Overall experience with your system is very good, any issues that we have had have been dealt with very quickly. Good follow up service from your customer service staff.

Additionally, our accountant struggled with it, and urged the switch to Quickbooks.

I don't like that if I put something in a wrong area and that it can't be duplicated and moved to the correct area - having to redo everything manually as a new user is frustrating.

The single best part of Cosmolex is their customer support staff that is always quick to help.

I have enjoyed the ease of learning and using this software. I like the Dashboard that tells you many useful things at a glance.

Nothing seems to be a problem for me with this software.

Stability, integrated accounting, and better support staff. I used Clio for a couple years at my last firm, and I have zero intention of switching back.

A great leap forward from our previous (non-cloud) software.

I have not had any issues about the product. While I am not blown away with positive experiences, I am pleasantly satisfied with the software.

Overall I would rank the product very High as stated before I think it is a good value for the money. Easy soft tech support and all staff I have had contact with have been most helpful.

I frankly don't have much of anything to offer in the way of complaints.

I have also had problems in editing invoice forms because you have to have some knowledge of coding, but I have been able to figure it out.

The Pros with Cosmolex is once you learn all the features it is really easy to work with. I believe with entering the money portion on Cosmolex has been easier than any other system.

I am very pleased with Cosmolex and have recommended it to other solo and small practitioners. Including LawPay in the package is a huge added bonus.

It is easy to use (user friendly) and easy to navigate. Pretty self explanatory and if you need help, that is easy to find as well.

It takes care of the file management and is mostly user friendly. Your customer service department is very helpful and take the stress away from issues quickly.

There is not a thing I do not like about this software. So easy to use and really user friendly.

Additionally, we purchased the migration service. Each person I worked with was amazingly knowledgeable and professional, but the actual migration was a disaster.

I am giving this a poor review for the following reasons: (1) Cosmolex is really only price-efficient if you are a solo attorney.

All of this really helped my small, but growing practice save some money, while getting all the tools I need.

I appreciate most the ability to correct errors in accounting when they are noticed and the integration with the trust account.

We chose CosmoLex for our firm because we liked the bookkeeping integration. The system is extremely easy to use and more intuitive than QuickBooks.

I specifically like the integration with LawPay, and it’s built in accounting functionality.

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

User friendly and easy to navigate through. Beyond helpful for accounting.

The customer service is shockingly amazing. I requested one payment refund after not using it in over a year and it was super quick and easy.

Great presentation aesthetics. Great tips on use and preparation.

I am very happy with this product and highly recommend to everyone to give it a try.

Live Plan was perfect for my needs - it helped me shape my strategic plan and think through my start-up capital requirements and revenue projections.

Customer service is excellent, I was able to reach someone immediately when calling.

The templates were also very helpful to show me what a plan should look like.

Integration with my online accounting software was pretty helpful too.

I recommended it it to several prospective bakery owners as a well-priced tool to start turning their dream into a viable business reality.

Easy to use online and has a very good technical support. It is great that they keep your files or give files to you if you decided to cancel the account, that made me trust LivePlan more.

I got stuck at the beginning a little bit with the various summaries.

I really like all the integrated charts and graphs to help me clearly envision the current status of my financial goals.

I really appreciated how easy it was to project the impact of the decisions we were considering. It made planning my business's growth intuitive.

I really like this software because of the features it has and it's price.

It was a great experience with LivePlan. They have a clean and attractive user interface with helpful guidance.

I loved that it gave me some industry benchmarks and suggested budget items (like employee payroll liabilities) I hadn't thought of.

It made using the review feature (to compare projections with performance) more difficult to use.

Warning, If you sign in you will not be able to cancel your service.

Unfortunately it is limited to that time frame which disappoints because other than the time frame, just about everything else is customizable.

Live Plan gives you a good look, at the viability, of a business opportunity. I have used it several different time to help make sound business decisions.

This software was amazing for my initial business planning phase.

Business plan preparation can be overwhelming; however, LivePlan made it easy to build and update our vision and communicate with relative ease.

Overall, i was able to put my business idea on paper and see exactly what the budget and funding looks like. It really helped me decide whether or not the business idea was worth pursuing.

I like the ease of use, support and the step by step process.

The experience was productive and the software is great.

Very useful in planning, pitching and eventually starting my business. It supported every element from ideation through to detailed p&l & balance sheet for presentation to investors.

US Dollar

CosmoLex is a cloud-based legal management solution that offers features including time tracking, billing, trust accounting, task and document management.


The solution connects all modules so that users do not have to enter information into multiple systems or clean up errors due to double entry. CosmoLex is a modular solution that allows users to synchronize and replicant information between multiple modules in real-time.


