Welcome!
Welcome to CosmoLex! Your firm has joined thousands of legal professionals who are using our state-of-the-art Law Practice Management System.
Setting up your Account may seem like a daunting task. No worries! We have put together this User Set Up Guide so that you can get your CosmoLex account up and running.
This guide will walk you through your first steps in setting up your CosmoLex Account.
Take this guide with you! Scroll to the bottom of the article to download this set-up guide.
User Setup
Account Settings
It is important that you review important settings. The link below will take you to our My Settings page. Here you will learn about the settings that you should focus on for now. You can make any changes to your settings as you use the system. Follow the link below, and review Firm Settings and My Settings to learn about the settings you should focus on for now. As you use the system, you can easily make changes to your settings when you need to.
Set Up Email Forwarding
CosmoLex allows the forwarding of your emails into the system for automated or manual matter tagging. This will help to archive emails per matter and mark for billing if needed. Each user’s email needs to be configured to forward into CosmoLex – we suggest working with your firm administrator to complete this step.
Set Up Calendar Integration
We provide a two-way sync between your CosmoLex calendar and your Google calendar or Office 365 calendar. This real-time sync allows for easy tagging to matters for organization and billing purposes. These apps will first need to be turned on by the system administrator. Once completed, you will be able to sync your individual calendar.
- Sync Your CosmoLex Calendar with Google Calendar
- Sync Your CosmoLex Calendar with Office 365 Calendar
Some additional information on using these features:
- Add, Edit and View Calendar Events in CosmoLex
- Managing Emails in CosmoLex
- Manage Email Archiving with the Outlook Add-In
CosmoLex Day to Day Tasks
Adding a Contact
You can add Clients through both the “Contact” and “Matters” tab.
Creating a Matter
A matter must be created first if you need to create any time/expense cards, invoices, or Trust Transactions.
Adding Time and Expenses
Training & Support Resources
CosmoLex provides various avenues for assistance and training. Users have complete access to these resources.
All resources can be found in the CosmoLex Support Portal located here. You can also easily access the Support Portal through the icon at the top right of your CosmoLex application.
Free Training
CosmoLex also offers free, live web-based training 5 days a week. We have a variety of classes that will allow you to get up and running with CosmoLex.
For additional live training options, please contact our Technical Services team.
Knowledge Base
You can view our database of detailed how-to articles, videos, and troubleshooting guides and tips in our Knowledge Base.
Technical Services
You can call, email or submit a ticket online to our support team. You can also start a live chat directly from the CosmoLex application
USA Phone Support: (732) 595-9015
Canada Phone Support: (365) 804-0050
Email: support@cosmolex.com
To submit a Support Ticket online: Submit a Support Ticket