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
CosmoLexPay
(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
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.
Other Resources
Legal Accounting Guide eBook
Daily Training Classes
Make a Feature Request
LexLeader Loyalty Program
Bookkeeping Services