Who Uses This Software?

Small law firms who want to run their practice with maximum efficiency. They need a one price - one login system that includes practice management, billing AND accounting.


Average Ratings

115 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $49.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • CosmoLex
  • www.cosmolex.com
  • Founded 2006
  • United States

About CosmoLex

CosmoLex is the only total solution that includes billing, practice management AND compliant law office accounting (No QuickBooks Needed). CosmoLex's One Price - One Login system ends the daily struggle of using a hodgepodge of practice management and accounting systems forever. CosmoLex even has built-in LawPay with no fixed monthly fee. Learn why 1000s of legal professionals have switched to CosmoLex. Try CosmoLex free today!


CosmoLex Features

  • Billing & Invoicing
  • Calendar Management
  • Case & Client History
  • Case Management
  • Client Management
  • Client Portal
  • Conflict Management
  • Contact Management
  • Contract Management
  • Document Management
  • Email Management
  • Financial Management
  • HR Management
  • Library Management
  • Records Management
  • Task Management
  • Time Tracking
  • Trust Accounting

CosmoLex Reviews Recently Reviewed!

Essential to any practice

Oct 11, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
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Pros: We liked CosmoLex over other similar software because it integrated an accounting software (great feature) and had tags and labels similar to our areas of practice: real property, estate planning, probate and not just litigation tags.

Cons: It would be great if CosmoLex adds a calendar system with features similar to Calendly.

Easy to Use

Oct 11, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
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Pros: Accounting and Timekeeping in one. Easy of use. Assistance with data migration without the added cost. The how to videos within CosmoLex interface and on the support page made it easy to learn on your own. The support staff respond quickly and ensure the problem gets resolved.

Overall: Reports that allow you to add custom fields. Ability to search Notes field. Adding contact to relation of a matter.

It does more than other programs

Oct 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: It does more than other programs, is user friendly and the customer support is amazing. I like having all of my work in one place, it backs up to my outlook calendar on a cloud based program so I can access it anywhere.

Cons: I would like to have the option to show a flat rate client all of the work being done on their case. Just because you're not charging per hour doesn't mean I don't want my client to know about how much work is being done. Please add a billing/invoicing button that allows me to show my clients what's been done, and how much time it's taking me to do something, even in a case where I've elected to charge them a flat fee. This can avoid serious bar problems if a flat rate client fires me 90% of the way through the work and claims to want their entire fee back. It also helps a client see the value in a flat rate fee when if I had charged them per hour the bill would be much higher.

They are always innovating

Oct 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I wanted something that combined both the accounting and matter management in one place. What I like the most is the Customer Support. If I'm having a problem with taking a payment from a client, I can get on the phone and have them resolve the issue without delaying the client. I also like that they constantly ask us what other new functions we'd like to see. They are always innovating, and don't "drop" you once they've got your payment.

Cons: I wish it would remember matter names and auto-populate that when adding a new client--then i'd like to be able to run reports based on the kinds of matters. I'd also like to be able to bulk mail using our clients' mailing addresses. Finally, I'd like to be able to add in court dates to the matters so that when I run reports, I can filter and organize them according to court dates, rather than client name. I like Cosmolex, but it's clearly set up for civil or other slow-moving firms, and not for traffic, which adds up to 10 clients a day and has many matter subject options.

Cosmolex was an easy choice

Oct 09, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: Cosmolex lets me have the bigger picture in one piece of software. I can easily see how my business is doing from the dashboard.

Cons: I would like to have a report that shows trends and exports to excel so I could create graph charts. It would also be nice to be able to produce an invoice showing the work put into a fixed fee matter.

Cost Effective and Easy to Use

Oct 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It is cost effective and easy to use. As we have accounts in various banks, we are able to manage each account separately.

Cons: Integration with time keeping program, document management, ability to keep one client's assets in more than one bank or investment company.

I didn't need to purchase separate accounting software

Oct 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Embedded accounting - I didn't need to purchase separate accounting software. Great training, onboarding, videos and knowledge base.

Cons: A separate section to include inquiries but not clients or matters. In that section you could store non-engagement letters and information. Have conflicts check that section as well as matters and address book.

Overall: Started my own practice and needed a system to keep everything in one place.

The most bang for your buck!

Oct 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: All in one is the most bang for your buck! You don't need separate accounting software and cloud based to boot!

Cons: Better interface with LawPay. LawPay takes several days to batch and post to my bank account, usually about 3 days.

Reputation for good security and good customer support

Sep 19, 2017
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Reputation for good security and good customer support, with regular updates & improvements. Full accounting integration was a big factor. Also liked that it had what seemed like all of the practice management basics, except for document assembly. Having all of our documents accessible via the cloud is also nice.

Cons: Document assembly is a crucial feature that needs to be added. This feature saves a tremendous amount of time on every matter. For all of the effort directed towards making it easy to bill clients and see where your time is going, the lack of document assembly kind of negates whatever efficiency advantages you would otherwise gain with those other features. Looking forward to seeing this feature added.

Vendor Response

by CosmoLex on October 10, 2017

HI Sean. Thank you so much for your feedback and suggestions. Just a note that Document Assembly is already in development and should be release within the next month or so. We will be sure to keep you updated.

Cosmolex seemed to have the most to offer

Sep 08, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Matter management, integration with LawPay, excellent support and accessibility to answers, ease of use and being able to easily undo errors or omissions.

Cons: An electronic intake for that the client can fill out and will auto populate into the client contact

CosmoLex has been a breath of fresh air

Aug 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The deciding factor in us choosing Cosmolex was the extremely thorough customer support program y'all have set up. We loved that there was a huge database of information online, as well as the option to ALWAYS speak with a representative, any time of any day. With our prior billing software, it was expensive and inconvenient to try to reach anyone on the support staff. It was always a hassle to get support from our old company, and Cosmolex has been a breath of fresh air with your patient and attentive support staff.

This is a time and money saver for any firm.

Aug 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I tried various other platforms including PCLaw and Clio, but they lacked in usability or functionality compared to CosmoLex. PCLaw is outdated, slow and not cloud based, while Clio lacks firm accounting functionality and though they advertise quickbooks syncing, there are major issues with the syncing that requires a great deal of work by the end user.

CosmoLex is able to do virtually everything Clio can do with respect to practice management and even has a few unique features. However, where CosmoLex really shines is with its built in accounting system. As a Canadian Lawyer we require certain functionality that our American counterparts do not and CosmoLex has done a great job of meeting our needs. CosmoLex can properly deal with our HST/GST/PST issues and payments as well as offer us accrual based accounting as we are required to use by law.

There is NO other cloud based platform with an all-in-one solution for Canadian Lawyers. This is a time and money saver for any firm.

