1. That’s what makes CosmoLex a true practice management software solution for your law firm. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client. Using a product-centric and customer-first approach, ProfitSolv. Input Tax Credit Reports. Stop wasting time and money on marketing efforts, let CosmoLex CRM determine your most profitable. Law Office Practice. The time investment made to make a plan will make the change much smoother. Note. TrustRadius is a technology and business research firm based in Austin, Texas. ; From the Setup left navigation, click List Items. To the right of Auto Generate Matter File Number (Custom), click the orange arrow icon. Using a product-centric and customer-first approach, ProfitSolv collaborates. | CosmoLex is the one fully integrated solution that lets solo attorneys & small law firms manage their practice, billing, AND accounting with one login (No. CosmoLex is a 100% native, built-from-scratch, cloud system—not a “hosted” or “hybrid” cloud solution. Technology and resources for the modern legal practice management professional. Find out how to recover your username or password, lock the side panel. Billing and payments. Law firms running on CosmoLex can eliminate the need to maintain multiple programs because CosmoLex does it all -- including time tracking, billing, business accounting, trust (IOLTA) accounting,CosmoLex helps lawyers streamline their legal practice by integrating their business and legal accounting with their practice management solution. First, it improves the security of client information. 0. Our comprehensive solution eliminates the need for separate billing and accounting systems, streamlining your. Once logged into the portal, from the left navigation panel, the client must click Invoice. Try CosmoLex today to see how it can help your practice stay organized, efficient, and. Click Add to bring up a dialog to enter the timekeeper’s information. No matter the size or shape of your law firm, CosmoLex can help you manage cash flow, simplify matter management, and make better business decisions. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email, Calendar & Task, Document. CosmoLex eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. On the Firm Preferences screen, scroll down to the Auto Numbering section. As part of the partnership, CBA members will get an exclusive discount for CosmoLex. It also helps to capture all billable activities and manage them by creating customizable invoices. Configure the system default to send email when a task is completed by choosing Yes/No from the drop-down. Personal injury law firms have to accurately and efficiently manage lots of documents, from evidence to complaints and disclosures. Try For Free. From the left navigation panel, select Matters. B) The accounts payable section is well put together and easy to use. After logging in to CosmoLex, click on Setup at the top of the screen. Name Price Features. CosmoLex is built for one purpose only – to simplify legal practice management and it’s now even easier with our redesigned mobile app. CosmoLex is partnered with many of the Bar Associations across the United States, including the Rhode Island State Bar Association. The Edit Expense screen updates to reflect your edits. On the Export Grid that opens, from the Pages drop-down, choose Current or Custom . Login. You must enter the timekeeper’s name and select a. They need a one-price, one-login system that includes practice management, billing, and accounting. Invoice Change/Write-off handling. Creat… Set Idle Period Duration Before Automatic Logout The Inactivity Timeout feature automatically logs users out after a period of inactivit… Take a ScreenshotTo create a CosmoLex desktop shortcut: Right click an empty space on your system’s desktop. Starting Enrollment. ”. Voucher checks have a check and two stubs on each sheet. Legal time and billing and law practice management applications, plus fully compliant law office accounting functions. Just go to the settings menu in your account, click on ‘security’, and turn on two-factor authentication. From the tabs atop the Firm Settings screen, click Firm Preferences. [Free Guide] Download Your Step-by-Step Guide to Run a Complaint Law OfficeDownload Your Guide. