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Connect CosmoLex accounting and matter data to automated billing, reporting, and client workflows.
CosmoLex brings legal billing, trust accounting, and practice management together. I build integrations that pull matter and financial data into reporting workflows, automate client billing follow-up, and reduce the amount of manual coordination between legal ops and bookkeeping.
CosmoLex is especially useful when a firm wants tighter operational control over billing and trust-related workflows. I connect invoice events, matter status, and client records into automated sequences for document requests, reminders, reporting, and exception handling. That gives firms cleaner visibility without adding more administrative overhead.
Invoice and trust-balance follow-up triggered from billing events
Matter and accounting data pulled into weekly management reporting
Client onboarding workflows synced to payment and engagement status
Exception alerts for overdue balances or missing intake items
Cross-system reporting that combines operational and billing context
Ready to integrate CosmoLex into your workflows?
Every project starts with a free call. We'll figure out what's worth automating and what isn't.
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