CosmoLex 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

CosmoLex

4.6

(340)

Pricing

Starting at $119.00 per month

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 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.

CosmoLex Screenshots

CosmoLex Pricing and Plans

Starting price: $119.00 per month

Free Trial

Free Version

CosmoLex Standard

$119.00

per user, per month

Plan includes:

Integrated accounting, time and billing, trust accounting, and document management.
Keep track of your finances and stay compliant with legal accounting regulations.
Store and organize all your legal documents in one central location with any time/anywhere access.
Award-winning, unlimited support & training
Easily track billable hours and expenses, automate invoice generation, and receive online payments with easy.
Manage your trust accounts, including client funds and retainers and ensure compliance.
Unlimited data storage
Track time, record expenses, access client information, and view your calendar from your smartphone or tablet with real-time sync.
No contracts, pay-as-you-go service
External login for accountants and bookkeepers[1]

CosmoLex Elite

$139.00

per user, per month

Plan includes:

Integrated accounting, time and billing, trust accounting, and document management.
Keep track of your finances and stay compliant with legal accounting regulations.
Store and organize all your legal documents in one central location with any time/anywhere access.
Award-winning, unlimited support & training
Easily track billable hours and expenses, automate invoice generation, and receive online payments with easy.
Manage your trust accounts, including client funds and retainers and ensure compliance.
Unlimited data storage
Track time, record expenses, access client information, and view your calendar from your smartphone or tablet with real-time sync.
No contracts, pay-as-you-go service
External login for accountants and bookkeepers[1]

CosmoLex CRM

Pricing available upon request

Plan includes:

Automated Workflows
Email & Text Drip Campaigns
Customizable Intake Forms
Dedicated Callback Number
Streamlined Electronic Signature
Customizable Logic-based Intake Forms
Seamless Conversion from Lead to Matter

CosmoLex Websites

Pricing available upon request

Plan includes:

Fast and easy, done-for you setup
Practice-specific pages
Local keyword optimization
Integrated intake form
Integrated CosmoLex Pay Online Payments portal
Integrated CosmoLex client portal

CosmoLex File Sharing and eSignature

Pricing available upon request

Plan includes:

Enhanced security
Unlimited file size
Cloud-based
Eliminate physical signatures

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CosmoLex Features

Popular features found in Billing and Invoicing
Billing Portal
Contact Database
Customizable Invoices
Invoice Processing
Mobile Payments
Multi-Currency
Payment Processing
Quotes/Estimates
Reporting & Statistics
Tax Calculation
Time & Expense Tracking
More features of CosmoLex
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Accrual Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Archiving & Retention
Asset Accounting
Audit Management
Automatic Backup
Automatic Billing
Bank Reconciliation
Batch Processing
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
Built-in Accounting
Calendar Management
Calendar Sync
Case Management
Case Notes
Check Writing
Client Management
Client Portal
Collaboration Tools
Compliance Management
Conflict Management
Contract/License Management
Court Rules-Based Scheduling
Credit Card Processing
CRM
Cross Ledger Posting
Customer Database
Customer Statements
Customizable Fields
Customizable Templates
Data Import/Export
Docket Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Storage
Document Templates
Electronic Payments
Electronic Signature
Email Management
Employee Management
Expense Tracking
Fee Calculation & Posting
File Management
File Sharing
Financial Management
Financial Reporting
For Family Law
For Lawyers
For Legal Professionals
For Small Businesses
General Ledger
Income & Balance Sheet
Invoice Creation
Invoice History
Invoice Management
Legal Case Management
Microsoft Outlook Integration
Multi-Location
Online Invoicing
Project Management
Receipt Management
Reminders
Remote Access/Control
Reporting/Analytics
Scheduling
Search/Filter
Secure Data Storage
SSL Security
Staff Calendar
Status Tracking
Summary Reports
Task Management
Task Progress Tracking
Task Scheduling
Tax Management
Third-Party Integrations
Timer
Time Tracking
Transaction Management
Trust Accounting
Two-Factor Authentication
Version Control
Workflow Management

CosmoLex Integrations

Microsoft Outlook

Microsoft 365

Google Calendar

NetDocuments

Dropbox Business

Gmail

See all 9 integrations

CosmoLex User Reviews

Overall Rating

4.6

Ratings Breakdown

75%

19%

Secondary Ratings

Ease of Use

4.5

Value for money

4.5

Customer support

4.7

Functionality

4.4

Pete W.