Cons: I would like to see document generation (of all sorts), multiple clients per matter, the ability to generate Client I.D. Forms from the contact information.

Also helpful would be the ability to attach scanned receipts, cheques, and bills to accounting entries similar to the functionality in QuickBooks.

Some minor efficiency changes like being able to select certain options when creating an entry rather than having to re-open it afterwards.

Overall: I was looking for a complete solution to my practice management and accounting needs.

Great Because I am always on the go

Aug 07, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that CosmoLex has integrated accounting software, so I only pay one subscription for both services. I also love that it is cloud based and I can access the software from nearly anywhere. I no longer have to be at my office to get work done, which is great because I am always on the go.

Cons: I would love for my CosmoLex tasks and events to show up on my Google Calendar, Apple Calendar, etc.

The ideal system for my purposes

Jul 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Cosmolex is a web based system that gives me full flexibility of where I work and on what device I access my data. Moreover, the fact that Cosmolex is a fully integrated billing, accounting and trust accounting system makes it the ideal system form my purposes

Cons: I would like to see a more robust program for the migration of all of my prior accounting data - at least for the current C/Y of conversion so that I will have a full. accurate and consistently organized set of reports to submit to may accountant at year end. I would also like the migration to cover all of the detail for all of my Trust Accounts from day one forward to date of conversion to Cosmolex. This will facilitate any and all client or other audits of each Trust Account

Vendor Response

by CosmoLex on July 19, 2017

Hi Robert. Thank you for your review and feedback. In regards to your note about migration. Financial Migration is never an 'easy' process. While most firms choose to migrate balances from a particular cut off date (we supply many automated tools to assist with that), you absolutely can migrate all previous transaction history. For your taxes, the current tax year is most relevant, but for your trust account you may wish to import past history. That does require additional time and labor, and cost if outsourced, but it is definitely doable. Any questions, please let me know.

I haven't found anything "extra" is needed!

Jul 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: One-stop shopping for your firm's record-keeping needs. Easy transition. Great customer service! Cosmolex offers links to your bank, documents, emails, calendar and offers a client portal where you can determine what the client sees. Cosmolex consolidates multiple office functions into one easy-to-access portal where attorneys, clerks, and staff can find what they are looking for without having to dig through a mine-field of paperwork.

Cons: So far, I haven't found anything "extra" is needed! Any questions I had regarding processes were answered by a competent and friendly customer service rep - in a manner which made it easy for me to understand and implement.

The staff is really helpful and friendly.

Jul 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Everything was in one place. I didn't have to generate bills in one package, enter them in another for tracking income, and then pay them in two places as well. It is also great to be able to write a cost check in a case and have the expense "attached" to the client's accounting file/bill in a seamless matter with just an additional click or two. We were promised an easy migration with all the support we needed, and that is what the team at Cosmolex delivered!

Our accountant was also able to access the system for his end of the year work and add all of his journal entires and such and close out the books quickly and easily. The ability for us to generate P&L reports and other important accounting documents literally on demand is also pretty awesome.

But the best part about Cosmolex, by far, is their incredible support team. They have never been stumped, and I've done my best to do just that! Every time I have a question, I get a prompt and complete answer, generally by phone, from one of their support staff who know me and my firm on a first-name basis. I don't think I could be nearly as effective in a dual-role position without this software!

Cons: I can't think of anything additional at this point; they have added all MY wishlist items! I think the only thing they could add at this point is a "hotline" 24/7!

Overall: Three software packages for billing, client accounting and back-end was TOO MUCH!

It is easy to get around the program

Jul 07, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that it is easy to get around the program and many things are self-explanatory. I also appreciate the tutorials that are available.

Cons: 1. I sat down with our accountant and went through the chart of accounts - we wanted to erase some of the accounts that we wouldn't be using, but the system prevents it. There are so many similarly named accounts, that I am concerned about how I will make sure I am using the ones that my accountant prefers (as an example, there are at least 3 or 4 options for accounts related to payroll).

2. I don't like that I can't select the option to not allow duplicate checks for our business checking account

3. I don't like that when I click "save and next" when entering checks that the program does not automatically bring up the next check number. I have to hit "save" and then go back in and "add" another transaction in order for that to happen

Vendor Response

by CosmoLex on July 10, 2017

Hi Laura. We appreciate your review and feedback. I wanted to take some time to respond to the concerns that you listed 1- Chart of Accounts - While our GL account list is quite flexible, given that we have built-in automated accounting, certain accounts are core to that process and therefore cannot be deleted (fee income, trust funds, reimbursable client costs etc.). In terms of account options, only keep the accounts you wish to use. we offer 4 payroll accounts to cover the various deductions which need to be disbursed. 2- Duplicate checks - you are correct in that our operating accounts do not include the same safeguards as the trust accounts given there is no requirement, however I will enter this request on your behalf. 3- Check Numbers- I assume you are entering manual checks instead of printing them. I do see the issue you are experiencing and will report to our dev team to resolve. Thanks again for your feedback. Any other questions, please let us know.

We were just starting our firm. I found your software to be the most useful.

Jul 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It allowed us to email bills and it showed the trust account balance on the bill. Also my husband likes to do his time sheets at the end of the month and your program's ability to track billable tasks and calendar events to show that they haven't been billed was a great selling point. I also liked the idea that we might not have to go with QuickBooks for the business accounting.

Meets My Goals for Practice Mgmt and Fabulous Customer Service!

Jun 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The customer service is top notch! They are quick and it is always a live person. Customer support representative is the one who always helps me. I call because I know he can always figure it out.
I love having accounting and billing in the same software. I spent hours researching a software for my law firm and I went with CosmoLex for customer service, cost, cloud platform, and features. I am glad I did.

Cons: I just wish it had document merge and template capabilities, but they are happy to take requests and suggestions. They are always rolling out new features and updates.

I love that you don't have to use Quickbooks

Jun 14, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love that you don't have to use Quickbooks to handle the money management aspect. Nothing against Quickbooks, but I don't have experience using it, and being a solo practitioner and needing to maximize the time I have, I appreciated not having to learn Quickbooks.

I also think the interface is user-friendly, and I love how everything can be tied back to a matter. I also really like how my bank accounts are linked with CosmoLex, so reconciliation is easy to complete, and I also appreciate how the software works with Casemaker for tracking research for a specific matter.

The best thing about CosmoLex, however, is the customer support. Not only are there humans available to help whenever I need assistance, but CosmoLex also provides a fantastic library of videos and FAQs, as well as weekly live training sessions. I don't ever worry that I'll be stuck without any help...they are always quick to respond to any issue I encounter.

Overall: I decided to hang up my own shingle, so I needed software to handle the management of my office, especially since it was going to be just me by myself to start out.

It was less expensive than other programs I looked at while still having all of the features I need.

