Robert Ambrogi Blog
A new update to CosmoLex — the cloud-based law practice management platform — enables system administrators to more granularly control user access to a law firm’s financial information.
CosmoLex already allowed administrators to set different permission levels for different types of users, from full administrative access to all system functions down to limited, read-only access. CosmoLex comes with five predefined user roles and also allows firms to create custom user roles.
With this latest update, CosmoLex enables firms to more tightly set access to billing and accounting information. Now, the CosmoLex administrator at the firm can pick and choose the specific levels of bank access available to each specific user. Likewise, the administrator can pick and choose the specific reports to which each user will have access.
“Firms want their users to perform matter financial activities, such as receive invoice payments or receive retainers,” CEO Rick Kabra explained. “But they may not want those users to be able to access other bank details which may show operational expenses, such as payroll, profitability etc.” In some cases, a firm may want to restrict users to certain trust banks only or to allow them access only to certain reports, he added.