Release No: 5.0
Release Date: December 17, 2017
NEW FEATURES & ENHANCEMENTS
Custom Fields Creation And Usage
CosmoLex Matter and Contacts can now be extended by user defined fields called custom fields. This allows user to create fields which are specific to their practice area.
Custom Fields can be created under setup. Currently there are 8 different type of fields which can be created such as Single Line Textbox, Multiline Textbox, List etc.
Once created, custom fields can then be associated with any matter or contact in CosmoLex.
Custom field search can be performed on matter and contact to drill down to specific matters
CosmoLex Document template supports Mail Merge Technology available in Microsoft Word application. Document Templates created using MS Word Mail-Merge fields can be uploaded in CosmoLex under Document Template section available under Setup.
Merge Field Database (Excel file) can be downloaded from CosmoLex application from the Custom Field Creation tab which then can be Linked with any MS Word document (*.docx) file to create professional looking templates.
Currently, only DOCX file is supported for merging. In future we will extend the feature to support Excel and Powerpoint files too.
Once a document template has been uploaded in CosmoLex, Document can be assembled for any Matter or Contact in the System.
For matter, document assembly can be triggered in the Matter section using Generate Document submenu under Action menu item
For contact document assembly can be triggered in the Address Book section using Generate Document submenu under Action menu item.
Powerful and Extensive Search
Welcome to the Enhanced and Powerful Search, which is completely redesigned and revamped to allow user to apply multiple search parameters simultaneously.
Each Search Parameter is Type agnostic and presented in various forms like Combobox, Textbox, Datepicker etc making it user friendly.
Lot of new search parameters have been added to each components (Matter, Time/Expense, Invoice etc) to get into the real gist of the information user is looking for
Date based search now contains more predefined ranges for ease of use. This also includes other operators for custom date ranges.
Various Items like Bank Name, Timekeeper, Matter Owner, Labels etc are presented as list to easily select an item rather than typing-in from scratch.
Certain key fields are combined as single search field for better usability. For example Client, Matter and Matter File# are now combined as a single field for ease of use. Its available at all the places where there is a matter association and labeled as Client/Matter/File#.
Application Theme And Layout Changes
Application main tabs are organized in a vertical theme to generate more real estate to show various contents.
Horizontal Search Bar has been removed from each screen and now shown as collapsible vertical bar on the right hand side of the content grid.
Tabs and corresponding sub tabs are organized in alternate vertical and horizontal layout theme.
Dialogs and pop-ups are re-touched to remove white spaces and increased content area
Grid corners are rounded to make it more appealing
Font and corresponding size are standardised throughout the application to maintain consistency
A new tab called ‘Billing’ has been created under Matter Details, Time/Expense and Invoice Tabs are moved under this new tab.
Reconciliation Detail screen is re-organized to bring it in-line with the new theme changes
Workflow tab has been moved out from List Item and is now in the same level as Firm Settings
In the Matter Relation tab contacts can be edited right from there rather than switching back and forth. Also new contact can be added on the fly within the Relation tab
All the List items under Setup area are now exportable.
Deposit Slip and Bank Statement can also now be exported and printed.