Email management support from CosmoLex

Configuration of Email Forwarding
CosmoLex allows the forwarding of your emails into the system for easy reference and tagging to individual matters.  You can also bill for time spent on em...
Mon, 16 Apr, 2018 at 3:05 AM
Managing Emails
DELETING EMAILS You can delete emails that are within CosmoLex as well. Keep in mind, these are copies from your Email Tool, so all original emails will re...
Wed, 19 Jul, 2017 at 10:36 AM
Matter Tagging Emails
MATTER TAGGING Auto Tagging When you first set up your email (in firm preferences) There are two options regarding Auto Tagging that you can choose ...
Mon, 16 Apr, 2018 at 7:19 AM
Organizing Your Emails Using Labels
In CosmoLex, we have the ability to create and manage labels which can be tagged to various activities (emails, events, tasks, etc) to learn how to create ...
Mon, 16 Apr, 2018 at 7:20 AM
Setting Email Restrictions
If you are using the "Forward All Emails", You may want to block certain emails from coming into CosmoLex. Perhaps personal notes, or internal com...
Mon, 16 Apr, 2018 at 7:45 AM
Managing System Emails
Within CosmoLex, you can email invoices, invoice reminders as well as low retainer reminders. But how do you keep track of what was sent and when? That is ...
Mon, 16 Apr, 2018 at 7:47 AM