1-200 users. Configure the system default to send email when a task is completed by choosing Yes/No from the drop-down. On the Invoices screen, single-click an unpaid invoice to highlight. Ignore any messaging regarding. CosmoLex and Tabs3 are part of the same company, which has been helping lawyers for over 40 years! CosmoLex is the best way for you to modernize your law office with a cloud-based, integrated law practice management, billing, and accounting solution. This will take you to the CosmoLexPay Integration information screen. 7. CosmoLex - Login. Follow prompts to complete the installation. 1-200 users. Fill out this form for a customized demo and see why CosmoLex is Canada’s fastest-growing cloud-based legal practice management & accounting solution. Juggling a manual setup with separate systems adds complexity and creates time-consuming, unnecessary steps to managing your practice. You can select the Unlink Date by clicking on the arrow beside the date and picking your date. On top of evidence, litigators also have documentation of their own research and copies of procedural requirements. 0. | TermsTermsMONMOUTH JUNCTION, N. 1-1000+ users. Legal time and billing and law practice management applications, plus fully compliant law office accounting functions. From the bank ledger – Under Accounting > Banks you will find your list of bank accounts. To import data manually, download the Financial Data Import Template. Try CosmoLex today to see how it can help your practice. This approach enhances your firm’s digital footprint and frees up valuable time—time better spent on tasks like consultations, case research, drafting documents and contracts, and client representation. Recognition. If you are not already logged into CosmoLex. The Contacts area allows you to manage your Client, Payee, and Address Book contacts. MONMOUTH JUNCTION, NJ – March 14, 2017 – CosmoLex, a leading cloud-based, law practice management software provider, will be in attendance at this year’s ABA TECHSHOW 2017, taking place March 15-18 in Chicago. Make sure they’re supported and know what to expect. If you’re trying to bring in new clients, it pays to respond quickly. 1-200 users. 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. The Calendar tab displays your events in a calendar grid with Day, 5 Days, Week and. Designed for small to medium-sized law firms, LEAP helps streamline processes with access to features such as integrated time recording, automated legal forms and precedents, accounting and more. ; On the Apps screen, in the Payment Processing section, click the LawPay on/off slider. All communication is logged. Get instructions and helpful tips for running reports. Import Bank Transactions via QBO/Excel/CSV File. Online payment processors. Even accounting is built in (so you can stop “making do” with Quickbooks®. In the Name field, enter the contact’s name. 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. Your personalized Dashboard and Matter pages show all related meetings, due dates, and deadlines. 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. That’s what makes CosmoLex a true practice management software solution for your law firm. Technology and resources for the modern legal practice management professional. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services. Try it for 30 days free trial! Call 866-878-6798. Our legal-specific, cloud-based accounting software gives law firms the ability to manage complex client trust accounts and IOLTA. ; From the Account left navigation, click User Management. Click Install. ; In the Cell Number field, enter a cell number if you have enabled the One-Time. Convert your legal practice management software to a cloud-based system. [3] There is a one-time onboarding fee of $599 for CosmoLex Websites. After reading the information, click Continue . 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. CosmoLex is the only total solution that allows solo attorneys and small law firms to manage their practice, billing, and accounting in one single login. ; The Role screen lists all predefined roles your firm has customized. CosmoLex provides streamlined client intake tools, intuitive document management, and automated workflows so you can seamlessly provide your clients with the support they need. From the tabs atop the Firm Settings screen, click Firm Preferences. The client must single-click the invoice to highlight it. CosmoLex eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. To delete a row, click the blue trash can icon and then click Delete to confirm the deletion. Log in with your CosmoLex credentials. Note. One of the features introduced in CosmoLex version 1. In this guide, we will walk you through the login process for CosmoLex, providing valuable tips to ensure a seamless experience. Enjoy seamless, 24/7 access on any device, including a PC, Mac, tablet, and mobile phone—no desktop installations, tokens, or maintenance updates are required. 1. To the far right of the eBilling field, click the Off switch. Retrive Login Id. