Firm Set Up Guide
Welcome to CosmoLex!
You have joined the thousands of legal professionals who use our sta…
Firm Settings
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Firm Settings
Our Firm Setup Guide will walk you through setting up your account, including adding time… -
Use the Firm Dashboard
Your dashboards are the first thing you see when you log in to your CosmoLex account. Your a… -
Setup Overview: Manage Your Default Settings
The Setup area allows you to manage and customize your default settings throughout Cosmo… -
Manage Recent Activities
Your dashboards are what you see first when you log in to your CosmoLex account. Your abili… -
Review Your Accounting Settings Tab
You must review your accounting settings prior to using CosmoLex to ensure your accounti… -
Set Your Default Country
It is quick and easy for you to set your default country as the default selection. Set Your D… -
Set Your Default Date Format
You have several options to format the date in CosmoLex. Set Your Default Date Format To se… -
Custom Field Types
You have eight different custom field types to choose from in CosmoLex. The benefits of us… -
Create Custom Auto-Numbering for Client IDs
CosmoLex’s two predefined auto numbering schemes include the default scheme tha… -
Create Custom Auto-Numbering for Matters
You can create a custom auto-numbering scheme for your matter files. You can order your s… -
Customize Your Drop-down Menus (List Items)
You can customize the drop-down menus throughout the system to meet your firm’s ne… -
Manage Two-Factor Authentication (2FA)
At CosmoLex, we prioritize security for our users. Two-factor authentication is a user s… -
Enable Microsoft Authenticator
CosmoLex provides two options for two-factor authentication. One-time passcode via SM… -
Set Up Password Expiration
With the ability to set a firm-wide password expiration policy, Administrators have mor… -
Manage Contact Types
You can add, edit, and delete the contact types in your Address Book. The contact types als… -
Manage Description Shorthands
You can add a shorthand to your description to make your time entries quick and efficient.… -
Manage Your Custom Labels
You can manage your custom labels to further organize items such as: Matters Events Tasks… -
MS Word Does Not Display All Database Mail Merge Fields
Due to an MS Word limitation, only a partial list of the database merge fields file display… -
Customize Email Templates
To assist you in sending emails to outside parties directly from your application, Cosmo…
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