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COSMOLEX - LOGIN
Register Now. Basic Accounting. Training. Register Now. CosmoLex Update on COVID-19. In light of recent events, we at CosmoLex want to let you know that we are taking the proper recommended precautions to ensure the safety and health of our staff while maintaining regular business operations and the level of service our clients rely on. LAW PRACTICE AND CASE MANAGEMENT SOFTWARE FOR A cloud-based law practice management software for case management in law firms of all sizes, helps increase law firm efficiency and keep case details secure.COSMOLEX - LOGIN
CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Try it for 30 days free trial! Call 866-878-6798. THESE 5 LEGAL PRACTICE AREAS ARE GROWING IN 2021 These 5 Legal Practice Areas are Growing in 2021. 2020 was the year no one saw coming—and its effects aren’t going to fade any time soon. After all, as we move into 2021, societal and market changes brought on by Covid-19 continue to impact everyone.COSMOLEX - LOGIN
Register Now. Basic Accounting. Training. Register Now. CosmoLex Update on COVID-19. In light of recent events, we at CosmoLex want to let you know that we are taking the proper recommended precautions to ensure the safety and health of our staff while maintaining regular business operations and the level of service our clients rely on. LAW PRACTICE AND CASE MANAGEMENT SOFTWARE FOR A cloud-based law practice management software for case management in law firms of all sizes, helps increase law firm efficiency and keep case details secure.COSMOLEX - LOGIN
CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Try it for 30 days free trial! Call 866-878-6798. THESE 5 LEGAL PRACTICE AREAS ARE GROWING IN 2021 These 5 Legal Practice Areas are Growing in 2021. 2020 was the year no one saw coming—and its effects aren’t going to fade any time soon. After all, as we move into 2021, societal and market changes brought on by Covid-19 continue to impact everyone. JOIN COSMOLEX GOTOMEETINGEnter Meeting ID
COSMOLEX SUPPORT
CosmoLex Services. Our trusted partners and smart solutions can assist you with your firm’s unique needs. Put them to work for you today!CLIENT PORTAL
Cannot access your account? Click here! © 2021 CosmoLex Cloud, LLC., All Rights Reserved. 2021 CosmoLex Cloud, LLC., All Rights Reserved. |TermsTerms
AUTO-FORWARD YOUR CLASSIC OUTLOOK EMAILS Auto-Forward Incoming Emails. To auto-forward incoming Outlook emails: Activate email forwarding in CosmoLex.; In Outlook’s upper left corner, click File > Manage Rules & Alerts. The Rules and Alerts. window opens.. In the upper left corner, click New Rule. The Rules Wizard opens.. In the Start from a blank rule section, click Apply rule on messages I receive. DO YOU KNOW THE DIFFERENCE BETWEEN OPERATING AND TRUST Almost all law offices, even solo practices, should have two bank accounts: an operating account and a trust account, also known as an IOLTA account. Roughly speaking the difference is that operating funds are your money; trust funds are not. Trust funds are monies you are holding for someone else. Managing both types of accounts is complicated without a billing AUTO-FORWARD YOUR INCOMING OUTLOOK 365 EMAILS Auto-Forward Incoming Emails. To auto-forward your incoming Office 365 Outlook emails to CosmoLex: In CosmoLex, copy your email forwarding address. In the upper right corner of Outlook, click the Settings (gear) icon. The Settings. panel opens.. At the bottom of the panel, click View all Outlook settings. The Settings and Layouts screen opens.. Under the gray Layout column, click Forwarding.DIGITAL SIGNATURES
CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, WHY CLIENT RELATIONSHIPS MATTER FOR LAW FIRMS Here’s an under-appreciated truth: the business success of your firm hinges on using skills you didn’t learn in law school. Developing and maintaining positive relationships with clients is critical to the sustainability of law firms. How to do it? Greet your clients warmly, get to know their hobbies, learn the names of their family members, and they’ll know the clientCOSMOLEX SUPPORT
