Unlock Your Legal Success Power Your Practice with CosmoLex’s Free Legal Resource Library Access all your favorite free legal resources and. That’s what makes CosmoLex a true practice management software solution for your law firm. Cannot access your account? Click here! © 2023 CosmoLex Cloud, LLC. , All Rights Reserved. No Server or Software Maintenance. Enter law. Whether you do hourly billing or value billing (flat fees), CosmoLex can keep the legal billing process straightforward. Login. As part of the partnership, CBA members will get an exclusive discount for CosmoLex. CosmoLex - Login. CosmoLex Spotlight: Batch Billing. One web form. With CosmoLex, you get the best legal billing software. First, it improves the security of client information. CosmoLex provides streamlined client intake tools, intuitive document management, and automated workflows so you can seamlessly provide your clients with the support they need. When viewing a trust banks’ details, click on the transactions tab. ALL THE TOOLS YOU NEED – FOR ONE PRICE – IN ONE LOGIN CosmoLex is built for one purpose only – to simplify legal practice management and it’s now even easier with our redesigned mobile app. CosmoLex is more than just a software program—it’s a comprehensive legal practice management system. On the Accounts Payable screen, double-click the bill, or single-click it to highlight it, and then from the toolbar, click Edit. Login. Learn how to log in to CosmoLex, a cloud-based legal software for law firms and legal professionals. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client. We love sharing Cosmolex customer success stories. Try it for 30 days free trial! Call 866-878-6798. CosmoLex CRM: $147/month (billed annually for up to 3 CosmoLex users) CosmoLex Websites: $149/month (billed annually) CosmoLex File Sharing and eSignature: $52/month (billed annually for the 1st user for 200 envelopes) Clio Grow: $49/user/month ; HIPAA Compliance ; One-Time Grow Account Setup: $399 Documents & e-signature. You can also start a live chat directly from the CosmoLex application. Benefits of CosmoLex for Personal Injury Law. That’s what makes CosmoLex a true practice management software solution for your law firm. CosmoLex’s all-in-one solution brings calendar management & matter workflows directly in line with your case management – where it belongs. CosmoLex - Web-Based Legal Practice Management Software | 1,602 followers on LinkedIn. On the My Views panel, click New. Manage Client Portal Access. CosmoLex resides completely on the cloud with nothing installed on your local machine. CosmoLex - Login. Moving from a Manual Setup to a Total Solution. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. The CosmoLex law practice “total solution” gives you all the tools you need to run the most efficient practice possible – all in one easy-to-use app. Try CosmoLex today to see how it can help your. CosmoLex CRM is built to enhance your daily use of CosmoLex practice management software, and gives you the additional. 5. We help law firms run their practice with maximum efficiency. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Your firm's administrator has configured your account to require Two-Factor Authentication. Click Save. 7 Bring Performance Enhancements for Users. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. CosmoLex - Web-Based Legal Practice Management Software | 1656 obserwujących na LinkedIn. Try For Free. They need a one-price, one-login system that includes practice management, billing, and accounting. Here you can add a withdrawal. If you have multiple merchant accounts set up, click. We help law firms run their practice with maximum efficiency. PracticePanther is a law practice management software offering a range of features, but law firms using PracticePanther. ”. Downloading Content for Best User Experience. From the Activities left navigation, click Calendar. Try it for 30 days free trial! Call 866-878-6798. As a CosmoLex partner you will be able to offer a all-inclusive practice management & accounting solution. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services. Our clients rely on CosmoLex as their fully functioning, virtual law office. 1-200 users. With the acquisition, Tabs3 is now able to provide solo. That means every email, task, event, document, billable item, and. Soluno is backed by 5-star support, and. This will take you to the CosmoLexPay Integration information screen. Login. Read all reviews. Add A Client Portal Link to Your Firm’s Website. Law Office Practice. CosmoLex was founded in Monmouth Junction, New Jersey} in 2013. