Navigating Your Firm Dashboard

'Me' Dashboard Overview

Using the Global Search Bar

Add a Contact, Client or Payee

Add a Bank Account

Using the Cosmolex Mobile App

Add A Matter

Add A Calendar Event

Manage your Documents

Add and Manage Tasks

Enabling the Client Portal

Sharing Docs via the Client Portal

Using Notes

Tasks

Workflows

Customizing List Items

Custom Pages for Custom Fields

Custom Fields for Contacts and Matters

Customizing Your Views

Approving Pre-Bill Workflow

Invoice Templates

Billing Workflow

Batch Invoicing Workflow

Sending Invoices

Changing and Writing Off Invoices

Overdue Invoice Reminders

Add a Timecard

Add a Soft Cost

Add a Hard Cost

Add a Single Invoice

Adding an Accounts Payable Bill

Payment Allocations

Payments Options

Getting Started

Fundamental Tasks

Accounting Basics

Basic Training

Admin Training

Automations and Workflows

CosmoLex Webinar - New Release Streamlined Payment Workflow