CosmoLex Services. Our trusted partners and smart solutions can assist you with your firm’s unique needs. Put them to work for you today!CLIENT PORTAL
Cannot access your account? Click here! © 2021 CosmoLex Cloud, LLC., All Rights Reserved. 2021 CosmoLex Cloud, LLC., All Rights Reserved. |TermsTerms
ALL ABOUT THE ESIGN ACT: DIGITAL SIGNATURES AND THE LAW Even before the pandemic, the professional world was moving toward increasingly remote operations—and a year of working from home has only accelerated the trend. Law firms have felt this acceleration in a number of ways, including an even more substantial shift toward digital signatures, also known as e-signatures. We’ll break down the differences between digital signatures and handwritten 7.5.1 UPDATE (JUNE 6, 2021) This past weekend’s update brought a number of different fixes. Fixes. Users can receive task reminders via email; Matter to matter trust fund transfer transactions will reflect as TOP TECH MUST-HAVES FOR LAWYERS IN 2021 CosmoLex is the only cloud-based practice management software with built-in legal accounting to keep you compliant — no QuickBooks® needed. This one price, one login system simplifies running your office by providing one platform for all your needs, including practice management, billing, accounting, and built-in THE BASICS OF TRUST ACCOUNTING At its most basic level, Trust Accounting is simply bookkeeping of trust accounts in accordance with state requirements. These requirements vary from state to state, but they have a few rules in common. Namely, there is to be no comingling of client funds with the lawyer or law firm’s funds, and maintaining accurate records is amust.
TRAINING SCHEDULE & MONTHLY WEBINARS CosmoLex Training Class Schedule. Join our product experts' live online classes and become a CosmoLex Pro! Interested in a more tailored training solution? Contact our support team . AUTO-FORWARD YOUR INCOMING OUTLOOK 365 EMAILS Auto-Forward Incoming Emails. To auto-forward your incoming Office 365 Outlook emails to CosmoLex: In CosmoLex, copy your email forwarding address. In the upper right corner of Outlook, click the Settings (gear) icon. The Settings. panel opens.. At the bottom of the panel, click View all Outlook settings. The Settings and Layouts screen opens.. Under the gray Layout column, click Forwarding.COSMOLEX - LOGIN
Register Now. Basic Accounting. Training. Register Now. CosmoLex Update on COVID-19. In light of recent events, we at CosmoLex want to let you know that we are taking the proper recommended precautions to ensure the safety and health of our staff while maintaining regular business operations and the level of service our clients rely on. LAW PRACTICE AND CASE MANAGEMENT SOFTWARE FOR A cloud-based law practice management software for case management in law firms of all sizes, helps increase law firm efficiency and keep case details secure.COSMOLEX - LOGIN
CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Try it for 30 days free trial! Call 866-878-6798. THESE 5 LEGAL PRACTICE AREAS ARE GROWING IN 2021 These 5 Legal Practice Areas are Growing in 2021. 2020 was the year no one saw coming—and its effects aren’t going to fade any time soon. After all, as we move into 2021, societal and market changes brought on by Covid-19 continue to impact everyone. JOIN COSMOLEX GOTOMEETINGEnter Meeting ID
COSMOLEX SUPPORT
CosmoLex Services. Our trusted partners and smart solutions can assist you with your firm’s unique needs. Put them to work for you today!CLIENT PORTAL
Cannot access your account? Click here! © 2021 CosmoLex Cloud, LLC., All Rights Reserved. 2021 CosmoLex Cloud, LLC., All Rights Reserved. |TermsTerms
