CosmoLex

4.7 (316)
Web Based Legal Practice Management & Accounting Software

Overall rating

4.7 /5
(316)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.6/5
Customer Support
4.8/5

96%
recommended this app
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316 Reviews

Danny
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Overall I am very satisfied.

Reviewed on 26/4/2019

Pros

It is Easy to use and has logical organization.

Cons

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

Dean
Overall rating
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Integrated law firm software

Reviewed on 14/12/2019

This is a great replacement for PCLaw, with none of the installation issues.

Pros

Cloud-based, good interface. The program integrates with OneDrive and other vendors' products

Cons

Client disbursements don't allow for entering an item list - you have to write it out in one paragraph in the comments box.

Amy
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Leaving CosmoLex after 60 frustrating days

Reviewed on 8/8/2020

I manage 3 small law firms. One of my firms moved from Prolaw to CosmoLex 60 days ago because management wanted to be 100% cloud-based, which Prolaw is not. Unfortunately, my CosmoLex experience has been really frustrating, to say the least.

As background, I have used Prolaw for over 20 years, which performs back and front office tasks (like CosmoLex). At another firm, I have used Clio with QBs for about 7 years with lots of success. At a 3rd firm, I use Bill4Time with QBs with lots of success.

I really tried to make CosmoLex work for the last 60 days. As the manager of 3 small law firms, I am a stickler for efficiency and productivity. Making small firms competitive with larger firms is a big part of my job. But unfortunately CosmoLex was a huge step backwards in that goal.

Pros

You ALWAYS get a live person in customer service and they are GREAT! I have spent hours and hours on the phone, chat and email with many people in customer service in the last 60 days. It is really easy to get a live person, which is great! And I have been impressed with every single one of them. But unfortunately their answer is almost always: "I'm so sorry, CosmoLex cannot do that, I will add it to the list of features we could add." I haven't been around long enough to know if suggestions are actually ever incorporated into the software. Truthfully, so many features would have to be added to make this a viable program, I just can't wait to see.

There is a robust filter / search mechanism. Literally, those are the only good things.

Cons

Everything else. CosmoLex is a great idea, but the execution completely fails at both the accounting and practice management components.

Entering data in the software is ridiculously inefficient - from simple time entries, which you have to choose from pulldown, scrolling menus rather than entering data quickly and tabbing through (there is NO tabbing through any data!), to an accounting system that is set up in inflexible, awkward components that make no accounting sense (not a debit or credit to be found), it just doesn't lend itself to efficiency or intuitiveness like most online billing programs. If you are used to customizable columns (who isn't?); screens in which you can edit, print, manipulate multiple items at one time; check boxes to select all or multiple items; or screens that show you totals like hours billed in a day, week or month, account balances, CosmoLex is gonna drive you crazy. It doesn't allow any of the above. There are so many downfalls, I truthfully don't know where to start.

Additionally, we purchased the migration service. Each person I worked with was amazingly knowledgeable and professional, but the actual migration was a disaster. After hours of work on my and CosmoLex's migration team's part, my non-financial data migrated into ComsoLex very unusable. Also, they do not actually migrate financial data. I was hoping to move at least 7 years of accounting, as well as, historical invoices from open matters, but that is not possible.

Amy
Overall rating
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Billing made simple

Reviewed on 12/12/2022

Pros

I love using CosmoLex for invoices / billing!

Cons

I haven't had any negative experiences at this point.

Keeley
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best product

Reviewed on 14/12/2019

CosmoLex has been a great product for Bing Law. Customer service is beyond helpful.

Pros

Bing Law loves this program. User friendly and easy to navigate through. Beyond helpful for accounting.

Cons

Bing Law would like to see more options in the pull down menus for billing matters and for the case matters.

Alternatives Considered

QuickBooks Online Advanced

Reasons for Switching to CosmoLex

CosmoLex had far more to offer for our office and out needs that Quickbooks could.
Lynda
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The staff is really helpful and friendly.

Reviewed on 12/7/2017

Three software packages for billing, client accounting and back-end was TOO MUCH!

Pros

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!

Cons

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!

