CosmoLex Software


 

CosmoLex is a cloud-based legal management software that offers advanced features and fully-integrated applications for an all-in-one solution. Named TechnoLawyer Newswire’s Top 25 Product of 2014, it includes time tracking, billing, trust (IOLTA) accounting, calendaring, task and document management in the software suite.

Because CosmoLex is a comprehensive system, firms are able to focus their information in one location, improving efficiency and productivity in the day-to-day. Everything is connected, so there is no need to enter information into multiple systems or clean up errors due to double-entry. Activity is automatically assigned to it’s specific legal matter, keeping tasks and time connected. This offers complete visibility over the outstanding bills and balances so that nothing slips through the cracks.

Trust (IOLTA) accounting functions are include in the system. They help manage client funds and print checks, deposit slips, and bank statements. The activity log keeps detailed information on past reconciliations, and three-way reconciliation reports are available on a monthly basis.

The document management in CosmoLex organizes digital records and files so they’re easy to locate. It currently integrates with Dropbox, but the team at CosmoLex is also building integrations to GoogleDrive and NetDocs.  

Since CosmoLex is web-based, it can be accessed from a browser on any internet secure device. They’re a great fit for smaller and solo practices across a variety of segments.

 

CosmoLex - Calendar
 
  • CosmoLex - Calendar
    Calendar
  • CosmoLex - Documents
    Documents
  • CosmoLex - Bank Reconciliation
    Bank Reconciliation
  • CosmoLex - Invoices
    Invoices
  • CosmoLex - Matter
    Matter
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

93 Reviews of CosmoLex

 

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Software Advice Reviews (7)
More Reviews (86)

Showing 1-7 of 7

Ryan from Sudduth & Associates
Specialty: Bankruptcy

September 2016

September 2016

Very user friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

Great customer service and easy to learn the product.

Likes Least

The design templates for invoices are difficult to adjust.

Recommendations

This software was created for lawyers, not accountants. So if you're an accountant working in a law firm, you'll probably not like this.

 
 

Dean from The Guidry Law Group
Specialty: Family

July 2016

July 2016

My threshold issue regarding implementation is document management?

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

I will not have use PClaw anymore and its exorbitantly expensive subscription pricing scheme.

Likes Least

One cannot search documents or folders. If this feature were implemented I would convert to Cosmolex immeditately.

Recommendations

I recommend anyone considering this product email to customer support that documents and folder searching features be implemented as soon as possible.

 
 

Bill from Billy J. Shetfield II Attorney At Law
Specialty: Divorce

February 2016

February 2016

Mixed. Good and frustrating

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Trust Accounting and invoice are nice. I like time keeper.

Likes Least

Calendar and dropbox sync have several bugs that don't seem to be getting resolved. Too many steps. Search names and matters is not as easy as Rocket Matter.

Recommendations

I was very happy with Rocket Matter. However, the billing, trust accounting and invoicing were very frustrating and clients did not like billing. Cosmolex is much better that RM in these areas. However, Cosmolex has major bugs that are frustrating in calendar and dropbox sync. I cannot trust calendar in Cosmolex and support is not very helpful. I would stay with RM if they could have Cosmolex trust, invoicing and billing. I would wait six months and see which app resolves these issues before I would commit.

 
 

Pete from Weinman Law Offices
Specialty: Real Estate

March 2015

March 2015

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

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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!

Likes Least

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

Recommendations

Spend a few dollars and invest in this product - and you'll see how the time you save will be worth it.

 
 

William from Law Office of William C. Mack
Specialty: Corporate

February 2015

February 2015

Excellent and Reliable

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It simplifies New Jersey lawyer's trust accounting, and gives me the assurance that I am recording trust transactions accurately and producing reconciliations in accordance with applicable court rules.

Likes Least

I have not found anything to dislike about this application.

Recommendations

Cosmolex is expanding its capabilities rapidly beyond just a trust accounting application, and becoming a full-featured small law firm management program. It's "bang for the buck" will continue to increase.

 
 

Herbert from Herbert F. Lach, Jr., Attorney at Law
Specialty: Litigation

February 2015

February 2015

Best Customer Support

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The customer support. The tutorials are easy to understand and follow. I don’t give compliments very often, but I cannot say enough good things about the great work the CosmoLex Team does to make my life a lot easier.

