Welcome to CosmoLex!
You have joined the thousands of legal professionals who use our state-of-the-art law practice management system.
We know transitioning to a new software can be daunting, so we developed this Onboarding Guide to help you get up and running quickly.
You can download a copy of the Firm Setup Guide for easy offline reference.
Data Migration
Most firms have us migrate their data, but you can also migrate it yourself. For additional information, see How the Data Migration Process Works or contact our Onboarding Specialist at onboarding@cosmolex.com
System Setup
Manage User Roles
Define your users and decide the areas to which they will (permissions) and will not (restrictions) have access. See Manage User Roles.
Add Users
With your user roles defined, you are ready to add users so they have the appropriate access. See Manage Your Users.
Add Timekeepers and Matter Owners
Timekeepers are those whose time or expenses you want to track, bill, or both. You will also enter the rate for Timekeepers who track time. See Manage Timekeepers.
Your number of active timekeepers cannot exceed your number of users.
Add Matter Owners
You assign each matter to a matter owner. Some firms refer to this owner as the Responsible or Originating Attorney.
This field is used primarily for filtering on reports and fee distribution calculations.
See Manage Matter Owners.
Program Settings
With the users set up, it is time to familiarize yourself with the system’s settings. Some settings may require your bookkeeper’s or accountant’s guidance.
For additional information, see:
Set Up Bank Accounts
Add your bank accounts to track business and trust transactions.
CosmoLex also offers bank feed capability, which can be used for your trust, operating, and credit card accounts.
See Link Your Bank Feed.
If your bank is not supported, you can import your transactions to help automate your reconciliations.
See Manage Transactions Received via Bank Feed or Import File.
Set up the Client Portal
Use the Client Portal to securely share documents, invoices, calendar events, tasks, and notes with your clients, or to direct chat.
For additional information, see:
- Enable the Client Portal
- Manage Client Portal Access
- Add A Client Portal Link to Your Firm’s Website
To view all client portal articles, see our firm guide landing page.
Customize Invoice Templates
We have a variety of templates from which to choose, all of which you can edit to suit your firm’s needs.
See our Custom Fields and Pages
Third-Party Apps and Integrations
User Security
CosmoLex provides you with an extra layer of protection to account logins. The two options for two-factor authentication provided by CosmoLex are:
Set Up Email Forwarding
CosmoLex allows you to forward emails for automated or manual tagging to matters. This helps you archive emails per matter and mark for billing purposes.
See Set Up Email Integration and Permissions.
Sync Office 365 or Google Calendar
We provide a two-way sync between your CosmoLex calendar and your Google or Office 365 calendar. This real-time sync allows for easy tagging to matters for organization and billing purposes.
Enable Document Storage
Use our native storage, or integrate with a document storage app for easy document management.
- How CosmoLex Works with Document Storage Integrations
- Set Up Document Storage
- Integrate Dropbox with CosmoLex
- Integrate Box with CosmoLex
- Integrate OneDrive/OneDrive for Business with CosmoLex
- Integrate NetDocuments with CosmoLex
- Integrate Google Drive with CosmoLex
- Integrate LexShare with CosmoLex
Request eSignature
You can get you documents signed electronically, if you have integrated with LexShare. See Request eSignature.
Enable Payment Processing
CosmoLexPay is our built-in payment processing app that allows you to process credit cards in-app or your clients can pay online.
If you are in Canada, or have an existing LawPay account, we provide an integration for that as well.
Clients, Matters, Time & Expenses
Add Clients and Contacts
- Manage Your Client and Address Book Contacts
- Manage Contact Types
- Import Your Contacts
- Manage a Contact’s Custom Fields and Pages
Add Matters
Create a matter to begin adding time & expense cards, creating invoices, and entering trust transactions.
See Manage Your Matters.
Enter Time & Expenses
Track your time & expenses including firm operating costs.
For additional information, see:
Get Help
Customer Success Team
Phone:
US: (866) 878-6798
CA: (365) 804-0050
Email: onboarding@cosmolex.com
Technical Services Team (Support)
Phone: (732) 595-9015
Email: support@cosmolex.com
To submit a Support Ticket online: Submit a Support Ticket
CosmoLex Billing Department
Phone: (866) 878-6798
Email: care@cosmolex.com