When you log in to your account, your dashboards are the first things you see.

CosmoLex includes several dashboards, and which ones you can access depends on your user permissions and your firm's plan. If you have the necessary permission, you can view all dashboards, as well as any others that you create and customize.

Access Dashboards

To access you dashboard:

  1. From the left navigation panel, click Dashboard.
    The Dashboard screen opens, displaying tabs atop the screen.

  2. Click on a specific tab to view that dashboard.

Firm Dashboard
  • Displays firm-wide information
  • Admin-level users can restrict individual users' access.
  • For additional information, see Use the Firm Dashboard.
Me Dashboard
  • Displays useful information based on the user who has logged in
  • Focuses more on Practice Management and time-related items
  • For additional information, see Use the Me Dashboard.
Recent Activities
  • Recent user activities, transactions, invoices, matters, logins, matter closing, and more.
  • Users can filter these activities based on various criteria like reference number and context.
  • Export in formats such as Excel, PDF, or CSV.
  • For additional information, see Manage Recent Activities.
User Dashboard
  • Create tailored dashboards that offer you the flexibility to customize tiles and views according to your preferences.

  • For additional information, see Customize Your Dashboard.