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.

Calendar
Calendar

Calendar

Documents

Documents

Bank Reconciliation

Bank Reconciliation

Invoices

Invoices

Matter

Matter

Supported Operating System(s):

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



133 Reviews of CosmoLex

Overall rating

4.5 / 5 stars

Write a review

Showing 1 - 20 of 133 reviews

Start your review of CosmoLex

Write a review

Christine from The Law Office of Christine L Freeman, LLC

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

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.

Review Source: Capterra

Pierce from Adkins Law Firm

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

This App is Geared More Towards Transactional Law Practices

Pros

Cosmolex is easy to use and to implement. Initially, Customer Support was great, but now not so much. Customer support is still better than any other legal accounting product I have used from Lexis or Westlaw, even Clio. The company is generally pretty good about responding to its customers inquiries; but, you typically have to wait about 4 to 6 hours or the next day or two for a technical support person to call you back and sometimes they don't. The billing features are great for a small transactional law practice or family law practice, but not so much for a firm that handles heavy amounts of civil litigation for commercial clients, which requires reporting and data feed back. Trust accounting on Cosmolex is fantastic and allows for contingency fees in PI cases. Overall, its ease of use and simple interface is why we continue to use it.
Compared to most legal accounting and billing software, training employees is easy and they offer tons of opportunities to attend free webinar classes and are great at assisting you in getting your employees up and running. Altogether, it is not bad if you have other software or services to cover document and case management, but is expensive considering its deficiencies in this area.

Cons

The biggest Con is that there is a clear the lack of usable reports, no way to export client data for analysis and forecasting, third party integrations with Office is a work in progress for 2+ years and Cosmolex should absolutely not be relied on for Case Management in a litigation practice. If you are going to use Cosmolex, I would suggest doing so only for the accounting (w/ trust features) and billing for noncommercial clients. Cosmolex provides linking with your Drobox Account but is very limited when it comes to document management and your space is dependent what you purchase from other third-party companies for storage. We use the client portal for our clients to upload new case documents securely, but that is absolutely those are the only documents “managed” by Cosmolex. Docketing for litigation would be a nightmare if you depended on this software (especially for those that have midsize firms or handle multiple cases for companies). Reporting and data analysis is nonexistent. Cosmolex is absolutely not Microsoft Office friendly and has little to no integration with Microsoft products, despite the way it appears on their website. It will not integrate with on premises Exchange Server 2016, SQL or Power BI so you have to enter everything twice and have other software or services to cover its deficiencies. Calendaring features are worthless unless your firm uses Gmail as your firm email and calendaring system. The calendar may now integrate with 365 but does not have a way to customize jurisdictional presets for counting deadlines like most case management software that integrates with your calendar through Exchange. Altogether, the lack of even usable Excel or .PDF reports is the worst thing about Cosmolex. Report features, including AR ledgers and Invoice listing reports for a client with multiple ongoing cases is worthless. There is also no way to segregate your fees for fee recoverable causes of action, which is required in Texas when you are seeking attorney’s fees from the opposing side. Reports in Cosmolex could not be more unorganized. Trying to pull usable billing data over a period of time longer than one year is virtually impossible unless you want to do it by cutting and pasting from poorly formatted excel spreadsheets, which makes it difficult as hell to analyze client data over a period of time. Overall, all legal accounting software I have seen is terrible, Cosmolex is just less terrible than most. I think we are going to be moving on shortly to something else.

Review Source: GetApp
LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

July 2018

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

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

Ease-of-use

Value for money

Customer support

Functionality

April 2018

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

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

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Easy to Learn and User Friendly

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

Ease-of-use

Value for money

Customer support

Functionality

February 2018

Very simple and does so much

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

Ease-of-use

Value for money

Customer support

Functionality

February 2018

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

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

Ease-of-use

Value for money

Customer support

Functionality

November 2017

It includes all aspects of the practice...

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

Ease-of-use

Value for money

Customer support

Functionality

November 2017

Currently the only viable option for the Canadian marketplace

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

Ease-of-use

Value for money

Customer support

Functionality

October 2017

This has been great.

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

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

Ease-of-use

Value for money

Customer support

Functionality

October 2017

Easy to use especially for a solo practitioner

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

Ease-of-use

Value for money

Customer support

Functionality

October 2017

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

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

Ease-of-use

Value for money

Customer support

Functionality

October 2017

Cosmolex has reduced the time for billing clients...

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

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

Ease-of-use

Value for money

Customer support

Functionality

October 2017

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

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

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

Ease-of-use

Value for money

Customer support

Functionality

October 2017

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

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

Ease-of-use

Value for money

Customer support

Functionality

October 2017

Essential to any practice

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

Ease-of-use

Value for money

Customer support

Functionality

October 2017

Easy to Use

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

Ease-of-use

Value for money

Customer support

Functionality

October 2017

It does more than other programs

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

Ease-of-use

Value for money

Customer support

Functionality

October 2017

They are always innovating

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

Ease-of-use

Value for money

Customer support

Functionality

October 2017

Cosmolex was an easy choice

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

Displaying 1 - 20 of 133 reviews