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.

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