Access the Global Add Shortcuts The Global Add Shortcuts drop-down offers convenient access to common activities from a…
Export a Contacts Backup File You can export your contacts for reporting purposes, as a backup, or for import into a CRM o…
Import Your Contacts You can import your contacts to save time and effort. Import Your Contacts To import your…
Make a Matter Inactive You can make a matter inactive to archive it. Make a Matter Inactive To make a matter inacti…
Manage Your Matters Matters are the software’s building blocks, allowing you to create timecards, ex…
Run a Conflict Check You can check for conflicts of interest between clients and contacts from various matter…
Manage Client Relations Adding relations to matters and contacts supports the conflict check feature and helps w…
Edit the Matter Summary Screen The Matter Summary screen is like the dashboard but on a matter level. It displays client m…
Use the Job List When you complete certain bulk actions such as printing multiple invoices, the option di…
Assign a Matter Billing Contact By default, the billing contact on a matter is the associated client. For situations wher…
Using Zapier with CosmoLex You can utilize Zapier, a web automation service to create workflow integrations with 40…
Integrate Law Ruler CRM with CosmoLex Seamlessly convert leads into matters using Law Ruler CRM integration with CosmoLex. Yo…
Matter Advanced Settings The Add Matter screen’s Advanced Settings section provides the opportunity to sp…
Converting a Law Ruler Lead into a Matter When creating a matter in CosmoLex using the Law Ruler integration, you can import: Clien…