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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. 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.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. JOIN COSMOLEX GOTOMEETINGEnter Meeting ID
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. 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.CALENDAR & TASKS
You can use tasks to create, delegate, and monitor work among firm users. Watch a Video Fr 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. 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.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. JOIN COSMOLEX GOTOMEETINGEnter Meeting ID
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. 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.CALENDAR & TASKS
You can use tasks to create, delegate, and monitor work among firm users. Watch a Video Fr 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. 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 - 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.DIGITAL SIGNATURES
CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, 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 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. IOLTA ACCOUNTING IN QUICKBOOKS QuickBooks, whether desktop or online, is the most commonly used accounting program for small and medium sized businesses in the United States. I am often asked by law firms, “Can I use QuickBooks for my firm?” The answer is a qualified yes. You can use QuickBooks, but whether or not you should is more difficult to answer. I have writtenMIGRATE YOUR DATA
Data Migration requires careful coordination as migration needs and data differ from firm to firm. You have two options for migrating your firm’s data: Do-It-Yourself or Turn-Key.To understand what needs to happen and when, see How the Data Migration Process Works.You can also contact support to discuss the DIY or Turn-Key service in greaterdetail.
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.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. 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
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. JOIN COSMOLEX GOTOMEETINGEnter Meeting ID
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. 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 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.CALENDAR & TASKS
Manage Calendar Events. You can create calendar events, invite participants, and link events to matters. REOPEN A RECONCILIATION STATEMENT To reopen a reconciliation statement: From the left navigation panel, click Accounting. The Accounting screen opens, displaying a gray left navigation. From the Accounting left navigation, click Bank. The Bank screen opens, listing your banks and displaying a toolbar atop the screen. Double-click the bank, or single-click it to highlight itCOSMOLEX - 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. 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
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. JOIN COSMOLEX GOTOMEETINGEnter Meeting ID
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. 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 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.CALENDAR & TASKS
Manage Calendar Events. You can create calendar events, invite participants, and link events to matters. REOPEN A RECONCILIATION STATEMENT To reopen a reconciliation statement: From the left navigation panel, click Accounting. The Accounting screen opens, displaying a gray left navigation. From the Accounting left navigation, click Bank. The Bank screen opens, listing your banks and displaying a toolbar atop the screen. Double-click the bank, or single-click it to highlight itCOSMOLEX - 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. 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.
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. INTEGRATE COSMOLEX WITH UNITY® 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. To configure both programs and enableimport/export of
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 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. WHY ARE MY CLIENT TRUST ACCOUNTS SHOWING AS LIABILITIES ON Equity account balances increase when the owner’s share of the assets increases. Liability account balances increase when the company owes money to a non-owner. Because trust funds deposited into the trust account belong to, and are owed to the client (a non-owner) until earned, the client’s trust funds are recorded as aliability
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 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
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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. 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.
JUNE 25, 2020
When you think about fraud and law firms, it’s easy to focus your attention on the work lawyers do to prosecute fraud cases. But just because law firms are usually on the prosecuting side of the bench doesn’t mean that they aren’t susceptible to fraud.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.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. TRAINING SCHEDULE & MONTHLY WEBINARS Advanced User. Learn advanced functions such as batch invoicing & payments, task workflows, document assembly, client portal, and more.Register Now
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 WHAT IS A THREE-WAY RECONCILIATION? You are here: Main Trust & Retainer Accounting 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 the 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.*
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Legal Billing & Payments__*
Business Accounting__*
Trust Accounting__
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Practice Management__*
Pricing__
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Happy Customers__
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Compare To__
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Desktop Systems__
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CosmoLex vs PCLaw__
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Other Desktop Software__*
Cloud-based Systems__*
CosmoLex vs Clio__
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CosmoLex vs MyCase__*
CosmoLex vs PracticePanther__*
CosmoLex vs Rocket Matter__*
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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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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__
*
Legal Billing & Payments__*
Business Accounting__*
Trust Accounting__
*
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__
*
CosmoLex vs MyCase__*
CosmoLex vs PracticePanther__*
CosmoLex vs Rocket Matter__*
Other Cloud-based Software__*
Manual Systems__
*
Starting a New Law Firm____
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