Using the Client Portal

How to use CosmoLex's secure client portal

How to Login via Client Portal
Once the client has been sent an invite to create an account to access the client portal, the client will need to login into the portal. To login via Clie...
Fri, 25 Aug, 2017 at 1:27 PM
How to Invite/Revoke Access to Client Portal
Once the client portal has been set up in Cosmolex, you can invite the client to view and share items on the portal.  Note: Only permitted users can invit...
Thu, 19 Apr, 2018 at 5:49 AM
How to Share/Unshare Items via Client Portal
You can share various items with your client via client portal such as invoices, calendar events, tasks, notes, and documents. Below each item type is list...
Thu, 19 Apr, 2018 at 5:58 AM
How to Upload a Document to the Client Portal
Your client can upload a document to you from client portal to Cosmolex. The document will be shown in a client portal documents folder within Cosmolex. ...
Thu, 19 Apr, 2018 at 6:05 AM
How to Communicate with Clients via Client Portal
In Cosmolex, we have a secure way of communicating with clients via instant messaging via client portal for a matter. To set this up, make sure client port...
Thu, 19 Apr, 2018 at 6:06 AM
How to Restrict Users from Viewing Client Portal Activity Notifications and Messages
At times, you may need to restrict a user at the firm from having access to communicating with clients. In Cosmolex, you can restrict users from viewing an...
Mon, 28 Aug, 2017 at 3:02 PM
How to Identify Items Shared with Client Portal
In Cosmolex, you can see if an item has been shared via client portal by locating the symbol.This allows you to see what items (invoices, tasks, notes, even...
Thu, 19 Apr, 2018 at 6:18 AM
Client Daily Digest Email
In Cosmolex, a client can receive a daily digest email summary report of previous day's activities of shared documents, events, tasks, etc. Daily D...
Thu, 19 Apr, 2018 at 6:34 AM