Use the Me Dashboard

Your dashboards are the first thing you see when you log in to your CosmoLex account.

Your ability to view dashboards depends on your user access.

CosmoLex has three dashboards:

Firm Dashboard	Displays firm-wide information Admin-level users can restrict individual users’ access. For additional information, see Use the Firm Dashboard.
Me Dashboard	Displays useful information based on the user who has logged in Focuses more on Practice Management and Time-related items
Recent Activities	Displays recent user activities such as transactions, invoices, matters, logins, etc. Users can filter activities based on a variety of criteria such as reference number, context. etc. You can also export audit trail in Excel, PDF, or CSV. For additional information, see Manage Recent Activities.

Pending Tasks

The dashboard’s top right section lists your pending tasks based on due date. On the far right, you can click the orange arrow icon to either edit a task, or mark it complete.

Productivity

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

Unbilled Emails

When you receive emails in CosmoLex, you can mark them as Billable items. Once marked Billable, the emails will display in this list: emails you can invoice, but for which no time entry exists.

Click Unbilled Email to view a list of your firm’s unbilled emails. To the far right of an unbilled email, click the orange arrow icon to add a timecard to the email, removing it from Unbilled status and preparing it for inclusion on your next invoice.

Unbilled Events, Notes, and Tasks

These three items work the same as Unbilled email, with one exception: clicking the orange arrow icon not only lets you add a timecard, you can also edit an event.

Overdue Tasks

The Overdue Tasks icon displays a list of overdue tasks. Using the orange arrow icon, you can either edit the task or mark it complete.

Money Finder

This lower middle section lists the user’s unbilled, but Billable items.

These items can include emails, tasks, notes or calendar events. While the Firm Dashboard displays a firm-wide Money Finder list, the Me Dashboard  displays only the user’s Billable items.

To make an item display in the Money Finder, mark the item as Billable when you create it, or edit the item to change its Billing status to Billable.

Once your items display in the Money Finder, you can enter time from your Dashboard, reducing the possibility of overlooking billable time.

Add Time from the Money Finder

To add time from the Money Finder:

1. Locate your billable item on the Money Finder list.
2. To the item’s far right, click the orange arrow icon.
3. From the drop-down, click Add Time.
4. On the Add Timecard screen, complete the fields.
5. Click Save.