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email, Calendar & Task,. Define Client Profile Attributes. Chose PCLaw. Downloading Content for Best User Experience. NORTH BRUNSWICK, NJ – August 6, 2014 – Today, CosmoLex released version 1. CosmoLex is Clio's biggest rival. CosmoLex puts individual legal matters at the heart of your law practice management. Enter law. On the Invoices screen, single-click an unpaid invoice to highlight. The search for the leading legal practice management software ends here. All users get access to all features for $59 per month, paid annually or $69 per month, paid monthly. CosmoLex combines practice management, billing and accounting (no QuickBooks required), all in one login. Watch a quick intro to LexShare below or schedule a demo now to. Easily create custom templates to meet any client’s needs. In the upper right corner, click the username menu’s down arrow and click Admin. One of the features introduced in CosmoLex version 1. CosmoLex is a cloud-based software that delivers integrated legal practice management and legal accounting in a single application. CosmoLex user ratings. ; From the Activities left navigation, click Invoices. Enterprise-grade Security. Smart Solutions for the Small Law Firm. Pass credit card processing fees to your clients with surcharging. Find out more about the features, benefits, and services of CosmoLex,. CosmoLex was founded in Monmouth Junction, New Jersey} in 2013. In the lower right corner, click Next. Atop the Setup left navigation, click Firm Settings. Our legal-specific, cloud-based accounting software gives law firms the ability to manage complex client trust accounts and IOLTA. Choose your default document app from the drop-down. To correct errors in import rows, make the corrections in CosmoLex and repeat this process. Mismanagement can sink a case and leave your client struggling—but secure file-sharing ensures you. Law firms running on CosmoLex can eliminate the need to maintain multiple programs because CosmoLex does it all -- including time & expense tracking, billing, business accounting, trust (IOLTA. 0. Downloading Content for Best User Experience. And with a simple goal in mind — to. David Soble is a graduate of Michigan State University ('87) and The Ohio State University College of Law ('90). Try it for 30 days free trial! Call 866-878-6798. Misbah Jalal Siddiqui July 5, 2023. With the acquisition, Tabs3 is now able to provide solo. CosmoLex is the preferred practice management software partner of the Canadian Bar Association. 1. Most client portals are encrypted and provide a specific invite to the user who creates a unique login. Here are six features to look for when you’re choosing a legal CRM —and how to put them to work to improve your law practice’s legal marketing strategies . Get Started. CosmoLex - Login. Try For Free. From the Setup left navigation, click Firm Settings. Enhancements CosmoLexPay (US) When users begin their CosmoLexPay enrollment process, they will now see information related to pass through fees and a link to the list of fees charged by different Credit Card brands. Bank Account: This dropdown includes the bank accounts already in CosmoLex. Maintaining bar association compliance with a general accounting program like QuickBooks is also challenging. Check Capterra to compare CosmoLex and PracticePanther Legal Software based on pricing, features, product details, and verified reviews. In the lower right corner, click Save All Forms. Law firms running on CosmoLex can eliminate the need to maintain multiple programs because CosmoLex does it all – time and expense tracking, billing, business accounting, trust (IOLTA. Use the toolbar icons to update your list as. From the tabs atop the Firm Settings screen, click eBilling. Click Install. From the toolbar, click Pay Invoice. CosmoLex CRM is intuitive, legal CRM (Client Relationship Management) software that is designed to help you grow your profits by tracking prospective clients and keeping your current clients engaged and returning for services. Try For Free. Your criminal defense clients are navigating a difficult and stressful point in their lives. The Create Shortcut screen opens. CosmoLex can help you migrate data from your existing law practice management and accounting software. For a low, fixed monthly price starting at $160/month for most practices, a CosmoLex trained bookkeeper will take care of following tasks each month: Reconcile all bank and credit card accounts Send email when Task is completed. Client portal. Try it for 30 days free trial! Call 866-878-6798. Traditionally data is stored on your computer’s physical hard drive or on the firm’s internal server located in the office. CosmoLex Versions 6. Login. Once confirmed, your firm administrator can add your CAP as a User to your subscription using their access-activated email address, but a unique Login ID. You can also navigate to Activities > Communication > Email to open your inbox. 1-200 users. Free Trial. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. These are typically the tasks that directly involve or impact your clients. User: You can choose to view recent activities of All users or use the drop-down to choose a specific. Check the box beside Check if client is an entity, if applicable. A website with SEO can be ready for initial review within three weeks. This allows each user on your team to customize the legal billing system to optimize the working environment. In short, legal CRM helps clients feel top of mind, even when their attorney is busy working. Click the invoice to highlight it. CosmoLex Spotlight: Batch Billing. Unlock Your Legal Success Power Your Practice with CosmoLex’s Free Legal Resource Library Access all your favorite free legal resources and. They need a one-price, one-login system that includes practice management, billing, and accounting. Login. With CosmoLex, I found that I waited a little longer for reports and documents to generate and for transactions to be saved. Access the App on Other Mobile Devices File Sharing & eSignature Softwarefor Legal Practices. com. CosmoLex Version 6. Make sure they’re supported and know what to expect. To add a user: Click User tab; From the toolbar, click Add. The switches for eBilling and UTBMS Codes turn green and switch On. In the Type the location of the item field, enter or paste . With CosmoLex, there’s no IT maintenance for you to manage, so time can be spent on more billable work. Check out our other recent updates: 9. CosmoLex offers robust reporting functionality so you're always compliant and audit-ready. 5. 2023 CosmoLex Cloud, LLC. From the tabs atop the Firm Settings screen, click Firm Preferences. To access CosmoLex from your Outlook (Desktop): Single-click an email from your inbox to select it. Click and choose Withdrawal. You can create a desktop shortcut for convenient access to the CosmoLex login page. On the Client Portal screen, in the upper right corner,. With built-in law firm accounting software, everything you input into practice management and billing flows automatically onto your general ledger, including: Cash and accrual basis general ledger accounting. Remember Me. Understanding Convenience Fees & Surcharging. It will turn to ON. As the year winds down, everyone is looking forward to holiday festivities and a well-deserved break from the whirlwind of. Our comprehensive legal management tools are designed to improve the client experience, reduce your team’s workload, and get you paid faster at the same time. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Try For Free. In an empty space, right click. The categorization makes sense, and makes searching matters, seeing outstanding balances owed, and viewing trust fund balances easy. As a CosmoLex partner you will be able to offer a all-inclusive practice management & accounting solution. Try For Free. Additional usage fees may also apply. CosmoLex is much more than a “practice management” tool or only legal billing software. Step 1: Create a Reconciliation Statement. 1 day ago · CosmoLex CRM: One-time onboarding fee of $399, on top of the monthly fees; Fee of US$147/month (billed yearly) or US$177 (billed monthly) for up to 3 users; Fee for. Try For Free. CosmoLex cloud-based legal practice management software effectively managing case information, billing. Management Software. Reduce the work that goes into securely sending and receiving essential client signatures and documents. CosmoLex has three dashboards: Firm Dashboard: Displays firm-wide information; Admin-level users can restrict individual users’ access. Which means it needs to create that all-important, positive, & professional first impression. An integrated approach for seamless billing, accounting, and practice management. Provides more comprehensive customization options, including generating invoices and reports with greater flexibility. Time tracking and billing is super easy. This will take you to the CosmoLexPay Integration information screen. To view all client portal articles, see our firm. Don’t Get Left Behind! Thousands of Law Firms Have Already Switched to CosmoLex. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Login. PCLaw. ALL THE TOOLS YOU NEED – FOR ONE PRICE – IN ONE LOGIN CosmoLex is built for one purpose only – to simplify legal practice management and it’s now even easier with our redesigned mobile app. Type in CosmoLex. Additional usage fees apply, please contact CosmoLex Sales for more information. No desktop installations, tokens, or maintenance updates are required. Sync Calendar (User Level) To synchronize their own calendar, each firm user must: From the left navigation panel, click Setup. CosmoLex CRM is built to enhance your daily use of CosmoLex practice. When it comes to CTAs, the American Bar Association is clear in their Model Rules for Client Trust Account Records – Rule 2 that “only a lawyer admitted to practice law in this jurisdiction or a person under the direct supervision of the lawyer shall be an authorized signatory or authorize transfers from a client trust account. In the Type a name for. Legal time and billing and law practice management applications, plus fully compliant law office accounting functions. Discover CosmoLex pricing, features, user reviews, and product details. Track money end-to-end and reduce the time your firm spends accounting for payments with the LawPay integration for Cosmolex. Personal injury law firms have to accurately and efficiently manage lots of documents, from evidence to complaints and disclosures. You don’t even need to buy a separate CosmoLex login for the bookkeeper (an $85/month value). A civil suit can have countless documents and records. All firm users requiring CosmoLex access must have a user account. The article points out that automatic updates can be bad, but only if it is an application that is installed to your computer. A folder taxonomy displays, with the. Get Started. For example, our website with SEO plan includes: 10 initial pages with starter content. