Set up and run the CRM's Smart Dialer, caller ID, call tracking, and AI transcription.
The Administrator's Guide to the CRM Smart Dialer
Configure and manage the CRM Smart Dialer, including call routing, agent permissions, and outbound automations.
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The Agent and Non-Agent User Guide for the CRM Smart Dialer
Learn how to use the CRM Smart Dialer as an agent or non-agent user, including dialer settings and call features.
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Configure a Custom Caller ID (CNAM) for Your CRM Dialer
Register a custom caller ID name (CNAM) for your CosmoLex CRM dialer so contacts see your firm's name on incoming calls.
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Troubleshooting the Smart Dialer
Resolve common Smart Dialer issues including audio problems, connectivity errors, and missing dialer pop-ups.
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Can I Turn Off Google Chrome's Browser Autofill?
Prevent Chrome autofill from inserting personal data into CosmoLex CRM forms by creating a separate browser profile for work.
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How to Clear Local Storage in Google Chrome
Clear Chrome’s local storage using Developer Tools to fix loading or caching issues in CosmoLex CRM.
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FAQ About Call Tracking Phone Numbers and What is "Porting"
Get answers to common questions about call tracking phone numbers, porting numbers, and the transfer process.
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Setting Up CallRail to Integrate with Legal CRM for Keyword Tracking
Connect CallRail to CosmoLex CRM to automatically create leads and capture Google Ads keyword tracking data from inbound calls.
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Call Monitoring - Admin Guide
Enable and use call monitoring to listen, whisper, barge, or take over live agent calls in the CRM Smart Dialer.
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AI Transcript - AI Generated Audio-to-Text
Generate an AI-powered text transcription and summary from any call recording stored in CosmoLex CRM.
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