AUTO-FORWARD YOUR CLASSIC OUTLOOK EMAILS Auto-Forward Incoming Emails. To auto-forward incoming Outlook emails: Activate email forwarding in CosmoLex.; In Outlook’s upper left corner, click File > Manage Rules & Alerts. The Rules and Alerts. window opens.. In the upper left corner, click New Rule. The Rules Wizard opens.. In the Start from a blank rule section, click Apply rule on messages I receive. AUTO-FORWARD YOUR INCOMING OUTLOOK 365 EMAILS Auto-Forward Incoming Emails. To auto-forward your incoming Office 365 Outlook emails to CosmoLex: In CosmoLex, copy your email forwarding address. In the upper right corner of Outlook, click the Settings (gear) icon. The Settings. panel opens.. At the bottom of the panel, click View all Outlook settings. The Settings and Layouts screen opens.. Under the gray Layout column, click Forwarding. WHAT IS A THREE-WAY RECONCILIATION? What is a three-way reconciliation? Everyone who has balanced a checkbook knows how to perform a two-way reconciliation – you verify that the balance shown on your bank statement, when adjusted for uncleared deposits and withdrawals, matches the balance shown in your books or checkbook. Once you have performed a two-way thereconciliation
COSMOLEX - LOGIN
Register Now. Basic Accounting. Training. Register Now. CosmoLex Update on COVID-19. In light of recent events, we at CosmoLex want to let you know that we are taking the proper recommended precautions to ensure the safety and health of our staff while maintaining regular business operations and the level of service our clients rely on. LAW PRACTICE AND CASE MANAGEMENT SOFTWARE FOR A cloud-based law practice management software for case management in law firms of all sizes, helps increase law firm efficiency and keep case details secure.COSMOLEX - LOGIN
CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Try it for 30 days free trial! Call 866-878-6798. THESE 5 LEGAL PRACTICE AREAS ARE GROWING IN 2021 These 5 Legal Practice Areas are Growing in 2021. 2020 was the year no one saw coming—and its effects aren’t going to fade any time soon. After all, as we move into 2021, societal and market changes brought on by Covid-19 continue to impact everyone. JOIN COSMOLEX GOTOMEETINGEnter Meeting ID
COSMOLEX SUPPORT
CosmoLex Services. Our trusted partners and smart solutions can assist you with your firm’s unique needs. Put them to work for you today!CLIENT PORTAL
Cannot access your account? Click here! © 2021 CosmoLex Cloud, LLC., All Rights Reserved. 2021 CosmoLex Cloud, LLC., All Rights Reserved. |TermsTerms
AUTO-FORWARD YOUR CLASSIC OUTLOOK EMAILS Auto-Forward Incoming Emails. To auto-forward incoming Outlook emails: Activate email forwarding in CosmoLex.; In Outlook’s upper left corner, click File > Manage Rules & Alerts. The Rules and Alerts. window opens.. In the upper left corner, click New Rule. The Rules Wizard opens.. In the Start from a blank rule section, click Apply rule on messages I receive. AUTO-FORWARD YOUR INCOMING OUTLOOK 365 EMAILS Auto-Forward Incoming Emails. To auto-forward your incoming Office 365 Outlook emails to CosmoLex: In CosmoLex, copy your email forwarding address. In the upper right corner of Outlook, click the Settings (gear) icon. The Settings. panel opens.. At the bottom of the panel, click View all Outlook settings. The Settings and Layouts screen opens.. Under the gray Layout column, click Forwarding. WHAT IS A THREE-WAY RECONCILIATION? What is a three-way reconciliation? Everyone who has balanced a checkbook knows how to perform a two-way reconciliation – you verify that the balance shown on your bank statement, when adjusted for uncleared deposits and withdrawals, matches the balance shown in your books or checkbook. Once you have performed a two-way thereconciliation
WHY CLIENT RELATIONSHIPS MATTER FOR LAW FIRMS Here’s an under-appreciated truth: the business success of your firm hinges on using skills you didn’t learn in law school. Developing and maintaining positive relationships with clients is critical to the sustainability of law firms. How to do it? Greet your clients warmly, get to know their hobbies, learn the names of their family members, and they’ll know the clientDIGITAL SIGNATURES
CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management,MAY 28, 2020
Law firms have faced some significant challenges in adapting to the COVID-19 pandemic. Financially, COVID-19 has taken its toll on firms, easily the biggest since the 2008 recession, and with many of the same unfortunate outcomes: layoffs, furloughs, compensation cuts, anddeferred classes.
