Less Clicking Around. More Getting It Done.
These CosmoLex updates cut some of the manual steps from your daily to-do list. Here’s what’s worth trying this month.
1. See Phone Messages Right Inside the Matter
See and manage phone messages without leaving the matter. A new sub-tab groups all messages tied to that matter so you can take action and create time cards with the details already filled in.
2. Make Your Timesheet Stay Your Way
You use the same columns and filters every day—now, you can customize your Timesheet once and save the view. When you come back, CosmoLex remembers how you left it.
3. New: PAD Payments for Canadian Firms
Canadian firms that enroll in CosmoLexPay can now accept Pre-Authorized Debit (PAD) and credit card payments without debiting fees from trust, plus automated next-day payouts.
Using CosmoLex CRM or Websites? Watch This.
We rounded up the most useful shortcuts for CosmoLex CRM and CosmoLex Websites users in one workshop. Watch our team go through the features fewer firms take advantage of and see simple ways to use your tools like a pro.
CosmoLex Training
Reminder: We have live, web-based training classes Monday – Friday! Check out the Training Schedule to find a time that works best for you.