Jun 12, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It was less expensive than other programs I looked at while still having all of the features I need. I like the fact that it is cloud based which allows me to access it from anywhere. I live 20 miles from my office and can do my accounting work from home of an evening rather than take away from billiable time to do so or drive back to the office after hours. The training videos are great.

Cons: I would like to have the ability to bill more than 8 hours. While hardly an every day occurrence, when I am in trial, I may be in the Courtroom for ten or twelve hours depending on the Court. Right now I have to break that time up. I also have some large clients that want me to send bills to more than one address, depending on the project. Right now that is rather difficult to do automatically as I can only set up one billing address per client.

Overall: I like the integration between the accounting and billing, something that was lacking with the program at my prior firm. I also find it very easy to bill time and generate invoices. I looked at a variety of programs when I opened my own practice and CosmoLex seemed to be the most user friendly.

CosmoLex was the only one I found that had accounting built in

Jun 02, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Built in accounting was the biggest deal breaker for our choosing CosmoLex. As the bookkeeper, fed up with our clunky old software, I was looking for a new system that would be a modern and practical take on practice management and CosmoLex was the only one I found that had accounting built in. Being cloud based allows us to bill time or check in when out of the office and though we had looked at another program that was cloud based, CosmoLex offered greater flexibility and it looks great, to boot.

Cons: Our office would love to see some updates for the calendar and tasks - specifically a central office calendar that is the default view. We are composed of two attorneys and two support staff where we are all working on the same cases. Short of adding each event to four individual calendars it would great to have everything on one sort of "home" calendar where we can all easily view and comment.

Overall: Our former practice management software was outdated and no longer supported by the developer. We were looking for something that would allow us the features we were used to in our personal technologies, such as cloud based storage and usability on multiple platforms, not just desktop PC as our old software required. We've been more than impressed with the bells and whistles, many of which we realize are features we now can't live without!

The practice management features streamline my practice

May 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I like the billing and financial accounting features the most. The tasks are helpful and I like the fact that they are organized by client.

Cons: The calendar needs work. You should be able to scroll through each matter on the "matter" page without having to go back to the master list of clients. You need to improve the app.

Overall: I needed to replace Timeslips. The financial accounting features were an added bonus. The practice management features streamline my practice and give me a client centric organization that gives me a different perspective on my cases and allows me to cut down on wasted time.

Everything is right there at your fingertips

Apr 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: The ease in use. Everything is right there at your fingertips and the fact that it is cloud based is a plus when you're traveling. You can access it 24/7. Plus the biggest draw for me was the fact that there is unlimited help. Everyone is very knowledgeable and always ready to assist you.

Intuitive with a Great Interface

Apr 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Intuitive and user-friendly interface

Overall: Switching to CosmoLex from our old practice management system has helped our firm increase billable hours and improve productivity.

This program does everything I need

Apr 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: This is a small firm, so I jump back & forth from legal to accounting issues. Therefore, I often need help from Cosmolex agents to fix my errors. I also use the help screens on their website. All agents have been very helpful & David in particular has been patient and responsive.

Cons: I would like to see matter numbers on the invoices. I haven't asked if I can do that in settings, but will follow up on it.

Overall: I elected to use it for some complicated trust and billing matters. This program does everything I need. I just sent out my first batch of invoices and it went smoothly.

Overall Review of Product- Our THoughts

Mar 25, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: 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.

Vendor Response

by CosmoLex on March 27, 2017

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.

The CosmoLex company seems rock solid with a strong leadership team

Mar 19, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I'm a former big corporation IT person and CosmoLex appears to me, at this point, to be analogous to SAP an enterprise software system. Zero interfaces. Totally integrated. The CosmoLex company seems rock solid with a strong leadership team and they are located close to my firm. My sales rep, Michael Owsiany was responsive and knowledgeable. Compared to it is the best in the Practice Management space.

Cons: Tighter integration with Outlook, Word, Office 365
Improved/more flexible/easier invoice formatting
More intelligent activity tracking/intelligence

Overall: I'm a new CosmoLex user posting this at the request from the CosmoLex OnBoarding email I received yesterday: Please visit our User Forum and briefly tell us why you chose CosmoLex for your law firm. Your feedback will be beneficial to others evaluating CosmoLex

CosmoLex has exceeded my expectations

Feb 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: combining billing and accounting functionality in one software package; making accounting functions easy-to-use for non-accountants; providing convenient access from smart phones and other devices; and cloud storage of data.

Cons: More than enough functionality for my firm at this time.

Overall: I was always frustrated by the need to use a separate accounting software in addition to my billing software; and the two software systems never were never fully compatible. I was looking for practice management software that combined both functions: billing and accounting. Cosmolex was the answer.

I like that I am able to easily reconcile my trust accounts

Jan 27, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like that I am able to easily reconcile my trust accounts and also have access to other features, like time-keeping. Easily seeing what I need to bill, and creating customized invoices are also features I find attractive in CosmoLex.

Cons: Payroll, and being able to forward emails from more than one email account.

Overall: I knew I needed a software that could assist me in staying compliant with trust account reconciliation.

Two platforms in one with even more features

Jan 26, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I think it is the only product out there that combines accounting, storage tasks, email etc. all into one.

Cons: I would like to see an easier way to transfer all of my documents from one platform to another. I also would like to see an automatic upload from banks.

Overall: I used to use mycase and quickbooks and cosmolex simplified this by combining the two platforms into one with even more features. Easy decision.

Made specifically for law firms - cool!

Jan 25, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: When we started looking for new trust accounting software, we saw that your product was made specifically for law firms - cool! It also combined trust accounting, financial accounting, time and billing, which was the most appealing aspect. But the fact that Cosmolex is cloud-based, cinched it for us. Because our office manager (who oversees and reconciles the trust accounting -- that is, the software is on her computer) telecommutes from her house. So every time I needed to enter credit card payments, Trust deposits, write checks, etc., I had to drive 3 miles to her house. So being able to do a lot of that work from the office, has been wonderful.

Cons: Your product is intimidating! It encompasses several different departments and getting everyone on the same page took (and will continue to take) a good amount of time. But your training videos and free support have really helped us. As a suggestion, perhaps transcribing the training videos might be useful for a quick reference?

Overall: For many years our firm used a number of different back office software products. For example, we used Easy Trust for trust accounting, Quick Books for financial accounting and payroll, and Timeslips for time and billing. These are all products that run on individual computers. About 3 years ago, the company that produced EasyTrust quit supporting that product. For the last 3 years we have basically been on our own regarding trust accounting. It has worked out okay to date, but at some point we knew that we would encounter an operating system problem or something and we would have had a substantial problem and the program would've stopped working and we would've had no support or help.

It's comprehensive, user friendly, and my bar association partners with the program.

