CosmoLex is a legal document management tool for managing legal, policy, and compliance documents and associated workflows.
Users may easily manage client finances, and legal documents, produce checks, deposit slips, bank statements, and more with the help of CosmoLex's trust (IOLTA) accounting features. The activity log generates three-way reconciliation reports monhtly, which contain data from previous reconciliations. Every document is tied to the relevant client concern thanks to a subject-centric approach, and the team's calendar, documents, and emails are all managed in a streamlined manner to ensure everyone is on the same page.
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