Verified reviewer

Law Practice

2-10 employees

Used unspecified for more than 2 years

Review source

Reviewed February 2022

I am glad I found CosmoLex, I could not get through a day without it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's easy to use, intuitive, and the customer support is outstanding. I've occasionally contacted them with feature suggestions and they usually end up incorporating those suggestions - or they might show me how I missed something that accomplishes the same thing. The product works as advertised and I have no regrets.

Cons:

It had a little bit of a learning curve but I had nothing to compare it to. I now find it intuitive, so it's hard to say. Customer support is awesome, though, and they also have videos you can watch that explain most of the problems and issues I experienced along the way.

Reasons for choosing CosmoLex

It seemed more professional and I was able to get customer support on the phone during the trial period.

Reasons for switching to CosmoLex

As my office grew, I realized that I needed REAL software that was made for lawyers instead of trying to customize software that was off-the-shelf.

Dmytro H.

Verified reviewer

Legal Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed October 2025

Solid All-in-One Legal Management System with Room for Improvement

Overall, CosmoLex is a good, dependable platform for managing a law firm’s operations and trust accounting. It covers most of the essentials well and keeps things organized, but it could benefit from additional functionality and performance improvements. Still, it remains a strong choice for small and mid-sized firms.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

CosmoLex provides a solid all-in-one solution for legal accounting and practice management. It keeps billing, trust accounting, and case management in one place, which helps streamline workflows and reduce the need for multiple platforms. Overall, it’s reliable and user-friendly once you get used to it.

Cons:

Some functions are missing or could be improved. There’s no automatic stop for work when a client’s trust balance reaches zero, which would be very useful. The system can also be a bit slow at times. Support is generally helpful, but they haven’t implemented a few feature requests we’ve submitted.

Reasons for choosing CosmoLex

Our accountant was not happy about it's accounting functions.

Reasons for switching to CosmoLex

PcLaw didn't meet our needs and the support was subpar.

Christine F.

Law Practice

2-10 employees

Used unspecified for less than 2 years

Review source

Reviewed October 2018

Easy and Complete Legal Accounting Software.

I am collecting fees and costs more easily and without having to see the client or talk to them on the phone. They can pay directly through their invoice or reminder emails sent by the program. Same for the trust retainer. Links are easily sent to clients to deposit directly to trust. The program makes the accounting entries for you on in the general ledger and the bank accounts.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Previously 5

Pros:

It does both front and back office capabilities. It is easy to access everything about a client. All time, billing and any other information needing to be entered is in one software application. No need to have Quick Books and some other legal software. Invoicing is easy to facilitate and clients can pay through links on the invoices. This program interacts with Microsoft Office, Outlook, Google, LawPay and many others.

Cons:

There are some reporting functions that are not yet available. This program still does not have a function for collecting Judgments on behalf of clients.

Karin J.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2022

Great All in One Solution

Both lawyers & support staff are very satisfied with the switch to CosmoLex.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Onboarding/migration process was quite smooth; great team to work with.Easy to use all aspects of firm and trust accounting, quarterly reporting, Love the integration with Microsoft 365; getting closer to becoming 'paperless'.Can't wait to get the client portal in full use.The Live Support portal is the best I've ever used. They usually have the answer but if not the matter is immediately escalated and responded to.

Cons:

A bit of a learning curve moving from previous software. Don't switch during a busy period.Would like to see a client ledger which incorporates both trust and general expense entries on single page.

Reasons for switching to CosmoLex

Was looking for a cost effective, cloud based accounting/document management software.Previous software was glitchy at times and tech support was not immediate.

Deborah G.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2024

Liars-Go Elsewhere

Frustrating. The salesman told us that clients could upload documents into a client portal. NOPE! Not a live function yet. We paid to have assistance with moving from prior system. WASTE of money. We did all the work, and what they did for us had to be redone.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The OLD version. NextGen is not ready to be deployed. It is very glitchy. ONE example, timesheets "clear out" already entered data. Known issue for over 6 months. No fix. Makes time entry annoying because you often have to double enter information before it "takes".

Cons:

Live Support Chat--HA! Hasn't been available "live" in months. To get assistance, you ask for live support, they email you DAYS later to schedule an appointment. Often, the "trainer" has no idea what you need or how to accomplish the task. One example: we needed to print an invoice for our contingency fee clients to use as evidence in court on our fee petition.

