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Manage Evergreen Retainers
With our Low Retainer Reminder tool, you can track low retainer balances, also known as ev… -
CosmoLex User Set-Up Guide
Welcome!… -
Include a Client Statement with Invoices
When invoicing clients, you can include a cover page, or Client Statement, to accompany y… -
Create an MS Word Merge Template (Document Assembly)
You can create document templates in Microsoft Word using our merge fields database. Thi… -
Private article
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User Newsletter – February 2020
What’s New CosmoLex 6.4 Release In early February, CosmoLex released version 6.4… -
Record an Invoice Payment by Operating Retainer
If your jurisdiction allows, you can deposit a retainer in your operating account and pay… -
Integrating LawPay
CosmoLex provides payment processing service with CosmoLexPay (U.S.) as well as our Law… -
How the Data Migration Process Works
Data Migration requires careful coordination as migration needs and data differ from fi… -
Migrate Your Data
Data Migration requires careful coordination as migration needs and data differ from fi… -
Add a Trust Withdrawal Transaction
Navigation There are a few areas in which you can add a trust withdrawal: From the main matt… -
Manage Matter Costs (Disbursements)
CosmoLex organizes matter expenses into two distinct categories: hard costs and soft co… -
Use the Firm Dashboard
Your dashboards are the first thing you see when you log in to your CosmoLex account. Your a… -
Review Your Accounting Settings Tab
You must review your accounting settings prior to using CosmoLex to ensure your accounti… -
Manage Your Bank Accounts
The Accounting area’s Bank section allows you to track your firm’s transac… -
Manage Timekeepers
A timekeeper is the person who is assigned to a particular time or expense entry. When addi… -
Manage Matter Owners
When adding a User, the system will also add this individual as a Matter Owner. In the Add Us… -
Manage Your Matters
Matters are the software’s building blocks, allowing you to create timecards, ex… -
Use the Me Dashboard
Your dashboards are the first thing you see when you log in to your CosmoLex account. Your a…