Contact name such as, "Firstname Lastname."

How should the name be displayed, for example "Lastname, Firstname". If not provided client name  ge the display name.

Contact type value must match one of the values configured for the firm. You can set your own default contact type if not available from the input Trigger. If a value is not provided, "Client" is assumed.

State/Province should use the two letter postal service abbreviations.

Country name should match either long or short form, if there is no match it is set to firm's country.

A name for the event is required. (128 character limit)

Enter the file number to link this event to a matter. (optional)

Enter one of billable, non billable, no charge, billed.

Enter the location of the event. (4096 character limit)

Enter a description of the event. (8096 character limit)

List of email addresses of those who were invited to the event.

Yes or No. If you choose 'Yes' and there is no Client Portal for the named matter, then nothing will happen. It will not cause an error.

Client name. Must match client 'name' or 'display name' in the Contact record.

Matter file number. When omitted application will assign one based on your firm's settings in CosmoLex.

Name of the matter owner. When omitted 'Default Matter Owner' is used as defined in CosmoLex settings.

Matter billing method that will be applied. Defaults to 'Hourly'. Should be one of 'Hourly', 'Fixed Fee' or 'Contingency'.

Description of Area of Law for this matter. When provided it should match one of the list items configured for your firm.

Brief topic of the note. (128 character limit)

The text of the message. (4096 character limit)

Please enter the matter file number if you would like to link this note to a matter.

Should be one of 'Billable', 'Non Billable', 'No Charge' or 'Billed''.

Please enter the matter file number if you would like to link this expense to a matter.

The expense code, which is often required for eBilling.

Standard name of the expense. Either expense name or description is required.

Text describing the expense incurred, up to 2028 characters. Either expense name or description is required.

A number expressed as a decimal, e.g., 10.5.

The expense per unit. Unit price multiplied by item quantity will indicate the total value. Rate is required so if not supplied, CosmoLex will attempt to match Expense Code or Expense Name. Zero cost expenses are not allowed.

The billable status can be set to 'Billable', 'Non Billable' or 'No Charge'.

True or False. True to put the expense on hold. False is the default.

Notes for firm use only. Up to 2048 characters.

True or False. True if the expense was taxable.

A name for the task is required. (128 character limit)

True, if you would like to flag this task as private.

Please enter the matter file number if you would like to link this task to a matter.

Primary Assignee can be either "Firstname Lastname" or the user's login. Defaults to the user who created the task.

You can enter other CosmoLex users as additional assignees by specifying their either "Firstname Lastname", the user's login, or email address. Additional assignees are implemented as "Lists of Items" in Zapier.  Examples are included in the CosmoLex Task template. You can learn more by searhing Zapier for "Pick from List".

Date on which work on the task should begin.

Date on which work on the task should be completed.

Enter time in fractions of hours.  For example, 8.25 for 8 hours and 15 minutes.

Priority can be set to 'Low', 'Medium' or 'High'. If left blank, it defaults to 'Low'.

Number of days prior to due date that the reminder email will be fired.

The billable status can be set to 'Billable', 'Non Billable', 'No Charge' or 'Billed'.

Task Status can be set to 'Not Started', 'In Progress', 'Done' or 'Pending'. If left blank it defaults to 'Not Started'.

Percent complete as an integer. For example, 25% done would be 25, NOT .25.

True, if you would like to be notified by email when the task is completed.

Please enter the matter file number if you would like to link this timecard to a matter.

Activity date. Default is the current date.

Acticvity Code, often required for eBilling.

Standard name of the task performed. Either task name or description is required.

Text describing the task performed, up to 2028 characters. Either task name or description is required.

The number of hours spent on the task as a decimal, e.g., 1.25 for 1 hour and 15 minutes. Time spent or time billed is required.

Rate level as defined in CosmoLex using the default, levels 1-8, or the firm specified string. Otherwise, default values will be used.

Choose hourly or flat. Otherwise, default will be used.

CosmoLex is law practice management software with built-in accounting, timekeeping, invoicing, document/email management, and matter workflows.

CosmoLex

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Automation Platform

PRODUCTS

CAPABILITIES

By use case

By app

By team

By company size

How Zapier Zaps

How Zapier Uses AI

By team

Learn more

Get help

Zapier quick-start guide

Developer resources

CosmoLex Integrations

CosmoLex Help & Support

About CosmoLex

Related categories

Similar apps

Zapier Interfaces