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

Companies should spend money on a legislation apply administration system (LPMS) with strong doc creation and administration instruments to maneuver from their present chaos to a way forward for fluid workflows. 

CosmoLex Is aware of Paperwork are a Lawyer’s Lifeblood 

Practically every little thing we do as attorneys and authorized professionals will get memorialized in a doc. An property plan ends in powers of legal professional, wills, healthcare directives, and maybe trusts. Household legislation might produce many paperwork associated to separation or custody. Mediators memorialize their resolutions in settlement agreements. Enterprise attorneys draft every little thing from routine company filings to merger agreements to new entity formation paperwork. And people are just some examples! 

CosmoLex supplies highly effective options, constructed into its industry-leading LPMS, to assist attorneys retailer, create, and modify paperwork, from wherever they work. Discover consumer paperwork shortly with intuitive folder buildings. With cell cloud-based entry, retrieve and work on recordsdata from wherever, utilizing iPhone or Android units, offering 24/7 accessibility. 

Streamlined Storage that Works Your Method 

CosmoLex affords companies two paperwork storage approaches. 

Constructed-in Storage 

CosmoLex offers every agency limitless storage as a part of its subscription. You entry this native storage simply from a matter’s dashboard, by clicking on the Paperwork tab, or by way of the lefthand navigation panel by clicking on Paperwork. Customers can add paperwork to CosmoLex or obtain them to their computer systems by way of the online browser, together with drag-and-drop performance. Whereas storage is limitless, particular person recordsdata are restricted to 100MB per file. 

Integration Companion Storage 

CosmoLex helps connections to a number of doc storage options from third social gathering corporations, together with Field, Dropbox, Google, LexShare, Microsoft, and NetDocuments. Advantages of this strategy embody: 

desktop file entry (often) as an alternative of browser-based importing and downloading; and a better file dimension restrict (usually nicely above 100MB), making it a greater answer for movies or different giant recordsdata. 

Limitations of this strategy embody: 

the price of exterior storage; and the necessity to handle doc sharing and permissions individually from CosmoLex. 

No matter which choice your agency prefers, CosmoLex offers you a first-rate doc administration expertise in-app. 

Speedily Create Paperwork from Your Templates 

CosmoLex works to hurry up doc creation by streamlining your doc meeting workflows. Create unique templates, similar to letterhead, cowl letters, in addition to full paperwork, each easy and complicated. Design every doc as soon as in Microsoft Phrase. Then obtain the matter’s merged fields out of your database, add the related feels to your doc template and add it to CosmoLex. Making a matter- or contact-specific doc turns into a easy point-and-click affair with CosmoLex templates. 

Securely Share and Ship Paperwork for eSignature 

Strong safety measures, together with matter-level permissions and privilege settings, make sure that solely approved staff members entry delicate case recordsdata. 

Rapidly and easily share paperwork by way of the CosmoLex consumer portal, regardless of your storage alternative, by clicking on the three dots to the correct of a doc’s title. 

Loosen up, figuring out that privateness and safety are core to CosmoLex. Shoppers can solely entry paperwork that belong to them, and so they don’t have modifying permissions. If crucial, you’ll be able to revoke entry to a single merchandise, a gaggle of things, and even your complete portal. 

Along with smoothing doc change, CosmoLex eases doc execution. Effortlessly share paperwork and accumulate digital signatures utilizing LexShare and LexSign, absolutely built-in with Outlook for clean consumer interactions. 

Get Began Speedily Serving Shoppers Immediately 

Reap the benefits of the velocity, comfort, and effectivity that CosmoLex brings to your doc creation, evaluation, and storage. From storage choices to quick-use templates, doc sharing, and extra, CosmoLex helps your agency handle paperwork effortlessly, to say nothing of its many different wonderful LPMS options. Go to the CosmoLex web site to study extra and schedule a demo at this time. 

Final up to date November 1st, 2024