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User Newsletter – January 2021

In Case You Missed It

The Outlook Email Add-On is now available and live in CosmoLex

This add-on will simplify your email archival process by allowing you to tag an email directly from outlook with the following information:

  • Client-Matter Name
  • Billing Status
  • Choose whether or not to bring attachments

Get started by visiting our Knowledge Base Article on installing the Outlook Add On and how to utilize it with CosmoLex.

As always, please contact CosmoLex Technical Support if you need assistance


Other recent weekly updates and fixes throughout the final months of 2020 and the beginning of 2021 have introduced multiple enhancements and improvements to the CosmoLex application. Read about all of our new releases on our What’s New board.

Coming Soon

New Reconciliation Enhancements

At CosmoLex we value providing a robust, easy-to-use solution for our users, and we are always evolving per your feedback. We will soon be releasing a few enhancements which center around void and deposit slip recordkeeping as well as their impact on reconciliations.

Learn More Now

We highly recommend sharing this information with those who handle these functions in your firm, as well as inviting them to register for one of our upcoming user webinars (see details below).

Tuesday, February 2, 2021
12 pm ET / 9 am PT (approx. 45 minutes)

Thursday, February 4, 2021
3 pm ET / 12pm PT (approx. 45 minutes)

Register for Your Session Now

CosmoLex Spotlight

Reminder: e-file Your 1099-MISC form

If your office must file 1099-MISC forms for eligible payees, the deadline is quickly approaching. File your 1099-MISC form today with CosmoLex’s easy-to-use template.

Learn how to e-file your 1099-MISC form now
​​​​​

Online Security

The start of a new year is a great time to look at our office processes and procedures. Just as we secure our physical offices, now with so many offices operating remotely we want to make sure we are protecting our online presence as well.

Take a moment to review the below infographic on how you can protect your firm’s sensitive client and financial data.

Top 10 Law Firm Security Tips

Tips & Tricks

Advanced Format in Timekeepers Time Report
 
If you would like to view your total billed ‘No Charge’ hours separately. Simply go to Reports > Billing > Timekeeper Time Report. Then, select ‘Advanced’ from the format drop-down box and apply your date range. Click ‘View/Download’ to view your new report.

Other Resources

Legal Accounting Guide eBook
Daily Training Classes
Make a Feature Request
LexLeader Loyalty Program
Bookkeeping Services

Updated on February 1, 2021

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