Likes Least

I cannot think of anything I like the least about CosmoLex.

Recommendations

I think customer support is the most important factor.

 
 

Charles from Charles V. Quinn Law Offices, L.L.C.
Specialty: Corporate

January 2015

January 2015

Great product! It does everything I need.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The software is a great timekeeping, billing, and accounting solution for my firm. The cloud-based aspect means it can be accessed from any computer (or smartphone I suppose, although I have not tried that yet), and I don't have worry about downloading updates. Support and staff are excellent; they are very knowledgeable and attentive! This was just what I needed to help start my own firm.

Likes Least

I honestly don't have any problems with the program. It works well for what I need. I anticipate that my taxes will be easy to do this year, since I have used CosmoLex to produce the required reports of revenues, expenses, etc. I have the reports downloaded, printed, and ready to go to the accountant.

Recommendations

In evaluating cost, I would remember that some programs require the purchase of updates. I believe CosmoLex charges a flat fee (I am on an annual plan) that automatically includes all updates. I believe they have a free trial period, too.

 
 
 
Showing 1-20 of 86

Kenneth from Law Firm of Kenneth S. Sternberg
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

The practice management features streamline my practice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I needed to replace Timeslips. The financial accounting features were an added bonus. The practice management features streamline my practice and give me a client centric organization that gives me a different perspective on my cases and allows me to cut down on wasted time.

Pros

I like the billing and financial accounting features the most. The tasks are helpful and I like the fact that they are organized by client.

Cons

The calendar needs work. You should be able to scroll through each matter on the "matter" page without having to go back to the master list of clients. You need to improve the app.

Source: Capterra
 

Camille from Peter M. Feaman, P.A.
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Everything is right there at your fingertips

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The ease in use. Everything is right there at your fingertips and the fact that it is cloud based is a plus when you're traveling. You can access it 24/7. Plus the biggest draw for me was the fact that there is unlimited help. Everyone is very knowledgeable and always ready to assist you.

Source: Capterra
 

Marie from Davi & Associates, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Intuitive with a Great Interface

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Switching to CosmoLex from our old practice management system has helped our firm increase billable hours and improve productivity.

Source: Capterra
 

Vicky from Ronald Witkowski, PA
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

This program does everything I need

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I elected to use it for some complicated trust and billing matters. This program does everything I need. I just sent out my first batch of invoices and it went smoothly.

Pros

This is a small firm, so I jump back & forth from legal to accounting issues. Therefore, I often need help from Cosmolex agents to fix my errors. I also use the help screens on their website. All agents have been very helpful & David in particular has been patient and responsive.

Cons

I would like to see matter numbers on the invoices. I haven't asked if I can do that in settings, but will follow up on it.

Source: Capterra
 

Michele from Legal Counsel PA.
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Overall Review of Product- Our THoughts

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Pros: One program for almost everything.

Cons: No document assembly; you can only link one person to the client portal; glitches in program- the program emailed an invoice to the wrong person; can not email through program; glitch- I had to give access to everyone for everything because the limited access features did not work; customer service is not the best; calandar portion has glitches when it interfaces with gmail and office 365.

Pros

It is a comprehensive software. Its like having Quickbooks and a practice management program in one. This is the best feature.

Cons

Lots of glitches: (a) it emailed an invoice to the wrong person; (b) user restrictions do not work in my office; (c) calendar is not on the main page- usability is difficult for some tasks; (d) you can only have one person assigned to the client portal.

Does not have email capabilities

Does not have document assembly

Does not have automatic assignment of matter numbers.

Limited reporting features- you can not tailor reports (financial)- very limited.

Source: Capterra
 

Dan from Brotman Law

March 2017

March 2017

The CosmoLex company seems rock solid with a strong leadership team

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I'm a new CosmoLex user posting this at the request from the CosmoLex OnBoarding email I received yesterday: Please visit our User Forum and briefly tell us why you chose CosmoLex for your law firm. Your feedback will be beneficial to others evaluating CosmoLex

Pros

I'm a former big corporation IT person and CosmoLex appears to me, at this point, to be analogous to SAP an enterprise software system. Zero interfaces. Totally integrated. The CosmoLex company seems rock solid with a strong leadership team and they are located close to my firm. My sales rep, Michael Owsiany was responsive and knowledgeable. Compared to it is the best in the Practice Management space.

