View your top clients based on fees billed or collected, see your Trust Bank Balance breakdown on Matter summary page and Pre-Bill Detailed report.
Top Clients Report
With the new Top Clients Report, CosmoLex users have the ability to rank their top clients by fees billed or fees paid for a specified date range, filtered by Matter Owner and Area of Law. This report does not include any expenses or taxes attached to the client invoice.
Trust Bank Balance Breakdown
Users can now view the Trust Bank Balance breakdown in
- Matter Summary page
- Pre-Bill (Matter Billing) detailed report
Users will now be able to open the default email application by clicking on the e-mail link under Matters > Summary > Billing Contacts > Email Recipients.