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CosmoLex Training Class Schedule

Join our product experts' live online classes and become a CosmoLex Pro!

Interested in a more tailored training session? Email care@cosmolex.com.

Getting Started

Master basic client and matter management, time & cost tracking, calendaring and more

Fundamental Tasks

After getting started, master other fundamental tasks such as invoicing, payments, email management, document storage and more.

Accounting Basics

Get to know the CosmoLex accounting workflow such as managing transactions, AP, bank reconciliations and basic reporting.

Monday

Getting Started

3pm ET

Register

Tuesday

Fundamental Tasks

3pm ET

Register

Wednesday

Accounting Basics

3pm ET

Register

Thursday

Getting Started

1pm ET

Register

Friday

Fundamental Tasks

1pm ET

Register

CRM Basic Training

User Settings setup, basic overview of the navigation bar, dashboard, and more.

Monday

1pm ET

Register

CRM Admin Training

Review Case Types, Statuses, Milestones & the Task List, create Intake forms, E-Sign documents, and more.

Wednesday

1pm ET

Register

CRM Automations and,
Workflows

Create automation from start to finish.

Thursday

3pm ET

Register