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Our comprehensive solution eliminates the need for separate billing and accounting systems, streamlining your. CosmoLex’s data security measures, policies, and practices ensure that the data processed on behalf of our customers is well-protected and in line with the requirements of the GDPR. ALL THE TOOLS YOU NEED – FOR ONE PRICE – IN ONE LOGIN. Mismanagement can sink a case and leave your client struggling—but secure file-sharing ensures you. Schedule Demo >. 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. ; From the tabs atop the User Management screen, click Role. The conference. From the tabs atop the User Management screen, click User. | TermsTermsLearn how to log in to the client portal of your lawyer's website, where you can view secure communications about your matter. Process Electronic Payments in-office or online or Invoices & Trust Retainers. On the Client Portal screen, in the upper right corner,. High AR can rack up easily and make it difficult to provide effective service to paying clients. CosmoLex is a cloud-based software that delivers integrated legal practice management and legal accounting in a single application. , All Rights Reserved. 1-50 users. This site is not a law firm and CosmoLex Cloud, LLC is not acting as your attorney through your use of this site, its services and content. To edit a user role: Log in to CosmoLex as an Administrator. Check out our other recent updates: 9. Standard checks are cheaper and more. When you click Finish, an icon will then be added to. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Simply log into CosmoLex Cloud - anytime, anywhere - to get everything you need to run your entire law practice. CosmoLex was founded in Monmouth Junction, New Jersey} in 2013. CosmoLex includes a free client portal with its subscription. Your practice is 100 times more likely to connect with a lead if you. 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 add an operating bank transaction within CosmoLex. Small Firm (1-10), Medium Firm (11-30), Large Firm (31+) Cloud: Canada, USA: Monthly subscription, Annual subscription: $79USD/user/month: Yes; LawPay monthly fee covered by CosmoLex. Create a Class. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. In the LawPay Integration. CosmoLex offers robust reporting functionality so you're always compliant and audit-ready. 5. You can also start a live chat directly from the CosmoLex application. Documents & e-signature. Review financial statements for irregularities. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Plan ahead, though; data migration takes longer than simply. Note. Login. With CosmoLexPay, you can automate your entire payment flow -- in real-time. Which means it needs to create that all-important, positive, & professional first impression. We help law firms run their practice with maximum efficiency. Best for. Log in today to get started. From the tabs atop the Firm Settings screen, click Firm Preferences. 1-1000+ users. CosmoLex has three dashboards: Firm Dashboard: Displays firm-wide information; Admin-level users can restrict individual users’ access. With built-in law firm accounting software, everything you input into practice management and billing flows automatically onto your general ledger, including: Cash and accrual basis general ledger accounting. 100% Cloud, No Desktop Installations. In the upper right corner, click Save. | 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 Account left navigation, click User Management. The article points out that automatic updates can be bad, but only if it is an application that is installed to your computer. 5. 0. A big part of the GDPR covers an individual’s data rights, which we support, including but not limited to: Data portability on demand. That’s what makes CosmoLex a true practice management software solution for your law firm. B) The accounts payable section is well put together and easy to use. To view all client portal articles, see our firm. That means going far beyond timekeeping to include all the daily activities that can bog down your law firm’s efficiency. Check the box beside Check if client is an entity, if applicable. However, QuickBooks doesn’t connect payments made with invoices submitted. With built-in trust accounting, audit-ready reconciliations, and comprehensive trust reports, you can stay on top of your trust accounting, fulfill your fiduciary duty to your clients, and. ) CosmoLex is a cloud-based software that delivers integrated legal practice management and legal accounting in a single application. 1. CosmoLex is built for one purpose only – to simplify legal practice management and it’s now even easier with our redesigned mobile app. On the CosmoLexPay dashboard screen, go to the Bank Accounts section to the right, click on Link Bank Accounts. From the tabs atop the Firm Settings screen, click eBilling. log in with your usual CosmoLex credentials. Click Add to bring up a dialog to enter the timekeeper’s information. Legal client relationship management (CRM) software can help you go the extra mile for them. The time investment made to make a plan will make the change much smoother. Enhancements Improved Bank Reconciliation By including Bank Beginning Balance and keeping Reconciled Bank Balance, Book Ending Balance and Difference together, we have. Login. After making your changes, in the upper right corner, click Save. