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6.2.1 Released! (November 27, 2019)

In This Article…

Release Date: Wednesday, November 27, 2019

This document includes items released in version 6.2.1

New Features

Additional Custom Field Filtering

Our well-loved filter function within CosmoLex is always improving.

You can now filter by matter custom field in these additional locations:

  • Activities > Time/Expense
  • Activities > Invoices
  • Activities > Invoices > Create Invoices
Tips

  • Create & assign a custom matter field for billing frequency and filter ‘add invoice’ screen accordingly prior to generating
  • Create & assign a custom matter field for delivery preference and filter the finalized invoice list accordingly before printing or emailing

Click here for further guidance on using the filtering function in CosmoLex

Increased Flexibility for Inactive Trust Banks

Previously, in order to mark a trust bank account as inactive, all linked matters would also need to be inactive. 

This is no longer required. instead the only requirement to inactivate a trust bank account is that all linked transactions must be reconciled. 

Subscription Price Change: Effective January 1, 2020

Subscription Price Change: Effective January 1, 2020, the CosmoLex subscription price is $79/user/month for annual billing and $89/user/month for monthly billing. As part of this change, CosmoLex will now offer unlimited electronic bank feed connections (previously, only one free bank feed connection was available). In 2019, CosmoLex added dozens of new product features, expanded phone, email, and live chat support service hours, and introduced one-on-one custom training and onboarding help — always at no additional cost. CosmoLex continues to offer free LawPay accounts ($20/month value) to reduce your credit card processing costs. Additionally, you may now take advantage of a free External Bookkeeper CosmoLex Login Account ($89/month value). This allows your accountant to work on your books remotely — further reducing practice costs. We remain focused on providing more value for our customers by adding new features like these to CosmoLex on a regular basis. We are sincerely grateful for your business. Please call us to discuss any questions.

Updated on December 23, 2019

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