CosmoLex Integration – Law Practice and Case Management Software

CosmoLex CRM offers an easy-to-use integration with CosmoLex, a cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.

For more information about subscribing to CosmoLex, please visit www.cosmolex.com

What the 1-Click CosmoLex CRM > CosmoLex integration offers:

• Creates Matters in CosmoLex (Note: The primary contact in CosmoLex CRM becomes the client)
• Creates Contacts in CosmoLex
• Duplicate Checking of existing contacts in CosmoLex to allow selection of existing contacts or creation of new contacts at the time of sync
• CosmoLex CRM intake form data field mapping and syncing directly to CosmoLex custom fields
• CosmoLex CRM intake and sign-up documents will be synced directly into CosmoLex Matter documents

Creating a Matter in CosmoLex

Creating a matter in CosmoLex is a very simple process. Once you have an intake/lead record ready to convert from CosmoLex CRM to CosmoLex, all you need to do is click the Send to CosmoLex button located in the action menu.

After pressing the Send To CosmoLex a pop-up will open. This pop-up will show you the Matter Name, Area Of Law that you want to set, and if there are any duplicate contacts in CosmoLex already.

Duplicate Contact Checking

If there are any primary or additional duplicate contact(s) found they will be displayed in this pop-up:

• You have the option to convert to CosmoLex using these existing contacts by pressing the checkbox next to the contact name
• You can ignore the duplicate contact by leaving the checkboxes blank/empty & clicking Create Matter

The next step is to verify that you want to send this lead to CosmoLex.

Click Yes, Send It to send the record to CosmoLex.

Successful CosmoLex Export

Once a record is successfully converted you will see a green success message in the bottom right corner of CosmoLex CRM

You will also see a new success log inside of our Audit Log section with the new CosmoLex Matter ID for that record.

Your CosmoLex CRM intake has now been created as a new contact & Matter within CosmoLex!

Sending CosmoLex CRM Documents > CosmoLex

In our current integration, your CosmoLex CRM Intake documents will be sent to CosmoLex's documents section.

How to Disable Document Sending to CosmoLex

If you would like to disable Documents from sending to Cosmolex you can do so by going to:

Setup > Global Settings & Statuses > Cases Software > Send Documents > Turn the toggle OFF

How to Setup Custom CosmoLex CRM to CosmoLex Intake Fields

To pass custom field data into Cosmolex you first will need to create fields in your intake form.

Setup > Intake/Case Form Builder

Select your case type

Scroll down to the bottom right-hand corner and you will see the following options:

CosmoLex Page Template:

Here is where you select the CosmoLex Page Template where the CL fields that you want to pair in your CosmoLex CRM intake form are.

Map to:

Here is where you select the Cosmolex field that you want to create in CosmoLex CRM.

After selecting your desired options, click Create Field and it will be added to your intake form!