CosmoLex Software


 

CosmoLex is a cloud-based legal management software that offers advanced features and fully-integrated applications for an all-in-one solution. Named TechnoLawyer Newswire’s Top 25 Product of 2014, it includes time tracking, billing, trust (IOLTA) accounting, calendaring, task and document management in the software suite.

Because CosmoLex is a comprehensive system, firms are able to focus their information in one location, improving efficiency and productivity in the day-to-day. Everything is connected, so there is no need to enter information into multiple systems or clean up errors due to double-entry. Activity is automatically assigned to it’s specific legal matter, keeping tasks and time connected. This offers complete visibility over the outstanding bills and balances so that nothing slips through the cracks.

Trust (IOLTA) accounting functions are include in the system. They help manage client funds and print checks, deposit slips, and bank statements. The activity log keeps detailed information on past reconciliations, and three-way reconciliation reports are available on a monthly basis.

The document management in CosmoLex organizes digital records and files so they’re easy to locate. It currently integrates with Dropbox, but the team at CosmoLex is also building integrations to GoogleDrive and NetDocs.  

Since CosmoLex is web-based, it can be accessed from a browser on any internet secure device. They’re a great fit for smaller and solo practices across a variety of segments.

 

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

115 Reviews of CosmoLex

 

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Software Advice Reviews (7)
More Reviews (108)

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 108

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.

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.

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.

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.

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.

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.

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.

Source: Capterra
 

Heather from Heather Cook, P.L.L.C.
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

The most bang for your buck!

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

All in one is the most bang for your buck! You don't need separate accounting software and cloud based to boot!

Cons

Better interface with LawPay. LawPay takes several days to batch and post to my bank account, usually about 3 days.

Source: Capterra
 

Sean from Law Offices of William O'Brien Finch, Jr.
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Reputation for good security and good customer support

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

Reputation for good security and good customer support, with regular updates & improvements. Full accounting integration was a big factor. Also liked that it had what seemed like all of the practice management basics, except for document assembly. Having all of our documents accessible via the cloud is also nice.

Cons

Document assembly is a crucial feature that needs to be added. This feature saves a tremendous amount of time on every matter. For all of the effort directed towards making it easy to bill clients and see where your time is going, the lack of document assembly kind of negates whatever efficiency advantages you would otherwise gain with those other features. Looking forward to seeing this feature added.

Source: Capterra
 

Dave from A. David Ervin, Attorney at Law
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Cosmolex seemed to have the most to offer

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

Matter management, integration with LawPay, excellent support and accessibility to answers, ease of use and being able to easily undo errors or omissions.

Cons

An electronic intake for that the client can fill out and will auto populate into the client contact

Source: Capterra
 

Mary from Hodum Law Office, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

CosmoLex has been a breath of fresh air

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 deciding factor in us choosing Cosmolex was the extremely thorough customer support program y'all have set up. We loved that there was a huge database of information online, as well as the option to ALWAYS speak with a representative, any time of any day. With our prior billing software, it was expensive and inconvenient to try to reach anyone on the support staff. It was always a hassle to get support from our old company, and Cosmolex has been a breath of fresh air with your patient and attentive support staff.

Source: Capterra
 

Marc from Cumbo Law
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

This is a time and money saver for any firm.

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 was looking for a complete solution to my practice management and accounting needs.

Pros

I tried various other platforms including PCLaw and Clio, but they lacked in usability or functionality compared to CosmoLex. PCLaw is outdated, slow and not cloud based, while Clio lacks firm accounting functionality and though they advertise quickbooks syncing, there are major issues with the syncing that requires a great deal of work by the end user.

CosmoLex is able to do virtually everything Clio can do with respect to practice management and even has a few unique features. However, where CosmoLex really shines is with its built in accounting system. As a Canadian Lawyer we require certain functionality that our American counterparts do not and CosmoLex has done a great job of meeting our needs. CosmoLex can properly deal with our HST/GST/PST issues and payments as well as offer us accrual based accounting as we are required to use by law.

There is NO other cloud based platform with an all-in-one solution for Canadian Lawyers. This is a time and money saver for any firm.

Cons

I would like to see document generation (of all sorts), multiple clients per matter, the ability to generate Client I.D. Forms from the contact information.

Also helpful would be the ability to attach scanned receipts, cheques, and bills to accounting entries similar to the functionality in QuickBooks.

Some minor efficiency changes like being able to select certain options when creating an entry rather than having to re-open it afterwards.

Source: Capterra
 

Angela from Law Office of Angela M. Morrison
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Great Because I am always on the go

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 like that CosmoLex has integrated accounting software, so I only pay one subscription for both services. I also love that it is cloud based and I can access the software from nearly anywhere. I no longer have to be at my office to get work done, which is great because I am always on the go.

Cons

I would love for my CosmoLex tasks and events to show up on my Google Calendar, Apple Calendar, etc.

