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All CosmoLex Discussions
# Can Cosmolex automate any of it's options?
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 to set up automations using Microsoft.
##### Post Metadata
- Posted at: over 3 years ago
- Author title: Lawyer
- Net upvotes: 1
# Will you consider implementing different Role Creation and Permissions to timekeepers and responsible attorneys
Our firm has the needs and we would like to implement it as currently this is not an option.
##### Post Metadata
- Posted at: over 3 years ago
- Author title: Director of Operations
- Net upvotes: 1
# Best way to connect accountants for linking and integrating data? Active, inactive and closed options are not there?
##### Post Metadata
- Posted at: over 3 years ago
- Net upvotes: 1
# What is Zapier
What is Zapier and how can I use it with cosmolex. would it help with my intake forms?
##### Post Metadata
- Posted at: over 3 years ago
- Net upvotes: 1
# Can I add 2 clients to 1 matter?
It would be amazing if I could do this as I take mediation files where I have 2 clients on one file
##### Post Metadata
- Posted at: over 3 years ago
- Author title: Family Lawyer & Mediator
- Net upvotes: 1
# Will it ever be possible to link to Smartsheets?
##### Post Metadata
- Posted at: over 3 years ago
- Net upvotes: 1
# Ae there plans to review the accounting integration?
##### Post Metadata
- Posted at: over 3 years ago
- Net upvotes: 1
# How to integrate discovery record requests with "notes" and billing.
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 billed for analysis.
##### Post Metadata
- Posted at: over 3 years ago
- Net upvotes: 1
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