CosmoLex Software


 

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 - 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

131 Reviews of CosmoLex

 

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Software Advice Reviews (7)
More Reviews (124)

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 124


July 2018

July 2018

If your are a lawyer, pay attention to this tool.

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
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Value
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Pros

It is basically every thing you need for client management, including billing/invoicing, calendar, document and financial management, record management, task management, even time tracking. You name it! It virtually will help you to do everything.

Cons

Its UX is a little complicated since it has so many features and possibilities. It could be a little pricey, but if your office is medium to big, the benefits would be greater.

Review Source: Capterra
 

Mark from Law Office of Mark Thomason
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

I had used the old software for a long period of time and needed a change.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
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Value
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Pros

Ease of use and accessibility. I like the fact that I can keep track of my time on the road and from any computer with internet access.

Cons

Do not know of any at this point. At the current time I am trying to make my transition to this program full time and it is working great.

Review Source: Capterra
 

David from HagerLaw
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Easy to Learn and User Friendly

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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Pros

The Cosmolex cloud based system permits access from any computer anywhere in the world. I can even input time and client expense from my iphone. Cosmolex is also easy to learn and user friendly.

Cons

HST reports that refer to and provide the numbers for boxes 101, 105, 108 and 112 in the Federal HST return.

Review Source: Capterra
 

Michelle from Bishop and Leigh
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Very simple and does so much

Ease-of-use

Functionality

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Value for Money

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Pros

It does everything I need it to do. The other products do not. I needed a product that was easy to learn and easy to use.

Review Source: Capterra
 

Aaron from Grinhaus Law Firm
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Was using PC Law, constantly had tech issues, backup issues and could not use it remotely.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Cosmolex was the only bookkeeping software that was law society compliant and which was cloud-based that offered client management, docketing and all bookkeeping functions, as well as additional functionality that just makes all our lives much easier. Our staff can now docket and work remotely and our bookkeepers do not have to be on site to reconcile and perform other tasks.

Cons

Additional reports for collections such as a list of clients with WIP with A/R and trust balance, as well as referral tracking.

Review Source: Capterra
 

George from Dilts & Koester
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

It includes all aspects of the 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
Pros

It includes all aspects of the practice- from case and file management, documentation filing, billing and trust accounting

Cons

Numbering system should allow for flexibility- we use a 5 digit number for each client with 3 decimal places for sub-files

Review Source: Capterra
 

Colin from Sullivan Law & Tax
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Currently the only viable option for the Canadian marketplace

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

As a new solo lawyer I was looking for Canadian options other than PC Law. Cosmolex fit that bill.

Pros

The ability to deal with practice management on the go through my smartphone. Cosmolex is currently the only viable option for the Canadian marketplace without having to use cumbersome workarounds and fixes to integrate with Accounting software and it hasn't disappointed. The support has also been very responsive in the switch over process and the team seems to be responsive to new suggestions.

Cons

Adding a function to allow for a G/L account for Soft Costs.

Adding the ability to add billing addresses at the matter level so that a client can be billed to different addresses (for example if you have an individual client but also want to send invoices to their company.

Add a bi-weekly option for recurring payments.

Add the ability to perform transfers between bank accounts in 1 step instead of creating a payment and then creating a receipt.

Adding the ability to input costs in the mobile app.

Review Source: Capterra
 

Ida from Ida Keir Law
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

This has been great.

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

It does proper legal trust accounting so I don't have to panic about billing hourly. Previously I didn't bill hourly at all due to fear so this has been great.

Cons

I don't believe I can bill for an initial trust deposit/retainer. This would be a good feature since I have to send a letter/email for the retainer instead which doesn't integrate with CosmoLex.

Review Source: Capterra

  Response: CosmoLex, CosmoLex, LLC

Date: November 2017

November 2017

 

Hi Ida, Thanks so much for your feedback and suggestions. You are correct in that you cannot 'bill' for a trust retainer as bill payments result in income, however we do have a unique feature with our LawPay integration called "Online Trust Retainer Payment" Once your integration is set up you can send an email from CosmoLex requesting a trust retainer payment. They can even click on a link in the email and pay online, which results in your retainer amount updating in our system. If you are interested in learning more about this function,please let us know!

 

Steven from Argyle Law

October 2017

October 2017

Easy to use especially for a solo practitioner

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

Extremely user friendly and easy to use especially for a solo practitioner. The time keeping system is wonderful as is the billing component of the software. Makes my record keeping and administrative work incredibly easy.

Review Source: Capterra
 

Daniel from Briere Immigration Services
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

I wanted a product that would combine actg, billing, CRM and trust act reconciliation.

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
Value
Support
Pros

The easy to use interface is really well designed, other products were too clumsy and not as user friendly

Cons

There are some tweaks I have already suggested, like insuring the trust act reconciliation meets ICCRC , another would be an ability to track prospects and have a better client profile page to enter more data such as key dates.

Review Source: Capterra
 

Alyssa from Celski Law Firm PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Cosmolex has reduced the time for billing clients...

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

Cosmolex has reduced the time for billing clients down from 2-3 days to 2-3 hours.

Pros

The ability to add charges on the go is a huge plus for the attorney. He can bill his time while in court.

Cons

Old client invoices, there needs to be a way to unlock invoices to allow payment on outstanding debt. I've contacted customer service and we had a backdoor way of doing it but the newest update to CL has erased that ability. So now old clients who have no active charges are inconvenienced and must come into the office to pay. Would love to see more functions for old accounts!