Jan 19, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's comprehensive, user-friendly, and my bar association partners with the program. I like the dedicated phone app. Customer service and integration with Law Pay, and Casemaker is a bonus!

Cons: Iphone App

Overall: I'm really happy with the timeliness of the reps and the amount of content available to help navigate all of the program's features.

Cosmolex's user interfaces make our accounting much more accurate.

Jan 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like cosmolex's support, that it has such a broad functionality. I specifically like the way I can integrate entering in an expense and link it to the matter, I like using the TK reports so that I can keep up with calculating 941 Withholdings. Also, just having a system with set rules on how to input data keeps our financial data clean and accurate for auditing.

Cons: I would like to see a how to update a matter's contact email. I was trying to update the email to which we sent Invoices yesterday, and I could see the matter's associated email on the dashboard, but could not seem to locate a how to article in the knowledge base. I also would like to separate out invoices not only by fees and expenses, but also separate each category by TK and not just chronologically.

Overall: We have previously used some SQL based accounting software, but Cosmolex's user interfaces make our accounting much more accurate.

Complete practice software with front and back office accounting

Jan 03, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Complete practice software with front and back office accounting
links emails to clients/matters automatically integrates with Office 365, LawPay and other applications I use Cloud based so I can access it from anywhere

Cons: Dedicated Accounts payable functions to streamline entry of invoices from vendors
The ability to enter additional fields for client information that is essential to a case particularly in family law
I am still learning the software but there are some areas particularly in set up that are hard to find the ability to hide or add tabs at the dashboard level

Overall: My previous software was constantly requiring me to contact engineering support for data integrity issues. I spent too much time getting the system fixed instead of working.

Cosmolex provided everything I needed and a good price and exceeded my expectations

Dec 30, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This product contains everything that I need to easily bill clients. It allows me to keep track of my time on a daily basis and also does a great job keep track of my operating account and trust account.

Cons: I think that it can sometimes be a little difficult to send out the first set of bills and to invoice the clients, especially for clients that had already provided a retainer. It took a little time to figure this out the first time.

Overall: I just started my own firm and needed an economical billing system. Cosmolex provided everything I needed and a good price and exceeded my expectations with regard to what it offers.

Customer service is very helpful.

Dec 30, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Cons: ability to add multiple clients per case, larger visual areas for list of time submitted

Overall: It is very easy to use and customer service is great. Default settings are appropriate. Customer service is very helpful. Client portal isn't a default.

CosmoLex takes the headache out of the various system by creating an all-in-one solution.

Dec 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Accounting/Billing features without the need for Quickbooks, hands down!

Cons: Add "Accrual Accounting" functionality.

Overall: Too time consuming and complicated maintaining various, independent processes. CosmoLex takes the headache out of the various system by creating an all-in-one solution.

I have found Cosmolex to be practical and intuitive.

Dec 08, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1. the ability to manage my operating account and trust account in the same system.

2. The ease with which I can enter time and expenses, then convert to a customizable invoice.

3. The fact that it contains a fully integrated accounting module in the software.

Overall: I chose Cosmolex over other available practice management software and after using Quickbooks to manage my accounting. I have found Cosmolex to be practical and intuitive. I feel confident that my trust accounting complies with the Florida Bar's rigorous requirements. I especially like the "find money" feature, and I am sure that the longer that I work with the software the more efficient my practice will become.

I like that Cosmolex integrates the business functions of a law practice.

Dec 01, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that Cosmolex integrates the business functions of a law practice. I chose Cosmolex over other programs because of the integration with other programs I use, the cost, and the ease of IOLTA accounting.

Cons: I would like to see a mobile app and a smoother matter/email integration. I would also like to see some additional options for frequently used information (e.g. location for court appearances).

Overall: I needed a practice management program to make my practice more efficient. I researched the top programs and found that Cosmolex provided most of what I needed. During my trial period, Cosmolex was great about answering my questions and helping me learn about the program.

Seamlessly integrated law office management, billing, and accounting

Nov 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: CosmoLex is intuitive and user-friendly. Customer service helped our staff members initially become acquainted with the system and we are beyond satisfied with the program's seamlessly integrated law office management, billing, and accounting.

Cons: None

Overall: Switching to CosmoLex from our old practice management system has helped our firm increase billable hours and improve productivity.

Easy to understand and to use.

Nov 14, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the integrated accounting/practice management approach and the fact that the accounting part of the software is specifically designed for a small law firm. This makes it easy to understand and to use.

Cons: Either payroll function or integration with a payroll service.

Overall: I found my accounting software too complicated to use and to adapt to a small law firm. Consequently, I did not use it consistently. This made it difficult to provide accurate records when I had an IRS audit.

My deciding factor was built-in accounting

Nov 11, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of time entries and invoice creation. The recent integration with Office 365 is a huge plus.

Cons: Dashboard access to time and dollars billed today, this week and this month, with by-matter totals available by clicking on the day, week or month in a calendar

Overall: I had no existing software because I started a new practice. My deciding factor was built-in accounting. Now I don't need Quickbooks.

I needed a one stop shop for case management

Nov 10, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: As a solo practitioner, I needed a one stop shop for case management, calendaring, and also accounting. Rather than pay for Clio (which I had before) and quickbooks, I get both in one with cosmolex.

Cons: 1) A report of total hours/billing that includes both invoiced and non invoiced with the total hours and total dollars due at the end.

2) A prettier, more user friendly (don't have to click an edit button to open something) interface. A summary page that allows personalization for what fields are displayed.

Overall: As a solo practitioner, I needed a one stop shop for case management, calendaring, and also accounting. I don't have a large staff and I work from two offices, so I needed all of my information available in one place that was accessible from my laptop.

Reporting capabilities; ease of use; customer support

Nov 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Reporting capabilities; ease of use; customer support.

Overall: We were with Timeslips for years, and our IT department required us to move to a cloud-based system. We moved to Clio based on reviews from attorneys we know well. We found out, after using it for a couple months, that it can't do the monthly reporting we needed for corporate reports, so we started looking for a new cloud-based system.

What sets CosmoLex apart from the competitors is the streamlined system

Nov 07, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: fairly easy learning curve
good customer support
built-in accounting
safety net for trust account management

Cons: lack of integrations with 3rd party apps

Overall: As a solo/small firm general practitioner, the ease of use with a cloud-based system where we can login from anywhere and update and manage client matters and billing is very convenient and practical. What sets CosmoLex apart from the competitors is the streamlined system combining QuickBooks-style accounting - it's truly unique and a major time and money saver. Highly recommended!

CosmoLex is an easy program once you get going

Nov 01, 2016
4/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: After researching we were ready to go with an all in one program for the law firm.
Cosmolex is an easy program once you get going.
Fast and friendly customer support.
Willing to take suggestions on how to improve program.
There is more accuracy in the fact that advancements won't be missed when clients pay.

