All CosmoLex Reviews

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User Profile

Eric

Verified reviewer

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2020

Practice Management and Accounting in One

One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house. We went through 3 bookkeeping firms in 2 years and spent huge sums of money for our accountants to undo the mess they made. Our first year end with Cosmolex and in-house bookkeeping was a little rough but that was mostly cleaning up past mistakes.

PROS

The product is generally pretty simple to use. Sometimes you will encounter a quirk that makes you wonder "why did they do it like this?" but once you understand the logic behind it you pick up quickly. The software is updated quite regularly.

CONS

They were purchased by Tabs3 about a year ago and the fact that they are not independent is a little concerning.

Mary

Law Practice, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2020

Impressed by Customer Service

Much more intuitive than our previous program.

PROS

I like how easy it is to get help (by phone, email, live chat, or leaving a ticket). I am still in the "learning" phase of using the software, but the customer service team has walked me through each stumbling block and taken time to show me in detail how all the features work. I'm most impressed by how they seem to anticipate my future questions and address those as well as whatever concern I originally contacted them about.

CONS

Nothing yet as far as functionality. Wish the data migration services were more affordable.

Reason for choosing CosmoLex

Price, customer service, and functionality .

Reasons for switching to CosmoLex

Wanted something more updated and easy to use.

Aaron

Law Practice, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

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.

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?

Reason for choosing CosmoLex

The ability to have accounting and billing in one place.

Dean

Law Practice, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2019

Integrated law firm software

This is a great replacement for PCLaw, with none of the installation issues.

PROS

Cloud-based, good interface. The program integrates with OneDrive and other vendors' products

CONS

Client disbursements don't allow for entering an item list - you have to write it out in one paragraph in the comments box.

Reason for choosing CosmoLex

N/A

Reasons for switching to CosmoLex

PCLaw was causing installation problems with each new version. Also, the formatting for bills was invariably uneven and columns didn't line up.

Moyosore

Law Practice, 1 employee

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2022

Overall, I enjoy using Cosmolex.

Superb. I definitely have and will continue to recommend cosmolex to my colleagues.

PROS

On a lighter note, aside from the very important features. I like the soft display interface. It is easy on the eyes, the monthly graph and pie chart is very great for keeping track of income.

CONS

Accounting, but that was an issue with my personal knowledge rather than the software itself. Cosmolex care assisted.

Reason for choosing CosmoLex

There was a great christmas discount for 6 months and the display seemed more user friendly and colourful.

Nikki

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

The best legal accounting software I've ever used

Been working with Cosmolex for 2 years now. It is great and easy to use. I wouldn't ever go back to PCLaw.

PROS

It is great and easy to use. It's simple to navigate.

CONS

There is nothing about the software that I don't like.

Reasons for switching to CosmoLex

PCLaw was just so outdated. It's difficult to use and confusing. The customer service was also horrible.

Keeley

Law Practice, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Best product

CosmoLex has been a great product for Bing Law. Customer service is beyond helpful.

PROS

Bing Law loves this program. User friendly and easy to navigate through. Beyond helpful for accounting.

CONS

Bing Law would like to see more options in the pull down menus for billing matters and for the case matters.

Reason for choosing CosmoLex

CosmoLex had far more to offer for our office and out needs that Quickbooks could.

Jessica

Legal Services, 1 employee

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2022

Still new to the software but really happy with it!

PROS

I like how easy it was to integrate into my business. I was using a different software before and it was very easy to make the switch.

CONS

I currently have not come across anything that I wish were different.

Reasons for switching to CosmoLex

Looking to grow my business into more of a legal based practice.

Olufikemi

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Very great Practice Management software

It has been very easy for me to create a matter, do my billing and invoicing, and the client portal is a nice touch that makes my clients believe that our office is sophisticated.

PROS

I love the instant live support chat function. It helps a lot when i have absolutely no idea how to navigate

CONS

The pricing is very high compared to the Canadian counterparts

User Profile

Ulrich

Verified reviewer

Medical Practice, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Wonderful CosmoLex

My experience with CosmoLex is just incredible. But what a program! Very intuitive and easy to use, it's very practical, especially when it comes to creating invoices. It's the best I've used and I highly recommend it.

PROS

I like this software. It's high quality, as evidenced by the ease with which it ensures compatibility and better billing management. I can propose accounting ideas to my employees after well-done calculations, all thanks to Cosmolex.

