Matter Management

Matter management support for CosmoLex

How to Add/Edit/Delete Matters
A matter must be created first if you need to create anytime/ expense cards, invoices, or trust transactions. Click HERE for a video on adding a matter. ...
Tue, 1 May, 2018 at 5:09 AM
Hourly,Fixed Fee and Contingency
When setting up your matter, you have three options for Billing Method: Hourly The most commonly used billing method Billing is based on time/expense ...
Thu, 28 Dec, 2017 at 8:31 PM
How to Make a Matter Inactive
In order to archive a matter, you can make it inactive. The only criteria to inactivating a matter is that all trust funds must be disbursed.  To make...
Tue, 1 May, 2018 at 5:15 AM
How to Set a Default Timekeeper Rate Level For a Matter
In such instances, you may have a matter that you want to set a timekeeper rate level as a default rate when entering time cards for that particular matter....
Tue, 1 May, 2018 at 5:16 AM
Change a Matter from Fixed Fee to Hourly Billing
To do this: First, go to the Matter screen, locate the Fixed Fee matter you'd like to change, click to highlight the matter in blue and hit the ...
Tue, 1 May, 2018 at 5:19 AM
Change Fee Amount on a Fixed Fee Matter
When working on Fixed Fee Matters, there can be instances where the fee amount changes to a larger figure than when the case began. Fortunately, you can mak...
Tue, 1 May, 2018 at 5:21 AM
What is the Matter Summary Page?
The Matter Summary Page consists of all important matter data for a client. Similar to the dashboard but on a matter level, this displays client and billing...
Tue, 1 May, 2018 at 5:24 AM
How to Use Matter Notes
This area is for free-flowing notes. Perhaps a client/prospect conversation, or just a note to a colleague on the matter. This feature can be accessed thro...
Tue, 1 May, 2018 at 5:26 AM
Matter Auto Numbering
Matter Auto Numbering Matter auto numbering enables you to generate formatted sequence number which can be used to identify the Matter/Cases ...
Tue, 1 May, 2018 at 5:33 AM