Navigating Your 'Me' Dashboard

Add and Manage Timekeepers

Adding a Contact or Client

Using Advanced Search

Adding a Matter Owner

Customizing List Items

Managing Your CosmoLex Subscription

Using the Change Write-Off Function for Invoices

Pre-Bill Review

Tracking Your Time

Add a Hard Cost

Edit a Hard Cost

Add A Soft Cost

Batch Invoicing

Summarizing Invoices by Client

Edit an Invoice

Emailing Your Invoices

Invoice Payment by Check or Cash

Invoice Payment by Credit Card

Invoice Payment by ACH/eCheck

Invoice Payment by Operating Retainer

Invoice Payment by Trust Retainer

Using Overdue Invoice Reminders

Performing Trust Transactions

Using Low Retainer Reminders

Adding Your Accounts Payable Bills

Paying Your Accounts Payable Bills

Posting Accounts Payable Bills to Matters

Managing Vendor Credits

Adding Your Bank Accounts

Reconcile A Bank Account

Set Up and Print Checks

How To Customize Your Chart of Accounts

Enabling Your Bank Data Feed

Managing Your Bank Feed Transactions

Importing Bank & Credit Card Transactions

Adding A Matter

Matter Settings

Request e-Signature

Using Your CosmoLex Mobile App

Tour of Matter Details

Create a Custom Field

Create a Custom Page

Using Your Custom Fields

Managing Your Client Portal

Sharing via Client Portal

Matter Relations and Conflict Checks

Using the CosmoLex Calendar

Creating and Managing Tasks

Using Task Workflows

Managing Your Documents

Creating Document Templates

Using Document Assembly

Adding Notes to a Matter

Using Text Messaging (SMS)

Webinar: Split Billing

Webinar: Ethical Wall and Simplified Add Matter Workflow

What's Coming Next for CosmoLex NextGen

What's the Buzz with CosmoLex NextGen

A Look at the Game-Changing New Features of NextGen

Getting Started (May 2024)

Fundamental Tasks (May 2024)

Accounting Basics (May 2024)

Basic Training (May 2024)

Admin Training (May 2024)

Automations and Workflows (May 2024)