Partner Training (Canada)

Please review the following training videos, webinars, and support articles to familiarize yourself with the basic features and functions of CosmoLex. It is required that all CosmoLex partners view each video and read the articles in its entirety and certify completion within the Partner Checklist Form.

Training Videos & Webinars

• CosmoLex Product Overview
  • What is CosmoLex and what sets us apart?
• Advanced Accounting Functionality in CosmoLex (37:18)
• Getting Started
  • Canada-specific
  • Adding Your First Matter
  • Billing and Payments
  • Trust Accounting
  • Office Expenses (Business Accounting)
  • Events and Tasks
• Managing Your Users & Permissions
  • One of the first steps in setting up your clients' accounts.
• Value Added Services
  • CosmoLex Accounting Partner User

Training Articles and Resources

Our most frequently used article categories:

• Migration of Data into CosmoLex
  • Data Migration Process Overview
• Getting Started

For more information and instructions, you can visit our help pages at:

• Knowledge Base: https://support.cosmolex.com/knowledge-base/
• Support Center: http://support.cosmolex.com/
• Partners FAQ: https://partners.cosmolex.com/faqs/

Upon completion, or if you have any questions or comments regarding the CosmoLex
application or any of the above checklist items, or you would like additional training in any
area of CosmoLex, please contact the Manager of Partner Relations at
partners@cosmolex.com.

Your Channel Partner Manager will follow up and send out our Certified
Consultant Agreement for review and signature.