improves. With CosmoLex, there’s no IT maintenance for you to manage, so time can be spent on more billable work. Legal client relationship management software, or CRM, automates client communication. [Free Guide] Download Your Step-by-Step Guide to Run a Complaint Law OfficeDownload Your Guide. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email, Calendar & Task,. On the Matters screen, either double-click the matter, or single-click it, and then from the toolbar, click Details. 1. Support for Transaction & Other Levies. Entering New Timekeepers. Our clients rely on CosmoLex as their fully functioning, virtual law office. Every law firm is given fully-encrypted login credentials, with the option to add two-factor authentication for additional security. CosmoLex has three dashboards: Firm Dashboard: Displays firm-wide information; Admin-level users can restrict individual users’ access. Law Office Practice. com Joined. Manage individual client ledgers. Login. A CosmoLex subscription or trial includes the CosmoLex mobile app for iOS and Android. Our comprehensive solution eliminates the need for separate billing and accounting systems, streamlining your. In the Color field, click the box and then click the color you want to assign to the user for their calendar events. CosmoLex is a cloud-based case management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring. CosmoLex is a cloud-based software that delivers integrated legal practice management and legal accounting in a single application. CosmoLex is a cloud-based software that delivers integrated legal practice management and legal accounting in a single application. You can also add a link to your client portal directly on your. CosmoLex is a cloud-based law practice management and accounting solution. Try it for 30 days free trial! Call 866-878-6798. With CosmoLex, you get 24/7 mobile access, from any location or device. When you switch trust banks, you also transfer funds from the old account to the new at the m…. Designed for solo, small, and midsized law firms who want to streamline their operations and boost their profits with intuitive, best-of-breed legal software. CosmoLex is much more than a “practice management” tool or only legal billing software. Top 5 Year-End Accounting To-Dos for Legal Teams Click Here to Know More From CosmoLex Resource Center. Free Trial (Billed Annually) Free Login for External Accountant or Bookkeeper; Built-in Payment Processing with No Monthly. , All Rights Reserved. The search for the leading legal practice management software ends here. Billing and payments. Step 2: Enable Matter Level Settings. From the tabs atop the My Settings screen, click User. Unlock Your Legal Success Power Your Practice with CosmoLex’s Free Legal Resource Library Access all your favorite free legal resources and. Click the Setup button along the top of the screen, and then click on the Timekeeper tab to see your list of timekeepers. You can also navigate to Activities > Communication > Email to open your inbox. Try For Free. When you click Finish, an icon will then be added to. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. CosmoLex is the one fully integrated solution that lets law firms manage their practice, billing, AND accounting with one login (No QuickBooks™ required). From the toolbar, click Invoice Payment Using > Check/Cash. You can call, email or submit a ticket online to our support team. Process Electronic Payments in-office or online or Invoices & Trust Retainers. If you are using an iPad or another tablet device, at the bottom of the login page you can click Access the desktop version for a better viewing experience. In short, legal CRM helps clients feel top of mind, even when their attorney is busy working. To Access LexShare Documents directly from CosmoLex: From Matters. With this relationship, you will be helping your. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. The switches for eBilling and UTBMS Codes turn green and switch On. 1-200 users. And when you add CosmoLex “Click-to-Pay” buttons to your invoices -- clients pay you more quickly!Check Capterra to compare CosmoLex and PCLaw based on pricing, features, product details, and verified reviews. Accurate and automated accounting for direct/ hard and in-direct/soft matter costs. Try For Free. Schedule Demo >. With CosmoLex, law firms get everything they need in one login, for one price, with no separate QuickBooks required. . Mobile optimization. Prices as low as $89USD per month. From the tabs atop the screen, click Link Payment . First, it improves the security of client information. Technology and resources for the modern legal practice management professional. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. To enable matter level settings: From the left navigation panel, click Matters. Effective Date: June 19, 2019. Additional usage fees may also apply. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email, Calendar & Task,. Compared to Clio, CosmoLex generates $15. Simplify and accelerate your law practice management, billing, and accounting by signing up for a free trial with CosmoLex now! No credit card required. Click and choose Withdrawal. This logo will be displayed on your personalized client portal login page as well as within the portal itself. Videos. QuickBooks Time contains built-in reports for projects and payroll that can help firms predict expenses and understand how time and money are being spent. | CosmoLex is the one fully integrated solution that lets law firms manage their practice, billing, AND accounting with one login (No QuickBooks™ required). Starting from $35 / month. Track money end-to-end and reduce the time your firm spends accounting for payments with the LawPay integration for Cosmolex. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. CosmoLex. Communicate consistently with marketing automation. 5. Start Your Free Trial!No Obligations. Cloud access lets you get work done in the office. These solutions are priced competitively, and are best suited for small to medium sized law firms. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Cloud-based storage offers a more secure. Try For Free. Misbah Jalal Siddiqui July 19, 2023. On the Client Portal screen, in the upper right corner,. Define Client Profile Attributes. CosmoLex puts individual legal matters at the heart of your law practice management. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services. 1. They need a one-price, one-login system that includes practice management, billing, and accounting. CosmoLex is a cloud-based software that delivers integrated legal practice management and legal accounting in a single application. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Try For Free. We help law firms run their practice with maximum efficiency. Matter-based Management. CosmoLex Version 6. CosmoLex. Get instructions and helpful tips for running reports. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Pros: The best features of cosmolex are A) The intuitive nature of the platform. The Create Shortcut screen opens. An integrated approach for seamless billing, accounting, and practice management. If you wish to add a signature, click Upload. From the Accounting left navigation, click Bank. 4. 1-200 users. Ignore any messaging regarding. 1-200 users. ) No matter what you need to do -- or where you are -- just log in to CosmoLex and get it done! At CosmoLex, we have a singular vision: to help small law firms run a better practice. Read more about each release below. CosmoLex costs $99 per user, per month, for monthly billing or $89 per user, per month, for annual billing. Recognition. Additional usage fees apply, please contact CosmoLex Sales for more information. ; In the Cell Number field, enter a cell number if you have enabled the One-Time. Note You can create a favorites icon (shortcut) on your phone’s home screen. CosmoLex includes a free client portal with its subscription. In the Type a name for. 1 Update (March 25, 2023) 9. To import data manually, download the Financial Data Import Template. From the Setup left navigation, click My Settings. 2023 CosmoLex Cloud, LLC. From the folder structure, click Untagged. 7, released on May 17th,. Annual Plan: $89. Yet to up the stakes, even more, legal billing also represents a key opportunity to build positive relationships with clients. That means every email, task, event, document, billable item, and. CosmoLex Spotlight: Batch Billing. First name Last name Firm name Phone number EmailTotal Firm Size: 1-20 employees21-50 employees51-200 employees201-500. Each CosmoLex account is eligible for a Free User Login for their external accountant or bookkeeper through the CosmoLex Accounting Partner Program. On the CosmoLexPay dashboard screen, go to the Bank Accounts section to the right, click on Link Bank Accounts. If you wish to charge your client through your payment integration, check this. Try For Free. With CosmoLex, there’s no IT maintenance for you to manage, so time can be spent on more billable work. 1 - 100+ users. Find out more about the features, benefits, and services of CosmoLex,. CosmoLex’s accounting is developed to handle the unique requirements of Canadian law firms, including: Accrual Accounting. Please follow the instructions below to set up your Microsoft Authenticator application on your smart phone. Up to 3 stock photos. Software as a Partner in a Law Firm - Lawyerist Podcast #413. all without lifting a finger. Once you have customized your Views and Columns, click Save . ; From the Account left navigation, click User Management. CosmoLex is a modular solution that allows users to synchronize and replicant information between multiple modules in real-time. We help attorneys properly administer Florida IOLTA accounts while providing all of the tools you need to run your entire practice—with a single login. Using a product-centric and customer-first approach, ProfitSolv. In the upper right corner, click the username menu’s down arrow and click Admin. To pay an invoice: Log into the client portal. ; From the Matter Details left navigation, click Client Portal. On the Firm Preferences screen, scroll down to the Auto Numbering section. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services. Click the toggle beneath the CosmoLexPay app tile. Login. Updating Your Law Practice: How to Effectively Migrate to New Practice Management Software (26:04). Our legal-specific, cloud-based accounting software gives law firms the ability to manage complex client trust accounts and IOLTA.