Discussions sur CosmoLex

File opening automation that also includes sending out forms or emails. The only automation I see is emails saved in Cosmolex but that is very bad and causes more problems than it solves. Automating certain repetitive tasks will save time if Cosmolex can do it. Otherwise, I find myself trying... Lire la suite

Our firm has the needs and we would like to implement it as currently this is not an option.

What is Zapier and how can I use it with cosmolex. would it help with my intake forms?

It would be amazing if I could do this as I take mediation files where I have 2 clients on one file

I'd love to be able to seamlessly integrate our attempts at discovery (actual record requests that have our company letter head being generated by Cosmolex), those requests being billed accordingly, and the subsequent findings transferred to notes (complete/incomplete request) and also being... Lire la suite