CONS

The software works great, no problems to report and no regrets. I highly recommend it

Anonymous

2-10 employees

Used daily for less than 2 years

Review Source: GetApp
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

4

VALUE FOR MONEY

2

CUSTOMER SUPPORT

5

FUNCTIONALITY

1

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.

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.

Reason 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.

Matthew

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

4

Reviewed October 2020

Great for small firms, not so great if scaling up

We've been using CosmoLex for 2+ years so they haven't scared us away...yet.

PROS

Client portal is a terrific feature (when working), the ease of time entries is terrific. Very simplistic interface for invoicing and collecting fees. Integration with LawPay is cool.

CONS

There's lots of bugs and seemingly easy fixes that get overlooked and/or ignored. The portal will shut down unexpectedly and/or clients cannot access multiple matters without additional email addresses. There is no function for recurring billing (i.e., ongoing or payment plan clients). Customer service is a nightmare to deal with and takes weeks to complete simple tasks.

Reason for choosing CosmoLex

Overall initial cost per user

Reasons for switching to CosmoLex

Easy of use

Michele

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed March 2017

Overall Review of Product- Our THoughts

Pros: One program for almost everything. Cons: No document assembly; you can only link one person to the client portal; glitches in program- the program emailed an invoice to the wrong person; can not email through program; glitch- I had to give access to everyone for everything because the limited access features did not work; customer service is not the best; calandar portion has glitches when it interfaces with gmail and office 365.

PROS

It is a comprehensive software. Its like having Quickbooks and a practice management program in one. This is the best feature.

CONS

Lots of glitches: (a) it emailed an invoice to the wrong person; (b) user restrictions do not work in my office; (c) calendar is not on the main page- usability is difficult for some tasks; (d) you can only have one person assigned to the client portal. Does not have email capabilities Does not have document assembly Does not have automatic assignment of matter numbers. Limited reporting features- you can not tailor reports (financial)- very limited.

Vendor Response

Hi Michele, We appreciate your feedback related to your experience with CosmoLex. In regards to the issues you are having, please reach out to our support team directly at 732-595-9015 so that they can see first hand the issues you are experiencing, and assist with resolving. I will be entering the requests you have made as well, so that we can keep you up to date on their progress. As an additional note, we will be releasing Document Assembly within the next few months and are always open to hear your suggestions on improving our current reporting. Thank you again for your feedback, and we look forward to hearing from you.

Replied March 2017

Joshua

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2019

Great for Small Firms

Very satisfied.

PROS

Comprehensive client management, including accounting.

CONS

Sometimes a little hard to use some of the features, but they are always listening to feature requests.

Reason for choosing CosmoLex

PCLaw is not available for Macs.

Reasons for switching to CosmoLex

They did not have all of the features.

Kristal

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

4

Reviewed June 2019

We chose Cosmolex because of the accounting feature

PROS

We chose Cosmolex because of the accounting feature along with the other case management features as well as its interplay with Lawpay.

CONS

I would like to be able to search the calendar for a particular name. For example, if I am trying to determine when I met with a potential client, I would like to be able to search their name. To add to this, I would like to be able to add the potential client to the calendar entry when I add a consult so I can search the PC and determine when I met with them. As to the documents, I would like a way to search all the documents in the system. For example, I would like to be able to search for "Motion for Guardian ad Litem" and have all documents with that title, regardless of whose matter it is connected to. I would like to be able to pull matter balances from the app.

Vendor Response

Thanks for your feedback, Kristal! We're thrilled to hear that you're enjoying the advantages of an integrated accounting and practice management system. We're always looking to optimize our solution, so please feel free to make a feature request on our support site. Thank you!

Replied August 2019

Heather

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2021

CosmoLex

It saves me time each month on billing and invoicing.

PROS

CosmoLex made going out on my own much easier. I particularly like that I don't need additional software on the accounting side of things.

CONS

I would like an easier method of doing conflict checks. I wish there was a stand alone tab for adding consultations in for conflict check purposes only.

Rebecca

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Love it!

Very well. Customer service is excellent. Very user -friendly.

PROS

We swapped from Abacus to Cosmolex a few years ago and its a MAJOR improvement. I love how it is continuously updated to better the program. It is very user-friendly and I love how customizable it is. I also LOVE the upgrade with the new spell check!

CONS

Nothing right now. We are loving the latest updates!

Reason for choosing CosmoLex

This program just fit our office better and we liked the idea of having everything in one place, rather than having a separate program from accounting/client details.

