View your CosmoLex password, manage payment profile access, and more.

Enhancements 

View Password 

To make logging into CosmoLex a more efficient experience, we have improved the CosmoLex login screens. You now have the ability to view the password you enter, enabling you to verify your password before submitting.

Payment Profile Permission in Client Portal 

By checking/unchecking the  Payment Profile box, firm admins now have the ability to manage client’s access to payment profile in Client Portal.

Learn how to Enable the Client Portal

 

Fixes 

  • Users can now filter matters using a custom label in Activities > Invoices > Create Invoice.
  • The credit card bank feed will now show the correct transaction type.
  • User can view/manage documents linked to timecard, expense card, or invoice using OneDrive/OneDrive for Business.
  • User can now tag emails to Matter when subject line starts with “Re:”.
  • Users will no longer receive an error when viewing/downloading Timekeepers Time Report.
Updated on June 20, 2022

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