CLIENT PORTAL
Cannot access your account? Click here! © 2021 CosmoLex Cloud, LLC., All Rights Reserved. 2021 CosmoLex Cloud, LLC., All Rights Reserved. |TermsTerms
7.5.1 UPDATE (JUNE 6, 2021) This past weekend’s update brought a number of different fixes. Fixes. Users can receive task reminders via email; Matter to matter trust fund transfer transactions will reflect as TOP TECH MUST-HAVES FOR LAWYERS IN 2021 CosmoLex is the only cloud-based practice management software with built-in legal accounting to keep you compliant — no QuickBooks® needed. This one price, one login system simplifies running your office by providing one platform for all your needs, including practice management, billing, accounting, and built-in THE BASICS OF TRUST ACCOUNTING At its most basic level, Trust Accounting is simply bookkeeping of trust accounts in accordance with state requirements. These requirements vary from state to state, but they have a few rules in common. Namely, there is to be no comingling of client funds with the lawyer or law firm’s funds, and maintaining accurate records is amust.
DO YOU KNOW THE DIFFERENCE BETWEEN OPERATING AND TRUST Almost all law offices, even solo practices, should have two bank accounts: an operating account and a trust account, also known as an IOLTA account. Roughly speaking the difference is that operating funds are your money; trust funds are not. Trust funds are monies you are holding for someone else. Managing both types of accounts is complicated without a billing AUTO-FORWARD YOUR INCOMING OUTLOOK 365 EMAILS Auto-Forward Incoming Emails. To auto-forward your incoming Office 365 Outlook emails to CosmoLex: In CosmoLex, copy your email forwarding address. In the upper right corner of Outlook, click the Settings (gear) icon. The Settings. panel opens.. At the bottom of the panel, click View all Outlook settings. The Settings and Layouts screen opens.. Under the gray Layout column, click Forwarding. TRAINING SCHEDULE & MONTHLY WEBINARS CosmoLex Training Class Schedule. Join our product experts' live online classes and become a CosmoLex Pro! Interested in a more tailored training solution? Contact our support team .COSMOLEX - LOGIN
CosmoLex Update on COVID-19 In light of recent events, we at CosmoLex want to let you know that we are taking the proper recommended precautions to ensure the safety and health of our staff while maintaining regular business operations and the level of service ourclients rely on.
LAW PRACTICE AND CASE MANAGEMENT SOFTWARE FOR A cloud-based law practice management software for case management in law firms of all sizes, helps increase law firm efficiency and keep case details secure.COSMOLEX - LOGIN
CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Try it for 30 days free trial! Call 866-878-6798. THESE 5 LEGAL PRACTICE AREAS ARE GROWING IN 2021 These 5 Legal Practice Areas are Growing in 2021. 2020 was the year no one saw coming—and its effects aren’t going to fade any time soon. After all, as we move into 2021, societal and market changes brought on by Covid-19 continue to impact everyone. JOIN COSMOLEX GOTOMEETINGEnter Meeting ID
COSMOLEX SUPPORT
CosmoLex Services. Our trusted partners and smart solutions can assist you with your firm’s unique needs. Put them to work for you today!CLIENT PORTAL
Cannot access your account? Click here! © 2021 CosmoLex Cloud, LLC., All Rights Reserved. 2021 CosmoLex Cloud, LLC., All Rights Reserved. |TermsTerms
CREATE A CUSTOM FIELD Create a Custom Field. To create a custom field: From the left navigation panel, click Setup. The Setup screen opens, displaying a gray left navigation. From the Setup left navigation, click Custom Fields. The Custom Fields screen opens, displaying tabs SWITCH YOUR TRUST BANK & TRANSFER YOUR BALANCE Switch Your Trust Bank. To switch your trust bank: Add your new trust account. From the left navigation panel, click Matters. The Matters screen opens, displaying a toolbar atop the screen. Single-click the matter to highlight it. From the toolbar, click Edit. The Edit Matter screen opens. In the Trust Bank field, click Add New Bank. PRINT FORM 9A (ONTARIO) Print Form 9A. To print Form 9A: From any transaction screen, select a trust transaction that was part of an electronic trust to general transfer (invoice payment from trust) with transaction type Wire/ACH Out. This includes bulk Trust to General transfers. From the toolbar. click Action > Print Form 9A. The Form 9A prints.COSMOLEX - LOGIN
CosmoLex Update on COVID-19 In light of recent events, we at CosmoLex want to let you know that we are taking the proper recommended precautions to ensure the safety and health of our staff while maintaining regular business operations and the level of service ourclients rely on.
