Client Data Import Form For CosmoLex Consultants

This form is specifically built for our CosmoLex Certified Consultants and Accounting Partners who are working with clients who would like to import their data from another program to CosmoLex. Please fill out the form below and your Channel Partner Manager will be in contact with you to confirm your data import appointment.

*Consultant Name:

*Consultant Phone #:

*Client Name:

*Client Firm/Company Name:

*Data Type:
 Matter Data Financial Data Both

*Current Software:
 Clio MyCase Rocket Matter Amicus PCLaw Timeslips All Other Products

Clio: Schedule a 30min Data Migration Consulting Appointment with CosmoLex

Date *
[date date_01 date-format:mm/dd/yy]

Time * (Eastern Time Zone)
 AM PM

MyCase: Schedule a 30min Data Migration Consulting Appointment with CosmoLex

Date *
[date date_02 date-format:mm/dd/yy]

Time * (Eastern Time Zone)
 AM PM

Rocket Matter: Schedule a 30min Data Migration Consulting Appointment with CosmoLex

Date *
[date date_03 date-format:mm/dd/yy]

Time * (Eastern Time Zone)
 AM PM

Amicus Desktop: Please provide your Amicus Version:

Schedule a 30min Data Migration Consulting Appointment with CosmoLex

Date *
[date date_04 date-format:mm/dd/yy]

Time * (Eastern Time Zone)
 AM PM

Version:

 SQL CTree

PCLaw: Schedule a 30min Data Migration Consulting Appointment with CosmoLex

Date *
[date date_05 date-format:mm/dd/yy]

Time * (Eastern Time Zone)
 AM PM

Version:

 SQL Boreland

Timeslips: Schedule a 30min Data Migration Consulting Appointment with CosmoLex

Date *
[date date_06 date-format:mm/dd/yy]

Time * (Eastern Time Zone)
 AM PM

Product:

Other Products: Schedule a 30min Data Migration Consulting Appointment with CosmoLex

Date *
[date date_06 date-format:mm/dd/yy]

Time * (Eastern Time Zone)
 AM PM

Financial Data: Schedule a 30min Initial Consulting Appointment with CosmoLex. We will outline the process to each consultant.

Date *
[date date_07 date-format:mm/dd/yy]

Time * (Eastern Time Zone)
 AM PM



– CosmoLex connects with the tools you know and love –

google
dropbox
box
Microsoft Office 365
OneDrive
lawpay
casemaker
gmail
outlook
outlook
top