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services. Schedule a demo. You don’t even need to buy a separate CosmoLex login for the bookkeeper (an $85/month value). It also helps to capture all billable activities and manage them by creating customizable invoices. To export your data: From any screen displaying the Export icon, click Export. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. If you wish to add a signature, click Upload. Benefits of CosmoLex for Bankruptcy Law. CosmoLex Websites are created with the needs of small and solo law firms in mind. Up to 3 stock photos. Personal injury law firms have to accurately and efficiently manage lots of documents, from evidence to complaints and disclosures. They need a one-price, one-login system that includes practice management, billing, and accounting. Name Price Features. In short, legal CRM helps clients feel top of mind, even when their attorney is busy working. The Software Technology, LLC line of solutions is used by over 100,000 legal professionals across the US and Canada. Try For Free. 4. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. On the Matters screen, either double-click the matter, or single-click it, and then from the toolbar, click Details. From the Activities left navigation, click Calendar. To the right of Auto Generate Matter File Number (Custom), click the orange arrow icon. For draft email, from the toolbar click on New email. 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. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification. Login. First, it improves the security of client information. CosmoLexPay – Electronic Retainer & Payment Processing. CosmoLex will take care of Billing, Business Accounting, Trust Accounting (IOLTA), Calendaring, Task & Document. CosmoLex CRM: $147/month (billed annually for up to 3 CosmoLex users) CosmoLex Websites: $149/month (billed annually) CosmoLex File Sharing and eSignature: $52/month (billed annually for the 1st user for 200 envelopes) Clio Grow: $49/user/month ; HIPAA Compliance ; One-Time Grow Account Setup: $399 Documents & e-signature. Downloading Content for Best User Experience. It’s accounting features mean you don’t have to deal with migrating information to-and. ALL THE TOOLS YOU NEED – FOR ONE PRICE – IN ONE LOGIN. You don’t even need to buy a separate CosmoLex login for the bookkeeper (an $85/month value). Documents are among the most common forms of information shared through portals. File Sharing & eSignature Softwarefor Legal Practices. Login. Try it for 30 days free trial! Call 866-878-6798. Data security. Start Your Free Trial!No Obligations. In the Type a name for. Search for CosmoLex. Time tracking and billing is super easy. Smart Solutions for the Small Law Firm. The integration enables lawyers who are subscribers to both services to easily track their research time in Casemaker using CosmoLex’s time-tracking capabilities and. , All Rights Reserved. CosmoLex is complete legal practice management software for modern law firms. 0. Trust Accounting. Contact CosmoLex at (866) 878-6798 or emailing us at contact@cosmolex. Start Your Free Trial!No Obligations. Meetings get automatically invoiced to the correct matter and workflows are easily customized for each case. Our multimedia Knowledge Base has How To articles, instructional videos, and GIFs to help you get the most out of CosmoLex. To add a user: Click User tab; From the toolbar, click Add. Read all reviews. ; From the Setup left navigation, click List Items. 7 of its cloud-based legal billing system and trust account software. 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. Login. From the folder structure, click Untagged. Law firms running on CosmoLex can. On the Add Class screen, in the Name field, enter the class name, such as the attorney’s name, the. After logging in to CosmoLex, click on Setup at the top of the screen. On the Firm Preferences screen, scroll down to the Email Forwarding section. CosmoLex will introduce new Accounts Payable functions at the ABA Techshow 2017 in Chicago . 2 Update (April 1, 2023) 9. On the Edit Matter Owner screen, edit the fields as needed. Law Office Practice. Single-click the client to whose matters you wish to apply payments. 6 is the User Settings panel. Login. 3. One subscription, 24/7 access, built-in LawPay credit card processing decreases costs, while. Law Society General Ledger Compliance Reports. Under the Documents Apps section beneath CosmoLex, click the gray OFF switch. Try For Free. Take a closer look at how it compares to Cosmolex in this side-by-side comparison. You…. Try For Free. Discover CosmoLex pricing, features, user reviews, and product details. CosmoLex Cloud is the best alternative to PCLaw because of our cloud benefits with built-in, compliant legal billing and accounting. Effective Date: June 19, 2019. With CosmoLex, I found that I waited a little longer for reports and documents to generate and for transactions to be saved. From the bottom of the Accounting left navigation, click Accounts Payable. After making your changes, in the upper right corner, click Save. Allows for some customization, such as creating custom invoices and reports. Install the App. Login. From atop the Accounting left navigation, click Bank. 