The CSI MyDesk is available for Windows PC, Mac & Linux.

CSI MyDesk is a desktop application that provides easy access to CSI’s key features without needing to open CSI Lawyer.

You can:

• Add and manage your own transactions, tasks, critical tasks and work time entries
• Perform conflict searches and conflict checks
• View customers, matters, matter requests and create new matter requests
• View your billable matters, create preliminary invoices from them and review your entries on preliminary invoices.

The information added, edited, or deleted in CSI MyDesk is synchronized to the CSI software and vice versa. Some of the CSI functions, e.g. creating customers and matters, invoicing, managing payments, and defining software settings are to be performed in the CSI software.

When installing the application, you are requested to choose which features to enable/disable. The Dashboard and Timer are always enabled.   

Restricted users have no access to the My invoicing and Conflict search features, but can enable/disable the Customers, Matters, Transactions, Tasks & Critical tasks, and Work Times features. 

After taking the app into use, you can access the “Feature list” in the Profile area. If you toggle a feature off the app hides all related functionality from the app (e.g., hiding Tasks removes task-related views and options). Toggling a feature on reveals related functionality without requiring a restart or re-login. 

The navigation bar on the left is adjusted accordingly.

If you have disabled a feature and receive a push notification related to it (e.g., Task notification while Tasks are disabled), tapping the notification you can enable the feature. Alternatively, you can dismiss the dialog.