CosmoLex Software

4.72 / 5 (297) FrontRunners

Our advisors have recommended this product 46 times in the last 30 days

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) accoun...


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Supported Operating System(s):

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

297 Reviews of CosmoLex

Average User Ratings

Overall

4.72 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(230)

230

4 stars

(56)

56

3 stars

(7)

7

2 stars

(2)

2

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 297 results

March 2020

User Profile Picture

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!

Reasons for Switching to CosmoLex

Pclaw has expensive yearly updates. It was a chore to even close a client file. The program is outdated. To allow access to the program to a client, we had to get a separate program to upload documents because pclaw has no such feature.

July 2021

Talon from Regent Law Prof. Corp.

Company Size: 2-10 employees

Industry: Legal Services

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

July 2021

Switched from PC Law in December of 2019 and never looked back.

Pros

Integration with other software is key to its value.

Cons

As they roll out new features, I sometimes encounter bugs. They've got a great response time and great customer service though when that happens.

August 2020

Amy from Hughes & Nunn LLP

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 6 months

Review Source


Ease-of-use

1.0

Value for money

1.0

Customer support

5.0

Functionality

2.0

August 2020

Leaving CosmoLex after 60 frustrating days

I manage 3 small law firms. One of my firms moved from Prolaw to CosmoLex 60 days ago because management wanted to be 100% cloud-based, which Prolaw is not. Unfortunately, my CosmoLex experience has been really frustrating, to say the least. As background, I have used Prolaw for over 20 years, which performs back and front office tasks (like CosmoLex). At another firm, I have used Clio with QBs for about 7 years with lots of success. At a 3rd firm, I use Bill4Time with QBs with lots of success. I really tried to make CosmoLex work for the last 60 days. As the manager of 3 small law firms, I am a stickler for efficiency and productivity. Making small firms competitive with larger firms is a big part of my job. But unfortunately CosmoLex was a huge step backwards in that goal.

Pros

You ALWAYS get a live person in customer service and they are GREAT! I have spent hours and hours on the phone, chat and email with many people in customer service in the last 60 days. It is really easy to get a live person, which is great! And I have been impressed with every single one of them. But unfortunately their answer is almost always: "I'm so sorry, CosmoLex cannot do that, I will add it to the list of features we could add." I haven't been around long enough to know if suggestions are actually ever incorporated into the software. Truthfully, so many features would have to be added to make this a viable program, I just can't wait to see. There is a robust filter / search mechanism. Literally, those are the only good things.

Cons

Everything else. CosmoLex is a great idea, but the execution completely fails at both the accounting and practice management components. Entering data in the software is ridiculously inefficient - from simple time entries, which you have to choose from pulldown, scrolling menus rather than entering data quickly and tabbing through (there is NO tabbing through any data!), to an accounting system that is set up in inflexible, awkward components that make no accounting sense (not a debit or credit to be found), it just doesn't lend itself to efficiency or intuitiveness like most online billing programs. If you are used to customizable columns (who isn't?); screens in which you can edit, print, manipulate multiple items at one time; check boxes to select all or multiple items; or screens that show you totals like hours billed in a day, week or month, account balances, CosmoLex is gonna drive you crazy. It doesn't allow any of the above. There are so many downfalls, I truthfully don't know where to start. Additionally, we purchased the migration service. Each person I worked with was amazingly knowledgeable and professional, but the actual migration was a disaster. After hours of work on my and CosmoLex's migration team's part, my non-financial data migrated into ComsoLex very unusable. Also, they do not actually migrate financial data. I was hoping to move at least 7 years of accounting, as well as, historical invoices from open matters, but that is not possible.

Reasons for Choosing CosmoLex

It does front and back office.

Reasons for Switching to CosmoLex

Management wanted to be 100% cloud-based. Prolaw is not.

April 2021

Kristen from Kristen Morris Professional Corporation

Company Size: 1 employee

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2021

Best decision I made for my business

Pros

What I like the most is that virtually everything is in one program and it is super easy to use. It was a smooth transition to migrate files and data over (CosmoLex took this over for me)

Cons

Used to have a feature where you could sort documents according to tabs (such as date modified, name, etc). This feature was disabled which makes it difficult to find documents within a folder, particularly if there is a high volume of documents. Please bring this feature back!

Reasons for Switching to CosmoLex

Wanted one program that can deal with everything