Reasons for switching to CosmoLex

PCLaw stopped printing invoices when client's last name started with N-Z.

Mohamed E.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2024

Horrific Software

Horrific and do not recommend it. The customer service is designed to waste your time. It is about you having enough time to switch to another software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The initial sales pitch is great but once they have you, zero customer service and prices keep skyrocketing.

Cons:

It is a terrible user experience after years of using it.

Reasons for choosing CosmoLex

Bookkeeper recommended it. Accountant is highly opposed to it after seeing what it does and doesn't do.

Reasons for switching to CosmoLex

My bookkeeper advised me to but it is a huge mistake.

Aaron T.

Verified reviewer

Law Practice

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed March 2021

Time to Switch to a New Service

I regret everyday not simply using Quickbooks and Clio like a lot of other law firms do. We are going to try a demo with a few other products, Abacus and CaseManager, but I really don't think you can go wrong with Quickbooks especially if you want the payroll integrations. We're basically paying twice the price of Clio and other time-management options for accounting software that does not work.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We liked that it appeared to have a bunch of services wrapped up into one--time-keeping for billing, accounting software similar to Quickbooks with an automatic feed into our accounts, and email archiving/practice management. The time-keeping component works well although you would think it would be easier to do mixed-fee or alternative fee arrangements given that these are the fastest growing in the legal industry.

Cons:

The accounting system is a joke. The bank-feed regularly just stops syncing with no notification. We have spent so much time reconciling our books this year as a result of issues that Cosmolex refuses to address claiming its the result of their third-party vendor. We recently needed to transfer a file, and in going to export the emails, we learned that we would need to go into each email, print to PDF, and manually save! When I asked why this wasn't explained in the marketing materials as we would never have used Cosmolex for email storage if we knew that it would require this much work to actually use or access the emails, I was given instructions for how to download the emails from my Outlook account directly. Then why am I paying to use Cosmolex? Lastly, the customer service has been consistently terrible. The chat function used to be helpful--but it appears they outsource it now, and it's no longer a benefit as the users can only refer you to articles. Additionally, we are constantly being told that they will make changes in response to our feedback (and presumably the feedback of others) but the only changes that have been made in the past few years have made the program less helpful. Where were the increased integrations we were promised? Why can't they figure out the syncing with their vendor?

Reasons for choosing CosmoLex

The ability to have accounting and billing in one place.

Verified

Reviewer

Legal Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed January 2022

2 Years Wasted

Cosmolex ended up being a major disappointment. Too many of the supposedly great features turned out to be practically useless. Clients can only upload one document at a time and then only if the name is 64 or less characters. Clients can only download one document at a time. The API is closed so automation is much more difficult and expensive. Email communications cannot be shared through the portal. The platform whereby custom invoices are created/modified is archaic and difficult to use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Document Integration with OneDrive and integrated billing

Cons:

The most important components of the software were rendered useless due to lack of most obvious features.

Reasons for choosing CosmoLex

The internal accounting

Reasons for switching to CosmoLex

The switch was made to for cloud access, internal accounting, to better serve clients and to facilitate process automation. The only benefit was the cloud access which was stifled by the poor design.

George G.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2025

Software with potential but execution too often poor

Sometimes good, often quite frustrating. Customer service can feel like they are more interested in "closing the ticket" than solving your problem.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Integration with accounting - this is why I have stuck with Cosmolex. Invoicing used to be good but has gotten more difficult with recent updates.

Cons:

Clumsy, unintuitive interface that got worse with recent update. Worse than Clio except re. accounting. Many bugs that make day to day use very annoying.

Reasons for switching to CosmoLex

for accounting aspects lsssssssssssssssss

Romesh H.

Verified reviewer

Legal Services

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed June 2025

Stay away.... Terrible customer service

Been with Cosmolex since 2017/2018.... While for years I raved about the product, its been going downhill since 2021. All they do is increase prices without generating more value to consumer. Final straw for me was when they locked me out for alleged billing errors, even though from my end they were collecting money from me every month. They refused to address the issue until I paid first. Stay away from them and their unethical practices.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

used to be good for a whole host of things. One of the few software for both legal practice and financial managemetn.

Cons:

Been with Cosmolex since 2017/2018.... While for years I raved about the product, its been going downhill since 2021 where now all they do is increase prices without generating more value to consumer.

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