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

104 Reviews of CosmoLex

 

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Software Advice Reviews (7)
More Reviews (97)

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 97

Marc from Cumbo Law
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

This is a time and money saver for any firm.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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I was looking for a complete solution to my practice management and accounting needs.

Pros

I tried various other platforms including PCLaw and Clio, but they lacked in usability or functionality compared to CosmoLex. PCLaw is outdated, slow and not cloud based, while Clio lacks firm accounting functionality and though they advertise quickbooks syncing, there are major issues with the syncing that requires a great deal of work by the end user.

CosmoLex is able to do virtually everything Clio can do with respect to practice management and even has a few unique features. However, where CosmoLex really shines is with its built in accounting system. As a Canadian Lawyer we require certain functionality that our American counterparts do not and CosmoLex has done a great job of meeting our needs. CosmoLex can properly deal with our HST/GST/PST issues and payments as well as offer us accrual based accounting as we are required to use by law.

There is NO other cloud based platform with an all-in-one solution for Canadian Lawyers. This is a time and money saver for any firm.

Cons

I would like to see document generation (of all sorts), multiple clients per matter, the ability to generate Client I.D. Forms from the contact information.

Also helpful would be the ability to attach scanned receipts, cheques, and bills to accounting entries similar to the functionality in QuickBooks.

Some minor efficiency changes like being able to select certain options when creating an entry rather than having to re-open it afterwards.

Source: Capterra
 

Angela from Law Office of Angela M. Morrison
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Great Because I am always on the go

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
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Quality
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Pros

I like that CosmoLex has integrated accounting software, so I only pay one subscription for both services. I also love that it is cloud based and I can access the software from nearly anywhere. I no longer have to be at my office to get work done, which is great because I am always on the go.

Cons

I would love for my CosmoLex tasks and events to show up on my Google Calendar, Apple Calendar, etc.

Source: Capterra
 

Robert from Roseman Legal Group
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

The ideal system for my purposes

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
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Quality
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Pros

Cosmolex is a web based system that gives me full flexibility of where I work and on what device I access my data. Moreover, the fact that Cosmolex is a fully integrated billing, accounting and trust accounting system makes it the ideal system form my purposes

Cons

I would like to see a more robust program for the migration of all of my prior accounting data - at least for the current C/Y of conversion so that I will have a full. accurate and consistently organized set of reports to submit to may accountant at year end. I would also like the migration to cover all of the detail for all of my Trust Accounts from day one forward to date of conversion to Cosmolex. This will facilitate any and all client or other audits of each Trust Account

Source: Capterra
 

Rebecca from Law Offices of John R. Coniglio
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

I haven't found anything "extra" is needed!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

One-stop shopping for your firm's record-keeping needs. Easy transition. Great customer service! Cosmolex offers links to your bank, documents, emails, calendar and offers a client portal where you can determine what the client sees. Cosmolex consolidates multiple office functions into one easy-to-access portal where attorneys, clerks, and staff can find what they are looking for without having to dig through a mine-field of paperwork.

Cons

So far, I haven't found anything "extra" is needed! Any questions I had regarding processes were answered by a competent and friendly customer service rep - in a manner which made it easy for me to understand and implement.

Source: Capterra
 

Lynda from Sheftall & Associates, P.A.

July 2017

July 2017

The staff is really helpful and friendly.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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!

Source: Capterra
 

Laura from Injury and Disability Law Office of WI

July 2017

July 2017

It is easy to get around the program

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Quality
Value for Money
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Pros

I like that it is easy to get around the program and many things are self-explanatory. I also appreciate the tutorials that are available.

Cons

1. I sat down with our accountant and went through the chart of accounts - we wanted to erase some of the accounts that we wouldn't be using, but the system prevents it. There are so many similarly named accounts, that I am concerned about how I will make sure I am using the ones that my accountant prefers (as an example, there are at least 3 or 4 options for accounts related to payroll).