LAW PRACTICE AND CASE MANAGEMENT SOFTWARE FOR A cloud-based law practice management software for case management in law firms of all sizes, helps increase law firm efficiency and keep case details secure.COSMOLEX - LOGIN
CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Try it for 30 days free trial! Call 866-878-6798. THESE 5 LEGAL PRACTICE AREAS ARE GROWING IN 2021 These 5 Legal Practice Areas are Growing in 2021. 2020 was the year no one saw coming—and its effects aren’t going to fade any time soon. After all, as we move into 2021, societal and market changes brought on by Covid-19 continue to impact everyone. JOIN COSMOLEX GOTOMEETINGEnter Meeting ID
COSMOLEX SUPPORT
CosmoLex Services. Our trusted partners and smart solutions can assist you with your firm’s unique needs. Put them to work for you today!CLIENT PORTAL
Cannot access your account? Click here! © 2021 CosmoLex Cloud, LLC., All Rights Reserved. 2021 CosmoLex Cloud, LLC., All Rights Reserved. |TermsTerms
CREATE A CUSTOM FIELD Create a Custom Field. To create a custom field: From the left navigation panel, click Setup. The Setup screen opens, displaying a gray left navigation. From the Setup left navigation, click Custom Fields. The Custom Fields screen opens, displaying tabs SWITCH YOUR TRUST BANK & TRANSFER YOUR BALANCE Switch Your Trust Bank. To switch your trust bank: Add your new trust account. From the left navigation panel, click Matters. The Matters screen opens, displaying a toolbar atop the screen. Single-click the matter to highlight it. From the toolbar, click Edit. The Edit Matter screen opens. In the Trust Bank field, click Add New Bank. PRINT FORM 9A (ONTARIO) Print Form 9A. To print Form 9A: From any transaction screen, select a trust transaction that was part of an electronic trust to general transfer (invoice payment from trust) with transaction type Wire/ACH Out. This includes bulk Trust to General transfers. From the toolbar. click Action > Print Form 9A. The Form 9A prints. ALL ABOUT THE ESIGN ACT: DIGITAL SIGNATURES AND THE LAW Even before the pandemic, the professional world was moving toward increasingly remote operations—and a year of working from home has only accelerated the trend. Law firms have felt this acceleration in a number of ways, including an even more substantial shift toward digital signatures, also known as e-signatures. We’ll break down the differences between digital signatures and handwritten 7.5.1 UPDATE (JUNE 6, 2021) This past weekend’s update brought a number of different fixes. Fixes. Users can receive task reminders via email; Matter to matter trust fund transfer transactions will reflect asMAY 28, 2020
Law firms have faced some significant challenges in adapting to the COVID-19 pandemic. Financially, COVID-19 has taken its toll on firms, easily the biggest since the 2008 recession, and with many of the same unfortunate outcomes: layoffs, furloughs, compensation cuts, anddeferred classes.
