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Navigating CosmoLex Dashboards

Introduction

When you log in to your CosmoLex account your Dashboard is the first thing you see. Depending on your access, you may see the Firm Dashboard or the Me Dashboard. Read on to learn more about what type of information you can find on each Dashboard.

There are three types of Dashboards in CosmoLex:

Firm Dashboard – Displays firm-wide information, and can be restricted or hidden for certain users by Admin-level users in your firm.
Me Dashboard – Displays useful information for the user logged in and focuses more on Practice Management and Time-related items.
Recent Activities – Displays recent activities done in the program by any user (transactions, invoices, matters, logins, etc.). T


Firm Dashboard

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Snapshot

This section provides counts related to unpaid, unbilled, and overdue items. Learn more about the Snapshot here.

Timekeeper Utilization

See unbilled, billed, and no-charge hours for all timekeepers in your firm. The date range can be changed by clicking the icon. Learn more about the Timekeeper Utilization Area here.

Balances

This chart displays the important retainer and billing balances. Learn more about the Balance Area here.

Money Finder

This section lists all matter notes, events, and tasks which are billable for the firm, but not yet billed. Learn more about the Money Finder here.
 

Billing Summary

This chart displays your total billed amount in relation to what has been paid for given the date range. The date range can be changed by clicking the icon. Learn about the Billing Summary here.
 

Top 5 Clients

This breaks down your top 5 clients by the total amount paid. The date range can be changed by clicking the icon.


Me Dashboard

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Upcoming Events

Here is a list of your upcoming events by due date. The date range can be changed by clicking the Icon.

Pending Tasks

Here is a listing of your pending tasks by due date.

Productivity

This section provides counts related to unbilled, unpaid, and overdue items.

Money Finder

This section lists all matter notes, events, and tasks which are billable for the user, but not yet billed. Learn more about the Money Finder here.
 

Timekeeper Utilization

See your own unbilled, billed, and no-charge hours. The date range can be changed by clicking the icon. Learn more about the Timekeeper Utilization Area here.

Updated on June 28, 2018

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