Cons: More training videos on the business side of the program. The day to day bills, etc. Show how you would enter a payroll journal.
The business side needs improvement - a box that would come up on the memo portion of the check - for your account number for that vendor, and then the invoice that you are paying for.
Being able to pay for multiple invoices from one vendor with one check.

Overall: Our peachtree program, timeslips program, and trust account (old CosmoLex desktop version) were all becoming unsupported, and/or being phased out. We did not use peachtree to its full capacity, timeslips program very slow, and not easy to work with.

CosmoLex is the simplest and most customizable to use

Oct 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love CosmoLex because it allows me to customize almost everything to meet my specific business needs and keeps all of my client information and billing organized. I particularly like Snapshot and Money Finder which saves me time and facilitates billing. Also, the invoice format is professional and easy to read for my clients. I highly recommend CosmoLex to my fellow patient advocate peers and attorneys alike.

Cons: Perhaps the ability to change label names in the header would be nice. I'm managing without this feature, but additional customization would be helpful in applying the application to my specific business practice.

Overall: I am not an attorney. However, my business practice is similar to that of an attorney as a patient advocate. After attempting to organize my client files and billing with the use of MS Office, I began searching online for software solutions. After a lengthy search for consulting and healthcare practice management solutions I thought may work, I turned to searching for law firm software applications and found CosmoLex! Compared to other law firm solutions, CosmoLex is the simplest and most customizable to use.

I have reviewed many products over the years and found CosmoLex to be one of the best.

Oct 24, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I have reviewed many products over the years and found CosmoLex to be one of the best. It is all inclusive, managing client data and accounting with one program streamlines client tracking. It is user friendly with excellent customer service and software support.

Cons: Would like to see it sync with Google Drive and Online Banking.

Overall: I started a new firm and needed an accounting software that could handle trust accounts.

With Cosmolex I was up and running in one day

Oct 19, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The integrated IOLTA accounting (and the fact that CosmoLex already knew what that was and how it worked)

-The integrated Accounting. Although they may not have all the functionality of full fledged accounting software, it looks like they can do everything we need. We'll find out at tax time!

-Ease of use. It is very intuitive. I figured it out without the need for manuals or training, but all of that was readily available.

Cons: - Better payroll integration (more options)

- Better tracking of client balance less any trust funds (we don't apply trust funds to the account until after a case is filed for ethics reasons, but it would be nice to show the client as paid (or what their balance is) before then....I don't want to do the math!)

-More customization! I'm a former software developer and I'd love to write my own reports and further customize invoices.

Overall: We had tried Quickbooks so many times and it was always a square peg/round hole problem. With CosmoLex I was up and running in one day. It just made sense for our practice.

Cosmolex legal practice management software has increased profit margins

Oct 13, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Time and Billing and Accounting

Cons: The dashboard itself is a snapshot and not interactive

Overall: Cosmolex does it all! Using Cosmolex has enabled our small law firm to enter time and billing on the fly, keep track of appointments, stay on task and balance the accounts -- no missed billable opportunities by either attorney or assistant, and it has dramatically increased our profit margins. The accounting features are invaluable, especially for trust accounting, and the dashboard features gives you an up to the minute overall firm snapshot. Customer support is fantastic and they offer on demand training and webinars, which are very helpful!. AND, the best part is it is AFFORDABLE!!!!

Recommendations to other buyers: Try the free trial -- nothing to lose, but everything to gain

Very user friendly

Sep 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4.5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Great customer service and easy to learn the product.

Cons: The design templates for invoices are difficult to adjust.

Recommendations to other buyers: This software was created for lawyers, not accountants. So if you're an accountant working in a law firm, you'll probably not like this.

The tracking of trust balances is a critical aspect of any practice and CosmoLex makes it very easy.

Aug 23, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The tracking of trust balances is a critical aspect of any practice and CosmoLex makes it very easy. I also like the ability to see all of my active files at a glance and being able to associate the items on my task list with a specific matter.

Cons: On the accounting side, I would like to be able to associate a document with a specific accounting entry. For example, when I receive an invoice and enter the payment into CosmoLex I would like to be able to save that invoice within CosmoLex and have it connected to that specific payment transaction. Thus if I ever needed to recall that invoice all I would have to do is access that transaction.

Overall: At my previous firm we used various programs for timekeeping, billing, and accounting. I wanted an all-in-one program to handle everything. CosmoLex was the only option that met my needs.

CosmoLex is a far more robust platform than the other products I trialed.

Aug 08, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: CosmoLex is a far more robust platform than the other products I trialed. From conflict checking to trust accounting, CosmoLex offers a quality product, with features required by a large firm, at a price point that's affordable to a solo practitioner trying to effectively manage overhead costs.

Overall: My previous practice management system wasn't bad, it was simply too limited. With the importance placed on trust accounting, it's a must-have feature for a practice management system. If for no other reason, a change was required.

I want to start out on the right foot with client management and accounting.

Aug 01, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that it has client management and accounting all in one. I like that these features cater to attorneys.

Overall: I am beginning my own law practice and I want to start out on the right foot with client management and accounting.

Excellent Law Practice Management App

Aug 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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!

Overall: 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.

Really like the IOLTA accounting aspect.

Aug 01, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like all practice tools in one place. I like being able to access these tools no matter where I am.

Overall: Really like the IOLTA accounting aspect. I initially thought I would simply use the cloud version for IOLTA management, but I now would like to have all members of the firm (assistants and attorneys) use it so we aren't dealing with several different programs for billing, calendaring etc. My concern was that there seemed to be certain "bugs" or features missing. I dealt with Chantel Gordon on phone and was very impressed with the help she provided. She's a good communicator. She naturally repeated my concerns back to me which showed she listened to what I said and understood it. Whether my suggestions can be implemented is another issue, but that's not my point. Chantel is good. Thanks.

Cosmolex Review

Jul 17, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, the simplicity of timecards, layout/design, price, functionality across multiple practice areas, ethical compliance considerations, cyber security protection, and mobility.

Cons: Lack of knowledge by customer support, inability of 24/7 customer support access, inadequate and burdensome contact importing process, access to library of forms and templates with incorporated merge fields, failure of bank integration for purposes of deposits, no app available, not synced with lexicata or another CRM service, doc mgmt could use some navigational ease of use improvement, no place for employees to insert their time for purposes of payroll, no spell checker, inability to make a matter designated as anything other than inactive or active (nice if had more options, such as closed cases, prospective lead, consultation only, referred out), migration of emails into cosmolex, lack of automatic matching of emails to correct corresponding client file (doesn't exist retroactive to joining Cosmolex at all, and once joined, the automatic email matching is rare but is much more usually manual entry, automatic base fee for commonly used tasks and expenses that would automatically be applied to each type of case's invoice for example, fax $2.50, copy cost 30 cents per page, courier fee $5.00, postage cost of $10.00, generate and open file $15, $10 document retention fee, and legal research $20.00, additional permissions for each user based on more than is listed under "role," label generator, sync with efax and adobe sign and google for work, ability to mark certain case documents as confidential and/or only for internal viewing purposes.

