Integrate CosmoLex with Closer©

Using CosmoLex’s integration with Closer©, you can dramatically simplify the real estate closing workflow. Statement of account charges for single or multiple files from Closer© can be imported into CosmoLex for client billing and back-office accounting.

Import Closer Files

To import Closer files:

1. From the main navigation panel, click Billing.
2. From the Billing menu, click Time & Expense.
3. From the tabs atop the Time/Expense screen, click Action.
4. From the Action menu, select Closer Import.
   
5. On the Upload the Closer© Data pop-up, click Choose file.
6. Select the Closer files from your system and click Upload.