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LEGAL WORKFLOW AUTOMATION

Manage your matter deadlines
with legal workflow
management software.

CosmoLex’s custom workflow creation makes sure you stay

on task and on top of your matters.

workflow automation
LEGAL WORKFLOW MANAGEMENT SOFTWARE

Streamline Tasks & Law Firm Operations

All the features you need to stay organized and efficient – in one solution. 
Automated Processes
Accessibility
Dynamic Workflows
Streamline Workflows with Automation
Workflow Automation icon
Streamline Workflows
with Automation

Reduce manual task assignment and management, and follow-up. Automate your processes and let CosmoLex do the task work for you. Get more done in less time to increase productivity in your firm.

Convenient Matter Details 
in One Location
folder icon
Convenient Matter Details
in One Location

Easily reference important client and matter information in CosmoLex’s workflow automation software to reduce time on fact-checking and referencing.

Workflow Automation
Workflow Automation icon
Update Tasks & Deadlines Automatically

Dynamic workflow automation software reduces legal matter management adjustments. Access CosmoLex’s dynamic deadline technology for increased matter efficiency.

Streamline Workflows with Automation
Workflow Automation icon
Streamline Workflows
with Automation

Reduce manual task assignment and management, and follow-up. Automate your processes and let CosmoLex do the task work for you. Get more done in less time to increase productivity in your firm.

Convenient Matter Details 
in One Location
folder icon
Convenient Matter Details
in One Location

Easily reference important client and matter information in CosmoLex’s workflow automation software to reduce time on fact-checking and referencing.

Workflow Automation
Workflow Automation icon
Update Tasks & Deadlines Automatically

Dynamic workflow automation software reduces legal matter management adjustments. Access CosmoLex’s dynamic deadline technology for increased matter efficiency.

    ONE END-TO-END solution

    All the tools your firm needs
    to run your business.

    Built with the needs of modern small and mid-sized law firms in mind, CosmoLex’s legal practice management software increases efficiency and profitability.

    Legal Time & Billing

    Access on the-go time capture and easy legal billing software. 

    Calendaring & Task Management

    Automate workflows and prioritize your tasks. 

    Law Firm Reporting

    View robust analytics for enhanced decision-making. 

    Integrations

    Work with tools you already use like Office 365 and Dropbox. 

    Accounting

    Manage office and trust accounting along with your practice. 

    Invoicing & Online Payments

    Get paid faster with accurate invoicing and convenient payment options.

    Secure Client Portal

    Collaborate with your clients including file sharing and eSignature. 
     

    Document Management

    Centralize and store your correspondence and files in one system. 

    Legal Websites

    Establish your digital footprint for new law firm growth opportunities. 

    Legal Time & Billing

    Access on the-go time capture and easy legal billing software. 

    Calendaring & Task Management

    Automate workflows and prioritize your tasks. 

    Law Firm Reporting

    View robust analytics for enhanced decision-making. 

    Integrations

    Work with tools you already use like Office 365 and Dropbox. 

    Accounting

    Manage office and trust accounting along with your practice. 

    Invoicing & Online Payments

    Get paid faster with accurate invoicing and convenient payment options.

    Secure Client Portal

    Collaborate with your clients including file sharing and eSignature. 
     

    Document Management

    Centralize and store your correspondence and files in one system. 

    Legal Websites

    Establish your digital footprint for new law firm growth opportunities. 

    Frequently asked questions.
    What is a workflow?

    A workflow refers to a sequence of organized tasks designed to accomplish a particular goal or process. It can be carried out manually, where individuals perform each step, or through automation, where technology handles some tasks. The purpose of workflows is to streamline operations, maintain consistency, and allow for better tracking of progress.

    What is legal workflow management software?

    Legal workflow management software is a technology solution designed to streamline repetitive and time-consuming tasks within a law firm, such as case management, billing, document management, and client communication. By automating these processes, legal professionals can save time, reduce errors, and enhance overall efficiency. CosmoLex provides leading legal workflow management software, offering tools to manage case workflows, automate time tracking, handle billing and accounting, and ensure compliance with legal regulations. With CosmoLex, law firms can focus more on serving clients while improving productivity and operational accuracy

    How are workflows customized in CosmoLex?

    With CosmoLex’s automated legal workflow management, you can create workflows for manual tasks and load them into new or existing matters. Custom workflow management and basic task management allows you to control what gets done by whom and when for excellent client management, collaboration, and deliverability.

    How easy to use is CosmoLex’s workflow technology?

    Very! CosmoLex builds its software for law firms, specifically tailoring functionality to the practice of law. For workflows, legal matter management is at the forefront of the entire process. Not only are key details customizable, but logic is conditional based on dependencies – no more manual process headaches!

    How can I optimize my firm’s workflow using legal software?

    Optimize your firm’s workflow with legal practice management software by centralizing case management, automating billing and legal accounting, and streamlining document organization. CosmoLex helps you track billable hours, generate invoices, and manage trust accounts with ease, ensuring compliance and reducing errors. Its tools improve client communication through a secure portal and provide detailed reporting to monitor performance and identify inefficiencies. By integrating these features, your firm can reduce administrative tasks, boost efficiency, and focus on delivering exceptional legal services. 

    How do I automate task assignment and deadline updates in CosmoLex?

    To automate task assignment and deadline updates in CosmoLex, utilize its workflow automation features to streamline your law firm’s processes. CosmoLex allows you to create custom workflows that automatically assign tasks, ensuring the right team members are notified promptly. You can set up task dependencies and deadlines that adjust automatically based on key case milestones, reducing manual tracking and minimizing errors. By leveraging CosmoLex’s workflow automation tools, you can enhance team collaboration, stay on top of deadlines, and ensure consistent task management across all your cases. 

    Simplify your practice with one tool.

    Book a demo.

    Book your personalized demo with a CosmoLex specialist.

    Try for free.

    No wait. No credit card. Just click to try CosmoLex for 10 days.

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    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.
    +1 866-878-6798
    1100 Cornwall Road, Suite 215, Monmouth Junction, NJ 08852

    CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

    © 2025 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates. All product names and trademarks are the property of their respective owners.

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