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Tech Tip #17 – How to Customize CosmoLex to Your Area of Practice

Trust Accounting

CosmoLex customers span across many areas of practice, so we want you to be able to customize certain areas to your needs. In the Setup Section, we have an area called List Items where you can customize the drop-down lists available throughout the program. Don’t practice criminal law? Remove it from your matter list. Have a specific filing expense? Add it to your expense list. You have full control, making these lists cleaner and relative to your practice.

To learn how to use this feature, click here

Notebook

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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.
+1 866-878-6798
1100 Cornwall Road, Suite 215, Monmouth Junction, NJ 08852

CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

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