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Feature Spotlight: Document Attachment

Often the various activities you do for your clients have related documentation, like receipts, bills, or summaries. While you can store these documents along with other documentation either on your server or in the cloud, there is often no one-to-one relationship between that document and the item which it supports. This makes for a disorganized client file and audit trail. For this reason, CosmoLex has a document attachment function. 

This feature gives you the ability to attach documents to the following items:

  • Time Card
  • Soft Cost Expense
  • Hard Cost Expense
  • Individual Invoice
  • Third-party Bills
  • Matter-linked Accounts Payable 

Feature-Spotlight-Document-Attachments

To learn more about using this document attachment feature, take a look at our support article.

Notebook

Erica Birstler

Erica Birstler is the Director of Strategic Communications at CosmoLex -- developers of a fully-integrated, cloud-based legal practice management, billing & trust accounting system specifically designed for solo and small law firms. Erica's degree is in Business Administration and she has over 6 years of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. Erica has given numerous presentations across the country on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance.