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$79.00/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$79.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

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CosmoLex Software - CosmoLex dashboard
CosmoLex Software - CosmoLex calendar

Features

Total features of CosmoLex: 87

  • 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
  • Built-in Accounting
  • 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 Reporting
  • For Legal Professionals
  • Full Text Search
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Legal Case Management
  • Microsoft Outlook Integration
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Online Invoicing
  • Project Management
  • Receipt Management
  • Reminders
  • 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

Clio

4.7
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MyCase

4.7
#2 Alternative to CosmoLex
MyCase legal practice management software helps law firms solve key business challenges, including getting paid faster,...

PracticePanther Legal Software

4.7
#3 Alternative to CosmoLex
Highest rated legal case management software on GetApp. Perfect for lawyers and law firms of all sizes. Try it free, no...

Quickbooks Online

4.3
#4 Alternative to CosmoLex
QuickBooks Online is a complete small business accounting solution which allows users to manage all their financial...

Reviews

Overall rating

4.7 /5
(309)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.6/5
Customer Support
4.8/5

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Showing 5 reviews of 309
Eric
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

Practice Management and Accounting in One

Reviewed on 25/3/2020

One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house....

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.

Pete
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

I am glad I found CosmoLex, I could not get through a day without it.

Reviewed on 2/2/2022

Pros

It's easy to use, intuitive, and the customer support is outstanding. I've occasionally contacted them with feature suggestions and they usually end up incorporating those suggestions - or they might show me how I missed something that accomplishes the same thing. The product works as advertised and I have no regrets.

Cons

It had a little bit of a learning curve but I had nothing to compare it to. I now find it intuitive, so it's hard to say. Customer support is awesome, though, and they also have videos you can watch that explain most of the problems and issues I experienced along the way.

Alternatives Considered

MyCase and Clio

Reasons for Choosing CosmoLex

As my office grew, I realized that I needed REAL software that was made for lawyers instead of trying to customize software that was off-the-shelf.

Switched From

Quicken

Reasons for Switching to CosmoLex

It seemed more professional and I was able to get customer support on the phone during the trial period.
Nikki
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

The best legal accounting software I've ever used

Reviewed on 16/8/2022

Been working with Cosmolex for 2 years now. It is great and easy to use. I wouldn't ever go back to...

Been working with Cosmolex for 2 years now. It is great and easy to use. I wouldn't ever go back to PCLaw.

Pros

It is great and easy to use. It's simple to navigate.

Cons

There is nothing about the software that I don't like.

Pierce
Overall rating
  • Industry: Legal Services
  • 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 6.0 /10

This App is Geared More Towards Transactional Law Practices

Reviewed on 23/7/2018

Pros

Cosmolex is easy to use and to implement. Initially, Customer Support was great, but now not so much. Customer support is still better than any other legal accounting product I have used from Lexis or Westlaw, even Clio. The company is generally pretty good about responding to its customers inquiries; but, you typically have to wait about 4 to 6 hours or the next day or two for a technical support person to call you back and sometimes they don't. The billing features are great for a small transactional law practice or family law practice, but not so much for a firm that handles heavy amounts of civil litigation for commercial clients, which requires reporting and data feed back. Trust accounting on Cosmolex is fantastic and allows for contingency fees in PI cases. Overall, its ease of use and simple interface is why we continue to use it.
Compared to most legal accounting and billing software, training employees is easy and they offer tons of opportunities to attend free webinar classes and are great at assisting you in getting your employees up and running. Altogether, it is not bad if you have other software or services to cover document and case management, but is expensive considering its deficiencies in this area.

Cons

The biggest Con is that there is a clear the lack of usable reports, no way to export client data for analysis and forecasting, third party integrations with Office is a work in progress for 2+ years and Cosmolex should absolutely not be relied on for Case Management in a litigation practice. If you are going to use Cosmolex, I would suggest doing so only for the accounting (w/ trust features) and billing for noncommercial clients. Cosmolex provides linking with your Drobox Account but is very limited when it comes to document management and your space is dependent what you purchase from other third-party companies for storage. We use the client portal for our clients to upload new case documents securely, but that is absolutely those are the only documents “managed” by Cosmolex. Docketing for litigation would be a nightmare if you depended on this software (especially for those that have midsize firms or handle multiple cases for companies). Reporting and data analysis is nonexistent. Cosmolex is absolutely not Microsoft Office friendly and has little to no integration with Microsoft products, despite the way it appears on their website. It will not integrate with on premises Exchange Server 2016, SQL or Power BI so you have to enter everything twice and have other software or services to cover its deficiencies. Calendaring features are worthless unless your firm uses Gmail as your firm email and calendaring system. The calendar may now integrate with 365 but does not have a way to customize jurisdictional presets for counting deadlines like most case management software that integrates with your calendar through Exchange. Altogether, the lack of even usable Excel or .PDF reports is the worst thing about Cosmolex. Report features, including AR ledgers and Invoice listing reports for a client with multiple ongoing cases is worthless. There is also no way to segregate your fees for fee recoverable causes of action, which is required in Texas when you are seeking attorney’s fees from the opposing side. Reports in Cosmolex could not be more unorganized. Trying to pull usable billing data over a period of time longer than one year is virtually impossible unless you want to do it by cutting and pasting from poorly formatted excel spreadsheets, which makes it difficult as hell to analyze client data over a period of time. Overall, all legal accounting software I have seen is terrible, Cosmolex is just less terrible than most. I think we are going to be moving on shortly to something else.

Jessica
Overall rating
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Daily for Free Trial
  • Review Source

Overall rating

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

Still new to the software but really happy with it!

Reviewed on 30/5/2022

Pros

I like how easy it was to integrate into my business. I was using a different software before and it was very easy to make the switch.

Cons

I currently have not come across anything that I wish were different.

Showing 5 reviews of 309 Read all reviews

CosmoLex FAQs

Below are some frequently asked questions for CosmoLex.

CosmoLex offers the following pricing plans:

  • Starting from: US$79.00/month
  • Pricing model: Subscription
  • Free Trial: Available

$79 / User / Month (Billed Annually)

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.