CASE MANAGEMENT
Case management can quickly become complex, keeping track of deadlines, matter documents and tasks. With the proper tactics and tools, it can become a way to keep case costs under control, make sure clients are satisfied and that every responsibility is completed.MANAGE YOUR MATTERS
Add a Matter. To add a matter: From the left navigation panel, click Matters. The Matters screen opens, displaying a toolbar atop the screen. From the toolbar, click Add. The Add Matter screen opens.; In the Matter File # field, enter an internal tracking number, if desired. The system can also auto-generate this field.; In the Date Opened field, the system defaults to today’s date. MANAGE YOUR CLIENT AND ADDRESS BOOK CONTACTS The Add Matters screen opens. In the Client field, enter the client’s name. To the right of the field, click Add Client. The Add Client screen opens, displaying the client’s name in the Name and Display Name fields. In the Notes field, enter any notes relative tothe contact, if
TRAINING SCHEDULE & MONTHLY WEBINARS CosmoLex Training Class Schedule. Join our product experts' live online classes and become a CosmoLex Pro! Interested in a more tailored training solution? Contact our support team . INVOICES – COSMOLEX SUPPORT Apply Tax to an Invoice. You can apply taxes to your client invoices at the firm, matter, and time/expense levels.. HOW MUCH SHOULD OUR LAW FIRM BILL FOR PARALEGAL WORK As part of a court ruling in Missouri v.Jenkins, the Supreme Court held that legal fees can include paralegal charges at a rate that relates to the market rather than what they’re actually being paid by the attorney.To figure out what rate your law firm should be charging, it’s important to consider what the going market rate for paralegal billable hours is. WHAT IS A THREE-WAY RECONCILIATION? What is a three-way reconciliation? Everyone who has balanced a checkbook knows how to perform a two-way reconciliation – you verify that the balance shown on your bank statement, when adjusted for uncleared deposits and withdrawals, matches the balance shown in your books or checkbook. Once you have performed a two-way thereconciliation
COSMOLEX - LOGIN
CosmoLex Update on COVID-19 In light of recent events, we at CosmoLex want to let you know that we are taking the proper recommended precautions to ensure the safety and health of our staff while maintaining regular business operations and the level of service ourclients rely on.
LAW PRACTICE AND CASE MANAGEMENT SOFTWARE FOR A cloud-based law practice management software for case management in law firms of all sizes, helps increase law firm efficiency and keep case details secure.COSMOLEX - LOGIN
CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Try it for 30 days free trial! Call 866-878-6798. THESE 5 LEGAL PRACTICE AREAS ARE GROWING IN 2021 2020 was the year no one saw coming—and its effects aren’t going to fade any time soon. After all, as we move into 2021, societal and market changes brought on by Covid-19 continue to impact everyone. But how have these shifts spurred practice area growth? Data privacy and cybersecurity As much of the working world moved online, cybersecurity attacks skyrocketed. JOIN COSMOLEX GOTOMEETINGEnter Meeting ID
COSMOLEX SUPPORT
CosmoLex Services. Our trusted partners and smart solutions can assist you with your firm’s unique needs. Put them to work for you today!CLIENT PORTAL
Cannot access your account? Click here! © 2021 CosmoLex Cloud, LLC., All Rights Reserved. 2021 CosmoLex Cloud, LLC., All Rights Reserved. |TermsTerms
CREATE A CUSTOM FIELD Create a Custom Field. To create a custom field: From the left navigation panel, click Setup. The Setup screen opens, displaying a gray left navigation.; From the Setup left navigation, click Custom Fields. The Custom Fields screen opens, displaying tabs atop the screen.; Click either Matter or Contact.; Click Fields. The Fields screen open, displaying a toolbar. REOPEN A RECONCILIATION STATEMENT Under rare circumstances, you may need to edit a transaction your firm either cleared or included on a closed reconciliation statement. To do so, you must reopen the statement. PRINT FORM 9A (ONTARIO) A Trust to General transfer typically occurs when you pay invoices from existing trust funds. In Ontario, every electronic Trust to General transfer requires a completed Form 9A.COSMOLEX - LOGIN
CosmoLex Update on COVID-19 In light of recent events, we at CosmoLex want to let you know that we are taking the proper recommended precautions to ensure the safety and health of our staff while maintaining regular business operations and the level of service ourclients rely on.
