CosmoLex Reviews

I was previously using PC Law, provided by LexisNexis, and had nothing but problems. I wanted more elegant software that I could access anywhere, with reliable data storage. CosmoLex is exactly that. It is cloud-based, which allows me to access it from court, home, or the office. It manages all of my billing and accounting, and is elegant to use. I am a huge fan!

I frankly don't have much of anything to offer in the way of complaints!

Everything was in one place. I didn't have to generate bills in one package, enter them in another for tracking income, and then pay them in two places as well. It is also great to be able to write a cost check in a case and have the expense "attached" to the client's accounting file/bill in a seamless matter with just an additional click or two. We were promised an easy migration with all the support we needed, and that is what the team at Cosmolex delivered!

Our accountant was also able to access the system for his end of the year work and add all of his journal entires and such and close out the books quickly and easily. The ability for us to generate P&L reports and other important accounting documents literally on demand is also pretty awesome.

But the best part about Cosmolex, by far, is their incredible support team. They have never been stumped, and I've done my best to do just that! Every time I have a question, I get a prompt and complete answer, generally by phone, from one of their support staff who know me and my firm on a first-name basis. I don't think I could be nearly as effective in a dual-role position without this software!

I can't think of anything additional at this point; they have added all MY wishlist items! I think the only thing they could add at this point is a "hotline" 24/7!

The accounting software in CosmoLex helps me reconcile my trust account, operating account, and credit cards. The accounting software also helps me provide proper reports for tax purposes. CosmoLex makes case management easy and integrates well with Microsoft Office 365.

It takes a bit of effort to create document templates and intake forms. The creation of the intake forms has limitations on the amount of characters you may use as a name for a text box. Also, when creating intake forms, certain blocks on the forms will move to different places and have to be manually adjusted to get them to the right place.

I love the instant live support chat function. It helps a lot when i have absolutely no idea how to navigate

The pricing is very high compared to the Canadian counterparts

It is Easy to use and has logical organization.

Certain features are very difficult to correct mistakes in, and the existing videos and articles are not helpful to me in resolving.

Easy to use accounting software with a smooth and friendly display interface

Often quirks but over time will be fixed

Cosmolex lets me have the bigger picture in one piece of software. I can easily see how my business is doing from the dashboard.

I would like to have a report that shows trends and exports to excel so I could create graph charts. It would also be nice to be able to produce an invoice showing the work put into a fixed fee matter.

I most like that the accounting software is integrated.

I least like that I cannot create word documents or any documents within the software.

Stability, integrated accounting, and better support staff. I used Clio for a couple years at my last firm, and I have zero intention of switching back.

The UI is not exactly intuitive. The search functionality, while robust, is also a bit awkward. Certain things that seem like they might be no-brainer search field options aren't present, and certain items that I would expect to be heavily used by most users aren't as quickly and easily accessed as I would like (for example - the calendar, in my opinion, deserves its own direct access sidebar button).

CosmoLex made going out on my own much easier. I particularly like that I don't need additional software on the accounting side of things.

I would like an easier method of doing conflict checks. I wish there was a stand alone tab for adding consultations in for conflict check purposes only.

We swapped from Abacus to Cosmolex a few years ago and its a MAJOR improvement. I love how it is continuously updated to better the program. It is very user-friendly and I love how customizable it is. I also LOVE the upgrade with the new spell check!

Nothing right now. We are loving the latest updates!

I like that the program has both accounting features and has the ability to hold all of our client's information in one. The accounting features are very easy to use. The support videos are very easy to use and if I need to speak to anyone they usually call the very same day.

I would like the calendar to be able to send emails to all of the attorney's as right now when I calendar an event in one attorney's calendar it will not let me send him/her a reminder unless you put the event on another person's calendar. The point of putting stuff on the calendar is so they see the event and they have reminders

The accounting features for trust account and integrated credit card processing.

This software has met expectations and performed well. It has done about everything that a small law firm could ask.

Cosmolex integrates the accounting software and features we needed with the management of our law practice. Support takes care of any issues that arise quickly and efficiently.

Some parts of customization are not intuitive and assistance from customer support is sometimes required. Luckily, customer support is quick and easy to access.

Integration with other software is key to its value.

As they roll out new features, I sometimes encounter bugs. They've got a great response time and great customer service though when that happens.

Cosmolex is a web based system that gives me full flexibility of where I work and on what device I access my data. Moreover, the fact that Cosmolex is a fully integrated billing, accounting and trust accounting system makes it the ideal system form my purposes

I would like to see a more robust program for the migration of all of my prior accounting data - at least for the current C/Y of conversion so that I will have a full. accurate and consistently organized set of reports to submit to may accountant at year end. I would also like the migration to cover all of the detail for all of my Trust Accounts from day one forward to date of conversion to Cosmolex. This will facilitate any and all client or other audits of each Trust Account

I was reluctant to subscribe to a practice management solution, but now can't envision getting along without it. It has everything I need from time tracking to accounting right at my fingertips.

I occasionally run into accounting difficulties in terms of writing off charges or editing past transactions, but I'm not sure that's a drawback of CosmoLex as much as it is my ignorance of accounting best practices.