About CosmoLex

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 manag...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

288 Reviews of CosmoLex

Average User Ratings

Overall

4.74 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(224)

224

4 stars

(55)

55

3 stars

(7)

7

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 288 results

March 2020

Eric from Graham Clark Professional Corporation

Verified Reviewer

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2020

Practice Management and Accounting in One

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.

December 2019

Jennifer from King & King

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2019

Best Attorney 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.

Reasons for Choosing CosmoLex

Cosmolex had the back office accounting to have all our books go through one program!

June 2020

Hannah from KMFY

Company Size: 11-50 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

June 2020

Okay softwarte

Okay

Pros

Its very easy to use. Great cloud platform

Cons

Seems to be some gaps in report types. There could be better ways to move things around/entering things.

July 2016

Morgan from Strow Law LLC

Company Size: 2-10 employees

Industry: Legal Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

July 2016

Billing is great! Case management, not so much.

We are a two attorney firm with one paralegal. We chose Cosmolex for the trust accounting feature. We were looking for a program that could do it all - keep the books and manage the cases.

Pros

I love the billing and trust accounting features. Cosmolex really shines with maintaining the operating and trust accounts separately as well as generating invoices for our billable work.

Cons

The software is cumbersome, taking several clicks to get to information. The features I need most on the case management side are contacts and notes. The contacts drive me nuts! If I'm in Bob Jones' case, I want to see a list of all the other people involved such as other attorneys, witnesses, or other relevant parties. With Cosmolex, one has to go to a separate contacts page and link them rather than entering the information directly into the matter. The note taking feature is improving now that more characters are allowed, but it still leaves much to be desired for those who are answering client calls and wanting to log the information right away. It seems like it would be fine for a transactional practice but it's less than ideal for litigation.

Response from CosmoLex

Replied July 2016

Hi Morgan, I am sorry to hear that while you love the billing & accounting functions of CosmoLex, you are not as thrilled with our case management functions. Specifically, it seems like a lot of your suggestions have to do with our contact management functions . If possible, we'd love to take few minutes of your time offline to go over your specific observations and improvement ideas. Also, we can update you on many of the new features and improvements which are currently in the works. At CosmoLex, our sole focus is to provide our clients with a better product each month and your assistance would be greatly appreciated. Erica Birstler, Manager, Client Services Dept.

April 2020

Mary from Lewis Lewis & Falkner

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2020

Impressed by Customer Service

Much more intuitive than our previous program.

Pros

I like how easy it is to get help (by phone, email, live chat, or leaving a ticket). I am still in the "learning" phase of using the software, but the customer service team has walked me through each stumbling block and taken time to show me in detail how all the features work. I'm most impressed by how they seem to anticipate my future questions and address those as well as whatever concern I originally contacted them about.

Cons

Nothing yet as far as functionality. Wish the data migration services were more affordable.

Reasons for Choosing CosmoLex

Price, customer service, and functionality .