From atop the Accounting left navigation, click Bank. Step 1. Compared to Clio, CosmoLex generates $15. In all other areas, I found CosmoLex to be better as it is more intuitive to use and the user interface is clean and easy. If the contact is a business, enter the individual who will receive invoices and other transmissions from the software. On the Client Portal screen, in the upper right corner,. Try CosmoLex today to see how it can help your practice stay. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to. Please follow the instructions below to set up your Microsoft Authenticator application on your smart phone. CosmoLex’s cloud-based legal billing software makes client billing user-friendly and fast. Up to 3 stock photos. Pricing. Legal time and billing and law practice management applications, plus fully compliant law office accounting functions. Enjoy seamless, 24/7 access on any device, including a PC, Mac, tablet, and mobile phone—no desktop installations, tokens, or maintenance updates are required. In the lower right corner, click Next. First, it improves the security of client information. 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. Legal client relationship management software, or CRM, automates client communication. Matter management impacts every part of your legal practice, even email. 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. ; On the Apps screen, in the Payment Processing section, click the LawPay on/off slider. 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. Rocket Matter. Standard checks are cheaper and more. 1. CosmoLex is the one solution that lets solo attorneys & small law firms manage their practice, billing, AND accounting, all in one login (No QuickBooks™. CosmoLex puts individual legal matters at the heart of your law practice management. Check Capterra to compare CosmoLex and uLawPractice based on pricing, features, product details, and verified reviews. Make sure they’re supported and know what to expect. From the Banks left navigation, click Transaction. Scalability. 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. These are typically the tasks that directly involve or impact your clients. Whether you do hourly billing or value billing (flat fees), CosmoLex can keep the legal billing process straightforward. Clients seeking immigration legal services are putting their future—and their family’s future—in your hands. From Matters. It’s accounting features mean you don’t have to deal with migrating information to-and. We help attorneys properly administer Wisconsin IOLTA accounts while providing all of the tools you need to run your entire practice—with a single login. No matter where you enter a trust withdrawal, as a trust accounting safeguard, CosmoLex requires that a matter is selected. CosmoLex - Login. 1-50 users. , All Rights Reserved. On the Unlink Payment page, by default today’s date will display. CosmoLex. If the screen has a large number of pages, you can choose to. If you add this user using an email address other than the one provided for free account access, you will be subject to the usual user charge. Customize Workflows and Tasks to Save Time—and Billable Hours. What’s New Four CosmoLex Releases in November Continue System Improvements The newest CosmoLex releases throughout the month of November have brought improvements to functionality across the program and introduced the new CosmoLex Add-in for Microsoft Outlook (see video below). 6. Misbah Jalal Siddiqui July 3, 2020. . Ignore any messaging regarding. Once the account is set up, if your firm admin has granted you CosmoLexPay permission, go to the top right of your CosmoLex window to access your CosmoLexPay portal: From the avatar menu. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. ; From the tabs atop the User Management screen, click User. Legal client relationship management (CRM) software can help you go the extra mile for them. Note. Therefore, it’s important to consider whether or not the software fits with how you and your team work. Law Society General Ledger Compliance Reports. To integrate your NetDocuments account with CosmoLex: Login into NetDocuments. The switches for eBilling and UTBMS Codes turn green and switch On. 1. CosmoLex even has built-in LawPay with no fixed monthly fee. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Are you looking at your software as if it’s a partner in your firm?. Login. And with the single-tier pricing, users get a. To enable email integration: From the left navigation panel, click Setup. From the drop-down, select Invoice Payment or Retainer. If integrated with a payment processing app, when entering a deposit for a bank account linked to a merchant account, you will see the ‘Integrated Payment’ checkbox. If you wish to add a signature, click Upload. PracticePanther Law Practice Software using this comparison chart. LawPay credit card processing is also built-in with no. Login. Login. Learn why 1000s of law firms have switched to CosmoLex. They have no long-term contracts, offer a free trial, as well as simple pricing. Canada Phone Support: (365) 804-0050. You can import transactions from your operating, trust, and credit card accounts. On the Bank Screen, either double-click the bank, or single-click it to highlight it, and then from the. Maintaining bar association compliance with a general accounting program like QuickBooks is also challenging. Find out more about the features, benefits, and services of CosmoLex,. 