Reasons for switching to CosmoLex

Abacus just was not fitting our needs anymore. The software was not user-friendly. We also wanted something that was internet-based, that way it could be accessed from anywhere.

Wendy

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2019

The accounting is very easy to use which saves time.

It helps all of our staff stay on the same page and everyone knows what is happening in each case.

PROS

I like that the program has both accounting features and has the ability to hold all of our client's information in one. The accounting features are very easy to use. The support videos are very easy to use and if I need to speak to anyone they usually call the very same day.

CONS

I would like the calendar to be able to send emails to all of the attorney's as right now when I calendar an event in one attorney's calendar it will not let me send him/her a reminder unless you put the event on another person's calendar. The point of putting stuff on the calendar is so they see the event and they have reminders

Vendor Response

Hi Wendy, thank you for your feedback! We appreciate your comments.

Replied August 2019

Mark

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2022

CosmoLex Review

Great.

PROS

The accounting features for trust account and integrated credit card processing.

CONS

This software has met expectations and performed well. It has done about everything that a small law firm could ask.

Peter

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2021

2 year Cosmolex User

Having a cloud based system during Covid and into the future allows our firm to be flexible and current. Although pricey, the value is still there and we enjoy using this software.

PROS

Cosmolex integrates the accounting software and features we needed with the management of our law practice. Support takes care of any issues that arise quickly and efficiently.

CONS

Some parts of customization are not intuitive and assistance from customer support is sometimes required. Luckily, customer support is quick and easy to access.

Reasons for switching to CosmoLex

Initially issues with previous software and the lack of integration of accounting (cheque writing) and law firm managment was problematic.

William

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2016

Excellent Law Practice Management App

have been using Cosmolex since its introduction and am very happy with the application. I started using the software just for trust accounting, but found its easy-to-navigate interface so easy to use that I started keeping time and expenses and using the billing function as well. Then Cosmolex added full back-end accounting functionality and I ditched my QuickBooks app altogether. Cosmolex continues to add functionality and compatibility. It's a great app for managing your law practice.

PROS

Easy-to-use interface Accurate trust accounting Broadening functionality Complete integration of functions Growing compatibility with other class-leading applications

CONS

The only thing I am wishing for is the ability to generate documents from the Cosmolex database, but this is coming I am told!

Jordan

Legal Services, 1 employee

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Love it!

I didn't have LMP software before although I did have QuickBooks for awhile. Thus, there is nothing to compare to but it fills the bill for what I need. I think it was thoughtfully designed, and I find it straightforward and easy to use.

PROS

I have enjoyed the ease of learning and using this software. I like the Dashboard that tells you many useful things at a glance. Customer service is also very good. I like that it integrates with several other applications, such as LawPay and Casemaker (although I no longer use Casemaker). I also found a CL knowledgeable accountant through the site, which was very useful for getting set up my first year.

CONS

I really don't have cons. They did go up in price by $10/month without warning (one time in 18 months) but I still think it is a fair value.

Reason for choosing CosmoLex

I like that accounting is integrated and that it was built for a law practice. Many systems integrate with QuickBooks but I didn't like QB for my practice - too many "make fits." When shopping and comparing, it seemed like a good value and I have not been disappointed.

Talon

Legal Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2021

Switched from PC Law in December of 2019 and never looked back.

PROS

Integration with other software is key to its value.

CONS

As they roll out new features, I sometimes encounter bugs. They've got a great response time and great customer service though when that happens.

Amber

Law Practice, 1 employee

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2019

Cosmolex is very intuitive software.

My assistant and I have enjoyed using Cosmolex, and now feel spoiled by all the great features compared to other file management and accounting software. I have been asked by several lawyers in my city to show them the program, and I wish I was more proficient with it so I could do it justice.

PROS

It does everything you wish other programs would do. It's easy to fix any mistakes you make in your billing without having to contact the company for a complicated "work around" solution. If you do have an issue or a suggestion, the customer service department is very responsive.

CONS

I would like if bills could be further broken down into taxable disbursements and non-taxable disbursements. My assistant and I registered for the training, but were unable to log on at the assigned time, but became too busy to follow up with this, so we have muddled through on our own for the last year.

Pete

Real Estate

Used less than 6 months

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2015

I can't imagine practicing law without this essential tool.

PROS

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!

CONS

Nothing comes to mind so far. It's everything I need.

Showing 1 - 25 of 334 Reviews