Welcome to CosmoLex! You have joined thousands of legal professionals who are using our state-of-the-art Law Practice Management System.
Transitioning to a new software can be daunting for some. No worries! We have put together this Onboarding Guide so you can get CosmoLex up and running quickly and get back to practicing law.
This guide will walk you through your first steps in setting up your CosmoLex Account.
Step 1: Before you add in any users, you’ll want to set up your User Roles and Permissions. You’ll want to make sure that everyone has the right type of access they will need.
Step 2: Next, add users to your CosmoLex account so everyone who needs to, has the appropriate access.
Adding Timekeepers and Matter Owners
In CosmoLex you can create various timekeepers whose time or expenses will be tracked and/or billed. For Timekeepers who will track time, you will also set up their rate. Note – your number of active timekeepers must not exceed your number of users.
Adding Matter Owners
In CosmoLex, each matter must be assigned a matter owner. Some firms refer to this as the Responsible or Originating Attorney. This field is used primarily for filtering on reports and fee distribution calculations.
At this time it is important that you familiarize yourself with system settings. Follow the link below, and review Firm Settings and My Settings to learn about the settings you should focus on for now. Note that some may require the guidance of your bookkeeper or accountant.
Setting Up Bank Accounts
Step 1: Set up your Bank Accounts in CosmoLex so you can begin keeping track of all of your Business and Trust Transactions.
CosmoLex also offers Bank Feed, which can be used for your Trust, Operating, and Credit Accounts.
Is your bank not supported? You can still import your Bank Transactions to help automate your reconciliations.
Setting up the Client Portal
Use the Client Portal to securely share documents, invoices, calendar events, tasks and notes with the client. You also will have the option to have direct chats with the client as well.
Invoice Templates in CosmoLex
In CosmoLex, we have a variety of Invoice Templates to choose from, which can also be edited to reflect the type of billing (hourly, fixed fee, or contingency) that your firm does.
When editing your invoice templates, there are several fields already provided. However, there may be something else that you want to include. CosmoLex has a full list of available fields to add to your invoice template.
CosmoLex Apps and Integrations
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.
Syncing your Office 365 or Google Calendar with CosmoLex
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.
- Sync Your CosmoLex Calendar with Google Calendar
- Sync Your Cosmolex Calendar with Office 365 Calendar
Use our native CosmoLex storage, or integrate with Box, Dropbox, or OneDrive for easy document management.
LawPay is our integration partner for credit card processing
Follow these instructions to link your existing LawPay account with CosmoLex, or to learn how to register for LawPay.
CosmoLex Day to Day Tasks
Adding a Contact
Clients can be added 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
Helpful Links and Information
Client Relations Team
Phone: (866) 878-6798
Technical Services Team (Support)
Phone: (732) 595-9015
To submit a Support Ticket online: Submit a Support Ticket
CosmoLex Billing Department
Phone: (866) 878-6798