1-200 users. In honor of the Thanksgiving holiday, our offices will be closed Thursday, November 23rd and Friday, November 24th. ; Single-click the client to whose matters you wish to apply. In the upper right corner of the app, click the CosmoLex icon. Support for Transaction & Other Levies. From the tabs atop the Firm Settings screen, click eBilling. 1-200 users. Try For Free. To integrate your NetDocuments account with CosmoLex: Login into NetDocuments. Custom: This will allow you to select the pages you wish to export. Try For Free. CosmoLex case management software platform is endorsed by over 20 state bar associations. Login. Our legal-specific, cloud-based accounting software gives law firms the ability to manage complex client trust accounts and IOLTA. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. We help attorneys properly administer South Carolina IOLTA accounts while providing all of the tools you need to run your entire practice—with a single login. Watch a quick intro to LexShare below or schedule a demo now to. Benefits of CosmoLex for Personal Injury Law. Managing a law firm is a complex task, especially when you're relying on outdated. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. Accurate and automated accounting for direct/ hard and in-direct/soft matter costs. Our one login, the one-price system eliminates hidden fees and helps keep costs down. 1 - 100+ users. Login. No QuickBooks Required, No Compliance. Schedule Demo >. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. 3 Update (April 7, 2023) 9. | TermsTermsMONMOUTH JUNCTION, N. Try CosmoLex today to see how it can help your practice stay organized, efficient, and. Prices as low as $89USD per month. If you are not already logged into CosmoLex. Law firms with the number of attorneys ranging from 1-49. Purchase by October 31Claim Offer Now. From the Account left navigation, click User Management. CosmoLex billing captures time & expenses as they occur. | CosmoLex is the one fully integrated solution that lets solo attorneys & small law firms manage their practice, billing, AND accounting with one login (No. 0. From the Setup left navigation, click Firm Settings. 3 Update (March 3, 2023) 9. As a CosmoLex partner you will be able to offer a all-inclusive practice management & accounting solution. CosmoLex is a native cloud system designed to boost law firm efficiency. They need a one-price, one-login system that includes practice management, billing, and accounting. To create a class: From the left navigation panel, click Setup. CosmoLex’s legal CRM gives your firm an edge in marketing outreach by ensuring that every lead is nurtured properly from start to finish—freeing up your team for. 3. The categorization makes sense, and makes searching matters, seeing outstanding balances owed, and viewing trust fund balances easy. Hire new associates. Our cloud-based practice management solution offers built-in accounting software, which means you can save time on billing, trust accounting, and bookkeeping with tools like: Built-in trust accounting. Try For Free. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client. CosmoLex Websites are created with the needs of small and solo law firms in mind. 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. They need a one-price, one-login system that includes practice management, billing, and accounting. From the tabs atop the Firm Settings screen, click eBilling. Legal time and billing and law practice management applications, plus fully compliant law office accounting functions. 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. Clio offers different pricing plans and an entire suite of tools covering the client journey from intake to invoice, making Clio suitable for law firms of any size or practice area. CosmoLex is a cloud-based practice management software with a robust feature set that includes a full law-firm accounting package. In the upper right corner, click Save. Even accounting is built in (so you can stop “making do” with Quickbooks®. CosmoLex CRM is built to enhance your daily use of CosmoLex practice management software and gives you the additional tools you need to grow your law firm. Comprehensive Cross-Referencing Protects Attorneys Against Ethics Complaints . CosmoLex Compare. Simply log into CosmoLex Cloud - anytime, anywhere - to get everything you need to run your entire law practice. ; From the Account left navigation, click User Management. CosmoLex Compare. Most client portals are encrypted and provide a specific invite to the user who creates a unique login. For example, our website with SEO plan includes: 10 initial pages with starter content. These solutions are priced competitively, and are best suited for small to medium sized law firms. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services. Your criminal defense clients are navigating a difficult and stressful point in their lives. Data security. Law firms looking for an easy-to-use practice management software to manage case details, documents, contacts, time tracking, billing, and invoicing all in one place. In the Name field, enter the contact’s name. Log in with your CosmoLex credentials. SEE ALL PRICING. 