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.



155 Reviews of CosmoLex

Overall rating

4.74 / 5 stars

Filters:

Showing 1 - 20 of 155 reviews

December 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

3 of 5

December 2018

Excellent Cloud Based Software

Pros

I most like that the accounting software is integrated.

Cons

I least like that I cannot create word documents or any documents within the software.

December 2018

Jackie from Owner Grady Legal, PA

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

December 2018

Trial period looks promising

Pros

It has the basic needs for any law firm from document storage; workflows, time tracking and invoicing. Their selling point is that eliminates the need for quickbooks. So far the support has been great but I am in a demo stage in which they are trying to sell me the product.

Cons

While not having to pay for quickbooks is a bonus, I'm not sure that any accountant or bookkeeper would really want to adapt to a different softward as qb is the industry standard.

December 2018

Jason from The Gallini Firm, PLLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

December 2018

Having used PCLaw for a number of years, I appreciate the simplification and feel of Cosmolex

Having used PCLaw for a number of years, I appreciate the simplification and overall feel of Cosmolex. From the mobile app to browser version, I'm loving it.

Pros

Ease of use across different platforms and its interface with Outlook. The calendaring of appointments with reminders and the ability to add attendees is great.

Cons

The accounting and billing side is still lacking. The accounting should be preloaded with many more common categories. Receipt generation needs to be greatly simplified. Need to have the ability to change the payor. It isnt always that the client pays. This is problematic but I have found some workaround, but would rather it just work the way it should.

December 2018

Staci from Bougher Law Office

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

4 of 5

Functionality

5 of 5

December 2018

I previously used RocketMatter. That system was complex and very difficult to use.

I previously used RocketMatter. That system was complex and very difficult to use. CosmoLex is so much better. It's easy to figure out, it's organized logically, and the support is fantastic.

Pros

I like that CosmoLex support walked me through the set up. The system is intuitive making it easy and fast to learn.

Cons

I'd like to be able to pay monthly, but at the reduced rate if I sign a contract.

December 2018

Elizabeth from Elizabeth J Leahey, Esquire

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Overall, very positive and an impressive program.

Pros

Customer Support is very important to me and Cosmolex is very responsive to any issues I may have. The Support staff is knowledgeable, professional and persistent in resolving any problems I may have.

Cons

The changes that are periodically made to the program that are not always user friendly even though they may be improvements to the program overall. It doesn't help if I can't figure out how to use them.

December 2018

Pauline from ALLEY Law

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

Cosmolex has been a game changer in our firm!

Pros

Cosmolex is the only management program I have used, so I can only compare it with how we used to do thing (with hundreds of spreadsheets!). It has been great, we are so much better organized, I can see all the matters and clients' accounts in one place, generate invoices was straight forward and easy. It's changed the way we do things forever. We also like the seamless integration with LawPay!

Cons

The limited ability to customize invoice or matter-billing-report templates. There were fields we wanted to include or change in the report because our client specifically requested it, but was unable to do so.

December 2018

Sarah from Law Office of Sarah M Cox

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

So far, so good. The support is great.

If I have a question, I open the chat window and someone helps.

Pros

I enjoy that Cosmolex handles so many area of my practice: time keeping, practice management, client portal, and accounting too.

Cons

I don't think there's anything I dislike per se. It's still new to me, so sometimes I find parts of it not terribly intuitive.

December 2018

Jeffrey from THE FELDMAN FIRM, LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

CosmoLex is central to the daily business of my solo law firm.

It's economical, practical, integrates well with other software and financial products, and is easy to use. I've recommended it to other lawyers that are looking to go out on their own. Why pay for multiple software licenses and learn multiple platforms when CosmoLex does it all, from anywhere, for less?

Pros

Single solution, cloud based, eliminates the need for separate software licenses, LawPay credit card processing integration, OneDrive integration, ease of use, Android app

Cons

Would like to be able to edit billing entries (time amounts, billing amounts, partial no-charge in block bills) directly in timers, could use a more elegant accounting solution for firm funds that are parked as a buffer in trust accounts.

December 2018

Dusty from King & King, PLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Strong program with great customer support!

Pros

It's really easy to use. I was a PCLaw user for 13 years and we made the switch.

Cons

I don't like the fact that you cannot add multiple dates to a trust account deposit slip. That needs to be changed. We don't go to the bank everyday so why should the deposit slips assume we do?

November 2018

Christopher from Kaplan, Bogue & Cooper, P.C.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

November 2018

We are very pleased with the overall experience

We are very pleased with the overall experience and moreso that CL has certified vendors that understand the software. This is how we found our current bookkeepers.