Source: Capterra
 

Robert from Roseman Legal Group
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

The ideal system for my purposes

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 is a web based system that gives me full flexibility of where I work and on what device I access my data. Moreover, the fact that Cosmolex is a fully integrated billing, accounting and trust accounting system makes it the ideal system form my purposes

Cons

I would like to see a more robust program for the migration of all of my prior accounting data - at least for the current C/Y of conversion so that I will have a full. accurate and consistently organized set of reports to submit to may accountant at year end. I would also like the migration to cover all of the detail for all of my Trust Accounts from day one forward to date of conversion to Cosmolex. This will facilitate any and all client or other audits of each Trust Account

Source: Capterra
 

Rebecca from Law Offices of John R. Coniglio
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

I haven't found anything "extra" is needed!

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

One-stop shopping for your firm's record-keeping needs. Easy transition. Great customer service! Cosmolex offers links to your bank, documents, emails, calendar and offers a client portal where you can determine what the client sees. Cosmolex consolidates multiple office functions into one easy-to-access portal where attorneys, clerks, and staff can find what they are looking for without having to dig through a mine-field of paperwork.

Cons

So far, I haven't found anything "extra" is needed! Any questions I had regarding processes were answered by a competent and friendly customer service rep - in a manner which made it easy for me to understand and implement.

Source: Capterra
 

Lynda from Sheftall & Associates, P.A.

July 2017

July 2017

The staff is really helpful and friendly.

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

Three software packages for billing, client accounting and back-end was TOO MUCH!

Pros

Everything was in one place. I didn't have to generate bills in one package, enter them in another for tracking income, and then pay them in two places as well. It is also great to be able to write a cost check in a case and have the expense "attached" to the client's accounting file/bill in a seamless matter with just an additional click or two. We were promised an easy migration with all the support we needed, and that is what the team at Cosmolex delivered!

Our accountant was also able to access the system for his end of the year work and add all of his journal entires and such and close out the books quickly and easily. The ability for us to generate P&L reports and other important accounting documents literally on demand is also pretty awesome.

But the best part about Cosmolex, by far, is their incredible support team. They have never been stumped, and I've done my best to do just that! Every time I have a question, I get a prompt and complete answer, generally by phone, from one of their support staff who know me and my firm on a first-name basis. I don't think I could be nearly as effective in a dual-role position without this software!

Cons

I can't think of anything additional at this point; they have added all MY wishlist items! I think the only thing they could add at this point is a "hotline" 24/7!

Source: Capterra
 

Laura from Injury and Disability Law Office of WI

July 2017

July 2017

It is easy to get around the 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

I like that it is easy to get around the program and many things are self-explanatory. I also appreciate the tutorials that are available.

Cons

1. I sat down with our accountant and went through the chart of accounts - we wanted to erase some of the accounts that we wouldn't be using, but the system prevents it. There are so many similarly named accounts, that I am concerned about how I will make sure I am using the ones that my accountant prefers (as an example, there are at least 3 or 4 options for accounts related to payroll).

2. I don't like that I can't select the option to not allow duplicate checks for our business checking account

3. I don't like that when I click "save and next" when entering checks that the program does not automatically bring up the next check number. I have to hit "save" and then go back in and "add" another transaction in order for that to happen

Source: Capterra
 

Deborah from Deschutes Law Group, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

We were just starting our firm. I found your software to be the most useful.

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 allowed us to email bills and it showed the trust account balance on the bill. Also my husband likes to do his time sheets at the end of the month and your program's ability to track billable tasks and calendar events to show that they haven't been billed was a great selling point. I also liked the idea that we might not have to go with QuickBooks for the business accounting.

Source: Capterra
 

Lindsay from Law Office of Lindsay H. Sanders

June 2017

June 2017

Meets My Goals for Practice Mgmt and Fabulous Customer Service!

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 customer service is top notch! They are quick and it is always a live person. Customer support representative is the one who always helps me. I call because I know he can always figure it out.
I love having accounting and billing in the same software. I spent hours researching a software for my law firm and I went with CosmoLex for customer service, cost, cloud platform, and features. I am glad I did.

Cons

I just wish it had document merge and template capabilities, but they are happy to take requests and suggestions. They are always rolling out new features and updates.

Source: Capterra
 

Karen from Miller Law Office
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

I love that you don't have to use Quickbooks

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 decided to hang up my own shingle, so I needed software to handle the management of my office, especially since it was going to be just me by myself to start out.

Pros

I love that you don't have to use Quickbooks to handle the money management aspect. Nothing against Quickbooks, but I don't have experience using it, and being a solo practitioner and needing to maximize the time I have, I appreciated not having to learn Quickbooks.

I also think the interface is user-friendly, and I love how everything can be tied back to a matter. I also really like how my bank accounts are linked with CosmoLex, so reconciliation is easy to complete, and I also appreciate how the software works with Casemaker for tracking research for a specific matter.

The best thing about CosmoLex, however, is the customer support. Not only are there humans available to help whenever I need assistance, but CosmoLex also provides a fantastic library of videos and FAQs, as well as weekly live training sessions. I don't ever worry that I'll be stuck without any help...they are always quick to respond to any issue I encounter.

Source: Capterra