User Newsletter – October 2020

What’s New

CosmoLex 7.1 Releases Bring Continuous Improvements Throughout October

CosmoLex Release 7.1.0 brings the latest enhancements to our bank reconciliation feature — you are now able to Clear/Unclear selected transactions in bulk. Read more about this release and other additions to CosmoLex version 7.1 by clicking the links below.

CosmoLex Release 7.1.0 (October 04, 2020)
CosmoLex Release 7.1.1 (October 11, 2020)
CosmoLex Release 7.1.2 (October 18, 2020)
CosmoLex Release 7.1.3 (October 25, 2020)


Tips & Tricks

Save Time by Setting Your Default Timekeeper

While there are many defaults that can be set on a firm-level there are also many available on the user level that are quite the time saver!

One such setting is the Default Timekeeper.  In order to set a Default Timekeeper on the User level you would need to go to Set up > My settings > My preferences and select the name from the default timekeeper drop-down box.

Learn More about the different User Settings here.

CosmoLex User Resources

National Financial Planning Month

October was National Financial Planning Month and CosmoLex has some great resources to help our users with Law Firm Financial Management.

On-demand Webinar: Law Firm Financials: Managing Your Money & Trust Account Compliance (32:37)
Infographic: 10 Law Firm Billing Strategies to Make More Money


CosmoLex Spotlight

LexLeader Loyalty Program

CosmoLex Training ClassesThe holidays are right around the corner, so why not treat yourself a little early this year? Join our LexLeader Loyalty Program to start earning rewards today! By completing activities like referring a friend or leaving a review, you’ll earn points instantly that can be redeemed for gift cards to Amazon, Starbucks, and more. Simply register to start earning (and treating yourself) today!

Other Resources

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

Updated on October 29, 2020

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