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Matters & Contacts
Matter Management
9
How to Add/Edit/Delete Matters
Hourly,Fixed Fee and Contingency
How to Make a Matter Inactive
How to Set a Default Timekeeper Rate Level For a Matter
Change a Matter from Fixed Fee to Hourly Billing
View all 9
Contact Management
7
How to Add/Edit a Payee
Adding/Editing Client Contact Info
How to Add/Edit Contact Type
How to Add Multiple Parties to a Contact
How to Add a Country to CosmoLex's Contact Section
View all 7
Conflict Check and Relations
2
How to Run a Conflict Check
How to Set Client Relations
Document Assembly
5
Document Assembly
How to Generate the Document Template For Contacts
How to Generate the Document Template For Matters
Master Merge Fields for Matters
Master Merge Fields for Contacts
Custom Fields
5
Custom Fields Creation
How to Create a Custom Field for a Matter
How to Create a Custom Field for a Contact
Associating Custom Fields with a Matter
Associating Custom Fields with a Contact