Overall: I became a Cosmolex customer after being a customer of another practice management system and a customer of a widely known accounting software. My law practice incorporates general practice areas ranging from real estate/title agency, personal injury, litigation, family law, to probate and estate planning. With a variety of practice areas such as my firm, the challenges of practice management are complex because each area of the law has its own set of individual policies and procedures. The program I was using didn't capture my time spent on cases, nor created a detailed bill for my clients' review that completely captured all of the work my staff and I performed on their case. Cosmolex produces an invoice for the client that justifies my legal fee, which is essential to client satisfaction, and critical for ethical compliance purposes for cases that are accepted on a retainer or hourly basis. Not only do I earn more money because I'm able to quickly track time and expenses, but I also deliver a better product. Less time is spent telling my client what I did on their case but instead, allows me to focus on the particular legal matter the client hired me to solve. Further, the biggest hurdle to launching a successful law firm (I've only had my own law firm for seven months), is bookkeeping, and I have an in-house, nearly full-time bookkeeper which is also an accountant and is even qualified as an expert in a common accounting software system. However, with all of that knowledge and expertise, so much of my time was spent on accounting, and now it's spent on practicing law and a deeper concentration on my cases. This was not and could not have been possible with other accounting software systems on the market. Trust me, I tried them, and they only created problems. The other systems in the market (even those that are tailored for law firms) simply make the law firm work for the system, and not the system work for the law firm. Cosmolex is comprehensive. It takes care of the daily task delegation, case progress, and time tracking, accounting, employee performance, and reports. My experience has been an eye-opening one. My experience is mostly a relief because without Cosmolex I would still be living in the dark-ages of unproductivity and frustration.

Recommendations to other buyers: I can make this system better. But, it is already well beyond its counterparts and is arguably the next big leader in legal tech practice management. It will give me the ability as a lawyer to practice law remotely and live a more enjoyable life meanwhile providing a quality work product and solid results for my clients.

Vendor Response

by CosmoLex on July 28, 2016

Hi Ana, Thank you for taking the time to detail your thoughts, it is constructive feedback like yours which keeps us grounded. You run a multi-dimensional practice and are a tech enthusiastic, full of ideas. While we currently do not offer 24/7 live customer support as you stated, this is planned for the near future. We also agree that data migration from one system to another can often be very cumbersome. Though we have automated this process quite a bit since you became a customer, we understand that this can be perceived as a major hurdle for some firms, which is why we work hard every day to improve this process. Lastly, we value your comment that "[CosmoLex] is already well beyond its counterparts and is arguably the next big leader in legal tech practice management". We can assure you that we will be relentless in our pursuit of simplifying the practice of law! Erica Birstler, Manager, Client Services Dept.

My threshold issue regarding implementation is document management?

Jul 12, 2016
4/5
Overall
4 / 5
Ease of Use
3.5 / 5
Features & Functionality
4 / 5
Customer Support
4.5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: I will not have use PClaw anymore and its exorbitantly expensive subscription pricing scheme.

Cons: One cannot search documents or folders. If this feature were implemented I would convert to Cosmolex immeditately.

Recommendations to other buyers: I recommend anyone considering this product email to customer support that documents and folder searching features be implemented as soon as possible.

Integration with an accounting package was the primary reason I switched to CosmoLex.

Jul 12, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Likely

Pros: Integration with an accounting package was the primary reason I switched to CosmoLex. I didn't want to loose any features I had before, but the accounting integration was the main reason for the switch.

Cons: I would like to see the contact/client/matter system updated. Nearly all of my clients are entities, not individuals, and I would love to see the system organized that way with clients having multiple individual contacts associated with them. The current system is not bad, but seems to have been created for a practice representing primarily individual clients rather than corporate clients.

Overall: I was using Bill4Time and Quickbooks, and just didn't like having to maintain two separate systems...

Billing is great! Case management, not so much.

Jul 07, 2016
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

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.

Overall: 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.

Recommendations to other buyers: I've used Amicus in the past for personal injury cases and a program called Case Advantage for workers' compensation cases. In Amicus I couldn't search the notes without cut and pasting them into a Word document, but I found the contacts so much easier to manipulate and enter, especially in cases where there are many players. I often need a list of medical providers and Cosmolex doesn't make that listing very easy to create. We will definitely be keeping Cosmolex for its awesome accounting, but I'm working on convincing my law partner to invest in another software for case management.

Vendor Response

by CosmoLex on July 11, 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.

I wanted a single product for practice management and accounting needs, including IOLTA accounting.

Jun 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I recently opened my own solo practice, and after I signed my first two clients it became clear that a collection of spreadsheets would not cut it for my accounting needs. I wanted a single product for practice management and accounting needs, including IOLTA accounting. Quickbooks is accounting only, and is a poor choice for IOLTA needs. Other practice management products bragged about Quickbooks integration, meaning I would need two products. John Ahern and David S. did a great job guiding me through my free trial.

CosmoLex had the built in accounting program that other programs didn't

May 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I started my own practice and desperately needed an accounting software I could manage as well as a practical and efficient timekeeping system. Cosmolex had the built in accounting program that other programs didn't. All other programs required the integration of Quickbooks which seems inefficient.

CosmoLex was the easiest and most intuitive

May 11, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I was starting a new practice and was looking for something that would handle timekeeping and billing as well as accounting. CosmoLex was one of the few products that had integrated accounting. I tried the free trial of several products and CosmoLex was the easiest and most intuitive.

No other solution fit our needs quite like CosmoLex.

Apr 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: As a small new firm, we needed a solution that would allow us to track our client matters, be careful of any conflicts, and manage our basic accounting needs. No other solution fit our needs quite like CosmoLex. We reviewed many packages, and ultimately, we chose CosmoLex because of its powerful integrated accounting system and overall client workflow. Everything is situated in a manner that is practical and makes sense; we found the learning curve to be very low.

I am simply impressed with how many changes and improvements have been made to this program

Apr 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I am simply impressed with how many changes and improvements have been made to this program while I was considering if I would switch to this practice management system. Accounting is part of CosmoLex including Trust Accounting. Before I used a separate accounting program and things were not transferring properly. I felt like the prior practice management system was no longer working for me.

CosmoLex combines case management and accounting in one platform...