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. Cosmolex. These are typically the tasks that directly involve or impact your clients. Secure File-Sharing and eSignature. Every document is associated with a profile that includes attributes such as Client, Matter or Author. Free Webinar - Fixing the Broken Link Between Your Billing and. Click-to-call and email. On the Save View screen that opens, give the view a Name, and a Description. CosmoLex CRM is built to enhance your daily use of CosmoLex practice management software, and gives you the additional. CosmoLex’s accounting is developed to handle the unique requirements of Canadian law firms, including: Accrual Accounting. Login. Try CosmoLex today to see how it can help your practice stay. On the far right of your screen, the CosmoLex Outlook Add-in panel opens. Try CosmoLex today to see how it can help your practice. They have no long-term contracts, offer a free trial, as well as simple pricing. All firm users requiring CosmoLex access must have a user account. Going paperless can affect many areas of the firm, so to prevent chaos during the transition plan ahead. To access CosmoLex from your Outlook (Desktop): Single-click an email from your inbox to select it. Try it for 30 days free trial! Call 866-878-6798. Firm users can choose to set their own default under Setup > My Settings > My Preferences. Unifying data in this way enables useful activities such as conflict checks, automated document templates, and the use of the client portal. Are you looking at your software as if it’s a partner in your firm?. CosmoLex is a cloud-based case management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring. You can select the Unlink Date by clicking on the arrow beside the date and picking your date. That means going far beyond timekeeping to include all the daily activities that can bog down your law firm’s efficiency. After making your changes, in the upper right corner, click Save. Accurate and automated accounting for direct/ hard and in-direct/soft matter costs. Get Started. Just go to the settings menu in your account, click on ‘security’, and turn on two-factor authentication. CosmoLex and PracticePanther are two popular legal practice management solutions available on the market today. Click Install. CosmoLex includes a free client portal with its subscription. Request a free demo to see how CosmoLex can help streamline your business. Login. CosmoLex Versions 6. CosmoLex’s One Price - One Login system ends the daily struggle of using a hodgepodge of practice management, billing and accounting systems forever. LawPay credit card processing is also built-in with. 1-1000+ users. CosmoLex is a complete legal practice management platform that offers case management, billing, accounting, CRM, and more. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. With CosmoLexPay you can: Receive an invoice payment by credit card in-office or through an emailed link or our client portal. Welcome to My Ontario Sign-In! or sign in with: mfa-aad-samlJoin CosmoLex for our free webinar: #practicemanagement #lawfirmmanagement #managementsoftware 1 Like CommentCosmoLex - Web-Based Legal Practice Management Software’s Post CosmoLex - Web-Based Legal Practice Management Software 1,617 followersCosmoLex - Web-Based Legal Practice Management Software | 1,618 followers on LinkedIn. The CosmoLex’s legal time and billing module helps in managing batch processing invoices, past due notices and more. The easiest way to handle the matter is to write a check for the additional funds and send it to the client at their last known address. 0. Enter the extracted data into the appropriate sheet in the template. From the Accounting left navigation, click Bank. Clients seeking immigration legal services are putting their future—and their family’s future—in your hands. ; From the Account left navigation, click User Management. To tag an item or items to a matter, check the boxes to their left. Law firms running on CosmoLex can eliminate the need to maintain multiple programs because CosmoLex does it all – time and expense tracking, billing, business accounting, trust. CosmoLex’s legal CRM gives your firm an edge in marketing outreach by ensuring that every lead is nurtured properly from start to finish—freeing up your team for. Meetings get automatically invoiced to the correct matter and workflows are easily customized for each case. Benefits of CosmoLex for Bankruptcy Law. Login. Clio offers different pricing plans and an entire suite of tools covering the client journey from intake to invoice, making Clio suitable for law firms of any size or practice area. With invoicing and payments on one platform, law firms no longer have to juggle security across multiple tools. Use the toolbar icons to update your list as. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Creat… Set Idle Period Duration Before Automatic Logout The Inactivity Timeout feature automatically logs users out after a period of inactivit… Take a ScreenshotTo create a CosmoLex desktop shortcut: Right click an empty space on your system’s desktop. Whether you’re a seasoned user or new to CosmoLex, this article. ; On the Edit User. LeanLaw is designed for small to mid-sized law firms. 