The CosmoLex’s legal time and billing module helps in managing batch processing invoices, past due notices and more. It also helps to capture all billable activities and manage them by creating customizable invoices and overdue invoice notices.


CosmoLex offers trust (IOLTA) accounting functions that help users to manage client funds, print checks, deposit slips and bank statements. The activity log keeps information on past reconciliations and generate three-way reconciliation reports on a monthly basis.


The solution can integrate with Dropbox, Google Drive and NetDocs. It is priced on per month per user basis. Support is available via phone and email.



LongDescription

File Management

Document Templates

Case Management

Tax Management

Status Tracking

Billable Items Tracking

Time Tracking

Staff Calendar

Trust Accounting

Asset Accounting

Document Storage

Access Controls/Permissions

Activity Tracking

Timer

Nonprofits

General Ledger

Bank Reconciliation

Contract/License Management

Task Scheduling

SSL Security

Credit Card Processing

Invoice Management

Docket Management

Project Management

Document Capture

Customer Database

Calendar Management

Customizable Fields

Collaboration Tools

Full Text Search

Conflict Management

Accrual Accounting

Data Import/Export

Automatic Billing

Accounting

For Legal Professionals

Document Classification

Multi-Location

Version Control

Multi-Currency

Completion Tracking

Case Defined Timekeepers

Compliance Management

Two-Factor Authentication

Client Portal

Workflow Management

Email Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Time & Expense Tracking

Customer Statements

Accounts Payable

Customizable Templates

Calendar Sync

Billing & Invoicing

Fee Calculation & Posting

Receipt Management

Accounting Integration

Document Automation

Expense Tracking

Audit Management

Income & Balance Sheet

Automatic Backup

Reporting/Analytics

Case Notes

Contact Database

Billing Rate Management

Accounts Receivable

Cross Ledger Posting

Built-in Accounting

Summary Reports

Check Writing

Client Management

Secure Data Storage

Task Progress Tracking

Archiving & Retention

Third-Party Integrations

Microsoft Outlook Integration

Task Management

Legal Case Management

Document Management

Court Rules-Based Scheduling

Financial Reporting

Document Generation

Search/Filter

Online Invoicing

Financial Management

Invoice Processing

Invoice Creation

Remote Access/Control

For Small Businesses

For Lawyers

Employee Management

Invoice History

Transaction Management

Complete software suite for modern day lawyers starting at $89.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

CosmoLex

In Person

Live Online

Webinars

Documentation

Videos

LivePlan supports entrepreneurs and small-to-medium sized business in planning, funding, and growing their business.

Creating a dynamic business plan is easy in LivePlan. Step-by-step guidance, examples, and expert support help you create a professional plan with all the details a lender or investor expects to see.

Quickly create your pitch to lenders and investors in LivePlan in less than 30 minutes. 

Get feedback, allow others to view your pitch, plan or reports, and ensure everyone is one the same page by granting access to collaborators and guests.

No need for complex spreadsheets or formulas. LivePlan's automated financials and built in equations mean you spend less time number crunching and checking for accuracy, and more time focused on the things that matter when starting and running a successful business. Sync with Quickbooks or Xero to quickly create budgets, forecasts, and financial statements using your real data. 

Access industry benchmarks to see how your business is performing and where you can improve compared to similar businesses of your size and focus. 

With the ability to create multiple financial scenarios and projections, you'll be able to see how decisions you make in your business today - affect the future. 

Confidently answer questions such as: 

- How will I use this funding to grow my business?
- When should I hire more employees?
- Should I open another location?
- How will investment in equipment affect my financials now and in the future?

Be a more confident business owner and strategically manage your business from day one and onward with LivePlan. 

Commenting/Notes

Milestone Tracking

Forecasting

Financial Templates

Customizable Reports

Charting

Progress Tracking

Financial Analysis

Scenario Planning

Strategic Planning

Projections

Business Plan Templates

Template Management

Step-by-Step Wizard

Planning Tools

Dashboard Creation

Real Time Data

Performance Metrics

Fundraising Management

Benchmarking

Investor Management

Budgeting/Forecasting

Visual Analytics

Data Visualization

Modeling & Simulation

Financial Modeling

Pitch Presentation

Dashboard

Goal Setting/Tracking

Social Sharing

Packages available in Monthly and Annual Subscriptions.


LivePlan Standard Includes:
- Step-By-Step Instructions 
- Automatic Financial Statements 
- Full Financial Forecast 
- One-Page Pitch Builder 
- 500+ Sample Plans 


LivePlan Premium Includes everything in Standard, plus:
- Industry Benchmark Data 
- Financial Forecast Scenarios 
- Performance Dashboards 
- Milestone Planner 
- LiveForecast 
- Syncs with Xero & QuickBooks 


All subscriptions come with a 35-day money-back guarantee.

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