Release Date: August 22, 2016
NEW FEATURES & ENHANCEMENTS
CLIENT PORTAL WITH SECURE MESSAGING SYSTEM
Streamline and secure communication with your clients. For each case, you can invite your client to create their own CosmoLex account so that they can access invoices, events, tasks, documents permitted by you. Clients can view and print invoices offline or online (if you have enabled LawPay within your CosmoLex account). Most importantly, you can communicate with your clients using built-in messaging system and all messages gets logged within the Matter.
INTERNAL COSMOLEX USER MESSAGING SYSTEM
Communicate with your other CosmoLex users from within the system. Eliminate all loose emails, sticky notes & voice memos with a modern digital communication system. All communications get logged within the system.
NATIVE DOCUMENT STORAGE WITHIN COSMOLEX
You no longer need Box or Dropbox account to store your documents within CosmoLex. CosmoLex users are provided secure storage where your documents are automatically encrypted and kept organized based on your CosmoLex matter based folder structure.
GLOBAL LAUNCH LOCATION FOR COMMON ACTIVITIES
Commonly used daily functions such as Add Time, Expense, Event, Task, etc are now available from a global menu box, which is accessible from all screens. This eliminates need to navigate to specifc pages to access these functions.
NEW MATTER DASHBOARD
When you want to view Matter details (by double clicking on Matter name on the Matter tab), you are now greeted with a new Matter dashboard which displays key matter details and data at a glance.
LAUNCH MULTIPLE TIMERS & TRACK TIME FOR FUTURE BILLING
You can now track time of multiple individual matters as you juggle between various activities and phone calls (of course only one timer can be active at any given time). As the day progresses, you can convert these tracked minutes into timecards (also available in the new Global Menu).
MARK INVOICES “FINAL” TO PREVENT ACCIDENTAL EDITS
Once your invoices are approved and issued, you can mark them “Final”, which prevents further editing. This feature will provide firms greater confidence that invoices can’t be edited once issued. Invoices can be changed back to “Open” status for revisions, but only by permitted CosmoLex users.
EMAIL REMINDERS FOR TASKS
Now you can set email reminders for various Tasks, just like you do for “Events”, to ensure you do not lose sight of important tasks.
COMMENTING SYSTEM TO VARIOUS ACTIVITIES
Your CosmoLex users can now add comments directly to various activities such as Events, Tasks, Notes, Documents. This will further steamline operations by eliminating the need for clarifying emails or loose sticky notes. If the associated item is made available to your client (via the Client Portal), your internal comments will not be visible to the client.
COMMENTING SYSTEM AS WORKFLOW MANAGEMENT
If a comment against an item such as Events, Tasks, Notes, Documents requires action from another CosmoLex user (or even for you as reminder), you can mark it as “Open” and notify other CosmoLex users. Once recipient completes required action, they can mark it as “Closed”.
NEW REPORT - INVOICE DISCOUNTS/WAIVED AMTS
In cash-basis accounting, invoice write-offs do not impact the balance sheet or income statements. However, it is helpful to track amounts which were waived across invoices. This new report provides itemized listings of discounts and waived amounts on all your invoices.
- Custom Contact Type List - You can now add/edit contact “type” list which is provided by CosmoLex to organize your addressbook any manner you like.
- Document Properties - CosmoLex documents -- be they in CosmoLex’s native storage or linked to your Box/Dropbox account -- can now be assigned various properties such as document type, description, number, etc.
- Matters with LEDES Billing are shown with a distinct icon for easier identification.
- Matters that have a client portal enabled will be shown with a distinct icon in the matter landing page.
- Accounting Journal Entry screen now has “Adjusting” flag to differentite between journal enteries.
- Tasks now have added option of specifying “Start Date”.
- Around 10 other Major and Minor issues have been resolved.