1 - 100+ users. With this relationship, you will be helping your. Try CosmoLex today to see how it can help your practice. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client. On the Matter Owner screen, either double-click the matter owner, or single-click it, and then from the toolbar, click Edit. Login. Our software and banking supplies will help you take care of all your practice management chores in one place. Chose PCLaw. With this type of storage there are disaster recovery concerns and the risk of data loss, as well as the costs and time associated with managing these in-house systems. QuickBooks and CosmoLex both allow law firms to establish recurring invoices and automatic invoice reminders on past-due bills. | Terms Canadian Bar Association Chooses CosmoLex As Exclusive Preferred Practice Management Software Learn more [Free Guide]. From the Activities left navigation, click Invoices. Try it for 30 days free trial! Call 866-878-6798. 4 Update (March 10, 2023) 9. the only turnkey website solution that does everything lawyers & law firms need - at an affordable price. Legal client relationship management software, or CRM, automates client communication. Billing and payments. [Free Guide] Download Your Step-by-Step Guide to Run a Complaint Law OfficeDownload Your Guide. , October 18, 2022--CosmoLex launched a new CRM -- legal-specific client relationship management tools built for modern law firms. Recognition. Law Society General Ledger Compliance Reports. Input Tax Credit Reports. To access your account, click on the Schedule a Demo button and sign up for a free 10-day trial. Ignore any messaging regarding. The Funds Received From section will pre-populate with the details of the payment, including the Date and Payor Name. To view all client portal articles, see our firm. CosmoLex CRM is intuitive, legal CRM (Client Relationship Management) software that is designed to help you grow your profits by tracking prospective clients and keeping your current clients engaged and returning for services. Even accounting is built in (so you can stop “making do” with Quickbooks®. The Calendar tab displays your events in a calendar grid with Day, 5 Days, Week and. They need a one-price, one-login system that includes practice management, billing, and accounting. Try For Free. We recommend starting the NFD migration process as soon as you have determined. , All Rights Reserved. In the Law Firm ID field, enter your firm’s ID. Try For Free. CosmoLex is a modular solution that allows users to synchronize and replicant information between multiple modules in real-time. You’ll see a row of tabs for the different categories. 5. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email, Calendar & Task,. Import Bank Transactions via QBO/Excel/CSV File. Because CosmoLex includes integrated accounting functionality, payments you receive through the LawPay integration will automatically update your. On the Add Class screen, in the Name field, enter the class name, such as the attorney’s name, the. You and your staff can use CosmoLex’s contact management CRM features to communicate with both old and new clients using a web-based two-way messaging. This display shows a list of which law practice management software users performed which activities and when, so you can easily produce an audit report in case a mistake is made. Learn how to Add CRM to Your Account. 7, released on May 17th,. We’re committed to our cause of providing our customers with the complete mobility of cloud-native software, without compromising on the advanced features and legal-specific requirements. 5. CosmoLex. From the Matters Details left navigation, click Documents. CosmoLex gives you everything you need, in one login, for one price, with no QuickBooks required. With CosmoLex, you get 24/7 mobile access, from any location or device. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Saving Your View. They need a one-price, one-login system that includes practice management, billing, and accounting. Bank Account: This dropdown includes the bank accounts already in CosmoLex. Standard checks are cheaper and more. To the far right of the eBilling field, click the Off switch. Fully-managed web services offer law firms the opportunity to maintain a dynamic online presence without diverting focus from legal work. Comprehensive Cross-Referencing Protects Attorneys Against Ethics Complaints . CosmoLex offers robust reporting functionality so you're always compliant and audit-ready. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email, Calendar & Task,. Define Client Profile Attributes. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. After making your changes, in the upper right corner, click Save. Using a product-centric and customer-first approach, ProfitSolv. They need a one-price, one-login system that includes practice management, billing, and accounting. 2023 CosmoLex Cloud, LLC. Invoice Change/Write-off handling. Law firms of all sizes can run their business with confidence from entry to invoice; while saving time, increasing productivity, and empowering their practice. [3] There is a one-time onboarding fee of $599 for CosmoLex Websites. Step 1. CosmoLex eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. Version 1. Try For Free. CosmoLex Careers. Monmouth Junction, NJ cosmolex. From the bottom of the Accounting left navigation, click Accounts Payable. To the far right of the eBilling field, click the Off switch. 1. Login. New Law Firm Starting a law firm is an exciting and challenging endeavor. 2 Update (February 24, 2023) If you have any questions or want to learn more about any of the new features or updates, reach out to your Customer Success Specialist to schedule a training session!Examples include: Increase billable hours by 15% this quarter. I also enjoy a feature to send. Step 1: Migrate Your Non-Financial Data (NFD) Duration: 2-3 weeks, depending on the data preparation required. Reduce the work that goes into securely sending and receiving essential client signatures and documents. That means every email, task, event, form, billable item, and transaction—every single record—is always tagged to its proper client matter. and more all from one platform—accessible from anywhere, any time. Schedule Demo >. Configure the system default to send email when a task is completed by choosing Yes/No from the drop-down. Click Add to bring up a dialog to enter the timekeeper’s information. Best for. CosmoLexPay – Electronic Retainer & Payment Processing. With built-in law firm accounting software, everything you input into practice management and billing flows automatically onto your general ledger, including: Cash and accrual basis general ledger accounting. 1. Try For Free. CosmoLex can improve speed, efficiency and accuracy in operations while maintaining high standards of compliance and security. Additional users after your first 3 can be added at a cost of $49 per user/month billed annually or $59 per user billed monthly. Our multimedia Knowledge Base has How To articles, instructional videos, and GIFs to help you get the most out of CosmoLex. From the Banks left navigation, click Transaction. ALL THE TOOLS YOU NEED – FOR ONE PRICE – IN ONE LOGIN CosmoLex is built for one purpose only – to simplify legal practice management and it’s now even easier with our redesigned mobile app. To add a comment to a calendar event: From the left navigation panel, click Activities. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email, Calendar & Task,. If you have any questions about the data that goes into each field in the sheet, consult the “Data Entry Instructions” which appear on the first sheet in the template. The type of information can vary based on the tool you are using. Learn how to Integrate LexShare with CosmoLex Access Documents. If the screen has a large number of pages, you can choose to. Click the toggle beneath the CosmoLexPay app tile. Email Address. Traditionally data is stored on your computer’s physical hard drive or on the firm’s internal server located in the office. The cloud-based practice management platform CosmoLex and the legal research service Casemaker have formed an exclusive alliance to integrate their two products. The new CosmoLex ends that frustration by streamlining law office operations, particularly for solo practitioners and small law firms who struggle with multiple systems to manage the practice. However, QuickBooks doesn’t connect payments made with invoices submitted. Legal time and billing and law practice management applications, plus fully compliant law office accounting functions. CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application. 1-200 users. Try For Free. From the left navigation panel, click Matters. Purchase by October 31Claim Offer Now. The Credit Card Processing screen opens. That means every email, task, event, document, billable item, and transaction–every record–is. To edit a user role: Log in to CosmoLex as an Administrator. Forgot Password? | Forgot Login? Not A CosmoLex Subscriber? Try It Free. Law firms running on CosmoLex can. Provides more comprehensive customization options, including generating invoices and reports with greater flexibility. CosmoLex is the only complete practice management solution that includes not only robust practice management but also comprehensive time & billing features and built-in business and trust accounting -- No QuickBooks Required! CosmoLex is simple enough to use from day one and comprehensive enough to generate the financial reports and business. 