Before Getting Started
Read the Guidelines for Email Integration article to ensure necessary first steps have been taken for successful integration.
How it works
How to set up integration
Set up Incoming Email Forwarding
Set up Outgoing Email Forwarding
Go to Settings > Filters and Blocked Addresses and click “Create a new filter”. Then click “Create filter with this search”.
In the From field, enter your firm’s email address which you would like to forward.
In this final step, select the CosmoLex email address in the forwarding drop-down and click “Create Filter”.