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CosmoLex helps law firms with practice management, billing, compliance, document sharing, reporting and legal accounting, among other processes.
Suralink is a perfect fit for accounting firms of all sizes and all departments that want to streamline the PBC request list and document management processes.
She patiently walked me through the product and listened to all of my questions which is super important to someone like me who learns by doing and getting my questions answered in real time.
Usually my questions are not urgent, but if we ever needed something immediately, my worry is that it might not happen in time.
This is a great accessory to client/case management~ We are thrilled with the client features, ease of use and report generating capabilities. CosmoLex is a huge asset to our firm.
Nothing seems to be a problem for me with this software.
Client portal is a terrific feature (when working), the ease of time entries is terrific. Very simplistic interface for invoicing and collecting fees.
I am giving this a poor review for the following reasons: (1) Cosmolex is really only price-efficient if you are a solo attorney.
That to me is worth a million having someone there that cares enough to make sure their customer is happy and that they have everything they need to get going.
No way to track date of loss and statutes of limitation. Takes a great deal of time to manage task lists.
I love how easy it is to plan out engagements with customers. It is really helpful when trying to coordinate what you need with what the client has prepared for you.
To my knowledge, there is no way to delete firm provided files if you accidentally upload the wrong file. Instead, you have to delete the request altogether and then create it anew.
I love the chat function for help and how to's when it comes to features that I may not know about. It is super quick and extremely useful and helpful.
Sometimes the clients can get confused by it and put support into the wrong sections.
The software is very user friendly. It is easy to upload/download documents and track items that are outstanding or fulfilled.
I hate that the symbol for the user/admin is a tie - why is that. The grad class for accounting is +50% women.
Marking requests as resolved or rejected is helpful to help our customers focus on the things that are most important.
I did find it hard at first to locate where to gather the requests and enter them. I also found it a bit annoying to have to log in and monitor what came in.
Robert: Hi, my name is Robert. I'm a business application specialist. I would rate Suralink five stars. For more reviews like these, click below. Prior to using Suralink, we were using an internally developed PBC system, provided by client system. We chose Suralink because it was easy to use, easy to institute and implement, and it actually made things very effortless for trying to get the materials that we needed from our clients. The integration process was actually very easy. It didn't require a lot of complex steps. It was very much a 1, 2, 3 process of setting up the clients and setting up the contacts and then letting the software do its work. I think if you're looking for an easy system that you can manage the content that you need to get from your clients for the work that needs to be performed, and you're looking for a very good system that will allow you to keep up with that and allow your clients to keep up with what they need to provide, Suralink is definitely the answer for them.
Prioritize real-user-identified key features according to your needs to find your best fit.
CosmoLex
Top FeaturesSuralink
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