User Permissions 0

Settings 12

• How to Add/Edit List Items
• How to Add a Timekeeper
• Program Settings
• Setting Up Inactivity Timeout in Cosmolex
• Using the Search Filter and their Functions

View all 12

General Questions 11

• How to Register for CosmoLex
• How Does the 14 Day Trial Work?
• Adding Your Payment Information
• Updating Your Payment Information
• Updating Your Cosmolex Email Address

View all 11

Troubleshooting 9

• Invalid Token Error Message
• "OAuthException" Error Message
• Application Not Found Error Message
• JSON Error Message
• Clearing your Cache/Browsing History

View all 9

Matter Management 9

• How to Add/Edit/Delete Matters
• Hourly,Fixed Fee and Contingency
• How to Make a Matter Inactive
• How to Set a Default Timekeeper Rate Level For a Matter
• Change a Matter from Fixed Fee to Hourly Billing

View all 9

Contact Management 7

• How to Add/Edit a Payee
• Adding/Editing Client Contact Info
• How to Add/Edit Contact Type
• How to Add Multiple Parties to a Contact
• How to Add a Country to CosmoLex's Contact Section

View all 7

Conflict Check and Relations 2

• How to Run a Conflict Check
• How to Set Client Relations

Document Assembly 5

• Document Assembly
• How to Generate the Document Template For Contacts
• How to Generate the Document Template For Matters
• Master Merge Fields for Matters
• Master Merge Fields for Contacts

Custom Fields 5

• Custom Fields Creation
• How to Create a Custom Field for a Matter
• How to Create a Custom Field for a Contact
• Associating Custom Fields with a Matter
• Associating Custom Fields with a Contact

Time/Expense Entry 23

• Billing Workflow Within CosmoLex
• Add/Edit/Delete a Time Card
• Billing Status: Billable, Unbillable and No Charge
• How To Change a Timecard to Billable from Unbillable
• How to Change a Client Matter Name For an Existing Time/Expense Card

View all 23

Invoicing 0

Managing Templates 0

Payments 0

Dashboard 1

• Using Your Dashboard (Firm & Me)

Importing Tiimesheets and Expense Entries 0

Managing Transactions 0

Bank Reconciliation 0

Trust Accounting 0

Business Accounting 3

• How to Print Checks (Operating Account)
• Accrual Basis Reporting
• Cash Basis Reporting

Accounts Payable/Accounts Receivable 0

Matter Cost Accounting 0

Class Based Accounting 0

Canadian Bookkeeping/Accounting 0

Task Management 0

Calendar Setup 0

Workflows 0

Event Management 0

Document Management 0

Email 0

Internal Communication 0

Client Portal Setup 0

Using the Client Portal 0

Accounting Reports 1

• Sales Tax Report

Banking Reports 0

Billing Reports 0

Collection Reports 0

Matter Activities 0

Trust 0

Other 0

Utilizing the Cosmolex App 0

Document Integrations 0

Email Integrations 0

Calendar Integrations 0

Other Integrations 0

Financial Migration Instructions 0

Non-Financial Migration Instructions 0

Sample Import 1

• Importing a Sample File for Evaluation

Recent Releases and Updates 0