Pros

Bank Feeds make the consolidation between billing and accounting easy and we don't have to purchase two pieces of software.

Cons

While we are a small law firm, we do bank work and have lots of matters, meaning lots of invoices (We typically have 150-200 per month). The Cosmolex interface struggles with this, especially when it comes to batch invoicing and emailing bills. The system often lags or completely stalls when generating batch invoices.

November 2018

Jordan from Alles Law

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Solid.

Pros

Integrated accounting and case management in one spot.

Cons

Difficult reporting capabilities and lack of ability to tag individuals then pull reports based on tags.

November 2018

Lauren from The Rea Law Firm, LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

I think it's going to be great to keep my practice organized and on track.

I'm a new user and I'm really liking it so far.

Pros

It's very comprehensive and has a lot of great features. It's also a very visually pleasing program.

Cons

It can be a bit overwhelming to use with all the features and options.

November 2018

Tonya from Shur Law Co LPA

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

It has been great so far.

My clients like using the portal. Whenever I have had an issue, I have been able to reach customer support and get my answers (quick).

Pros

I like the single location for my accounting, client management, and everything else I use everyday.

Cons

The administrative support (paralegal) should be cheaper. Other companies don't charge the full rate of an attorneys access.

November 2018

Jennifer from Mark Feigenbaum Professional Corporation

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Cosmolex has been an excellent tool for keeping our firm organized.

Every time I have needed help, I have been able to get in touch with someone quickly and easily.

Pros

The interface is easy to use and navigate - everything is where you expect it to be. I also like how customizable it is.

Cons

The email integration could use work. It would be nice if there was a way to tag non-client emails so that they didn't show up in my list as untagged. Not every email I receive is related to a specific matter (for example, updates emails from Cosmolex!) It would also be useful if there was a function to tag multiple emails at the same time.

November 2018

Alex from ZBV Law PC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

I found the user interface modern, straightforward, and easy to learn.

I came to Cosmolex because I was invited to a meet-and-greet with the CEO. He was great and really seemed passionate about the product, and that inspires passion in others. I saw him interact with other users and take into account their feedback and the changes they wanted to make to the product. When I tried it out for myself, I found that passion reflected in everyone else I talked to at the company and that's a great thing. It means that support really wants to help you, instead of just get rid of you. CosmoLex is a product that's updated regularly and that seems to really take into account what their users want to see, and that's perfect for me.

Pros

I found the user interface modern, straightforward, and easy to learn. It was also cloud-based, which is a plus, and I found support very helpful.

Cons

The UI can be very slow when moving from page to page. Certain tasks are difficult because pop-up windows exist only within the frame of the page and you can't move them around to reveal other data you might want to access to fill things out (like copying a regularly-used hard cost, for example).

Some of the banking stuff was more difficult than necessary because it didn't let you enter things. For example, if a bill was paid by someone other than the client.

November 2018

Mark from J. Mark Cook, Esq., PLLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

We just switched over to Cosmolex from MyCase.

Pros

Thus far, my experience has been great. We are appreciative of the onboarding process and the training. We also appreciate the attention of tech support in migrating our data.

Cons

I wish there was a timer on emails that could be used to record times reading and writing email communications.

November 2018

Jessica from Palumbo Law, LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

November 2018

Really positive

Pros

That everything I need as a solo is integrated and functional

Cons

It's not completely intuitive, but nothing is. I wish it were a little easier to search out what I want to know in the knowledge database or have some kind of index that gives me a written overview (not everyone likes videos) about the functionality that is possible.

November 2018

Janay from The Law Office of Janay Kent, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

I have recommended Cosmolex to two other attorneys.

Very good.

Pros

Customer service and the integration between cosmolex and casemaker.

Cons

That I can't make custom intake forms. Custom fields were added after my purchase, but it is difficult to arrange those fields into an intake form that is easy to fill out.

November 2018

Michael from Wood & Solis, LLP

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

3 of 5

November 2018

Frustrating at first, but much better after getting used to things.

Frustrating at first, but much better after getting used to things. Still a few glitches, but those will be overcome I'm sure.

Pros

Once you get used to the format, it is really quick and easy to use. The training videos and quick to get help desk are fantastic (the help desk has talked me down out of the tree many times in the early days!).

Cons

The Invoicing and Expenses set-up is confusing and frustrating. Also, loading my logo took input from the help desk.

November 2018

Rachael from RZA Legal

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

It made time tracking very simple.

Pros

It made time tracking very simple. Great customer service, I like the dashboard and time tracking functions.

Cons

The accounting portion of the software was sometimes cumbersome and not very intuitive.