Susan
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

CosmoLex does everything needed to keep our firm under control

Reviewed on 19/10/2022

We saw the biggest impact in time and billing -- it's easy to mark down the "tiny" slices of time because you are already in the file. Less chance of not documenting phone conversation or expense as you don't have to exit one program to enter into another.

Pros

Billing/Invoicing/Payment management and Account reconciliation features are what I like best -- easy to stay on top of the flow

Cons

I don't have a "least" -- I find CosmoLex easy to use and it does everything I need to keep our office well managed!

Alternatives Considered

Cleo Integration Cloud

Reasons for Choosing CosmoLex

Our time and billing program became obsolete and just STOPPED working.

Reasons for Switching to CosmoLex

Cost was the biggest factor.
Verified Reviewer
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Cosmolex works well

Reviewed on 7/5/2019

I like Cosmolex in most ways better than my old software but Cosmolex could still take some steps to improve the functionality and robustness of the software.

Pros

I like the online nature of the software and how easy it is to use.

Cons

There are some serious deficiencies with the functionality of Cosmolex especially for use in Canada. There are many reports that it won't generate. Trying to deal with GST is extremely difficult.

Response from Tabs3 Software

Hello - Thank you for your response and candid feedback. There is a full deck of tax reporting as well as Law Society Compliance Reports available for use in the reports section. Our users' experience is our top priority so please reach out to us at [email protected] to further discuss, or receive assistance in navigating the various reports we provide.

Deborah
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Cosmolex was an easy choice

Reviewed on 9/10/2017

Pros

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

Cons

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.

Elisabeth
Overall rating
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Steep learning curve but worth it

Reviewed on 26/5/2022

Great tech support and onboarding help.

Pros

Integrated trust and general accounting and easy bank recs make it a winner.

Cons

Almost too many features so a steep a learning curve.

Noah
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Noah's Review of Cosmolex

Reviewed on 10/1/2020

Overall, Cosmolex is easier to use than TABS. Certain elements are great, but the slowness of the website and lack of features regarding specialized billing can be frustrating. The single best part of Cosmolex is their customer support staff that is always quick to help.

Pros

The best features of cosmolex are A) The intuitive nature of the platform. The categorization makes sense, and makes searching matters, seeing outstanding balances owed, and viewing trust fund balances easy. B) The accounts payable section is well put together and easy to use. C) Customer service is great.

Cons

I don't like how slow it runs - seems as if the website could run faster, also there are occasionally glitches and I need to close the browser and restart. Also, there is no feature for running bills for outstanding amounts due for clients without billable time for the month, and there is no feature for running courtesy bills for clients with no active time or amount due, but monies in trust.

Morgan
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Billing is great! Case management, not so much.

Reviewed on 7/7/2016

We are a two attorney firm with one paralegal. We chose Cosmolex for the trust accounting feature. We were looking for a program that could do it all - keep the books and manage the cases.

Pros

I love the billing and trust accounting features. Cosmolex really shines with maintaining the operating and trust accounts separately as well as generating invoices for our billable work.

Cons

The software is cumbersome, taking several clicks to get to information. The features I need most on the case management side are contacts and notes. The contacts drive me nuts! If I'm in Bob Jones' case, I want to see a list of all the other people involved such as other attorneys, witnesses, or other relevant parties. With Cosmolex, one has to go to a separate contacts page and link them rather than entering the information directly into the matter. The note taking feature is improving now that more characters are allowed, but it still leaves much to be desired for those who are answering client calls and wanting to log the information right away. It seems like it would be fine for a transactional practice but it's less than ideal for litigation.

Response from Tabs3 Software

Hi Morgan,

I am sorry to hear that while you love the billing & accounting functions of CosmoLex, you are not as thrilled with our case management functions. Specifically, it seems like a lot of your suggestions have to do with our contact management functions . If possible, we'd love to take few minutes of your time offline to go over your specific observations and improvement ideas. Also, we can update you on many of the new features and improvements which are currently in the works. At CosmoLex, our sole focus is to provide our clients with a better product each month and your assistance would be greatly appreciated.

Erica Birstler,
Manager, Client Services Dept.

Joshua
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great for Small Firms

Reviewed on 19/12/2019

Very satisfied.

Pros

Comprehensive client management, including accounting.

Cons

Sometimes a little hard to use some of the features, but they are always listening to feature requests.

