Set Up Check Printing
You can select your default print settings and troubleshoot check printing issues.
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Manage Accounts Payable
You can record, track, and mark firm bills paid through accounts payable. Watch a Video Ad… -
Link Your Bank Feed
Linking your bank feed allows you to automatically import transactions from your bank st… -
Manage Workflows
Workflows allow you to create and group tasks to track the progress of a specific process,… -
Run a Conflict Check
You can check for conflicts of interest between clients and contacts from various matter… -
CosmoLex Mobile App Features
The CosmoLex app allows you to manage your practice from your Android or iOS phone. Watch a… -
Manage Client Relations
Adding relations to matters and contacts supports the conflict check feature and helps w… -
Set Up Document Storage
You can use CosmoLex’s free native document storage solution or integrate with an… -
Manage Tasks
You can use tasks to create, delegate, and monitor work among firm users. Watch a Video A… -
Manage Notes
You can use the free-flowing Notes area to document client and prospect conversation or i… -
Access the CosmoLex Mobile App
A CosmoLex subscription or trial includes the CosmoLex mobile app for iOS and Android. In… -
Manage User Roles
CosmoLex offers a variety of roles from which you can choose including the ability to cust… -
Reconcile Your Bank Account
You use the reconciliation feature to balance your books with your bank account. CosmoLe… -
Customize Your Drop-down Menus (List Items)
You can customize the drop-down menus throughout the system to meet your firm’s ne… -
Post Time from Chrometa
Chrometa seamlessly logs computer and smartphone activity for more accurate billing. C… -
Add a Trust Deposit Transaction
Navigation There are a few areas in which you can add a trust deposit: From the main matters… -
Use Search Filters
The Filters pane allows you to search for information based on a variety of criteria. Once… -
Create a Custom Field
You can create custom fields to help organize your matters and contacts. Watch a Video Cre… -
Manage Calendar Events
You can create calendar events, invite participants, and link events to matters. Watch a… -
Customize Your Chart of Accounts
Though CosmoLex provides a complete Chart of Accounts (COA) for your firm, you may need to…