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Time/Expense Entry

Time and expense entry management support for CosmoLex

Adding a Flat Fee Entry to an Hourly Billed Matter
An attorney may be called upon by their client to perform a task after an hourly-billed Matter has begun, such as preparing a Power of Attorney form. Once y...
Tue, 8 May, 2018 at 1:56 AM
Adding a Recurring Fixed Fee for a Fixed Fee Matter
There can be cases where an attorney and their client agree on a payment schedule where the client pays a set fee each month. An attorney has the option to ...
Tue, 8 May, 2018 at 2:50 AM
How to Enter a No-Charge Expense for a Matter
Click on Accounting in the side panel > Under Bank section > Choose Bank > Click Details Under the Transactions section > Click Add ...
Tue, 8 May, 2018 at 2:50 AM
How to Set Up a Matter Specific Rate
While you are allowed to add up to eight default rates for each timekeeper, sometimes you have a special situation in which you want to create a rate specif...
Tue, 8 May, 2018 at 3:00 AM
What is eBilling?
At times, law firm’s client(s) may require invoices to be submitted in an electronic format (“eBill”) rather than on paper copy or PDFs. This requirement ...
Fri, 29 Dec, 2017 at 4:46 PM
Setting Up eBilling (LEDES) Within CosmoLex
Initial CosmoLex setup for your specific e-bills should be performed by a well-trained person at your firm. In the beginning stage, you should also contac...
Fri, 29 Dec, 2017 at 4:56 PM
How To Generate eBills
If you have not yet walked through the setting up of eBilling with CosmoLex, first follow the steps HERE. These steps are required in order to generate eBi...
Tue, 8 May, 2018 at 3:16 AM
What are UTBMS codes? (Task, Activity and Expense codes)
Once a matter has been enabled for eBilling in CosmoLex, you would need to start using task code and activity code for each and every time card. Normally, s...
Tue, 8 May, 2018 at 3:17 AM
How To Improve Accuracy of eBills
Due to a large number of available UTBMS codes, and preferences of many audit houses/processors to allow only certain codes, chances of incorrect code use a...
Fri, 29 Dec, 2017 at 5:03 PM
How to Add Time Cards from Various Completed Activities (Events, Tasks, Emails, Notes)
In CosmoLex, our Practice Management functions such as events, tasks, notes, and emails flow right into your billing process. How?  1. You can mark any ite...
Tue, 8 May, 2018 at 3:26 AM