Integrate CosmoLex with Retently

Trigger NPS/CSAT surveys after case completions or billing events, sync client contact details and case history, and use feedback scores to improve client service and retention strategies.

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About CosmoLex

CosmoLex is a legal practice management software that provides comprehensive tools for managing contacts, invoices, matters, tasks, events, and timecards within a law firm.

CosmoLex logoRetently

CosmoLex to Retently

1

New Contact

Triggers when a new contact is created in the firm.
2

New Invoice

Triggers when a new invoice is created in the firm.
3

New Matter

Triggers when a new matter is created in the firm.
4

New Timecard

Triggers when a new timecard is created in the firm.
5

New Soft Cost

Triggers when a new soft cost is created in the firm.
6

New Event

Triggers when a new event is created in the firm.
7

New Invoice Payment

Triggers when a new invoice payment is received by the firm.
8

New Note

Triggers when a new note is created in the firm.
9

New Task

Triggers when a new task is created in the firm.
RetentlyCosmoLex logo

Retently to CosmoLex

1

Create Event

Creates a new event.
2

Create Note

Creates a new note.
3

Create Task

Creates a new task.
4

Create Contact

Creates a new contact.
5

Create Matter

Creates a new matter.
6

Create Soft Cost

Creates a new soft cost.
7

Create Timecard

Creates a new timecard.

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