CosmoLex Tips & Tricks

Navigating CosmoLex

From the Dashboard, you can move everywhere else in CosmoLex. Because the top tabs are persistent in the app, you do not have to crawl back through breadcrumbs.

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To get to a list of your clients, use the Contact tab.

Multiple Parties per Client

You can have more than one party per client if you need to organize in that fashion.

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Tasks & Workflows

CosmoLex has added support for tasks, which you locate by going to Activities then clicking Task. Tasks can even be linked to a specific client or matter as billable or unbillable work. Glancing at the Task screen will show you all the tasks for everyone.

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Workflow allows you to add a series of tasks that are triggered by the completion of the previous task or another time frame you set.

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Billing Models

CosmoLex accommodates a variety of billing models, including fixed-rate, hourly, and contingent fees.

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How to Create Invoices

Generating an invoice is not particularly intuitive, but you can get to the Invoices screen via the Matter button on the main page, and that will take you to a different screen where you can generate the invoice. You can generate invoices through any time period you set.

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However, after you click Generate, CosmoLex does actually generate the invoice, but in order to find it you will have to go back to the Activities screen, choose the Invoices tab, and then click the Action button.

Check Printing

Checks can be printed directly from CosmoLex, and you can specify if those are being drawn on your trust or operating account. From the Bank screen, you choose which account you will be paying funds from, which brings you to a transaction screen where you choose the checks you need to print. A pop-up box gives you a number of choices as to how the check should look.

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Checks print as a PDF with the stub and design information you have selected, which you can then print.

Reporting

The reporting system in CosmoLex is excellent. With one click, you can generate accounting reports, billing reports, bank reports, and trust account reports. The only quirk is that reports are generated as PDFs rather than onscreen or as spreadsheets.

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