Review Source: Capterra

  Response: CosmoLex, CosmoLex, LLC

Date: November 2017

November 2017

 

Hi Alyssa. Thank you for your feedback. I am not sure I understand the issue you are having. Bills become locked for edits once a payment is received (which can be lifted), but future payments can still be applied, as long as there is a balance. You can resend old, open invoices which have a balance and then apply a payment to those whether by retainer, check or credit card. It does not matter how old they are. If there is something I am missing, or you have additional information which can assist, please email support@cosmolex.com and we will be happy to look into this further.

 

Susan from Veritay Group IP
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

I started my own firm...and had to implement an accounting system.

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 started my own firm in January and had to implement an accounting system.

Pros

I am happy with the customer support. They call me back ASAP and fix the issues.
The invoices can be customized as so many of the clients have very specific billing requirements.

Cons

Software to manage payroll , as I use a different service for for payroll tax and employee escrow and direct payment of employee. It would be great to integrate as I have to enter the payroll payments directly into the accounting program.

Review Source: Capterra

  Response: CosmoLex, CosmoLex, LLC

Date: October 2017

October 2017

 

Hi Susan. Thanks so much for the feedback and suggestions. We have payroll integrations coming soon, so keep an eye out. That will allow you to use a service to process the payroll, and then those entries will be made on your GL in CosmoLex for you.

 

Joshua from Law Offices of Joshua Dubs, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Client management, file management, and account management in one program.

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

The comprehensiveness which allows me to do client management, file management and account management (including trust accounting) in one program, and the feature tickets which allow me to request new features be added.

Cons

I would like to see more bank feeds for free. It would make reconciliation much easier, but I am not in a position to pay more, regardless of the value.

Review Source: Capterra
 

Annabella from Barboza Law & Associates, P.A.
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Essential to any 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
Pros

We liked CosmoLex over other similar software because it integrated an accounting software (great feature) and had tags and labels similar to our areas of practice: real property, estate planning, probate and not just litigation tags.

Cons

It would be great if CosmoLex adds a calendar system with features similar to Calendly.

Review Source: Capterra
 

Joseph from The Mazza Law Group, P.C.
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Easy to Use

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

Reports that allow you to add custom fields. Ability to search Notes field. Adding contact to relation of a matter.

Pros

Accounting and Timekeeping in one. Easy of use. Assistance with data migration without the added cost. The how to videos within CosmoLex interface and on the support page made it easy to learn on your own. The support staff respond quickly and ensure the problem gets resolved.

Review Source: Capterra
 

Rhiannon from Jordan Law PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

It does more than other programs

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

It does more than other programs, is user friendly and the customer support is amazing. I like having all of my work in one place, it backs up to my outlook calendar on a cloud based program so I can access it anywhere.

Cons

I would like to have the option to show a flat rate client all of the work being done on their case. Just because you're not charging per hour doesn't mean I don't want my client to know about how much work is being done. Please add a billing/invoicing button that allows me to show my clients what's been done, and how much time it's taking me to do something, even in a case where I've elected to charge them a flat fee. This can avoid serious bar problems if a flat rate client fires me 90% of the way through the work and claims to want their entire fee back. It also helps a client see the value in a flat rate fee when if I had charged them per hour the bill would be much higher.

Review Source: Capterra
 

Sarah from A. McIntyre Law
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

They are always innovating

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

I wanted something that combined both the accounting and matter management in one place. What I like the most is the Customer Support. If I'm having a problem with taking a payment from a client, I can get on the phone and have them resolve the issue without delaying the client. I also like that they constantly ask us what other new functions we'd like to see. They are always innovating, and don't "drop" you once they've got your payment.

Cons

I wish it would remember matter names and auto-populate that when adding a new client--then i'd like to be able to run reports based on the kinds of matters. I'd also like to be able to bulk mail using our clients' mailing addresses. Finally, I'd like to be able to add in court dates to the matters so that when I run reports, I can filter and organize them according to court dates, rather than client name. I like Cosmolex, but it's clearly set up for civil or other slow-moving firms, and not for traffic, which adds up to 10 clients a day and has many matter subject options.

Review Source: Capterra
 

Deborah from Reed Legal, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Cosmolex was an easy choice

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

Cosmolex lets me have the bigger picture in one piece of software. I can easily see how my business is doing from the dashboard.

Cons

I would like to have a report that shows trends and exports to excel so I could create graph charts. It would also be nice to be able to produce an invoice showing the work put into a fixed fee matter.

Review Source: Capterra
 

Vicki from Levy & Associates, P.A.
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Cost Effective and Easy to Use

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

It is cost effective and easy to use. As we have accounts in various banks, we are able to manage each account separately.

Cons

Integration with time keeping program, document management, ability to keep one client's assets in more than one bank or investment company.

Review Source: Capterra
 

Jill from Ritchie Law
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

I didn't need to purchase separate accounting software

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

Started my own practice and needed a system to keep everything in one place.

Pros

Embedded accounting - I didn't need to purchase separate accounting software. Great training, onboarding, videos and knowledge base.

Cons

A separate section to include inquiries but not clients or matters. In that section you could store non-engagement letters and information. Have conflicts check that section as well as matters and address book.

Review Source: Capterra