CosmoLex

Web Based Legal Practice Management & Accounting Software

About CosmoLex

CosmoLex is the ONLY total solution that includes billing, practice management AND compliant law office accounting (No QuickBooks Needed). CosmoLex’s One Price - One Login system ends the daily struggle of using a hodgepodge of practice management, billing and accounting systems forever. CosmoLex even has built-in LawPay with no fixed monthly fee. Learn why 1000s of law firms have switched to CosmoLex. Try CosmoLex free today!

Pricing starting from:

US$89.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of CosmoLex

Five Ways CosmoLex Will Raise the Bar at Your Firm:

1. Total Solution. CosmoLex lets you manage your entire practice in one login. No more fiddling with multiple incompatible programs, failed imports, duplicate data entry.

2. Improved Cash Flow. Automated time & expense tracking, a “money finder” to spot unbilled items, one-click batch billing, automated reminder notices, and built-in, end-to-end credit card payment processing all work to bring money in the door faster..

3. Full-service Legal Business Accounting. Eliminate the endless hassles of trying to customize your general accounting software. CosmoLex’s built-in, fully integrated Accounting keeps your firm’s books current & compliant.

4. Always “Audit-Ready”. Built-in attorney Trust (IOLTA) Accounting, electronic bank data feeds, and one-click, 3-way bank reconciliations keep your trust accounts spotless..

5. Business Process Management. With practice management, billing, and accounting under one roof, CosmoLex helps you keep a pulse on your entire practice by providing dozens of performance data and financial management reports -- all on your dashboard.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

US$89.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

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CosmoLex Software - CosmoLex dashboard
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CosmoLex Software - CosmoLex calendar

Features

Total features of CosmoLex: 93

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Management
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • Financial Management
  • Financial Reporting
  • For Lawyers
  • For Legal Professionals
  • For Small Businesses
  • Full Text Search
  • General Ledger
  • Income & Balance Sheet
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Microsoft Outlook Integration
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Online Invoicing
  • Project Management
  • Receipt Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Management

Alternatives

Tabs3

4.7
#0 Alternative to CosmoLex
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17hats

4.4
#1 Alternative to CosmoLex
17hats helps freelancers and small businesses manage projects, marketing, contracts, accounting, online payments, and...

Zola Suite

4.6
#2 Alternative to CosmoLex
See why Zola is the FASTEST-GROWING practice management software. Industry-leading features such as patented email...

QuickBooks Online Advanced

4.4
#3 Alternative to CosmoLex
QuickBooks Online Advanced is a web-based accounting & business management solution which enables small businesses to...

Reviews

Overall rating

4.7 /5
(313)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.6/5
Customer Support
4.8/5

Already have CosmoLex?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 313
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.

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.

Aaron
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

Time to Switch to a New Service

Reviewed on 22/3/2021

I regret everyday not simply using Quickbooks and Clio like a lot of other law firms do. We are...

I regret everyday not simply using Quickbooks and Clio like a lot of other law firms do. We are going to try a demo with a few other products, Abacus and CaseManager, but I really don't think you can go wrong with Quickbooks especially if you want the payroll integrations. We're basically paying twice the price of Clio and other time-management options for accounting software that does not work.

Pros

We liked that it appeared to have a bunch of services wrapped up into one--time-keeping for billing, accounting software similar to Quickbooks with an automatic feed into our accounts, and email archiving/practice management. The time-keeping component works well although you would think it would be easier to do mixed-fee or alternative fee arrangements given that these are the fastest growing in the legal industry.

Cons

The accounting system is a joke. The bank-feed regularly just stops syncing with no notification. We have spent so much time reconciling our books this year as a result of issues that Cosmolex refuses to address claiming its the result of their third-party vendor. We recently needed to transfer a file, and in going to export the emails, we learned that we would need to go into each email, print to PDF, and manually save! When I asked why this wasn't explained in the marketing materials as we would never have used Cosmolex for email storage if we knew that it would require this much work to actually use or access the emails, I was given instructions for how to download the emails from my Outlook account directly. Then why am I paying to use Cosmolex?

Lastly, the customer service has been consistently terrible. The chat function used to be helpful--but it appears they outsource it now, and it's no longer a benefit as the users can only refer you to articles. Additionally, we are constantly being told that they will make changes in response to our feedback (and presumably the feedback of others) but the only changes that have been made in the past few years have made the program less helpful. Where were the increased integrations we were promised? Why can't they figure out the syncing with their vendor?

Alternatives Considered

Quickbooks Online and Clio

Reasons for Switching to CosmoLex

The ability to have accounting and billing in one place.
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.

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!

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!

Showing 5 reviews of 313 Read all reviews

CosmoLex FAQs

Below are some frequently asked questions for CosmoLex.

CosmoLex offers the following pricing plans:

  • Starting from: US$89.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Complete software suite for modern day lawyers starting at $89.

CosmoLex has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

CosmoLex supports the following languages:

English

CosmoLex supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

CosmoLex integrates with the following applications:

Box, Chrometa, Dropbox Business, Gmail, Google Calendar, Google Drive, Microsoft 365, Microsoft Outlook, NetDocuments, OneDrive

CosmoLex offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for CosmoLex.