2. I don't like that I can't select the option to not allow duplicate checks for our business checking account

3. I don't like that when I click "save and next" when entering checks that the program does not automatically bring up the next check number. I have to hit "save" and then go back in and "add" another transaction in order for that to happen

Source: Capterra
 

Deborah from Deschutes Law Group, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

We were just starting our firm. I found your software to be the most useful.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
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Pros

It allowed us to email bills and it showed the trust account balance on the bill. Also my husband likes to do his time sheets at the end of the month and your program's ability to track billable tasks and calendar events to show that they haven't been billed was a great selling point. I also liked the idea that we might not have to go with QuickBooks for the business accounting.

Source: Capterra
 

Lindsay from Law Office of Lindsay H. Sanders

June 2017

June 2017

Meets My Goals for Practice Mgmt and Fabulous Customer Service!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
Value for Money
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Pros

The customer service is top notch! They are quick and it is always a live person. Customer support representative is the one who always helps me. I call because I know he can always figure it out.
I love having accounting and billing in the same software. I spent hours researching a software for my law firm and I went with CosmoLex for customer service, cost, cloud platform, and features. I am glad I did.

Cons

I just wish it had document merge and template capabilities, but they are happy to take requests and suggestions. They are always rolling out new features and updates.

Source: Capterra
 

Karen from Miller Law Office
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

I love that you don't have to use Quickbooks

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I decided to hang up my own shingle, so I needed software to handle the management of my office, especially since it was going to be just me by myself to start out.

Pros

I love that you don't have to use Quickbooks to handle the money management aspect. Nothing against Quickbooks, but I don't have experience using it, and being a solo practitioner and needing to maximize the time I have, I appreciated not having to learn Quickbooks.

I also think the interface is user-friendly, and I love how everything can be tied back to a matter. I also really like how my bank accounts are linked with CosmoLex, so reconciliation is easy to complete, and I also appreciate how the software works with Casemaker for tracking research for a specific matter.

The best thing about CosmoLex, however, is the customer support. Not only are there humans available to help whenever I need assistance, but CosmoLex also provides a fantastic library of videos and FAQs, as well as weekly live training sessions. I don't ever worry that I'll be stuck without any help...they are always quick to respond to any issue I encounter.

Source: Capterra
 

William from Law Office of W. Douglas Lowe

June 2017

June 2017

It was less expensive than other programs I looked at while still having all of the features 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 like the integration between the accounting and billing, something that was lacking with the program at my prior firm. I also find it very easy to bill time and generate invoices. I looked at a variety of programs when I opened my own practice and CosmoLex seemed to be the most user friendly.

Pros

It was less expensive than other programs I looked at while still having all of the features I need. I like the fact that it is cloud based which allows me to access it from anywhere. I live 20 miles from my office and can do my accounting work from home of an evening rather than take away from billiable time to do so or drive back to the office after hours. The training videos are great.

Cons

I would like to have the ability to bill more than 8 hours. While hardly an every day occurrence, when I am in trial, I may be in the Courtroom for ten or twelve hours depending on the Court. Right now I have to break that time up. I also have some large clients that want me to send bills to more than one address, depending on the project. Right now that is rather difficult to do automatically as I can only set up one billing address per client.

Source: Capterra
 

Jeanne from Powell & Associates
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

CosmoLex was the only one I found that had accounting built in

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

Our former practice management software was outdated and no longer supported by the developer. We were looking for something that would allow us the features we were used to in our personal technologies, such as cloud based storage and usability on multiple platforms, not just desktop PC as our old software required. We've been more than impressed with the bells and whistles, many of which we realize are features we now can't live without!

Pros

Built in accounting was the biggest deal breaker for our choosing CosmoLex. As the bookkeeper, fed up with our clunky old software, I was looking for a new system that would be a modern and practical take on practice management and CosmoLex was the only one I found that had accounting built in. Being cloud based allows us to bill time or check in when out of the office and though we had looked at another program that was cloud based, CosmoLex offered greater flexibility and it looks great, to boot.

Cons

Our office would love to see some updates for the calendar and tasks - specifically a central office calendar that is the default view. We are composed of two attorneys and two support staff where we are all working on the same cases. Short of adding each event to four individual calendars it would great to have everything on one sort of "home" calendar where we can all easily view and comment.

Source: Capterra
 

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
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Product Quality
Quality
Value for Money
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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
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Functionality
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Quality
Value for Money
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Support

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

Pros

Intuitive and user-friendly interface

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
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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
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Quality
Value for Money
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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
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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
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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