Recent Activities… is your best friend. Located under the Dashboard tab, this is the central hub for reporting all that takes place within your CosmoLex program. This is helpful for a few reasons If you have several users within the program, you can trace back to who may have done what at any particular time. […]

You may notice that the tabs within Activities and those within Matter Details are practically identical. The reason? It is all a matter of preference. If you are focusing on a specific matter, you may do all of your activities within matter details. But what if you are entering time entries throughout different matters? Or […]

For many areas of practice, it is the norm to have clients with several matters being worked on at the same time. In these situations, you want your internal billing to still be separated by matter as it should, but you may want for the client to see an overall summary of all matters, as […]

Ask any firm what one of the most important accounting activities is for them and they will tell you the bank reconciliation process. While they answer the question you might catch them rolling their eyes or shaking their head, because while bank reconciliation is important, it is also one of the most dreaded legal accounting […]

If an auditor were to knock on your door tomorrow, what would you do? (running away is not an option!) What if all you had to do is hand over your file of monthly three-way reconciliation reports and be on your way? It can be just that easy! Not only should monthly reconciliation be completed […]

CosmoLex customers span across many areas of practice, so we want you to be able to customize certain areas to your needs. In the Setup Section, we have an area called List Items where you can customize the drop-down lists available throughout the program. Don’t practice criminal law? Remove it from your matter list. Have […]

Most small businesses use credit cards. Using a credit card for your business is far easier than cutting a check every time your business needs to make a purchase. For law firms, credit cards can be used for a number of things; phone bills, meals, client entertainment, travel, and even parking. Credit cards become an […]

For most legal matters, expenses must first be paid out of pocket, with the intent of being reimbursed by the client. So there are two things to keep track of here… the amount you paid, and the charge to the client. Both of which are extremely important because let’s face it, if you don’t charge […]

“What is a dashboard?” Well, just like a car’s dashboard, it is a place which displays all of the most vital information in a very easy to understand manner. Knowing how much gas is in your car is just as important as knowing how many of your invoices have been paid this month or how […]

If you run your own law firm, chances are that you have used practice management software. Chances are you are probably using some instance of practice management software right now. In recent years a major shift has occurred in the law practice management software world. Providers are moving their practice management solutions to the cloud, […]