Setup Overview: Manage Your Default Settings

Settings include:

• Financial
• Regional
• Firm Preferences
• Accounting
• e-Billing
• Invoice Settings
• Email Templates
• Firm Information

• Firm Settings
• Financial
  • Change the Default Tax Settings on Expenses
  • Set up Fee Allocation Reports
  • Set up Automatic Finance Charges
• Regional
  • Enable Province-Specific Settings
• Firm Preferences
  • Setup and Use Check Printing
  • Firm Settings
  • Manage Auto-Numbering for Your Clients & Matters
  • Add Your Logo to Your Invoices
  • Manage Two-Factor Authentication 
  • Setup Email Integration and Permissions
  • How To Log in to the Client Portal
• Accounting
  • Set Your Chart of Accounts Defaults
  • How To Customize Your Chart of Accounts
• eBilling
  • Set up eBilling
• Invoice Settings
  • Merge Field and Custom Template Library
• Email Templates
  • Merge Field and Custom Template Library

Settings include:

• • My Preferences
    • Default banks
    • Default Timekeeper
    • Default Matter Owner
    • Check Settings
    • Trust Settings
  • User
    • Time Zone
    • Date format
    • Default Country
    • Default Calendar
  • Security
    • Set Inactivity Timeout in Minutes

• My Preferences
  • Manage Your Bank Accounts
  • Manage Timekeepers
  • Setup and Use Check Printing
• User
  • Set Your Default Date Format
  • Set Your Default Country
  • Setup a Team Calendar
  • Calendar Apps
• Security
  • Set Idle Period Duration Before Automatic Logout

• Use custom fields and pages to further organize matters and contacts. 
• Download the Merge Field Database

• Custom Field Types
• Create a Custom Field
• Create a Custom Page
• Manage a Matter’s Custom Fields and Pages
• Manage a Contact’s Custom Fields and Pages

• Create templates for:
  • Matters
  • Contacts
  • Transactions
  • Invoices 

• Merge Field and Custom Template Library

• Attorneys use this to help monitor a court’s procedural rules with tight deadlines.

• Manage Workflows

• Manage timekeepers, their respective billing rates, and their fee allocation.

• Manage Timekeepers
• Setup Matter Level Fee Allocations

• Manage the list of attorneys responsible for your firm’s cases. 

• Manage Matter Owners

• Customize your drop down menus to suit your firm’s needs. 
• Change the default tax settings on expenses

• Customize Your Drop-down Menus (List Items)
• Change the Default Tax Settings on Expenses

• Import definitions communicate your import file formats to CosmoLex. 

• Manage Custom Import Definitions

• These third-party integrations allow you to run your practice with greater ease.

• Email

• Document Storage

• Use Document Management

• Calendar Apps

• Legal and Time Apps