Set Up Email Integration and Permissions
You can forward your firm’s emails to CosmoLex for easy reference and for tagging t…
Emails
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Manage Your CosmoLex Inbox
CosmoLex integrates with your current email provider to organize your firm’s ema… -
Using the Outlook Add-In
The Outlook Add-in allows you to add an Outlook email that you receive, send, or draft to a m… -
Outlook Add-In: Manage Tagged Email
You can use the Outlook Add-In to: Edit an email tag to change the matter name, billing stat… -
Log Out of the CosmoLex Add-In for Outlook
You can log out of the CosmoLex Add-In for Outlook at any time. Log Out of the Add-In for Outl… -
Use Labels to Organize your Emails
Once you create labels and set up your email integration, you can use them to help organize… -
Manage Email Restriction Rules
If you use the automatic email forwarding option, you may want to block certain emails fro… -
View System Emails
When CosmoLex sends an email, it automatically logs it within the System Email sub-folde… -
Receive the Daily Digest Email
The daily digest email is a daily summary report of your attorney’s major activiti…
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