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. Scalability. The CosmoLex law practice “total solution” gives you. Note You can create a favorites icon (shortcut) on your phone’s home screen. Cloud-based storage offers a more secure. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. [Free Guide] Download Your Step-by-Step Guide to Run a Complaint Law OfficeDownload Your Guide. From the left navigation panel, click Matters. Learn why 1000s of law firms have switched to CosmoLex. Enter the extracted data into the appropriate sheet in the template. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email,. Everything® You Need to Run Your Practice in One Login. Manage Your Client and Address Book Contacts. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. To pay an invoice: Log into the client portal. Learn how to log in to CosmoLex, a cloud-based legal software for law firms and legal professionals. Try For Free. Whether you’re a seasoned user or new to CosmoLex, this article. CosmoLex’s trust accounting software ensures that your estate planning law firm can consistently manage trust accounts in a compliant, efficient manner. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Your firm's administrator has configured your account to require Two-Factor Authentication. Make sure they’re supported and know what to expect. Technology and resources for the modern legal practice management professional. One subscription, 24/7 access, built-in LawPay credit card processing decreases costs, while. Securely save client payment information. CosmoLex Careers. [1]The Time/Expense screen opens listing hard cost expenses associated with the matter. CosmoLex’s accounting is developed to handle the unique requirements of Canadian law firms, including: Accrual Accounting. Login. 10% Lifetime Discount on CosmoLex Law Practice Management Software. 5. This site is not intended to create an attorney. Law firms running on CosmoLex can. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client. Cloud access lets you get work done in the office. Login. “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,” Johnson said. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. , All Rights Reserved. | CosmoLex is the one fully integrated solution that lets solo attorneys & small law firms manage their practice, billing, AND accounting with one login (No. Once logged into the portal, from the left navigation panel, the client must click Invoice. You and your staff can communicate with your clients using a two-way messaging system within the security of the CosmoLex Cloud environment. Track money end-to-end and reduce the time your firm spends accounting for payments with the LawPay integration for Cosmolex. Mismanagement can sink a case and leave your client struggling—but secure file-sharing ensures you. You’ll see a row of tabs for the different categories. Schedule a quick call with our team to assess your needs and create your one-on-one customized demo. Free Trial. 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. Starting from $35 / month. So we’ve assembled a network of trusted partners who provide the kinds of operational and business support you may need from time to time. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. 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. CosmoLex CRM is intuitive, legal Client Relationship Management software that brings together marketing automation, client intake, and contact management to help grow your practice. Law Office Practice. CosmoLex’s cloud-based legal billing software makes client billing user-friendly and fast. Take a look at the additional information available in the reconciliation process and reporting, additional character limit for matter name, and more. Misbah Jalal Siddiqui June 27, 2023. To add a comment to a calendar event: From the left navigation panel, click Activities. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. Try CosmoLex today to see how it can help your. Version 1. In the upper right corner, click the username menu’s down arrow and click Admin. Best for. 2M less revenue. 3 Update (April 7, 2023) 9. That means each payment must be manually. Retrive Login Id. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. 716 pengikut di LinkedIn. . Secure File-Sharing and eSignature. 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. With built-in law firm accounting software, everything you input into practice management and billing flows automatically onto your general ledger, including: Cash and accrual basis general ledger accounting. In the toolbar, click on the arrow in current view name displayed in the View field. CosmoLex Websites. Learn how to Add CRM to Your Account. 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. ; Basic Information. 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. Fully-managed web services offer law firms the opportunity to maintain a dynamic online presence without diverting focus from legal work. Yet to up the stakes, even more, legal billing also represents a key opportunity to build positive relationships with clients. Check Capterra to compare CosmoLex and uLawPractice based on pricing, features, product details, and verified reviews. Tabset anchor. They need a one-price, one-login system that includes practice management, billing, and accounting. CosmoLex CRM is built to enhance your daily use of CosmoLex practice. Personal injury law firms have to accurately and efficiently manage lots of documents, from evidence to complaints and disclosures. Login. To create a class: From the left navigation panel, click Setup. CosmoLex is a cloud-based software that delivers integrated legal practice management and legal accounting in a single application. Legal time and billing and law practice management applications, plus fully compliant law office accounting functions. