Tech Tip #17 – How to Customize CosmoLex to Your Area of Practice

Trust Accounting

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 a specific filing expense? Add it to your expense list. You have full control, making these lists cleaner and relative to your practice.

To learn how to use this feature, click here


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