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by John W. Simek, Vice President of Sensei Enterprises, Inc.

CosmoLex Practice Management Integrates Bank Data Feeds

February 15, 2017

Leave it to our friend and colleague Bob Ambrogi to once again scoop the news in legal technology. Bob reports that the CosmoLex practice management application now automatically imports information from your bank accounts, including any credit card information. Many financial packages such as QuickBooks already integrate with bank accounts, but CosmoLex is the first practice management platform to do it. You'll need to enter your banking information along with your account credentials. Once the link is set up, CosmoLex will automatically download the transactions and match them up with the transactions in CosmoLex. Users can link one bank account as part of the normal subscription fee, but each additional financial institution will cost an additional $2.50/month.

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