CosmoLex

About CosmoLex
CosmoLex is a comprehensive legal practice management solution that assists with master case management, billing, accounting, and more. Its trust accounting and compliance management tools ensure firms stay compliant. Automated workflows, matter templates, secure document management, customizable scheduling tools, and comprehensive reporting capabilities provide law firms with a centralized hub to manage their practice.
CosmoLex also includes comprehensive legal-specific accounting. This includes trust accounting, back-office business accounting, bank reconciliation, and compliance reporting tailored for law firms.
Key benefits of CosmoLex
• Automated time & expense tracking, batch billing, automated reminder notices, and built-in, end-to-end credit card payment processing capabilities
• Built-in attorney trust (IOLTA) accounting, electronic bank data feeds, and three-way bank reconciliations
• With practice management, billing, and accounting in a unified platform, CosmoLex helps users access performance data and financial management reports via a dashboard.
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Reviews
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- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Practice Management and Accounting in One
Reviewed on 25/03/2020
One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house....
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.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best Attorney Software
Reviewed on 18/12/2019
Great program with easy customer support (even a chat feature). The prior legal platform 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
Pclaw has expensive yearly updates. It was a chore to even close a client file. The program is outdated. To allow access to the program to a client, we had to get a separate program to upload documents because pclaw has no such feature.Reasons for Switching to CosmoLex
Cosmolex had the back office accounting to have all our books go through one program!- Industry: Legal Services
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
It is very clunky to use.
Reviewed on 28/03/2023
I just plain don't like it. I also use Soluno, it is a far better software. You can easily make...
I just plain don't like it. I also use Soluno, it is a far better software. You can easily make changes from the screen you are on. The visuals are far simpler as well. Plus it is very Canadian, and outstanding chat service.
Pros
It is better than PC Law was. Other than that, I would rather not use it.
Cons
you can't easily correct or edit entries. There is no clicking on when you are on a journal, you need to leave the screen and go somewhere else. Very time consuming. I also don't like that you can't just "view" reports, everything has to be downloaded and it takes time. When I contacted support as to why there were lines running through my view report, I was told it was a glitch...like really!! I don't find it at all intitutive . The downloading of bank statements for reconciliations is very painful, and quite frankly doesn't work.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best Legal Management Software
Reviewed on 20/02/2020
Cosmolex has increased the efficiency of my firm dramatically. From standard client letters to...
Cosmolex has increased the efficiency of my firm dramatically. From standard client letters to accounting, to tasks, the program has made all aspects of my practice easier. It is easy to learn and efficient.
Pros
Cosmolex is by far the best Legal Management Software on the market. The accounting is superior and specific to the legal industry and the client management options are unmatched.
Cons
There are sometimes delays as information is being entered. It is relatively minor but something I expect they will improve on.
Alternatives Considered
ClioReasons for Choosing CosmoLex
Practice Panther did not have adequate accounting practices needed for law firms in Ontario and did not comply with my law society rules. It also did not integrate adequately with Quickbooks resulting in very high bookeeping and accounting fees. Also PC Law is outmoded and complicated.Reasons for Switching to CosmoLex
Cosmolex had the full package. It had the accounting power of PC Law, the client centered functionality like Clio and the ease of use like Practice Panther all in one.- Industry: Legal Services
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best decision I made for my business
Reviewed on 29/04/2021
Pros
What I like the most is that virtually everything is in one program and it is super easy to use. It was a smooth transition to migrate files and data over (CosmoLex took this over for me)
Cons
Used to have a feature where you could sort documents according to tabs (such as date modified, name, etc). This feature was disabled which makes it difficult to find documents within a folder, particularly if there is a high volume of documents. Please bring this feature back!
CosmoLex FAQs
Below are some frequently asked questions for CosmoLex.Q. What type of pricing plans does CosmoLex offer?
CosmoLex offers the following pricing plans:
- Starting from: US$99.00/month
- Pricing model: Subscription
- Free Trial: Available
CosmoLex Accounting and Legal Practice Management Software starting at $99.
Q. Who are the typical users of CosmoLex?
CosmoLex has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does CosmoLex support?
CosmoLex supports the following languages:
English
Q. Does CosmoLex support mobile devices?
CosmoLex supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does CosmoLex integrate with?
CosmoLex integrates with the following applications:
Box, Chrometa, Dropbox Business, Gmail, Google Calendar, Google Drive, Microsoft 365, Microsoft Outlook, NetDocuments, OneDrive
Q. What level of support does CosmoLex offer?
CosmoLex offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
Related categories
See all software categories found for CosmoLex.
- Law Practice Management Software
- Legal Billing Software
- Legal Case Management Software
- Trust Accounting Software
- Accounting Software
- Billing and Invoicing Software
- Time and Expense Software
- Business Management Software
- Document Management Software
- Legal Document Management Software
- Legal Calendar Software
- Legal Accounting Software
- Family Law Software
- General Ledger Software