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. With built-in trust accounting, audit-ready reconciliations, and comprehensive trust reports, you can stay on top of your trust accounting, fulfill your fiduciary duty to your clients, and. 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. Law. CosmoLex’s all-in-one solution brings calendar management & matter workflows directly in line with your case management – where it belongs. Free Trial. CosmoLex Websites are created with the needs of small and solo law firms in mind. Check out our other recent updates: 9. Allows for some customization, such as creating custom invoices and reports. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email, Calendar & Task, Document. 6. Starting from $35 / month. CosmoLex provides streamlined client intake tools, intuitive document management, and automated workflows so you can seamlessly provide your clients with the support they need. Try For Free. Managing Uncleared and Unclaimed Trust Funds. In a country known for having strict regulatory requirements for legal accounting, the CBA said that. With the acquisition, Tabs3 is now able to provide solo. Yes, CosmoLex is automatically updated at least once a month. David Soble is a graduate of Michigan State University ('87) and The Ohio State University College of Law ('90). With CosmoLex, you get 24/7 mobile access, from any location or device. By adopting LeanLaw, you adopt QuickBooks as the. Click the invoice to highlight it. LeanLaw is designed for small to mid-sized law firms. Client Portal - CosmoLexCannot access your account? Click here! © 2023 CosmoLex Cloud, LLC. Cosmolex. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to. Unifying data in this way enables useful activities such as conflict checks, automated document templates, and the use of the client portal. It is the lawyer’s responsibility to make sure those funds make it back to the client. We help attorneys properly administer Arizona IOLTA accounts while providing all of the tools you need to run your entire practice—with a single login. CosmoLex user ratings. | CosmoLex is the one fully integrated solution that lets solo attorneys & small law firms manage their practice, billing, AND accounting with one login (No. The payroll reports include data on: Labor costs. Starting Enrollment. Pass credit card processing fees to your clients with surcharging. However, QuickBooks doesn’t connect payments made with invoices submitted. To access: Open your device’s web browser. 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. Get Started. 6, which introduced the Job View and allows users to continue working while the system is processing large jobs in the background. Mobile optimization. Try it for 30 days free trial! Call 866-878-6798. CosmoLex eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. Recognition. ; From the Setup left navigation, click List Items. Cosmolex, for its part, has increased its login security to include multi-factor authentication through the Microsoft Authenticator app. Receive a trust deposit by credit card in-office or through an emailed link. Access the App on your Phone. Try CosmoLex today to see how it can help your practice stay. The Login ID field defaults to the user’s email address, but you can change it. 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. Try it for 30 days free trial! Call 866-878-6798. Benefits of CosmoLex for Civil Litigation Practices. From the toolbar, click Pay Invoice. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email, Calendar & Task,. Free Webinar - Fixing the Broken Link Between Your Billing and. Each CosmoLex account is eligible for a Free User Login for their external accountant or bookkeeper through the CosmoLex Accounting Partner Program. Atop the Setup left navigation, click Firm Settings. CosmoLex has three dashboards: Firm Dashboard: Displays firm-wide information; Admin-level users can restrict individual users’ access. You tear off one stub for your own records, and the recipient keeps the other stub after the check has been deposited. New Law Firm Starting a law firm is an exciting and challenging endeavor. CosmoLex practice management organizes your meetings and tasks. On the Accounts Payable screen, double-click the bill, or single-click it to highlight it, and then from the toolbar, click Edit. 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. First name Last name Firm name Phone number EmailTotal Firm Size: 1-20 employees21-50 employees51-200 employees201-500. Record an Invoice Payment Locate Invoice(s) From the left navigation panel, click Activities. CosmoLex puts an end to wasted time by trying to work in multiple programs. Up to 3 stock photos. Check out our other recent updates: 9. Try For Free. Our Partners | CosmoLex. C) Customer service is great. Login. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Follow prompts to complete the installation. 3. Call us for details. From the left navigation panel, click Accounting. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. CosmoLex combines practice management, billing and accounting (no QuickBooks required), all in one login. Empty User. Run invoice batches with a single click. CosmoLex will introduce new Accounts Payable functions at the ABA Techshow 2017 in Chicago . 4 (321) Top features. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email, Calendar & Task,. Schedule Your Free Demo Today! CosmoLex Websites . Simply log into CosmoLex Cloud - anytime, anywhere - to get everything you need to run your entire law practice. The slider switches to On. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. The time investment made to make a plan will make the change much smoother. The system updates the bill. CosmoLex includes a free client portal with its subscription. Increasingly, today’s law firms are automating document creation for matter, client, transaction, or invoice information. CosmoLex vs. Entering New Timekeepers. Free Version. Technology and resources for the modern legal practice management professional. CosmoLex Websites. Without it, you can’t pay your staff or keep the lights on. CosmoLex is built for one purpose only – to simplify legal practice management and it’s now even easier with our redesigned mobile app. 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. Try For Free. Try For Free. Simplify and accelerate your law practice management, billing, and accounting by signing up for a free trial with CosmoLex now! No credit card required. Legal time and billing and law practice management applications, plus fully compliant law office accounting functions. Fully-managed web services offer law firms the opportunity to maintain a dynamic online presence without diverting focus from legal work. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email, Calendar & Task,. If you already have a VIPKid account, you can log in here. We help attorneys properly administer Missouri IOLTA accounts while providing all of the tools you need to run your entire practice—with a single login. PC Law is quicker and cheaper. CosmoLex’s data security measures, policies, and practices ensure that the data processed on behalf of our customers is well-protected and in line with the requirements of the GDPR. After making your changes, in the upper right corner, click Save. With CosmoLex, there’s no IT maintenance for you to manage, so time can be spent on more billable work. On the Edit Matter Owner screen, edit the fields as needed. CosmoLex cloud-based legal practice management software effectively managing case information, billing and trust accounting functions for law firms. Designed for small to medium-sized law firms, LEAP helps streamline processes with access to features such as integrated time recording,. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. CosmoLex - Login. Note. CosmoLex law office management software takes care of Timekeeping, Business Accounting, Trust (IOLTA) Accounting, Email, Calendar & Task,. Both QuickBooks and CosmoLex offer time-tracking and billing reporting features. The CosmoLex law practice “total solution” gives you. Recognition. , All Rights Reserved. 1. Running an Efficient Law Office with CosmoLex (31:11) Evaluating Your Law Firm's Tech Stack for Efficiency (33:27) The 3 Secrets of Electronic Payments for Law Firms (28:23) How to Modernize Your Law Firm's Billing with CosmoLex (34:14) Top 5 Accounting Challenges for Law Offices (29:39) Trust Accounting in CosmoLex (31:42)Phase 1: Planning. Convert your legal practice management software to a cloud-based system. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. The integration enables lawyers who are subscribers to both services to easily track their research time in Casemaker using CosmoLex’s time-tracking capabilities and. Switch Your Trust Bank & Transfer Your Balance. From the downloads folder, select the signature you want to add. Here are the top four reasons law firms are leaving their manual setup behind:CosmoLex is a registered mark of CosmoLex Cloud, LLC – All other trademarks on the site are the property of their respective owners. Software as a Partner in a Law Firm - Lawyerist Podcast #413. On the Matter Owner screen, either double-click the matter owner, or single-click it, and then from the toolbar, click Edit. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client. CosmoLex is the #1 Alternative to MyCase. Office servers and software support, uncontrollable downtime, and low productivity all add up to hidden and unexpected costs. They created CosmoLex with a singular vision — to handle ALL law firm operational needs with a single log-in available in a cloud application. CosmoLex - Login. Misbah Jalal Siddiqui June 27, 2023. Benefits of CosmoLex for Bankruptcy Law. Tip #2: Use a legal CRM for follow up. CosmoLex is the preferred practice management software partner of the Canadian Bar Association. The CosmoLex’s legal time and billing module helps in managing batch processing invoices, past due notices and more. 5. From Activities Add a Comment to a Calendar Event. This option will only appear if the firm has integrated Cosmolex with a payment processing app. Modified fee information on CosmoLexPay enrollment, and more. Top 5 Year-End Accounting To-Dos for Legal Teams Click Here to Know More From CosmoLex Resource Center. 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. 