Training Videos | CosmoLex

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Training Videos

Overview & General Setup

Billing & Time Keeping

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Billing Basics
11 minutes 40 seconds

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Adding Time and Expense Cards
1 minute 37 seconds

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Receiving Retainers
54 seconds

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Invoices in Bulk
1 minute 30 seconds

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Emailing Your Invoices
1 minute 10 seconds

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Billing Management
1 minute 2 seconds

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Editing Your Invoices
58 seconds

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Using Overdue Reminders
1 minute 58 seconds

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Using Low Retainer Reminders
1 minute 52 seconds

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Receiving an Invoice Payment Through an Existing Trust Retainer
1 minute 16 seconds

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Receiving an Invoice Payment Through an Existing Operating Retainer
1 minutes 16 seconds

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How to Post a Direct Matter Cost
2 minutes 42 seconds

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Summarizing Client Invoices Across Multiple Matters
1 minute 22 seconds

Business & Trust Accounting

Practice Management

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