CosmoLex

Web Based Legal Practice Management & Accounting Software

4.7 /5 (293 reviews) Write a Review!

CosmoLex Overview

What is 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!

CosmoLex Overview

Pricing

Starting from
US$79.00/month

Pricing options

Free Trial
Subscription
Value for money

$79 / User / Month (Billed Annually)


CosmoLex Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

CosmoLex activities
CosmoLex accounting
CosmoLex dashboard
CosmoLex calendar
CosmoLex screenshot: CosmoLex activities CosmoLex screenshot: CosmoLex accounting CosmoLex screenshot: CosmoLex dashboard CosmoLex screenshot: CosmoLex calendar

CosmoLex Reviews

CosmoLex Reviews

Overall rating
4.7
/
5
Excellent
227

Very good
56

Average
7

Poor
1

Terrible
2

Value for Money
4.6
Features
4.4
Ease of Use
4.6
Customer Support
4.8
97% recommended this app
Eric D.

Practice Management and Accounting in One

One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house. We went through 3 bookkeeping firms in 2 years and spent huge sums of money for our accountants to undo the mess they made. Our first year end with Cosmolex and in-house bookkeeping was a little rough but that was mostly cleaning up past mistakes.


Jennifer K.

Best Attorney Software

Great program with easy customer support (even a chat feature). The prior legal platform software we used constantly had issues with an expensive yearly update that was required. Cosmolex is cloud-based so no need for updates. there is no need for an additional bookkeeping program for your office expenses as the program will handle that along with your trust accounting.


Janet N.

Cosmolex is very helpful for trust accounting


Morgan S.

Billing is great! Case management, not so much.

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.


Matthew W.

Great for small firms, not so great if scaling up

We've been using CosmoLex for 2+ years so they haven't scared us away...yet.


Eric D.
Industry: Law Practice
Company size: 2-10 Employees

Practice Management and Accounting in One

Used Daily for 2+ years
Reviewed on 25/3/2020
Review Source: Capterra

One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house. We went through 3 bookkeeping firms in 2 years and spent huge sums of money for our accountants to undo the mess they made. Our first year end with Cosmolex and in-house bookkeeping was a little rough but that was mostly cleaning up past mistakes.

Pros

The product is generally pretty simple to use. Sometimes you will encounter a quirk that makes you wonder "why did they do it like this?" but once you understand the logic behind it you pick up quickly. The software is updated quite regularly.

Cons

They were purchased by Tabs3 about a year ago and the fact that they are not independent is a little concerning.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jennifer K.
Industry: Law Practice
Company size: 2-10 Employees

Best Attorney Software

Used Daily for 1+ year
Reviewed on 18/12/2019
Review Source: Capterra

Great program with easy customer support (even a chat feature). The prior legal platform software we used constantly had issues with an expensive yearly update that was required. Cosmolex is cloud-based so no need for updates. there is no need for an additional bookkeeping program for your office expenses as the program will handle that along with your trust accounting.

Pros

I like that you can handle your everyday office accounting in the same program as your trust accounting. There is no need for a separate program. Our clients love the client portal and they can upload documents directly to the client portal instead of having to bring them into our physical office. Cosmolex keeps each of your client files organized where you can save all of your emails, documents, and share the ones that you need to share with your clients through the client portal.

Cons

We would like to be able to make one bulk deposit at one time instead of having to go through by individual dates and make individual deposits.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Janet N.
Industry: Law Practice
Company size: Self Employed

Cosmolex is very helpful for trust accounting

Used Weekly for 2+ years
Reviewed on 23/12/2020
Review Source: Capterra

Pros

Trust accounting is much easier with this software

Cons

The dashboard is not that helpful as I use it mostly for trust accounting and not billing

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Morgan S.
Industry: Legal Services
Company size: 2-10 Employees

Billing is great! Case management, not so much.

Used Daily for 1+ year
Reviewed on 7/7/2016
Review Source: Capterra

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 CosmoLex

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Matthew W.
Industry: Law Practice
Company size: 2-10 Employees

Great for small firms, not so great if scaling up

Used Daily for 2+ years
Reviewed on 8/10/2020
Review Source: Capterra

We've been using CosmoLex for 2+ years so they haven't scared us away...yet.

Pros

Client portal is a terrific feature (when working), the ease of time entries is terrific. Very simplistic interface for invoicing and collecting fees. Integration with LawPay is cool.

Cons

There's lots of bugs and seemingly easy fixes that get overlooked and/or ignored. The portal will shut down unexpectedly and/or clients cannot access multiple matters without additional email addresses. There is no function for recurring billing (i.e., ongoing or payment plan clients). Customer service is a nightmare to deal with and takes weeks to complete simple tasks.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

User recommendation
9.3/10
Based on 293 user ratings
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CosmoLex Pricing

CosmoLex Pricing

Starting from
US$79.00/month
Free Trial
Subscription
Value for money

$79 / User / Month (Billed Annually)

$79 / User / Month (Billed Annually)

Value for Money
4.6/5
Based on 293 user ratings
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CosmoLex Features

CosmoLex Features

API
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaboration Tools
Contact Management
Document Management
Document Storage
Expense Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Task Management
Third Party Integration
Workflow Management
Features
4.4/5
Based on 293 user ratings
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Categories

Additional information for CosmoLex

Additional information for CosmoLex

Key features of CosmoLex

  • 100% Integrated Trust Accounting
  • Batch Generate Invoices
  • Encrypted Data, Auto Backup
  • Unlimited Data Storage

Benefits

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.

CosmoLex FAQs

CosmoLex FAQs

Below are some frequently asked questions for CosmoLex.

Q. What type of pricing plans does CosmoLex offer?

CosmoLex offers the following pricing plans:

Starting from: US$79.00/month

Pricing model: Subscription

Free Trial: Available

$79 / User / Month (Billed Annually)

Q. What are the main features of CosmoLex?

CosmoLex offers the following features:

  • 100% Integrated Trust Accounting
  • Batch Generate Invoices
  • Encrypted Data, Auto Backup
  • Unlimited Data Storage

Q. Who are the typical users of CosmoLex?

CosmoLex has the following typical customers:

Small Business, Large Enterprises, Freelancers, Mid Size Business

Q. What languages does CosmoLex support?

CosmoLex supports the following languages:

English

Q. Does CosmoLex support mobile devices?

CosmoLex supports the following devices:

Android, iPhone, iPad

Q. What other apps does CosmoLex integrate with?

CosmoLex integrates with the following applications:

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

Q. What level of support does CosmoLex offer?

CosmoLex offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials