Tech Tip #30 – The Value of Setting Up a Team Calendar

Trust Accounting

Appointments are the heart of any law office. Client meetings, court hearings, consultations. It is how you manage your cases, and earn new business. You need to be able to track the appointments and events in a way that best suits your practice. Which is why we have introduced the idea of a Team Calendar. Many firms like to have a main calendar to post firm activities. Within CosmoLex, you can now designate a user’s calendar as a firm’s calendar in which all users can add events, and as always link to a matter or mark as billable.

Sound like a fit for you firm? Take a look at this short video showing how to set up your Team Calendar within CosmoLex. Click here to view our short demonstration!


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