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. Try For Free. CosmoLex meets the practice management needs of law firms of all sizes and practice areas. ; From the Matter Details left navigation, click Client Portal. Tabset anchor. The untagged emails display. CosmoLex fills a gap that exists between law practice management and general accounting packages – a gap that has long frustrated lawyers. Login. They need a one-price, one-login system that includes practice management, billing, and accounting. CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application. On the Export Grid that opens, from the Pages drop-down, choose Current or Custom . Click the toggle beneath the CosmoLexPay app tile. 1-1000+ users. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. CosmoLex is the one fully integrated solution that lets solo attorneys and small law firms manage their practice, billing, and accounting with one login. The article points out that automatic updates can be bad, but only if it is an application that is installed to your computer. Management Software. No Credit Card Required. Get Started. Because CosmoLex includes integrated accounting functionality, payments you receive through the LawPay integration will automatically update your. 24/7 Access. com. Client portal. You don’t even need to buy a separate CosmoLex login for the bookkeeper (an $85/month value). Input Tax Credit Reports. With our integrated legal practice management, billing, and accounting, CosmoLex Cloud is the best alternative to Rocket Matter. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms. Online payment processors. ; From the Account left navigation, click User Management. Login. For example, our website with SEO plan includes: 10 initial pages with starter content. 1-200 users. From the bottom of the Accounting left navigation, click Accounts Payable. From the tabs atop the Firm Settings screen, click Firm Preferences. Watch a quick intro to LexShare below or schedule a demo now to learn how. Configure the system default to send email when a task is completed by choosing Yes/No from the drop-down. If you have selected Invoice Payment, follow the steps below: A Link Payment screen will open. We help law firms run their practice with maximum efficiency. Cosmolex . 2023 CosmoLex Cloud, LLC. , All Rights Reserved. CosmoLex is a cloud-based case management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring. Use this filter to enter a context which could be a particular client, matter, new entry, or login ID. On the Matters screen, double-click a matter, or single-click it, then from the toolbar, click Details. LawPay credit card processing is also built-in with no fixed monthly fee. Rather than spending days drafting a single document, your firm can create many of your most commonly used documents in minutes. They need a one-price, one-login system that includes practice management, billing, and accounting. Try CosmoLex today to see how it can help your practice. 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. com Joined. When you click Finish, an icon will then be added to. 4 Update (April 15, 2023) 9. The latest update adds a comprehensive contact analysis feature that notifies attorneys of potential. CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Take a look at the additional information available in the reconciliation process and reporting, additional character limit for matter name, and more. CosmoLex is built for one purpose only – to simplify legal practice management and it’s now even easier with our redesigned mobile app. Name Price Features. 0. From the left navigation panel, click Invoice. Fixes Payment processed using bank. Try For Free. We started May off with the release of CosmoLex 6. They need a one-price, one-login system that includes practice management, billing, and accounting. Successful legal billing is the lifeblood of a law firm. You don’t have to compromise efficient legal processes on behalf of the client experience. On the Save View screen that opens, give the view a Name, and a Description. 6. 14 Steps to Running a Compliant Law Firm. We recommend starting the NFD migration process as soon as you have determined. Our one login, the one-price system eliminates hidden fees and helps keep costs down. Check the box beside Check if client is an entity, if applicable. As part of the Tabs3 legal software family, CosmoLex is poised. A payment processing integration (CosmoLexPay or LawPay) is needed to use Integrated Payments. [2] There is a one-time onboarding fee of $399 for CosmoLex CRM. Free login for external bookkeeper. From the tabs atop the Firm Settings screen, click eBilling. CosmoLex costs $99 per user, per month, for monthly billing or $89 per user, per month, for annual billing. 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. Login. with CRM. In the LawPay Integration. In the lower left corner, click Save. Define Client Profile Attributes. 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. Start Your Free Trial!No Obligations. Note You can create a favorites icon (shortcut) on your phone’s home screen. Configure the system default to send email when a task is completed by choosing Yes/No from the drop-down. From the drop-down menu, click New > Shortcut .