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!

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.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Images

CosmoLex activities
CosmoLex accounting
CosmoLex dashboard
CosmoLex calendar
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Features

Total features of CosmoLex: 79

  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting Integration
  • Accounting Software
  • Accounts Payable Software
  • Accounts Receivable Software
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Management
  • Authentication Software
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Built-in Accounting
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Case Defined Timekeepers
  • Case Management Software
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Completion Tracking
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contract/License Management
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Database Conversion
  • Docket Management
  • Document Classification
  • Document Generation Software
  • Document Management Software
  • Document Storage
  • Email Management Software
  • Expense Tracking
  • Fee Calculation & Posting
  • Financial Reporting Software
  • Full Text Search
  • General Ledger
  • Income & Balance Sheet
  • Legal Case Management Software
  • Live Chat Software
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Project Management Software
  • Receipt Management
  • Reminders
  • Reporting/Analytics
  • Rules-Based Scheduling
  • SSL Security
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management Software
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management Software
  • Team Calendars
  • Time & Expense Tracking
  • Time Tracking Software
  • Timer
  • Trust Accounting Software
  • Two-Factor Authentication
  • Version Control

Alternatives

Zola Suite

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

Rocket Matter

4.4
#2 Alternative to CosmoLex
Rocket Matter is the leading cloud-based law practice management software that helps you run a more efficient law firm,...

Clio

4.7
#3 Alternative to CosmoLex
Clio is the leading cloud-based legal practice management solution that lets you manage your law firm from anywhere....

Odoo

4.2
#4 Alternative to CosmoLex
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Reviews

Overall rating

4.7 /5
(294)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.6/5
Customer Support Software
4.8/5

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Showing 5 reviews of 294
Eric D.
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 Software
  • Likelihood to recommend 10.0 /10

Practice Management and Accounting in One

Reviewed on 25/03/2020

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.

Jennifer K.
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 Software
  • Likelihood to recommend 10.0 /10

Best Attorney Software

Reviewed on 18/12/2019

Great program with easy customer support (even a chat feature). The prior legal platform 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.

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.

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

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Essential

Reviewed on 25/02/2021

Again, it's essential to my practice, and the built-in accounting is fantastic.

Again, it's essential to my practice, and the built-in accounting is fantastic.

Pros

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.

Cons

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.

Aaron T.
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 Software
  • Likelihood to recommend 1.0 /10

Time to Switch to a New Service

Reviewed on 22/03/2021

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?

Janet N.
Overall rating
  • Industry: Law Practice
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

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

Cosmolex is very helpful for trust accounting

Reviewed on 23/12/2020

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

Showing 5 reviews of 294 Read all reviews

CosmoLex FAQs

Below are some frequently asked questions for CosmoLex.

CosmoLex offers the following pricing plans:

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

$79 / User / Month (Billed Annually)

We do not have any information about CosmoLex features

CosmoLex has the following typical customers:

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

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, NetDocuments, OneDrive

CosmoLex offers the following support options:

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

Related categories

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