Cons

Tighter integration with Outlook, Word, Office 365
Improved/more flexible/easier invoice formatting
More intelligent activity tracking/intelligence

Source: Capterra
 

Mark from Law Offices of Mark McKew PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

CosmoLex has exceeded my expectations

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I was always frustrated by the need to use a separate accounting software in addition to my billing software; and the two software systems never were never fully compatible. I was looking for practice management software that combined both functions: billing and accounting. Cosmolex was the answer.

Pros

combining billing and accounting functionality in one software package; making accounting functions easy-to-use for non-accountants; providing convenient access from smart phones and other devices; and cloud storage of data.

Cons

More than enough functionality for my firm at this time.

Source: Capterra
 

Rose from Law Office of Rose M Staples Deese, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

I like that I am able to easily reconcile my trust accounts

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I knew I needed a software that could assist me in staying compliant with trust account reconciliation.

Pros

I like that I am able to easily reconcile my trust accounts and also have access to other features, like time-keeping. Easily seeing what I need to bill, and creating customized invoices are also features I find attractive in CosmoLex.

Cons

Payroll, and being able to forward emails from more than one email account.

Source: Capterra
 

Elyse from EBJ Law
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Two platforms in one with even more features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I used to use mycase and quickbooks and cosmolex simplified this by combining the two platforms into one with even more features. Easy decision.

Pros

I think it is the only product out there that combines accounting, storage tasks, email etc. all into one.

Cons

I would like to see an easier way to transfer all of my documents from one platform to another. I also would like to see an automatic upload from banks.

Source: Capterra
 

Rebekah from Phelps-Chartered

January 2017

January 2017

Made specifically for law firms - cool!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

For many years our firm used a number of different back office software products. For example, we used Easy Trust for trust accounting, Quick Books for financial accounting and payroll, and Timeslips for time and billing. These are all products that run on individual computers. About 3 years ago, the company that produced EasyTrust quit supporting that product. For the last 3 years we have basically been on our own regarding trust accounting. It has worked out okay to date, but at some point we knew that we would encounter an operating system problem or something and we would have had a substantial problem and the program would've stopped working and we would've had no support or help.

Pros

When we started looking for new trust accounting software, we saw that your product was made specifically for law firms - cool! It also combined trust accounting, financial accounting, time and billing, which was the most appealing aspect. But the fact that Cosmolex is cloud-based, cinched it for us. Because our office manager (who oversees and reconciles the trust accounting -- that is, the software is on her computer) telecommutes from her house. So every time I needed to enter credit card payments, Trust deposits, write checks, etc., I had to drive 3 miles to her house. So being able to do a lot of that work from the office, has been wonderful.

Cons

Your product is intimidating! It encompasses several different departments and getting everyone on the same page took (and will continue to take) a good amount of time. But your training videos and free support have really helped us. As a suggestion, perhaps transcribing the training videos might be useful for a quick reference?

Source: Capterra
 

John Paul from Washburn Law Office, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

It's comprehensive, user friendly, and my bar association partners with the program.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I'm really happy with the timeliness of the reps and the amount of content available to help navigate all of the program's features.

Pros

It's comprehensive, user-friendly, and my bar association partners with the program. I like the dedicated phone app. Customer service and integration with Law Pay, and Casemaker is a bonus!

Cons

Iphone App

Source: Capterra
 

Sara from Adkins Law Firm
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Cosmolex's user interfaces make our accounting much more accurate.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have previously used some SQL based accounting software, but Cosmolex's user interfaces make our accounting much more accurate.

Pros

I like cosmolex's support, that it has such a broad functionality. I specifically like the way I can integrate entering in an expense and link it to the matter, I like using the TK reports so that I can keep up with calculating 941 Withholdings. Also, just having a system with set rules on how to input data keeps our financial data clean and accurate for auditing.

