Using CosmoLex's integration with The Conveyancer®, you can dramatically simplify the real estate closing workflow. Statement of account charges for a single file or multiple files from The Conveyancer can be imported into CosmoLex for client billing & back-office accounting.

Import The Conveyancer Files

To import Quintalink files:

  1. From the main navigation panel, click Billing.
  2. From the Billing menu, click Time & Expense.
  3. From the tabs atop the Time/Expense screen, click Action.
  4. From the Action menu, select The Conveyancer Import.
  5. On the Upload the The Conveyancer® Data pop-up, click Choose file.
  6. Select The Conveyancer files from your system and click Upload.