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In This Article…

  1. Welcome!
  2. User Setup
    1. Account Settings
    2. Set Up Email Forwarding
    3. Set Up Calendar Integration
  3. CosmoLex Day to Day Tasks
    1. Adding a Contact
    2. Creating a Matter
    3. Adding Time and Expenses
  4. Training & Support Resources
    1. Free Training
    2. Knowledge Base
    3. Technical Services

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CosmoLex User Set-Up Guide

In This Article…
  1. Welcome!
  2. User Setup
    1. Account Settings
    2. Set Up Email Forwarding
    3. Set Up Calendar Integration
  3. CosmoLex Day to Day Tasks
    1. Adding a Contact
    2. Creating a Matter
    3. Adding Time and Expenses
  4. Training & Support Resources
    1. Free Training
    2. Knowledge Base
    3. Technical Services

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. 

Tip

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.

  • My Settings

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.

  • Configuration of Email Forwarding

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.

  • Managing Clients & Other Contacts

Creating a Matter

A matter must be created first if you need to create any time/expense cards, invoices, or Trust Transactions.

  • Add and Manage Matters in CosmoLex
  • Tour the CosmoLex  Matter Details Page

Adding Time and Expenses

  • Add and Manage Time Entries
  • Manage Matter Costs (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. 

  • CosmoLex Training Schedule

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. 

  • CosmoLex 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

Updated on March 8, 2022

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