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CosmoLex + monday.com

Create new monday.com items from new CosmoLex matters

Stay organized and on task with this CosmoLex and monday.com integration. When new matters arise in your CosmoLex app, corresponding items will be created in your monday.com workspace. This ensures that all pertinent tasks and details are immediately available, effectively streamlining your legal project management. It's a simple yet effective workflow that keeps your team informed and productive.

Stay organized and on task with this CosmoLex and monday.com integration. When new matters arise in your CosmoLex app, corresponding items will be created in your monday.com workspace. This ensures that all pertinent tasks and details are immediately available, effectively streamlining your legal project management. It's a simple yet effective workflow that keeps your team informed and productive.

  1. When this happens...
    CosmoLexCosmoLex
    New Matter

    Triggers when a new matter is created in the firm.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CosmoLex triggers, actions, and search

    New Contact

    Triggers when a new contact is created in the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created in the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Matter

    Triggers when a new matter is created in the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Timecard

    Triggers when a new timecard is created in the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Event

    Triggers when a new event is created in the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Invoice Payment

    Triggers when a new invoice payment is received by the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Note

    Triggers when a new note is created in the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Task

    Triggers when a new task is created in the firm.

    Trigger
    Instant
    Try It
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About CosmoLex

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

  • CRM (Customer Relationship Management)

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