LAW PRACTICE AND CASE MANAGEMENT SOFTWARE FOR A cloud-based law practice management software for case management in law firms of all sizes, helps increase law firm efficiency and keep case details secure.COSMOLEX - LOGIN
CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Try it for 30 days free trial! Call 866-878-6798. THESE 5 LEGAL PRACTICE AREAS ARE GROWING IN 2021 2020 was the year no one saw coming—and its effects aren’t going to fade any time soon. After all, as we move into 2021, societal and market changes brought on by Covid-19 continue to impact everyone. But how have these shifts spurred practice area growth? Data privacy and cybersecurity As much of the working world moved online, cybersecurity attacks skyrocketed. JOIN COSMOLEX GOTOMEETINGEnter Meeting ID
COSMOLEX SUPPORT
CosmoLex Services. Our trusted partners and smart solutions can assist you with your firm’s unique needs. Put them to work for you today!CLIENT PORTAL
Cannot access your account? Click here! © 2021 CosmoLex Cloud, LLC., All Rights Reserved. 2021 CosmoLex Cloud, LLC., All Rights Reserved. |TermsTerms
CREATE A CUSTOM FIELD Create a Custom Field. To create a custom field: From the left navigation panel, click Setup. The Setup screen opens, displaying a gray left navigation.; From the Setup left navigation, click Custom Fields. The Custom Fields screen opens, displaying tabs atop the screen.; Click either Matter or Contact.; Click Fields. The Fields screen open, displaying a toolbar. REOPEN A RECONCILIATION STATEMENT Under rare circumstances, you may need to edit a transaction your firm either cleared or included on a closed reconciliation statement. To do so, you must reopen the statement. PRINT FORM 9A (ONTARIO) A Trust to General transfer typically occurs when you pay invoices from existing trust funds. In Ontario, every electronic Trust to General transfer requires a completed Form 9A. COSMOLEX CANADA COMPATIBLE BUSINESS CHEQUES CosmoLex Canada CompatibleComputer Business Cheques Supplier: Deluxe To Order: Call Deluxe (NEBS) 1-866-278-8801 (9 am to 6 pm EST Mon-Fri) Specify “CosmoLex compatible” cheques needed To receive a 15% discount, quote the CosmoLex Partner number 47871 Specify desired format using the Product # below HSL9037 - Stub/Cheque/Stub For this format,MANAGE YOUR MATTERS
Add a Matter. To add a matter: From the left navigation panel, click Matters. The Matters screen opens, displaying a toolbar atop the screen. From the toolbar, click Add. The Add Matter screen opens.; In the Matter File # field, enter an internal tracking number, if desired. The system can also auto-generate this field.; In the Date Opened field, the system defaults to today’s date. MANAGE YOUR CLIENT AND ADDRESS BOOK CONTACTS To add a contact or client from Contacts:. From the left navigation panel, click Contacts. The Contacts screen opens, displaying a gray left navigation.; From the Contacts left navigation, click either Client to add a client or Address Book to add a non-client contact. The Add Client or Add Contact screen opens, as applicable, displaying the Values tab.; If you are adding a contact from the AUTO-FORWARD YOUR CLASSIC OUTLOOK EMAILS Auto-Forward Incoming Emails. To auto-forward incoming Outlook emails: Activate email forwarding in CosmoLex.; In Outlook’s upper left corner, click File > Manage Rules & Alerts. The Rules and Alerts. window opens.. In the upper left corner, click New Rule. The Rules Wizard opens.. In the Start from a blank rule section, click Apply rule on messages I receive. SWITCH YOUR TRUST BANK & TRANSFER YOUR BALANCE When you switch trust banks, you also transfer funds from the old account to the new at the matter level with a Matter to Matter Internal Trust Fund Transfer.. Switch Your Trust Bank. To PRINT FORM 9A (ONTARIO) A Trust to General transfer typically occurs when you pay invoices from existing trust funds. In Ontario, every electronic Trust to General transfer requires a completed Form 9A. TRAINING SCHEDULE & MONTHLY WEBINARS Advanced User. Learn advanced functions such as batch invoicing & payments, task workflows, document assembly, client portal, and more.Register Now
