What is the difference between law firm accounting and trust accounting within CosmoLex?
Law firm accounting in CosmoLex covers all financial management aspects of a firm, including operating and business accounts. Trust accounting specifically manages client funds held in trust, ensuring strict compliance with ethical and legal standards for every transaction.
Is CosmoLex compatible with Mac computers?
Yes, CosmoLex is 100% cloud-based and browser-accessible. No installation is required, allowing users to access it from any device, including Mac, by visiting law.cosmolex.com.
What functionalities are included in the CosmoLex free trial?
The CosmoLex practice management trial includes the same functionality as a paid subscription, with the exception of being limited to a single bank feed connection. CosmoLex CRM and LexShare/LexSign add-ons are not included in the trial.
Where is my firm's data stored with CosmoLex?
Depending on the firm's location, data is securely stored in either U.S. or Canadian data centers.
Can system access be controlled at a granular level for individual users?
Yes, administrators can define access permissions by role or even more granularly for individual users within the system.