About CosmoLex

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 manag...


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Supported Operating System(s):

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

291 Reviews of CosmoLex

Average User Ratings

Overall

4.72 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(225)

225

4 stars

(56)

56

3 stars

(7)

7

2 stars

(1)

1

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 291 results

March 2020

Eric from Graham Clark Professional Corporation

Verified Reviewer

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

December 2019

Jennifer from King & King

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2019

Best Attorney Software

Great program with easy customer support (even a chat feature). The prior legal platform software we used constantly had issues with an expensive yearly update that was required. Cosmolex is cloud-based so no need for updates. there is no need for an additional bookkeeping program for your office expenses as the program will handle that along with your trust accounting.

Pros

I like that you can handle your everyday office accounting in the same program as your trust accounting. There is no need for a separate program. Our clients love the client portal and they can upload documents directly to the client portal instead of having to bring them into our physical office. Cosmolex keeps each of your client files organized where you can save all of your emails, documents, and share the ones that you need to share with your clients through the client portal.

Cons

We would like to be able to make one bulk deposit at one time instead of having to go through by individual dates and make individual deposits.

Reasons for Choosing CosmoLex

Cosmolex had the back office accounting to have all our books go through one program!

October 2020

Matthew from Sage Tax and Business Advisors

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

2.0

Functionality

4.0

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.

Reasons for Choosing CosmoLex

Overall initial cost per user

July 2016

Morgan from Strow Law LLC

Company Size: 2-10 employees

Industry: Legal Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

July 2016

Billing is great! Case management, not so much.

We are a two attorney firm with one paralegal. We chose Cosmolex for the trust accounting feature. We were looking for a program that could do it all - keep the books and manage the cases.

Pros

I love the billing and trust accounting features. Cosmolex really shines with maintaining the operating and trust accounts separately as well as generating invoices for our billable work.

Cons

The software is cumbersome, taking several clicks to get to information. The features I need most on the case management side are contacts and notes. The contacts drive me nuts! If I'm in Bob Jones' case, I want to see a list of all the other people involved such as other attorneys, witnesses, or other relevant parties. With Cosmolex, one has to go to a separate contacts page and link them rather than entering the information directly into the matter. The note taking feature is improving now that more characters are allowed, but it still leaves much to be desired for those who are answering client calls and wanting to log the information right away. It seems like it would be fine for a transactional practice but it's less than ideal for litigation.

Response from CosmoLex

Replied July 2016

Hi Morgan, I am sorry to hear that while you love the billing & accounting functions of CosmoLex, you are not as thrilled with our case management functions. Specifically, it seems like a lot of your suggestions have to do with our contact management functions . If possible, we'd love to take few minutes of your time offline to go over your specific observations and improvement ideas. Also, we can update you on many of the new features and improvements which are currently in the works. At CosmoLex, our sole focus is to provide our clients with a better product each month and your assistance would be greatly appreciated. Erica Birstler, Manager, Client Services Dept.

October 2020

Yaakov from Gropper

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Great leap forward

Saves time, and allows use seamlessly from work, home, and mobile

Pros

A great leap forward from our previous (non-cloud) software.

Cons

None. It's at least as good as the prior software in every way.