Alternatives Considered

Clio

Reasons for Choosing CosmoLex

They did not have all of the features.

Switched From

Clio

Reasons for Switching to CosmoLex

PCLaw is not available for Macs.
Kristal
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

We chose Cosmolex because of the accounting feature

Reviewed on 25/6/2019

Pros

We chose Cosmolex because of the accounting feature along with the other case management features as well as its interplay with Lawpay.

Cons

I would like to be able to search the calendar for a particular name. For example, if I am trying to determine when I met with a potential client, I would like to be able to search their name. To add to this, I would like to be able to add the potential client to the calendar entry when I add a consult so I can search the PC and determine when I met with them.

As to the documents, I would like a way to search all the documents in the system. For example, I would like to be able to search for "Motion for Guardian ad Litem" and have all documents with that title, regardless of whose matter it is connected to.

I would like to be able to pull matter balances from the app.

Response from Tabs3 Software

Thanks for your feedback, Kristal! We're thrilled to hear that you're enjoying the advantages of an integrated accounting and practice management system. We're always looking to optimize our solution, so please feel free to make a feature request on our support site. Thank you!

Sarah
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

They are always innovating

Reviewed on 9/10/2017

Pros

I wanted something that combined both the accounting and matter management in one place. What I like the most is the Customer Support. If I'm having a problem with taking a payment from a client, I can get on the phone and have them resolve the issue without delaying the client. I also like that they constantly ask us what other new functions we'd like to see. They are always innovating, and don't "drop" you once they've got your payment.

Cons

I wish it would remember matter names and auto-populate that when adding a new client--then i'd like to be able to run reports based on the kinds of matters. I'd also like to be able to bulk mail using our clients' mailing addresses. Finally, I'd like to be able to add in court dates to the matters so that when I run reports, I can filter and organize them according to court dates, rather than client name. I like Cosmolex, but it's clearly set up for civil or other slow-moving firms, and not for traffic, which adds up to 10 clients a day and has many matter subject options.

Rebecca
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Love it!

Reviewed on 18/12/2019

Very well. Customer service is excellent. Very user -friendly.

Pros

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!

Cons

Nothing right now. We are loving the latest updates!

Nicholas
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

CosmoLex staff know law and also know accounting.

Reviewed on 24/5/2019

Pros

We simply have not found anything else that integrates true accounting with timekeeping and related legal process workflow. Everything else we've used (I could make a list) fell short in terms of features or else required integration among multiple platforms (at a higher cost).

Cons

There is a bug in the reporting of accounts receivable that is causing us problems. We are eager to see that fixed. CosmoLex does not seem to have an internationally focused law practice in mind. We work with clients in 70 countries, in multiple currencies. We struggle a bit to make that work well--there are some hiccups.
Most other issues arise because our knowledge of accounting is poor, so we want to do things that should not be done (from an accounting perspective) or we don't know how to do them. Response time on our requests for help is sometimes slow. Our requests for additional features have not happened.

Mark
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

CosmoLex Review

Reviewed on 21/3/2022

Great.

Pros

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

Cons

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

Alternatives Considered

PracticePanther Legal Software and Clio
Katrina
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The switchover was a challenge, but I am very pleased that we did this!

Reviewed on 29/4/2019

Very positive.... and sooo much better than the primary competitor in the Canadian market. The cost is a little high (particularly for licenses for support staff who are only using the software for a few minutes every day).

Pros

Web based; Ease of use right from the start; Excellent training tools; Excellent customer service;

Most of my clients really appreciate the customer portal - I expect that as my clients are, as a group, more inclined to use technology to manage their legal affairs, they will be using it more.

The reconciliation of trust accounts with the option to simply download and compare entries is very simple and helpful.

Cons

Some of the more advance functionalities still need work. As an example, we still haven't figured out how to create several template invoices for fixed rate matters (the fixed rate will vary based on the type of matter); there have also been some challenges with the coding of our letterhead (which works fine in a Word document) so we have had to use a work-around.

Kyle
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best User Friendly Interface

Reviewed on 30/12/2019

I have a great experience with the program and use it most of the day every day.

Pros

I appreciate most the ability to correct errors in accounting when they are noticed and the integration with the trust account.

