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