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Email Management

Matter-based Management

Every email is filed in its correct client-matter folder and will alert you if a match can’t be found, or more than one match is located.

Billable Email Communications

Individual emails can be grouped into categories, like Client Discussion or Discovery, or create your own unique list of categories. As emails are categorized, they’re automatically removed from your inbox to keep you organized and decluttered.

Viewing Permissions

Sensitive content is never compromised with complete control over who has permission to view your communications within the firm.

Document

Generation & Management

Document Storage

With a built-in storage option, we make it easy to manage your case information, files, documents, compliance requirements, and streamline productivity. We are also integrated with leading storage providers including OneDrive, Google Drive, NetDocuments, Dropbox, and Box.

Document Retrieval

Find any document you need instantly — simply go to the folder labeled with your client’s name and legal matter. With mobile access, you can locate, retrieve and work with any piece of case information 24/7.

Security

Security is a top priority with granular user-level permissions and privilege settings to easily assign levels of access for specific members of your team.

Document Assembly

Create original document templates by designing it once in Microsoft Word and downloading your database of merge fields (including customer fields) from CosmoLex. Use the basic Word “mail merge” function to assemble the documents.

Secure

Client Portal

Client Messaging

You and your staff can communicate with your clients using a two-way messaging system within the security of the CosmoLex Cloud environment. All communication is logged within your CosmoLex Matter Records.

Document Exchanges

Your clients can view and pay invoices online or offline if you accept credit card payments. They can also upload documents, which are then automatically stored in the correct CosmoLex matter, and you’ll receive an instant alert when a client uploads a document as part of a daily summary of client activities.

Privacy & Permissions Controls

Control every aspect of privacy and permissions to prevent revealing matter records to the wrong client. Clients are only able to view their records, they do not have editing permissions. You can revoke access to a single record, an entire group of items, or even the entire portal if necessary.

Online Bill Payment

Deliver invoices using the Client Portal and clients can pay instantly.