A Dashboard to Control Your Practice
The Dashboard is the first thing you see each day when you log into CosmoLex. This practice-level snapshot gets you oriented and organized in seconds. You’ll see which projects are moving forward and which are not. It’s a critical advantage that gives you the power to set your priorities for the coming day – to make sure you spend your time on the things that matter most, right now.
The Dashboard’s practice-level view is ideal for owners and executive administrators. After a few weeks, you’ll wonder how you ever got along without it.
A Dashboard to Manage Your Day
Individual staff users can be set up with their own dashboards to see only those items for which they are responsible. For example, any logged-in user can see, on a single page, their upcoming meetings, pending tasks, billed time, and more. These user-level dashboards are a great way to keep everyone focused on the right priorities every day. And in the longer-term, the Dashboard helps everyone measure and improve their personal productivity.
A Dashboard for Each Client Matter
Client matters are the heart of every law practice. And matters have a lot of details. When you open a Matter Folder in CosmoLex, the first thing you see is a Matter Dashboard that gives you all of your critical and actionable information at a glance. You’ll see how the matter is progressing, find out what needs to be done next, and be alerted to any problem areas. The Matter Dashboard keeps you up-to-date and focused like never before.
A Central Place to Monitor Activities
CosmoLex builds automatic audit logs. This display shows a list of which CosmoLex users accessed the system, which activities they performed, and when each action occurred — making it easy to produce an audit report in instances when a mistake has been made.
When a mistake is made — and mistakes will be made since we are all only human — CosmoLex’s automatic audit log provides objective documentation of when the activity occurred and who performed the action. The timing of an activity can be important. For example, you might need to show that a particular invoice was sent out in a timely fashion.