User Newsletter – June 2021

New Features

The past couple of weeks have been full of valuable new feature releases. Here, we’re highlighting just a few of our recent favorites. 

Intake Forms

Intake Forms can help your firm collect information from your clients/prospective clients electronically and auto-populate that information into an associated contact or matter. Learn more about intake forms now.

Alternate Contact Link to Client Matter

Users now have the ability to relate a previously unrelated contact to a matter for invoice addressing. See how to do it here.

Search Filters on Low Retainer Reminder Screen

The search filter option has been added to the Low Retainer Reminder screen. Learn more about the Low Retainer Reminder function here.

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

CosmoLex Spotlight


(Service Currently Available for US-Based Clients Only)

Last month we launched CosmoLexPay, and we have had some great responses! CosmoLexPay allows you to streamline your payment processing with our custom-built billing and invoicing solutions.

Please contact your Customer Success Specialist with any questions that you may have. Remember, you can find your dedicated Specialist through the Announcement Panel in your CosmoLex application.

Tips & Tricks

Using the Job List

When you complete certain bulk actions such as printing multiple invoices, the option displays to either wait for the system to complete the action or add it to the Job List. Jobs you add to the Job List continue their activities in the program while the system completes the download behind the scenes.
The Job List includes all job statuses, details, and results. Learn more.

Other Resources

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

Updated on June 28, 2021

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support