An attorney may be called upon by their client to perform a task after an hourly-billed Matter has begun, such as preparing a Power of Attorney form. Once y...

There can be cases where an attorney and their client agree on a payment schedule where the client pays a set fee each month. An attorney has the option to ...

Click on Accounting in the side panel > Under Bank section > Choose Bank > Click Details Under the Transactions section > Click Add ...

While you are allowed to add up to eight default rates for each timekeeper, sometimes you have a special situation in which you want to create a rate specif...

At times, law firm’s client(s) may require invoices to be submitted in an electronic format (“eBill”) rather than on paper copy or PDFs. This requirement ...

Initial CosmoLex setup for your specific e-bills should be performed by a well-trained person at your firm. In the beginning stage, you should also contac...

If you have not yet walked through the setting up of eBilling with CosmoLex, first follow the steps HERE. These steps are required in order to generate eBi...

Once a matter has been enabled for eBilling in CosmoLex, you would need to start using task code and activity code for each and every time card. Normally, s...

Due to a large number of available UTBMS codes, and preferences of many audit houses/processors to allow only certain codes, chances of incorrect code use a...

In CosmoLex, our Practice Management functions such as events, tasks, notes, and emails flow right into your billing process. How?  1. You can mark any ite...