LINK YOUR BANK FEED
To enable the bank feed: From the left navigation panel, click Account. The Account screen opens, displaying a gray left navigation.; From the Account left navigation, click Add Ons. The Add Ons screen opens.; On the far right of the Bank Feed row, click the gray OFF switch. The Bank Feed add on switches ON. and turns green.. Toward the upper right of your screen, the bank icon turns displays. INTEGRATE COSMOLEX WITH UNITY® Using CosmoLex’s integration with Unity ®, you can dramatically simplify the real estate closing workflow. Statement of account charges for single or multiple files from Unity can be imported into CosmoLex for client billing and back-office accounting. RECORD IOLTA INTEREST DEPOSITS & WITHDRAWALS Record an IOLTA Interest Deposit. When you receive interest in your IOLTA account, you will want to record that interest deposit under itscorresponding IOLTA
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EVERYTHING YOUR LAW FIRM NEEDS, ALL IN ONE PLACE.__
LEGAL PRACTICE MANAGEMENT A matter-centric approach connects every entry to the appropriate client matter, while optimized calendar, document, and email management keep everyone on the same page.__
LEGAL BILLING AND PAYMENTS Prevent leakage with on-the-go capture and Money Finder, while one-click billing and online payments make it easier than ever to getpaid.
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LAW OFFICE ACCOUNTING Built-in legal-specific accounting automatically keeps you current and compliance worries at ease. Over 100 reporting options help you analyze your firm’s performance and boost your bottom line. WHAT OUR CLIENTS ARE SAYING Don't just take our word for it—listen to our customers describe how CosmoLex has revolutionized their practice.Learn More
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NO LONG-TERM CONTRACTS Change happens, we get it. And that’s why we don’t lock you into a long-term contract, so you can cancel at any time, for any reason,hassle-free.
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CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a singleapplication.
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| Subscription Agreement 1100 Cornwall Road, Suite 215 Monmouth Junction, NJ | All product names and trademarks are the property of their respective owners. For new LawPay customers only. The monthly fee is absorbed by CosmoLex only for active LawPay users (which is defined as processing at least one credit card transaction within CosmoLex each month).CosmoLex may deactivate inactive users LawPay account or charge LawPay’s normal monthly fees of up to $20/month. If your external accountant or bookkeeper qualifies to become “CosmoLex Accounting Partner”, he or she can access your account remotely (with your explicit permission), without any cost to you or them. Call us for details.×
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Features __
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Legal Billing & Payments __*
Business Accounting __*
Trust Accounting __
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Practice Management __*
Pricing __
*
Happy Customers __
*
Compare To __
*
Desktop Systems __
*
CosmoLex vs PCLaw __*
CosmoLex vs Quickbooks __*
CosmoLex vs Tabs3 __*
Other Desktop Software __*
Cloud-based Systems __*
CosmoLex vs Clio __
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CosmoLex vs MyCase __*
CosmoLex vs PracticePanther __*
CosmoLex vs Rocket Matter __*
Other Cloud-based Software __*
Manual Systems __
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Starting a New Law Firm ____
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