Manage Your Matters
Matters are the software’s building blocks, allowing you to create timecards, ex…
Contacts & Matters
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Matter Settings
The Settings section provides the opportunity to specify a greater level of detail relat… -
Configuring an Ethical Wall
To protect your client from a conflict of interest, you can use the CosmoLex ethical wall f… -
Make a Matter Inactive
You can make a matter inactive to archive it. Make a Matter Inactive To make a matter inacti… -
Edit the Matter Summary Screen
The Matter Summary screen is like the dashboard but on a matter level. It displays client m… -
Manage Your Client and Address Book Contacts
The Contacts area allows you to manage your Client, Payee, and Address Book contacts. You… -
Import Your Contacts
You can import your contacts to save time and effort. Import Your Contacts To import your… -
Assign a Matter Billing Contact
By default, the billing contact on a matter is the associated client. For situations wher… -
Export a Contacts Backup File
You can export your contacts for reporting purposes, as a backup, or for import into a CRM o… -
Manage Client Relations
Adding relations to matters and contacts supports the conflict check feature and helps w… -
Access the Global Add Shortcuts
The Global Add Shortcuts drop-down offers convenient access to common activities from a… -
Run a Conflict Check
You can check for conflicts of interest between clients and contacts from various matter… -
Use the Job List
When you complete certain bulk actions such as printing multiple invoices, the option di… -
Using Zapier with CosmoLex
You can utilize Zapier, a web automation service to create workflow integrations with 40… -
Converting a CRM Lead into a Matter
When creating a matter in CosmoLex using the CRM integration, you can import: Clients Ma… -
Set Up Matter Level Fee Allocations
You can override the default timekeeper fee allocations and set up other party fee alloca… -
Set Up Split Billing
Sometimes multiple parties share the responsibility of making the payment for one matte…
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