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Tech Tip #4 – Have a long list of contacts to add? Import them directly into CosmoLex!

Trust Accounting

Have an extensive list of contacts, or perhaps coming from another software? If saved as a CSV file, you can import your contact lists directly into CosmoLex. Not sure how many might already be in the system? No worries! CosmoLex will identify duplicates and restrict just those items from importing.

Take a look at the clip below which walks you through the process of importing your contacts:

Click Here to watch a short video and learn how!

Just one of the ways we try to save you time, so you can get up and running as soon as possible!

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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.

©2025 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates. All product names and trademarks are the property of their respective owners.

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