Cons

I would like to see a how to update a matter's contact email. I was trying to update the email to which we sent Invoices yesterday, and I could see the matter's associated email on the dashboard, but could not seem to locate a how to article in the knowledge base. I also would like to separate out invoices not only by fees and expenses, but also separate each category by TK and not just chronologically.

Source: Capterra
 

Christine from The Law Office of Christine L. Freeman, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Complete practice software with front and back office accounting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

My previous software was constantly requiring me to contact engineering support for data integrity issues. I spent too much time getting the system fixed instead of working.

Pros

Complete practice software with front and back office accounting
links emails to clients/matters automatically integrates with Office 365, LawPay and other applications I use Cloud based so I can access it from anywhere

Cons

Dedicated Accounts payable functions to streamline entry of invoices from vendors
The ability to enter additional fields for client information that is essential to a case particularly in family law
I am still learning the software but there are some areas particularly in set up that are hard to find the ability to hide or add tabs at the dashboard level

Source: Capterra
 

Adam from Telsey & Telsey LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Cosmolex provided everything I needed and a good price and exceeded my expectations

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I just started my own firm and needed an economical billing system. Cosmolex provided everything I needed and a good price and exceeded my expectations with regard to what it offers.

Pros

This product contains everything that I need to easily bill clients. It allows me to keep track of my time on a daily basis and also does a great job keep track of my operating account and trust account.

Cons

I think that it can sometimes be a little difficult to send out the first set of bills and to invoice the clients, especially for clients that had already provided a retainer. It took a little time to figure this out the first time.

Source: Capterra
 

Debra from Law Office of Debra J Lehman

December 2016

December 2016

Customer service is very helpful.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It is very easy to use and customer service is great. Default settings are appropriate. Customer service is very helpful. Client portal isn't a default.

Source: Capterra
 

Nick from Strang, Parish & Graham, Ltd.
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

CosmoLex takes the headache out of the various system by creating an all-in-one solution.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Too time consuming and complicated maintaining various, independent processes. CosmoLex takes the headache out of the various system by creating an all-in-one solution.

Pros

Accounting/Billing features without the need for Quickbooks, hands down!

Cons

Add "Accrual Accounting" functionality.

Source: Capterra
 

Tamela from Eady Law Firm, PA
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

I have found Cosmolex to be practical and intuitive.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I chose Cosmolex over other available practice management software and after using Quickbooks to manage my accounting. I have found Cosmolex to be practical and intuitive. I feel confident that my trust accounting complies with the Florida Bar's rigorous requirements. I especially like the "find money" feature, and I am sure that the longer that I work with the software the more efficient my practice will become.

Source: Capterra
 

Ronda from Law Office of Ronda Cortesini, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

I like that Cosmolex integrates the business functions of a law practice.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I needed a practice management program to make my practice more efficient. I researched the top programs and found that Cosmolex provided most of what I needed. During my trial period, Cosmolex was great about answering my questions and helping me learn about the program.

Pros

I like that Cosmolex integrates the business functions of a law practice. I chose Cosmolex over other programs because of the integration with other programs I use, the cost, and the ease of IOLTA accounting.

Cons

I would like to see a mobile app and a smoother matter/email integration. I would also like to see some additional options for frequently used information (e.g. location for court appearances).

Source: Capterra
 

Marie from Davi & Associates, P.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Seamlessly integrated law office management, billing, and accounting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Switching to CosmoLex from our old practice management system has helped our firm increase billable hours and improve productivity.

Pros

CosmoLex is intuitive and user-friendly. Customer service helped our staff members initially become acquainted with the system and we are beyond satisfied with the program's seamlessly integrated law office management, billing, and accounting.

Cons

None

Source: Capterra
 

Richard from Slawson & Slawson
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Easy to understand and to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I found my accounting software too complicated to use and to adapt to a small law firm. Consequently, I did not use it consistently. This made it difficult to provide accurate records when I had an IRS audit.

Pros

I like the integrated accounting/practice management approach and the fact that the accounting part of the software is specifically designed for a small law firm. This makes it easy to understand and to use.

Cons

Either payroll function or integration with a payroll service.

Source: Capterra