Apr 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: CosmoLex combines case management and accounting in one platform. We are a new firm and wanted to ensure that we chose a long-time partner for our case management and accounting needs.

Cosmolex was the best cost effective solution, giving me a complete package of tools...

Apr 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I needed to simplify the practice management operations in order to dedicate more time to actually doing the legal work. Also, being a Solo lawyer I needed a complete package that offered me a solution to all aspects of firm management (cases, accounting, invoicing, calendar, etc.). After trying more than 5 of the other solutions, Cosmolex was the best cost effective solution, giving me a complete package of tools for all aspects of my firm. Also, the user friendly platform and intuitive use was a big plus.

CosmoLex does all of it for me, and it's really quite affordable

Apr 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been doing independent contractor work while I'm waiting to get bar results and get licensed. I needed an affordable management software that could grow with me (I plan to open a solo firm post-licensure). I have a business background and I didn't want to have to do a lot of double entry for accounting/billing, and I didn't want to have to learn another method of accounting - trust accounting. CosmoLex does all of it for me, and it's really quite affordable, even for someone who isn't working full time!

I liked the full integration of client management, accounting, and timekeeping, credit card processing, and even legal research. I also liked the interface, and how frequently it is updated. The team over there at CosmoLex seems to be constantly adding new features, so I can be sure that the software will always be cutting edge.

I loved the way Jon continually checked in with me during our trial to see how things were going...

Apr 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: My boss Ross C. "Rocky" Anderson was starting up his own business under the umbrella of Lewis Hansen law firm and we needed a program to help with client billing, bookkeeping and many other additional items. For one, the ease of having all of our needs met and compiled in one program; and two, the multiple options CosmoLex gives you regarding client matters, invoices, accounting, reports and how easy it is to update and/or change your information as needed; whether it be clients, invoice formats or banking information. The cost is very reasonable as well.

One more thing, I loved the way Jon continually checked in with me during our free trial to see how things were going and if we needed any assistance. (And he just checked in with me again even though my 30 day trial was over.) 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.

I liked the streamlined interface, the speed, and the integrated accounting.

Apr 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Prior to signing up for CosmoLex, I was a Clio user. I found their interface to be slow and confusing. I did not like the complexity of the invoicing process and often found myself skipping a lot of the necessary steps to maintain accurate accounting records. Additionally, I found timekeeping and other billing tools to be redundant which led to me spending too much time on the software rather than actually doing the work.

I liked the streamlined interface, the speed, and the integrated accounting. My practice is small and I know nothing about accounting. With CosmoLex I am able to do my own accounting because it is so simple and the interface is efficient.

Trust accounting management and reconciliation are VERY important to this law firm

Mar 04, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: We were a longtime Timeslips users (since 1998) for our billings, and our software is now outdated and will not run on new technology. To enter time, I physically had to switch desks and computers in mid-stream. This means a lot of unbilled time is not recorded and lost. I attended a free Webinar relating to using QuickBooks (which we use) for law office accounting, and then signed up for the 30 day free trial of CosmoLex to see the differences for myself. Trust accounting management and reconciliation are VERY important to this law firm and CosmoLex blows QuickBooks out of the water in that respect.

Mixed. Good and frustrating

Feb 04, 2016
2/5
Overall
2.5 / 5
Ease of Use
2.5 / 5
Features & Functionality
1 / 5
Customer Support
Likelihood to Recommend: 4.0/10 Not
Likely
Extremely
Likely

Pros: Trust Accounting and invoice are nice. I like time keeper.

Cons: Calendar and dropbox sync have several bugs that don't seem to be getting resolved. Too many steps. Search names and matters is not as easy as Rocket Matter.

Recommendations to other buyers: I was very happy with Rocket Matter. However, the billing, trust accounting and invoicing were very frustrating and clients did not like billing. Cosmolex is much better that RM in these areas. However, Cosmolex has major bugs that are frustrating in calendar and dropbox sync. I cannot trust calendar in Cosmolex and support is not very helpful. I would stay with RM if they could have Cosmolex trust, invoicing and billing. I would wait six months and see which app resolves these issues before I would commit.

The accounting options are really what made me switch

Feb 03, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I was looking for a way to consolidate all areas of practice management within one program. In addition, I was looking for an accounting program to manage trust accounts. The accounting options are really what made me switch.

CosmoLex is designed for smaller or solo firms

Jan 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We needed software to help streamline our timekeeping and billing, as well as the option of entering/viewing information remotely. CosmoLex is designed for smaller or solo firms, and while the software seems sophisticated, it's not overly complicated. Very user friendly.

I wanted a practice management software that would serve all of my firm needs

Jan 14, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I wanted a practice management software that would serve all of my firm needs, including business and trust accounting. CosmoLex is the only practice management software that I could find that serves all of my firm needs.

CosmoLex is cloud-based, reasonably priced, and includes full accounting software

Jan 14, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I was starting my own practice and wanted to be as mobile as possible. I wanted to also find something that is cost-effective and full service to keep my overhead low. CosmoLex is cloud-based, reasonably priced, and includes full accounting software.

I chose CosmoLex for the user friendly dashboard, the prompt response from the CosmoLex team

Dec 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our old software was just too much for our small practice. We desired a more streamlined software that was cloud based. I chose CosmoLex for the user friendly dashboard, the prompt response from the CosmoLex team regarding questions and the availability of the staff.

CosmoLex's support and customer service is outstanding!!

Dec 16, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: CosmoLex's support and customer service is outstanding!! The webinars and videos online are very informative as well. When it comes to the software, I love the dashboard, how intuitive time entries are and especially the ease of use with the Trust Accounting functions.

I needed a product that helped me stay focused on the practice's bottom line

Sep 20, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I needed my accounting and practice management software in one program. I also needed a product that helped me stay focused on the practice's bottom line. The dashboard is one of my favorite features. I know it will increase our profits simply by keeping expenses from falling through the cracks. I also love Cosmolex's great customer service team

Unlimited Friendly Support!

Sep 20, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I needed an all inclusive practice management software that was Mac friendly as I was opening my own private practice. I selected CosmoLex over other competing products because it is Cloud accessible anywhere from multiple devices, no contract, free training, unlimited storage, and unlimited friendly support.

CosmoLex had high ratings and more user feedback than the other alternatives.

Aug 18, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I did a lot of research on the internet before choosing CosmoLex. CosmoLex had high ratings and more user feedback than the other alternatives. I used the 30 day free trial and was impressed with the customer service and the ability to answer questions that I had. The program is very user friendly and I did not encounter any problems during my free trial. I signed up and now use CosmoLex for my practice.

