CosmoLex

RATING:

4.7

(335)

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 manage client funds, pr...

CosmoLex Pricing

Complete software suite for modern day lawyers starting at $89.

Starting price: 

$89.00 per month

Free trial: 

Available

Free version: 

Not Available

CosmoLex - Fully Integrated Practice Management Software

CosmoLex Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for CosmoLex

1 - 5 of 334 Reviews

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.

Cole

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:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed December 2019

Outstanding Practice Management Software

The greatest benefit is the inclusion of accounting functions such that the we can readily prepare the necessary reports for our CPA.

PROS

The software is intuitive and straightforward. All necessary options are readily accessible from a simple menu structure, and the inclusion of detailed accounting functions is truly unparalleled.

CONS

The only difficulty our firm has had has been in discerning how to remove or amend charges to clients once they have been billed and once payment has been received. However, via help and reading on the forums, we now understand this process and it is not difficult.

Reason for choosing CosmoLex

The inclusion of accounting features and the overall ease of the user interface.

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.

Anonymous

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

FUNCTIONALITY

4

Reviewed November 2023

Easy for Me, but Difficult for Clients

PROS

It has IOLTA reporting and I like the features for the price compared to Clio.

CONS

Sometimes the clients struggle navigating the client portal, so it is inconvenient taking the time to guide them through the process.

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.