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. Preconfigured Provincial Tax Settings. Our Partners | CosmoLex. With CosmoLex’s matter-based document automation, every email is filed in its correct client-matter folder, and you will be alerted if a match can’t be found or more than one match is located. CosmoLex Cloud is the best alternative to PCLaw because of our cloud benefits with built-in, compliant legal billing and accounting. CosmoLex includes a free client portal with its subscription. The easiest way to handle the matter is to write a check for the additional funds and send it to the client at their last known address. Standard checks are cheaper and more. 1-1000+ users. From the choices in the drop-down: Badge, H-Bar, Pie, V-Bar, select the view for your tile by clicking on it. Create a Class. Management Software. Check out our other recent updates: 9. CosmoLex eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. Pricing. Fill out this form for a customized demo and see why CosmoLex is Canada’s fastest-growing cloud-based legal practice management & accounting solution. CosmoLex’s criminal law practice management software makes it easy to keep track of new clients, deadlines, documents, and communications, you can seamlessly deliver robust representation and help your clients defend their rights. Try CosmoLex today to see how it can help your practice stay. CosmoLex - Web-Based Legal Practice Management Software | 1656 obserwujących na LinkedIn. Client Management. You and your staff can use CosmoLex’s contact management CRM features to communicate with both old and new clients using a web-based two-way messaging. Examples include scheduling and attending appointments and meetings, maintaining client relationships, and completing your day-to-day legal tasks, such as performing due diligence, drafting contracts, preparing for trial, and other billable hour tasks. 1. and more all from one platform—accessible from anywhere, any time. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. CosmoLex's unique features, such as Money Finder, provide additional value by helping law firms prevent billable time leakage. CosmoLex CRM is legal-specific CRM (Client Relationship Management) software designed to help you grow your profits by streamlining client intake, tracking prospective clients, and keeping current clients engaged and returning for services. If the contact is a business, enter the individual who will receive invoices and other transmissions from the software. Complete legal-specific, customizable chart of accounts. Increasingly, today’s law firms are automating document creation for matter, client, transaction, or invoice information. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client. CosmoLex CRM is built to enhance your daily use of CosmoLex practice management software, and gives you the additional. Login. The conference. Call us for details. CosmoLex’s free legal resource library is a go-to destination for lawyers, office admins, solo law firms, paralegals, and legal industry professionals for legal eBooks, guides,and webinars. 6. Technology and resources for the modern legal practice management professional. , All Rights Reserved. Meetings get automatically invoiced to the correct matter and workflows are easily customized for each case. You have a portal for each CosmoLexPay merchant account. With CosmoLex, you get the. CosmoLex Law Practice Management Software Now Includes Credit Card Processing Through Integration With LawPay. After making your changes, in the upper right corner, click Save. Forgot Password? | Forgot Login? Not A CosmoLex Subscriber? Try It Free. One subscription, 24/7 access, built-in LawPay credit card processing decreases costs, while. Streamline your client intake process. Send email when Task is completed. 1-200 users. Case Study. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. 1 Update (March 25, 2023) 9. Law firms running on CosmoLex can eliminate the need to maintain multiple programs because CosmoLex does it all – time and expense tracking, billing, business accounting, trust. They also allow firms to easily customize each invoice with the firm’s logo and color scheme. Our multimedia Knowledge Base has How To articles, instructional videos, and GIFs to help you get the most out of CosmoLex. And with the single-tier pricing, users get a. LeanLaw. From the Type drop-down menu, click the contact type. Atop the Setup left navigation, click Firm Settings. