Everything in One Place with CosmoLex’s New Document Generation and Management

Firms must invest in a law practice management system (LPMS) with robust document creation and management tools to move from their current chaos to a future of fluid workflows. 

CosmoLex Knows Documents are a Lawyer’s Lifeblood 

Nearly everything we do as lawyers and legal professionals gets memorialized in a document. An estate plan results in powers of attorney, wills, healthcare directives, and perhaps trusts. Family law could produce many documents related to separation or custody. Mediators memorialize their resolutions in settlement agreements. Business attorneys draft everything from routine corporate filings to merger agreements to new entity formation paperwork. And those are just a few examples! 

CosmoLex provides powerful features, built into its industry-leading LPMS, to help lawyers store, create, and modify documents, from wherever they work. Find client documents quickly with intuitive folder structures. With mobile cloud-based access, retrieve and work on files from anywhere, using iPhone or Android devices, providing 24/7 accessibility. 

Streamlined Storage that Works Your Way 

CosmoLex offers firms two documents storage approaches. 

Built-in Storage 

CosmoLex gives each firm unlimited storage as part of its subscription. You access this native storage easily from a matter’s dashboard, by clicking on the Documents tab, or via the lefthand navigation panel by clicking on Documents. Users can add documents to CosmoLex or download them to their computers via the web browser, including drag-and-drop functionality. While storage is unlimited, individual files are limited to 100MB per file. 

Integration Partner Storage 

CosmoLex supports connections to several document storage solutions from third party companies, including Box, Dropbox, Google, LexShare, Microsoft, and NetDocuments. Benefits of this approach include: 

• desktop file access (usually) instead of browser-based uploading and downloading; and 

• a higher file size limit (typically well above 100MB), making it a better solution for videos or other large files. 

Limitations of this approach include: 

• the cost of external storage; and 

• the need to manage document sharing and permissions separately from CosmoLex. 

Regardless of which option your firm prefers, CosmoLex gives you a first-rate document management experience in-app. 

Speedily Create Documents from Your Templates 

CosmoLex works to speed up document creation by streamlining your document assembly workflows. Create original templates, such as letterhead, cover letters, as well as full documents, both simple and complex. Design each document once in Microsoft Word. Then download the matter’s merged fields from your database, add the relevant feels to your document template and upload it to CosmoLex. Creating a matter- or contact-specific document becomes a simple point-and-click affair with CosmoLex templates. 

Securely Share and Send Documents for eSignature 

Robust security measures, including matter-level permissions and privilege settings, ensure that only authorized team members access sensitive case files. 

Quickly and simply share documents via the CosmoLex client portal, irrespective of your storage choice, by clicking on the three dots to the right of a document’s name. 

Relax, knowing that privacy and security are core to CosmoLex. Clients can only access documents that belong to them, and they don’t have editing permissions. If necessary, you can revoke access to a single item, a group of items, or even the entire portal. 

In addition to smoothing document exchange, CosmoLex eases document execution. Effortlessly share documents and collect electronic signatures using LexShare and LexSign, fully integrated with Outlook for smooth client interactions. 

Get Started Speedily Serving Clients Today 

Take advantage of the speed, convenience, and efficiency that CosmoLex brings to your document creation, review, and storage. From storage options to quick-use templates, document sharing, and more, CosmoLex helps your firm manage documents effortlessly, to say nothing of its many other excellent LPMS features. Visit the CosmoLex website to learn more and schedule a demo today. 

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