Cons

Some of the deep user options are difficult to find but this is necessary with the level of customization allowed.

Response from Tabs3 Software

Thank you for your review, Kyle! Your honest feedback regarding our accounting functionality is sincerely appreciated. We've spent countless hours working on our accounting features to make sure we provide everything you need in a single platform and to eliminate compliance worries, and continue to develop its functionality every day.

Rachel
Overall rating
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Client information and billing all in one place

Reviewed on 22/10/2019

It's made our overall processes more efficient, having client information and billing all in one place.

Pros

Ease of use and the checks and balances system - the setup doesn't really allow you to make mistakes, as so many of the accounting features are tied together. That's very helpful.

Cons

The soft cost expense entry is confusing and seems needless - right now, if we have an expense for which we haven't yet written a check, we either enter it as a time entry flat fee or wait to enter it until the check is written so we can avoid the soft cost option all together.

Amber
Overall rating
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Cosmolex is very intuitive software.

Reviewed on 29/4/2019

My assistant and I have enjoyed using Cosmolex, and now feel spoiled by all the great features compared to other file management and accounting software. I have been asked by several lawyers in my city to show them the program, and I wish I was more proficient with it so I could do it justice.

Pros

It does everything you wish other programs would do. It's easy to fix any mistakes you make in your billing without having to contact the company for a complicated "work around" solution. If you do have an issue or a suggestion, the customer service department is very responsive.

Cons

I would like if bills could be further broken down into taxable disbursements and non-taxable disbursements. My assistant and I registered for the training, but were unable to log on at the assigned time, but became too busy to follow up with this, so we have muddled through on our own for the last year.

Yaakov
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great leap forward

Reviewed on 14/10/2020

Saves time, and allows use seamlessly from work, home, and mobile

Pros

A great leap forward from our previous (non-cloud) software.

Cons

None. It's at least as good as the prior software in every way.

Pete
Overall rating
  • Industry: Real Estate
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I can't imagine practicing law without this essential tool.

Reviewed on 24/3/2015

Pros

My practice is focused primarily on residential real estate in NY and NJ and I represent a lot of lenders, so I have been relying upon Easy Soft’s hud-1 program and their billing/trust accounting program for years, so when I learned about everything CosmoLex had to offer, I was excited to jump in.

What really separates CosmoLex from the others is that it’s completely cloud based and also offers a full IOLA/IOLTA accounting system. I’m able to login from the office, from home, and even on the road from my smart phone to add billable events, log and print checks, or search for anything I need.

Because I’m a sole practitioner, I don’t have an IT department to help me install/upgrade my programs and the people at CosmoLex actually converted my existing data and had me up and running in about 15 minutes. Knowing that my data (and the programs) are off-site means less to worry about if and when a computer at my office should fail - and not having to worry about re-installing and restoring data (just knowing that it’s always safe and ready to access) makes sleeping at night a little easier.

The controls are intuitively setup and searching for matters by client or other keyword or searching transactions by dollar amount, etc., could not be easier. I’ve already watched some of their online tutorials and when those did not help me understand something, I contacted tech support for personalized support and training that did the trick every time!

Cons

Nothing comes to mind so far. It's everything I need.

Alex
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I found the user interface modern, straightforward, and easy to learn.

Reviewed on 27/11/2018

I came to Cosmolex because I was invited to a meet-and-greet with the CEO. He was great and really seemed passionate about the product, and that inspires passion in others. I saw him interact with other users and take into account their feedback and the changes they wanted to make to the product.

When I tried it out for myself, I found that passion reflected in everyone else I talked to at the company and that's a great thing. It means that support really wants to help you, instead of just get rid of you.

CosmoLex is a product that's updated regularly and that seems to really take into account what their users want to see, and that's perfect for me.

Pros

I found the user interface modern, straightforward, and easy to learn. It was also cloud-based, which is a plus, and I found support very helpful.

Cons

The UI can be very slow when moving from page to page. Certain tasks are difficult because pop-up windows exist only within the frame of the page and you can't move them around to reveal other data you might want to access to fill things out (like copying a regularly-used hard cost, for example).

Some of the banking stuff was more difficult than necessary because it didn't let you enter things. For example, if a bill was paid by someone other than the client.