Question 1

How do I get started?

Accepted Answer

Click this link to create an account. Cognito will automatically log you in. Then start by creating a Project, then assign Tasks to that Project and finally add the Details needed to complete those Tasks. For answers on more specific questions, please visit our knowledge base or contact our client success team.

Question 2

How do I add collaborators to a Project or Task?

Accepted Answer

Once you have invited your colleague to your account, you can add them to your Projects or Tasks and define their permissions and access.

Question 3

What can I save in Cognito?

Accepted Answer

Cognito keeps you connected to all your information in a single place. You can save everything from contacts, emails, and websites to the files you use every day. All of these details are linked together by Task and are accessible at any time by logging into your Cognito account.

Question 4

How many documents can I upload at once?

Accepted Answer

Cognito permits you to upload up to 100 documents at one time.

Question 5

Can I use dictation with Cognito?

Accepted Answer

Yes, you can if you have enabled speech recognition on your computer. On a PC, click the Windows key + H. On a Mac, visit System Preferences, then click on Accessibility to set up Voice Control.

Question 6

How can I get help?

Accepted Answer

Click your avatar in the top right-hand corner of your screen to access our knowledge base and request help. Or, if you prefer, click here to contact us directly.

Question 7

Is Cognito cloud-based?

Accepted Answer

Yes, Cognito is cloud-based so you can access your information anytime, anywhere.

Question 8

Can I access Cognito on my phone or tablet?

Accepted Answer

Yes, Cognito is a cloud-based application that can be accessed by various devices and operating systems. With Cognito, you can work on the go with your laptop or tablet or at home with a desktop.

Question 9

Who is Cognito for?

Accepted Answer

Cognito is great for everyone. From the legal professional seeking to improve their case management to the busy student who needs a way to organize and share information on their projects, Cognito is the most reliable way to save and organize anything.

Question 10

How do I log on?

Accepted Answer

Click this link to get to the login page. Then, enter your user name and password and click the Login button to continue.

Question 11

Can I reset my password?

Accepted Answer

Click this link to get to the login page. Then, click "Forgot Password" to have a password reset email sent to your email address.

Question 12

How can I add a user?

Accepted Answer

Cognito makes it easy to add new users to your account. Once you've added them, they'll have access to all Cognito's features and be able to view the Projects and Tasks they've been invited to. If you're a Cognito Account Admin, you can invite new users by clicking "Invite User" on the Settings page. It takes under a minute!

Question 13

Is my data secure?

Accepted Answer

Yes, Cognito is hosted by AWS… "a data center and network architecture built to meet the requirements of the most security-sensitive organizations."

Question 14

Is my data private?

Accepted Answer

Cognito creates a unique account for each company which can only be accessed by users who have been added to that account. Separate from other Cognito users’ data, your data is protected by best-in-class AWS security.

Question 15

Can I manage user permissions?

Accepted Answer

Yes, Cognito Account Admins can change user roles. To change a users' role, visit Users & Permissions on the Settings page, edit the user and assign a new role. You can verify if you are an account admin by visiting Users & Permissions on the Settings page.

Question 16

Can I deactivate a user?

Accepted Answer

Yes, Cognito Account Admins can deactivate users. Visit the Settings page and click the Users & Permissions tab. There you can quickly toggle to deactivate a user.

Question 17

Do you charge per license or per seat?

Accepted Answer

Cognito subscription charges are based on the number of seats purchased.

Question 18

Are there any data limits to your plans?

Accepted Answer

No, Cognito does not have any data caps. Cognito encourages you add as much information as you need to be able to create an optimal workflow for you or your organization

Question 19

Is my payment data secure?

Accepted Answer

Yes, Cognito uses Stripe. Stripe is certified to PCI Service Provider Level 1, the most stringent level of certification available in the payments industry.

Question 20

How can I change my payment method & details?

Accepted Answer

Cognito provides you with control and flexibility over your account. Visit the Settings page and click the Billing tab to modify your payment method and other details.

Question 21

When is my credit card charged?

Accepted Answer

You will be billed at the end of the free trial, and every month thereafter.

Question 22

Can I add or remove seats?

Accepted Answer

Yes, Cognito's self-invoicing options provide you with control and flexibility over your account. Visit the Settings page and click the Billing tab to view the link to add or remove seats.

Question 23

How do I cancel my subscription?

Accepted Answer

If you'd like to cancel your plan for any reason, you can do so on the Settings page. Just click the Billing tab to access those options.

Frequently asked questions.