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Try CosmoLex today to see how it can help your practice stay. They need a one-price, one-login system that. It includes client and matter management, time, billing, business accounting and trust/IOLTA accounting, thereby eliminating the need for. CosmoLex cloud-based legal practice management software effectively managing case information, billing. Simplify and accelerate your law practice management, billing, and accounting by signing up for a free trial with CosmoLex now! No credit card required. 4 Update (March 10, 2023) 9. Click and choose Withdrawal. Email Our email integration allows you to forward email copies into CosmoLex. CosmoLex CRM is legal-specific CRM (Client Relationship Management) software designed to help you grow your profits by streamlining client intake, tracking prospective clients, and keeping current clients engaged and returning for services. You don’t have to compromise efficient legal processes on behalf of the client experience. 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. 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 every additional user is US$49 per user/month (billed yearly), or $59 per user (billed monthly). Whether you are maintaining a relationship or moving a prospective client along your sales pipeline, consistent communication is crucial. Firm users can choose to set their own default under Setup > My Settings > My Preferences. You tear off one stub for your own records, and the recipient keeps the other stub after the check has been deposited. ; From the tabs atop the User Management screen, click User. If you already have a VIPKid account, you can log in here. Soluno is a powerful and easy-to-use cloud-based legal software that specializes in accounting, billing, trust, time/expense entry, and matter management. Learn how to Integrate LexShare with CosmoLex Access Documents. 2023 CosmoLex Cloud, LLC. Reconciliation Made Easy: How CosmoLex Helps You Easily Modernize How You Reconcile. You can also navigate to Activities > Communication > Email to open your inbox. For example, our website with SEO plan includes: 10 initial pages with starter content. ; From the Account left navigation, click User Management. Accurate and automated accounting for direct/ hard and in-direct/soft matter costs. 14 Steps to Running a Compliant Law Firm. 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 - Login. Technology and resources for the modern legal practice management professional. The Login ID field defaults to the user’s email address, but you can change it. 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. , All Rights Reserved. Manage individual client ledgers. SEE ALL PRICING. 2. No QuickBooks Required, No Compliance. 2023 CosmoLex Cloud, LLC. 5. Access the App on Other Mobile Devices File Sharing & eSignature Softwarefor Legal Practices. After reading the. Type in CosmoLex. Law firms running on CosmoLex can. Pass credit card processing fees to your clients with surcharging. Try it for 30 days free trial! Call 866-878-6798. The Create Shortcut screen opens. Every document is associated with a profile that includes attributes such as Client, Matter or Author. In a country known for having strict regulatory requirements for legal accounting, the CBA said that. Tabset anchor. The system opens your CosmoLex inbox. With CosmoLex, there’s no IT maintenance for you to manage, so time can be spent on more billable work. Functionality. In the lower right corner, click Save All Forms. LawPay credit card processing is also built-in with. Try For Free. We help attorneys properly administer IOLTA accounts while providing all of. And with a simple goal in mind — to. CosmoLex is the #1 Alternative to MyCase. Law Office Practice. and more all from one platform—accessible from anywhere, any time. Hire new associates. 9. From Matters. Email: [email protected] Truist One View, commercial banking clients can manage treasury accounts through one single sign-on. The CosmoLex’s legal time and billing module helps in managing batch processing invoices, past due notices and more. CosmoLex puts individual legal matters at the heart of your law practice management. Online payments for Individual or bulk invoices using trust funds. To pay an invoice: Log into the client portal. To unlink a payment from an invoice: Revert the invoice to Unfinal status. We’re committed to our cause of providing our customers with the complete mobility of cloud-native software, without compromising on the advanced features and legal-specific requirements. CosmoLex is the preferred practice management software partner of the Canadian Bar Association. On the CosmoLexPay dashboard screen, go to the Bank Accounts section to the right, click on Link Bank Accounts.