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. On top of evidence, litigators also have documentation of their own research and copies of procedural requirements. Like Clio, CosmoLex also competes in the Legal Services sector. In the Cell Number field, enter a cell number if you have enabled the One-Time Passcode via SMS method in two-factor authentication at the firm level. Manage Your Client and Address Book Contacts. Our legal-specific, cloud-based accounting software gives law firms the ability to manage complex client trust accounts and IOLTA accounts, including services such as automatic three-way reconciliations and LEDES billing. Try For Free. You can import transactions from your operating, trust, and credit card accounts. When you switch trust banks, you also transfer funds from the old account to the new at the m…. Unlock Your Legal Success Power Your Practice with CosmoLex’s Free Legal Resource Library Access all your favorite free legal resources and. ; From the Account left navigation, click User Management. From the left navigation panel, click Invoice. They need a one-price, one-login system that includes practice management, billing, and accounting. When viewing a trust banks’ details, click on the transactions tab. Misbah Jalal Siddiqui June 27, 2023. Record an Invoice Payment Locate Invoice(s) From the left navigation panel, click Activities. Get the security and convenience of online invoicing and retainer payments at one low cost with law practice management software. From the toolbar, click Pay Invoice. | Terms CosmoLex is a complete legal practice management platform that offers case management, billing, accounting, CRM, and more. ; From the tabs atop the User Management screen, click Role. With invoicing and payments on one platform, law firms no longer have to juggle security across multiple tools. ; From the tabs atop the List Items screen, click Classes. For example, our website with SEO plan includes: 10 initial pages with starter content. Using a product-centric and customer-first approach. CosmoLex is now part of Software Technology, LLC, the makers of Tabs3 Software and the leaders in legal practice management software for solo and mid-sized law firms. Rhode Island IOLTA accounts while providing all of the tools you need to run your entire practice—with a single login. Canada Phone Support: (365) 804-0050. 1-200 users. 4. A CosmoLex subscription or trial includes the CosmoLex mobile app for iOS and Android. From the drop-down menu, click New > Shortcut . It’s accounting features mean you don’t have to deal with migrating information to-and-from a general-purpose accounting software package like QuickBooks or Xero. ; Either double-click a role, or single-click it to. Try it for 30 days free trial! Call 866-878-6798. From the tabs atop the User Management screen, click User. From the Account left navigation, click User Management. CosmoLex will do all your law firm’s trust bookkeeping—automatically, in the background, and in real-time. You tear off one stub for your own records, and the recipient keeps the other stub after the check has been deposited. By adopting LeanLaw, you adopt QuickBooks as the. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services. Prices as low as $89USD per month. On the Accounts Payable screen, double-click the bill, or single-click it to highlight it, and then from the toolbar, click Edit. As part of the partnership, CBA members will get an exclusive discount for CosmoLex. CosmoLex is the only complete practice management solution that includes not only robust practice management but also comprehensive time & billing features and built-in business and trust accounting -- No QuickBooks Required! CosmoLex is simple enough to use from day one and comprehensive enough to generate the financial reports and business. 4 (321) Top features. When You Need a Modern Law Firm Website - That Can Grow Your Practice. If you already have a VIPKid account, you can log in here. With our integrated legal practice management, billing, and accounting, CosmoLex Cloud is the best alternative to Rocket Matter. ; From the Matters Details left navigation, click Communication. Matter management impacts every part of your legal practice, even email. Receive a trust deposit by credit card in-office or through an emailed link. No QuickBooks® Required! TRY IT FOR FREE. Take a look at the additional information available in the reconciliation process and reporting, additional character limit for matter name, and more. Starting from $35 / month. CosmoLex puts an end to wasted time by trying to work in multiple programs. To access your account, click on the Schedule a. No Desktop Installations. Check Capterra to compare CosmoLex and LeanLaw based on pricing, features, product details, and verified reviews. From the toolbar, click Invoice Payment Using > Check/Cash. Try CosmoLex today to see how it can help your practice stay. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. As part of the Tabs3 legal software family, CosmoLex is poised. @CosmoLexLegal. Yet to up the stakes, even more, legal billing also represents a key opportunity to build positive relationships with clients. CosmoLex is the only total solution that allows solo attorneys and small law firms to manage their practice, billing, and accounting in one single login. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client servicesWith CosmoLex’s legal billing software, your law firm can implement the best invoicing and payment practices with less work and more success. Hidden Fees & Costs. And when you add CosmoLex “Click-to-Pay” buttons to your invoices -- clients pay you more quickly!Check Capterra to compare CosmoLex and PCLaw based on pricing, features, product details, and verified reviews. Merchant Account: The operating and/or trust accounts that were provided in your submitted application. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. That’s what makes CosmoLex a true practice management software solution for your law firm. Try it for 30 days free trial! Call 866-878-6798. 5. Rocket Matter. Try it for 30 days free trial! Call 866-878-6798. On the Unlink Payment page, by default today’s date will display. To integrate your NetDocuments account with CosmoLex: Login into NetDocuments. We help attorneys properly administer Florida IOLTA accounts while providing all of the tools you need to run your entire practice—with a single login. Bulk Document Folder Creation. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Special Disclaimers. Firm users can choose to set their own default under Setup > My Settings > My Preferences. Matter-based Management. Tip #2: Use a legal CRM for follow up. Going paperless can affect many areas of the firm, so to prevent chaos during the transition plan ahead. Effective Date: June 19, 2019. Reduce the work that goes into securely sending and receiving essential client signatures and documents. Trust Accounting. We help attorneys properly administer Alabama IOLTA accounts while providing all of the tools you need to run your entire practice—with a single login. Try CosmoLex free today!To enable CRM for other users in your firm: From the left navigation panel, click Account. Without it, you can’t pay your staff or keep the lights on. Law firms running on CosmoLex can. 00 1 User Per Month. Accurate and automated accounting for direct/ hard and in-direct/soft matter costs. 2023 CosmoLex Cloud, LLC. Law firms running on CosmoLex can. In the Color field, click the box and then click the color you want to assign to the user for their calendar events. CosmoLex’s accounting is developed to handle the unique requirements of Canadian law firms, including: Accrual Accounting. Try For Free. Soluno is a scalable solution that can satisfy the needs of law firms of all sizes. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. CosmoLex resides completely on the cloud with nothing installed on your local machine. Get 24/7 mobile access from any location and any device to instantly. CosmoLex provides streamlined client intake tools, intuitive document management, and automated workflows so you can seamlessly provide your clients with the support they need. The new CosmoLex ends that frustration by streamlining law office operations, particularly for solo practitioners and small law firms who struggle with multiple systems to manage the practice. Data security. Cloud access lets you get work done in the office. This display shows a list of which law practice management software users performed which activities and when, so you can easily produce an audit report in case a mistake is made. From the left navigation panel, click Accounting. Forgot Password? | Forgot Login? Not A CosmoLex Subscriber? Try It Free. CosmoLex is the #1 Alternative to MyCase. File Sharing & eSignature Softwarefor Legal Practices. Tabset anchor. Our basic guide to legal billing best practices breaks down how you can balance getting paid on timeCosmoLex is a cloud-based software that delivers integrated legal practice management and legal accounting in a single application. PracticePanther is a law practice management software offering a range of features, but law firms using PracticePanther. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Your website is the front line for all of your marketing. Email Address. CosmoLex’s criminal law practice management software makes it easy to keep track of new clients, deadlines, documents, and communications, you can seamlessly deliver robust representation and help your clients defend their rights. PREPARE FOR 2024: Free Non-Financial Data Migration & 15% Off Annual Subscription. With built-in law firm accounting software, everything you input into practice management and billing flows automatically onto your general ledger, including: Cash and accrual basis general ledger accounting. Support for Transaction & Other Levies. One web form. From the left navigation panel, click Matters. To modify the view: On the dashboard screen, click on the meatballs menu (three horizontal dots) on the top right of the tile you wish to modify.