Release Date: March 15, 2016
NEW FEATURES & ENHANCEMENTS
EMAIL - UNIVERSAL INTEGRATION
CosmoLex can now be used with commonly used email tools such as Outlook, Gmail, etc. allowing CosmoLex users to keep emails stored along with their matters. Simply add a setting to your preferred email tool to automatically forward incoming/outgoing emails to your firm’s CosmoLex mailbox. Or, you can forward individual emails to your firm’s CosmoLex mailbox.
EMAIL - AUTO TAGGING BY MATTER
CosmoLex will automatically tag your emails with respective client matters. You can choose a setting to match with client’s primary email address or to any of the emails associated with the Client. The system is so smart that it will alert you if it could not find a match or if it finds more than one match. This cool feature alone will save you countless hours in organizing emails by matter.
EMAIL - PERMISSIONS & PRIVILEGES
Just because all of your CosmoLex users can now forward their incoming/outgoing emails to firm’s CosmoLex mailbox does not mean all should be able to view others’ emails. You can prevent selected users from seeing ANY emails to begin with, OR limit to seeing only their emails (or selected user’s emails).
EMAIL - GLOBAL CLEANUP
We want you to keep your digital matter file clean and not get cluttered with all types of junk emails or even personal emails we all get. For this purpose, you can set “exclusion” rules where you can easily add email addresses which you simply want to ignore.
BILLING SUPPORT FOR EMAIL, EVENTS, TASKS, NOTES
Lawyers bill for various types of activities, be it email, meetings, tasks etc. Now you can enter Timecards and keep them attached to activity items such as an email or a meeting to ensure everything you plan to bill actually gets billed AND you have supporting documents if there is ever a fee dispute. You can also unlink these Timecards from activity items.
- Double click on a previously generated invoice opens a viewer instead of edit window.
- Dashboard Widget now shows Unbilled emails count for easy tracking.
- Money Finder modified to show Billable emails and now supports pagination.
- Various reports display transactions in same date in following order: all deposits, all checks.
- Mobile application now has email viewing capability.
- Around 10 other Major and Minor issues got resolved.