This product is exactly what I was looking for and the cost is unbelievably affordable

Aug 18, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have a solo practice with limited resources to purchase all-in-one accounting and law firm management software. This product is exactly what I was looking for and the cost is unbelievably affordable.I wanted all of my accounting (not just trust accounting) and law firm management software in one place. It keeps everything straight without having to reconcile back and forth between programs.

I selected CosmoLex over competing products because of price and the web based technology

Aug 18, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: I opened a new bank account and I wanted all of my billing and practice management to be handled with one program. I selected CosmoLex over competing products because of price and the web based technology. I found being able to bill time on the go using the CosmoLex App appealing.

Easy to Use

Aug 18, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: CosmoLex offers everything we needed in our practice, plus its simple and easy to use and navigate.

I needed a one stop solution for my practice management.

Aug 18, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The combination of software I had to use to get not even all the features Cosmolex offers was becoming cumbersome. I needed a one stop solution for my practice management...Price was good. Interface seemed intuitive. Offered trust accounting, and detailed reporting. I like the dashboard ¿ seeing how much revenue I'm generating is a motivator. Kind of gamifies practice management.

They are 100% committed to have the best product on market. I believe they have successfully achieve

Jul 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I started at a firm in November and was told the state auditor did not like how their current Accounting software Peachtree tracked client funds. They were looking for a running balance on each client and Peachtree does not do that through jobs. Nor will Quickbooks appropriately. One night while I was racking my brain as to how to solve this issue. I thought there has to be accounting software for law firms. So my web search began. I was looking for an all in one software that would not only track client funds but also take care of the business end of accounting. I found thousands of software that were more for case management. As I continued my search I came across CosmoLex and one other that could meet the need I was looking for. I called and spoke with Teresa who was very informative and patient with all my questions. I also was impressed by the fact Rick took the time to really see what I needed and explained how CosmoLex was going to evolve to be a perfect fit for me. I love the constant feedback CosmoLex is looking for from their users and their willingness to constantly tweak the software to continue to suit the needs of their clients. They are 100% committed to have the best product on market. I believe they have successfully achieved this!!

After years of searching, I have found the tool that has taken my company to the next level.

Jul 01, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: After years of searching, I have found the tool that has taken my company to the next level. That Tool is Cosmolex. This Streamline program has not only saved my company thousands of dollars in the first few months of use, but it has also driven by profits rapidly with ease. Cosmolex has given me a peace of mind and the ability to work on the go with ease. With a world class product, and dedicated, impeccable, and expedient customer service Cosmolex is now one of the Associates in Felder & Associates Investigations.
As the owner of Felder & Associates Investigations I would like to personally and publicly thank the following staff members of Cosmolex.
Teresa Kolbinskie has been a great leading support in my interactions with Cosmolex. In the beginning I was skeptical about moving to a cloud base product for my company but after several phone call full of questions from me and my staff and no knowledge of this or any other program except Microsoft Word and Quickbooks Pro, I was set in my ways, not to move forward. During the trial period of Cosmolex, Teresa has been not only well versed and educated about the program but very patient, responsive, and courteous to me and my staff. I tried hundreds of programs for my private investigation firm and not one company has decided to integrate their product to fit and work with my company. Although many companies have customer service Reps. hands down Teresa Kolbinskie, Fonda Harris and Terrance Morgan are impeccable, hardworking, and dedicated when it comes to the growth, success and peace of mind of small companies like mine.

This type of customer service is unparalleled in the legal accounting world!

Jun 14, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I found CosmoLex after I was frustrated with other legal billing and accounting products. When I contacted the live chat, Teresa Kolbinskie immediately answered all of my questions, first on chat and then over the phone. 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. The numerous ways to get your questions answered - videos, chat, forums is perfect. This type of customer service is unparalleled in the legal accounting world!

I am very happy with my choice of CosmoLex and know that the customer support has made a huge difference to my decision.

I was instantly sold on its ability to expand my firm's income growth potential.

May 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: At first I was very skeptical about billing software in general. After trying the free trial, I was instantly sold on its ability to expand my firm's income growth potential. Cosmolex is very user friendly, the staff are extremely professional and courteous, and the software is very beneficial to the legal profession. I highly recommend that legal professionals invest in this product in order to maximize their money making potential.

Excited about CosmoLex!

May 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Just joined CosmoLex in the last few weeks. So far it has been easy to use and I am very excited to use the full accounting suite when it comes available! Will keep you posted on specific benefits as I get to use it more often.

Thank You CosmoLex!

May 08, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It's not hard to find a solution, but finding the right solution... now that's another story.
I was impressed in how intuitive CosmoLex is in relation to what I needed to manage our trust account. I'd already worked through 2 other options before finding CosmoLex and each of them had significantly obvious shortcomings. CosmoLex on the other hand, had all of the features that I was looking for and then some. Thank you CosmoLex!

CosmoLex has made it super easy to maintain my trust accounts, balance my books & monitor cash flow

Apr 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Leaving a larger firm to open up a solo practice, I was terrified of one thing: bookkeeping. The idea of having to manage trust and operating accounts on my own after years of having a bookkeeper on staff was overwhelming. CosmoLex has made it super easy to maintain my trust accounts, balance my books and monitor cash flow. The customer service has been spectacular. I would not hesitate to recommend CosmoLex to anyone opening a firm or looking to switch billing software.

It is clear that CosmoLex cares about the product

Apr 22, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I love the automatic retainer replenishment calculation. I also have been very pleased with the training, onboarding and exceptional customer service. It is clear that CosmoLex cares about the product and has a true ambition to continue to improve the features.

Gold Standard Tech Support

Apr 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We use CosmoLex for both our closings and our trust account. What we really love is their tech support, it is gold standard. They have always walked us through and had our issue resolved within minutes, which in our business is crucial.

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

Mar 24, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Recommendations to other buyers: Spend a few dollars and invest in this product - and you'll see how the time you save will be worth it.

I don't know how others attorney practice without it!

Mar 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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!

CosmoLex

Mar 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Cosmolex has streamlined our daily time slips and accounts receivable procedure. The reports also help us track productivity. Cosmolex support is amazing. No 40 minute hold time like other billing software companies. Cosmolex has also helped us reduce the human resources required to post, invoice and track client payments. Highly recommend this product to any law firm.

Excellent and Reliable

Feb 20, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It simplifies New Jersey lawyer's trust accounting, and gives me the assurance that I am recording trust transactions accurately and producing reconciliations in accordance with applicable court rules.

Cons: I have not found anything to dislike about this application.

Recommendations to other buyers: Cosmolex is expanding its capabilities rapidly beyond just a trust accounting application, and becoming a full-featured small law firm management program. It's "bang for the buck" will continue to increase.

CosmoLex makes billing easier

Feb 20, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: CosmoLex is much easier to use than the billing program I used previously. I love the video tutorials, and the support team is amazing.