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Training Videos

Overview & Setup

 

CosmoLex Overview

 

Getting Started: Adding Your First Client & Matter

 

Adding A Contact/Client

 

Adding A Matter

 

Matter Advanced Settings

 

Adding Your Matter Owners

 

Managing Your Timekeepers & Rates

 

Adding Your Bank Accounts

 

Customizing Your Dropdown Lists

 

Managing Users & Permissions

 

Managing Your Subscription

Billing & Payments

 

Getting Started: Billing and Payments

 

Tracking Time

 

Tracking Matter Costs

 

Using Shorthands

 

Receiving Retainers

 

Batch Invoicing

 

Summarizing Client Invoices Across Multiple Matters

 

Editing Your Invoices

 

Emailing Your Invoices

 

Invoice Payment by Cash/Check

 

Invoice Payment by Credit Card

 

Invoice Payment by Trust Retainer

 

Invoice Payment by Operating Retainer

 

The Right Way To Process Credit Cards in CosmoLex

 

Using Low Retainer Reminders

 

Using Overdue Reminders

Trust Accounting

 

Getting Started: Trust Accounting

 

Performing Trust Transactions

 

Printing Checks

 

The Importance of Bank Reconciliations

 

Reconciling Your Bank Account

 

How To Auto Reconcile Using Bank Statements

Business Accounting

 

Getting Started: Office Expenses

 

Understanding Your Accounting Settings

 

How To Customize Your Chart of Accounts

 

Enabling Your Bank Data Feed

 

Managing Your Bank Feed Transactions

 

Bank & Credit Card Transaction Import

 

Adding Your AP Bills

 

Posting AP Bills to Matters

Practice Management

 

Navigating Your ‘Firm’ Dashboard

 

Navigating Your ‘Me’ Dashboard

 

Tour of Matter Details

 

Setting Up Your Client Portal

 

Conflict Check

 

Getting Started: Events & Tasks

 

Using Your CosmoLex Calendar

 

Creating A Team Calendar

 

Managing Your Tasks

 

Creating a Workflow

 

Managing Your Documents

 

Adding Notes to a Matter

 

Relating Parties to Matters

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