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Financial Technology (Fintech) - Expense management companies - Accounts payable solutions - Bill pay services - Banking institutions Consumer Packaged Goods (CPG) - Loyalty programs
CosmoLex helps law firms with practice management, billing, compliance, document sharing, reporting and legal accounting, among other processes.
It's easy to use and very effective. I had some issues with my subscription and the customer care has been very helpful.
The app will crash after taking a pic of a receipt. It’s easily fixed by downloading the new version but is frustrating at times.
I love how simple it is to set up and use. It makes my business expense tracking really simple and straightforward and easy and that's pretty wonderful.
I struggled, and I am still struggling to connect this app with my Sage Cloud Accounting Solution.
In the amount of time/money that this solution has and will save me, I am SO FORTUNATE I found Veryfi.com, and I think you will be too.
I found trying to speak to someone in sales a problem, the Technical person was quick to assist on Zoom, but he could not assist me with sales, the Live Chat doesn't work if and when you find it.
I also love that this works with QuickBooks. How awesome it is to give a report to my CPA from my phone.
It is on the expensive side, especially for small businesses or startups with limited budgets.
She patiently walked me through the product and listened to all of my questions which is super important to someone like me who learns by doing and getting my questions answered in real time.
Usually my questions are not urgent, but if we ever needed something immediately, my worry is that it might not happen in time.
This is a great accessory to client/case management~ We are thrilled with the client features, ease of use and report generating capabilities. CosmoLex is a huge asset to our firm.
Nothing seems to be a problem for me with this software.
Client portal is a terrific feature (when working), the ease of time entries is terrific. Very simplistic interface for invoicing and collecting fees.
I am giving this a poor review for the following reasons: (1) Cosmolex is really only price-efficient if you are a solo attorney.
That to me is worth a million having someone there that cares enough to make sure their customer is happy and that they have everything they need to get going.
No way to track date of loss and statutes of limitation. Takes a great deal of time to manage task lists.
Prioritize real-user-identified key features according to your needs to find your best fit.
Veryfi
CosmoLex
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