Training Videos | CosmoLex

Training Videos

Overview & General Setup

Billing & Time Keeping

wtood

View

Billing Basics
11 minutes 40 seconds

wood

View

Adding Time and Expense Cards
1 minute 37 seconds

wood

View

Receiving Retainers
54 seconds

wood

View

Invoices in Bulk
1 minute 30 seconds

wood

View

Emailing Your Invoices
1 minute 10 seconds

wood

View

Billing Management
1 minute 2 seconds

wood

View

Editing Your Invoices
58 seconds

wood

View

Using Overdue Reminders
1 minute 58 seconds

wood

View

Using Low Retainer Reminders
1 minute 52 seconds

wood

View

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

wood

View

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

wood

View

How to Post a Direct Matter Cost
2 minutes 42 seconds

wood

View

Summarizing Client Invoices Across Multiple Matters
1 minute 22 seconds

Business & Trust Accounting

Practice Management

– CosmoLex connects with the tools you know and love –

google

dropbox

box

Microsoft Office 365

OneDrive

lawpay

casemaker

gmail

outlook

top