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