5. Our one login, the one-price system eliminates hidden fees and helps keep costs down. All communication is logged. CosmoLex - Web-Based Legal Practice Management Software | 1. This will take you to the CosmoLexPay Integration information screen. Login. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Watch a quick intro to LexShare below or schedule a demo now to learn how. Recognition. Cloud-based storage offers a more secure. Login. Try CosmoLex today to see how it can help your practice stay. BankingClio VS CosmoLex. 0. CosmoLex’s accounting is developed to handle the unique requirements of Canadian law firms, including: Accrual Accounting. 6, which introduced the Job View and allows users to continue working while the system is processing large jobs in the background. Best for. Soluno is a scalable solution that can satisfy the needs of law firms of all sizes. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to. [Free Guide] Download Your Step-by-Step Guide to Run a Complaint Law OfficeDownload Your Guide. Our legal-specific, cloud-based accounting software gives law firms the ability to manage complex client trust accounts and IOLTA accounts, including services such as automatic three-way reconciliations and LEDES billing. Hire new associates. In short, legal CRM helps clients feel top of mind, even when their attorney is busy working. CosmoLex user ratings. As part of the Tabs3 legal software family, CosmoLex is poised. From the toolbar, click Pay Invoice. Custom: This will allow you to select the pages you wish to export. Downloading Content for Best User Experience. Smart Solutions for the Small Law Firm. Under the Documents Apps section beneath CosmoLex, click the gray OFF switch. You can call, email or submit a ticket online to our support team. Client portal. To create your reconciliation statement: Confirm you have printed your checks for the account. Our one login, one price system eliminates hidden fees and helps keep costs down. 1-10 users. Bank Account: This dropdown includes the bank accounts already in CosmoLex. You can also navigate to Activities > Communication > Email to open your inbox. To set up native document storage: From the left navigation panel, click Setup. Track money end-to-end and reduce the time your firm spends accounting for payments with the LawPay integration for Cosmolex. This allows each user on your team to customize the legal billing system to optimize the working environment. From the Contacts left navigation, click the Address Book. CosmoLex and PracticePanther include many of the same features including a dashboard, case management, a calendar, billing,. CosmoLex CRM is intuitive, legal CRM (Client Relationship Management) software that is designed to help you grow your profits by tracking prospective clients and keeping your current clients engaged and returning for services. You tear off one stub for your own records, and the recipient keeps the other stub after the check has been deposited. From the tabs atop the Firm Settings screen, click Firm Preferences. Easily create custom templates to meet any client’s needs. CosmoLex is a cloud-based law practice management and accounting solution. Get instructions and helpful tips for running reports. It’s accounting features mean you don’t have to deal with migrating information to-and-from a general-purpose accounting software package like QuickBooks or Xero. 5. With CosmoLex, there’s no IT maintenance for you to manage, so time can be spent on more billable work. Networking outside of the box: ways for lawyers to bring in business | CosmoLex - Web-Based Legal Practice Management Software eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. LawPay credit card processing is also built-in with no fixed monthly fee. Install the App. Type in CosmoLex. CosmoLex is a cloud-based software that delivers integrated legal practice management and legal accounting in a single application. CosmoLex Cloud is the best alternative to PCLaw because of our cloud benefits with built-in, compliant legal billing and accounting. From the choices in the drop-down: Badge, H-Bar, Pie, V-Bar, select the view for your tile by clicking on it. Powered by LexShare and LexSign, CosmoLex delivers document and file-sharing convenience with one secure click. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. CosmoLex’s trust accounting software ensures that your estate planning law firm can consistently manage trust accounts in a compliant, efficient manner. Functionality. ; From the Activities left navigation, click Invoices. Login. After logging in to CosmoLex, click on Setup at the top of the screen. Login. A folder taxonomy displays, with the. Manage Your Client and Address Book Contacts. Check Capterra to compare CosmoLex and LeanLaw based on pricing, features, product details, and verified reviews. CosmoLex cloud-based legal practice management software effectively managing case information, billing. Our legal-specific, cloud-based accounting software gives law firms the ability to manage complex client trust accounts and IOLTA accounts, including services such as automatic three-way reconciliations and LEDES billing. Simply log into CosmoLex Cloud - anytime, anywhere - to get everything you need to run your entire law practice. A fully integrated law practice management solution that lets solo attorneys & small law firms manage their practice, billing, & accounting with just one login. Law firm is responsible for security. For example, our website with SEO plan includes: 10 initial pages with starter content. For example, our website with SEO plan includes: 10 initial pages with starter content. Your website is the front line for all of your marketing. It’s accounting features mean you don’t have to deal with migrating information to-and. J. Time tracking and billing is super easy. Start a free trial. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Simplify and accelerate your law practice management, billing, and accounting by signing up for a free trial with CosmoLex now! No credit card required. Book A Demo. Learn why 1000s of law firms have switched to CosmoLex. Trust Accounting. Email Address . Support for Transaction & Other Levies. ; From the tabs atop the User Management screen, click User. CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application. Every document is associated with a profile that includes attributes such as Client, Matter or Author. Maintaining bar association compliance with a general accounting program like QuickBooks is also challenging. They need a one-price, one-login system that includes practice management, billing, and. An integrated approach for seamless billing, accounting, and practice management. The Credit Card Processing screen opens. CosmoLex is a modular solution that allows users to synchronize and replicant information between multiple modules in real-time. From the Default Calendar field’s drop-down, click Office 365. If you are using an iPad or another tablet device, at the bottom of the login page you can click Access the desktop version for a better viewing experience. , All Rights Reserved. 6. Read more about each release below. To export your data: From any screen displaying the Export icon, click Export. From the tabs atop the My Settings screen, click User. 6. Scalability. The categorization makes sense, and makes searching matters, seeing outstanding balances owed, and viewing trust fund balances easy. Reconciliation Made Easy: How CosmoLex Helps You Easily Modernize How You Reconcile. Client Portal - CosmoLexCannot access your account? Click here! © 2023 CosmoLex Cloud, LLC. Preconfigured Provincial Tax Settings. In this guide, we will walk you through the login process for CosmoLex, providing valuable tips to ensure a seamless experience. If you add this user using an email address other than the one provided for free account access, you will be subject to the usual user charge. Welcome to CosmoLex, the all-in-one legal practice management software designed to simplify your workflow and enhance your legal practice. Solos and Small size Law Firms. Step 1: Create a Reconciliation Statement. In the Edit Expense screen, make your edits. Fill out this form for a customized demo and see why CosmoLex is Canada’s fastest-growing cloud-based legal practice management & accounting solution. It also helps to capture all billable activities and manage them by creating customizable invoices. In a country known for having strict regulatory requirements for legal accounting, the CBA said that. With built-in law firm accounting software, everything you input into practice management and billing flows automatically onto your general ledger, including: Cash and accrual basis general ledger accounting. They need a one-price, one-login system that includes practice management, billing, and accounting. Send email when Task is completed. You can create a desktop shortcut for convenient access to the CosmoLex login page. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services. ; On the Invoices screen, beneath the toolbar, if the Applied Filters field does not display Status = Unpaid, use the Filter panel to select it. Are you ready to make the switch? Atop the Setup left navigation, click Firm Settings. Schedule a quick call with our team to assess your needs and create your one-on-one customized demo. From the Setup left navigation, click My Settings. ; From the toolbar atop the Classes screen, click Add. Whether you do hourly billing or value billing (flat fees), CosmoLex can keep the legal billing process straightforward. Start Your Free Trial!No Obligations.