A regular roundup of the latest CosmoLex news from our Client Services Department.
In Case You Missed It Automate complex workflows to reduce manual effort, meet deadlines and stay organized. With CosmoLex’s Workflow Automation, you can now customize triggers and actions for matters, or include them in matter templates so that: You do not miss any critical step, You can automate complex workflows to reduce manual effort, And …
In Case You Missed It Want to learn more about any of the new features or updates? Check out all our new upgrades here. For additional questions, reach out to your Customer Success Specialist to schedule a training session! NextGen Highlights: Streamlined Payment Workflow and Timer Enhancements We’ve added hyperlinks for quicker access to key …
In Case You Missed It Enhancements to system emails provide users with more detailed information regarding task completion, reminders, comments, event reminders, invitations, updates, and cancellations, improving communication and awareness within the system. We’ve also improved transparency and data accuracy; all generated reports will now include a summary of the applied filters at the bottom, …
In Case You Missed It Users can now filter and tag phone numbers when receiving text messages. They also have more options to customize column configuration when creating a matter’s split billing grid view, can send invoices in bulk for past due matters, download multiple individual invoices in a zip folder, keep tab context when …
In Case You Missed It Users can now engage in two-way text-messaging with clients, send invoices, reminders, and embed payment links by signing up for SMS (Text Messaging). Also, customization of the Matter Split Billing Grid View has been added. Click to read more. Check out our other recent updates: 10.16.5 Update (November 8, 2024) 10.16.3 …
In Case You Missed It We have added the ability to remove system defined dashboards and restore them to original settings, simplified Matter access, and provided the option to select a tier when upgrading to a subscription. Client Portal users can use the reset password link to log in to the portal. US users can …
