Ability to have different billing addresses for client’s with multiple matters

January 30, 2017 no comments

Ability to have different billing addresses for client’s with multiple matters

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Jane Tate

New CosmoLex user here.  Moving over from Juris.  For clients with multiple matters Juris allowed us to have a different billing address attached to each matter for that client.  We have several clients with this set up.  CosmoLex does not currently allow for that.  It’s something that could potentially be a deal-breaker for us.  I spoke to someone in support about this before however I’ve not heard about any progress being made or any plans to allow for this in CosomLex.  Really need this feature to be available.

Esther Peralta answered
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    Esther Peralta

    Hi Jane,

    Thank you for your feedback! We understand that this feature is important to you. While this feature is on our radar for upcoming improvements, we currently don’t have an estimated time of when it will be implemented. I have submitted your request, and expressed its importance, and our support team will be in contact soon with more information.

    In the meantime, we’d be happy to work with you to address your specific need. Depending on what you’re using the billing addresses for, there maybe other tools you can use to keep the information in CosmoLex – like custom fields. Please contact our support department for assistance with your firm’s specific needs.

    Thank you!

    -Esther

    Esther Peralta answered
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