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Setup Migrate your data. Choose settings for your firm, users, and invoices. Work with third-party apps. Billing Learn how to manage Time & Expenses, Invoices, and Invoice Payments. Accounting Learn …

User Newsletter – April 2025 In Case You Missed It CosmoLex is evolving fast to meet your needs – April has been packed with updates and brand-new features that make it easier to run your firm, your …

Apr 18, 2022 · If your lawyer has enabled the client portal, they can grant you access to share these secure communications regarding your matter: Invoices Calendar Events Tasks Documents Notes …

Knowledge Base Migrate your data. Choose settings for your firm, users, and invoices.

Oct 16, 2023 · You use the reconciliation feature to balance your books with your bank account. CosmoLex recommends you reconcile your accounts monthly to catch bank or book errors in a …

Jul 25, 2024 · Prior to generating an invoice, you can preview your invoice and download a sample of it, to review it and see what it looks like. To approve a draft invoice, make sure you have enabled the …

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Nov 3, 2023 · Matters are the software’s building blocks, allowing you to create timecards, expense cards, invoices, trust transactions, and use the software’s practice management tools. Your matter …

Jul 25, 2023 · Access CosmoLex from Outlook (Desktop) To access CosmoLex from your Outlook (Desktop): Single-click an email from your inbox to select it. For draft email, from the toolbar click on …