CosmoLex Integration Setup
The Realti - CosmoLex Integrations allows for the exporting of your Realti file disbursements into CosmoLex. Your main fees associated with your Realti file are not exported.
On your Computer
Step A
Ensure that there is a folder called Realti for your export file on your local C:\ drive at the root. (If you don’t have access to this drive, create a folder elsewhere for this purpose and remember this for a later step).
Note: If you require assistance with setup, call LDD Support at 800 363-2253.
In Realti – Configure Statement of Account Items in Firm Settings
Step B
Enable the CosmoLex export in Firm Settings in Realti to export the expense file to CosmoLex.
Once logged into Realti, navigate to Firm Settings: Tools> Firm Settings. Then Expand the Statement of Account Defaults.
At the top of the Statement of Account Defaults section, click Enable CosmoLex Export.
Only one export option can be active at a time. For example, you cannot have PCLaw Export active at the same time as CosmoLex Export.
Note: Changes made to your Statement of Account Defaults will only effect NEW files created after saving your changes. Existing files will not contain any updates.
For additional items showing in the Statement of Account Defaults which may automatically come into your Realti Statement of Account, such as Title Insurance Fees, Title Search Fees, etc., do the following:
- Under Include in Account, if you haven’t already, indicate whether you want each disbursement to automatically appear in your Statement of Account.
- Under CosmoLex, indicate whether each disbursement should get sent to CosmoLex.
For additional disbursement items that you may choose from a dropdown in your Realti Statement of Account, indicate whether they should automatically be included in the CosmoLex.
Note: All of these defaults can be overwritten on the individual file level.
Any additional disbursements that you may occasionally add to your disbursements in a Statement of Account, should also be entered here.
Still can't find what you're looking for?
Related Categories
Billing, Accounting Integrations, Admin Functions & Reports
File Creation, Document Creation, and other general topics
Province-specific information for AB clients
Province-specific information for BC clients
Province-specific information for MB clients
Province-specific information for ON clients
Province-specific information for NS clients
Province-specific information for SK clients
Related Articles
Setup for Realti/PCLaw Integration
If you're planning to use the PCLaw integration in Realti, you'll need to follow the below steps to setup your computer. Check to see if there is a folder on your computer called Realti on the local C:\ drive. If you don't have access to this drive, ...Using Realti's CosmoLex® Integration
Step 1 – Create a New Matter in CosmoLex® Create a new matter in CosmoLex® to obtain the matter number for use with Realti. To do this, select Matters from the menu bar and click Add at the top toolbar. The matter is based on the last matter number. ...Using Realti's PCLaw Integration
Step 1: Create a New Matter in PCLaw Create a new matter in PCLaw® to obtain the matter number for Realti. To do this, use New Matter and enter the matter based on the last matter number. Enter the Type of Law. For Real Estate, choose REM-Real Estate ...Adding Support Staff in RealtiWeb
You can add clerks and other staff to your account any time from within a RealtiWeb file. These are referred to as firm contacts. Open a file and find Firm Contact on the Basic screen. Click on the selection icon beside the field to open a window. ...Changing your Location on Documents for Signing
If your meeting location is different than your office location, you may need to change the city name. To change your location, navigate to the Documents screen. Next, expand the Document Control Items. Change any relevant information, then generate ...