---
title: "CosmoLex Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is CosmoLex the right Law Practice Management solution for you? Explore 349 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/18931/CosmoLex/reviews/"
page_type: "reviews"
language: "en"
publication_date: "2026-11-04"
---

CosmoLex

4.6 (351)

[View alternatives](https://www.capterra.com/p/18931/CosmoLex/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated November 4th, 2026

# Reviews of CosmoLex

Ease of use

4.5

Customer Service

4.7

## Pros and Cons in Reviews

FD

Félix D

DesignerAutomotive, 10,001+ employeesUsed the software for: 6-12 months.

“The automation features are useful for recurring processes, and the platform offers a good level of security for sensitive client data.“

August 31, 2026

DK

DAN K

Owner and Managing AttorneyLaw Practice, Self-employedUsed the software for: More than 2 years.

“I keep getting emails from employees, telling me I'm not using their billing services that they keep charging me for - which I am not, because of what I wrote above - AND ASKING THEM TO CANCEL my services and issue me a refund and guess what?“

January 24, 2025

FD

Félix D

DesignerAutomotive, 10,001+ employeesUsed the software for: 6-12 months.

“It improves invoicing and reconciliation processes while reducing the need for separate accounting software.“

August 31, 2026

AL

Alex L

Law clerkLegal Services, 2 - 10 employeesUsed the software for: More than 2 years.

“Some sections are hard to find what it is your looking for.“

September 8, 2026

FD

Félix D

DesignerAutomotive, 10,001+ employeesUsed the software for: 6-12 months.

“What I liked most was having invoicing, accounting, bank reconciliation, and practice management in one place.“

August 31, 2026

KK

Kathleen K

CFOLaw Practice, 2 - 10 employeesUsed the software for: Less than 6 months.

“it is 2:39 am, I am tired and extremely frustrated and annoyed at how much time I spent trying to find features that in the end, do not exist.“

April 30, 2026

AL

Alex L

Law clerkLegal Services, 2 - 10 employeesUsed the software for: More than 2 years.

“It is helpful to have the help features to easily find a solution to any problem you may come across“

September 8, 2026

DK

DAN K

Owner and Managing AttorneyLaw Practice, Self-employedUsed the software for: More than 2 years.

“This must be a FTC violation..... but, I've written probably 20 different emails to Cosmolex employees trying to cancel these services for more than a year, maybe more than 2, and I'm still getting billed for it!“

January 24, 2025

## Showing most helpful reviews

Showing 1-25 of 351 available reviews

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류건 김.  
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### "CosmoLex Streamlines Legal Accounting, Trust Compliance, and Matter Management"

November 2, 2026

4.1

CosmoLex effectively solves the biggest headache in law firm management: the painful disconnection between daily case work and legal accounting. Traditionally, firms had to juggle separate programs for time tracking, billing, and strict trust accounting, which often led to costly human errors and compliance risks. By integrating everything into a single cloud platform, CosmoLex completely eliminates double-entry and reconciliation nightmares. For me, this brings immense peace of mind and saves countless hours each week, allowing me to focus entirely on client cases and billable hours rather than getting bogged down by administrative paperwork.

Pros

CosmoLex has been a real game-changer for our legal practice management. What truly sets it apart is how smoothly it brings comprehensive legal accounting, trust accounting, and matter management together under one secure cloud-based system. By removing the need for separate bookkeeping software, it makes day-to-day billing, time tracking, and bank reconciliations much more straightforward. Overall, it saves our firm a tremendous amount of time while helping us maintain strict compliance, and it has become an indispensable tool for a modern law practice.

Cons

That said, CosmoLex isn’t without drawbacks. One of the biggest hurdles is the steep learning curve: the initial setup and configuration—especially for legal trust accounting—can feel pretty overwhelming for new users. On top of that, customer support response times during peak hours can be frustratingly slow, particularly when you need urgent technical help or billing assistance. And while the platform is extremely powerful once you get the hang of it, the pricing is on the higher side compared with some simpler competitors, which could strain the budget for smaller law firms or solo practitioners.

Review Source

R

Reviewer  
Law clerk  
Used the software for: 3-5 years

### "Fantastic service "

September 9, 2026

5.0

Very happy. Customer service is great, they are helpful with any questions and offer tutorials/webinars

Pros

Ease of use. It is helpful to have the help features to easily find a solution to any problem you may come across

Cons

Next Gen doesn't look as clean as the original. Some sections are hard to find what it is your looking for.

Review Source

R

Reviewer  
Legal assistant  
Used the software for: Less than 1 year

### "Comprehensive Legal Accounting, Secure Invoicing, and Excellent Automation"

September 2, 2026

5.0

My overall experience with CosmoLex has been fantastic. It streamlines invoicing and legal accounting while maintaining top-notch security and process automation. Having billing, bank reconciliation, and document management under one roof saves considerable time, and the reliable customer support makes it well worth the investment for any modern practice.

Pros

CosmoLex delivers incredible value for money by combining practice management, legal accounting, and invoicing into one secure cloud platform. The built-in bank reconciliation and process automation features make tracking trust accounts and automating client billing effortless. Additionally, their customer support team is always prompt, knowledgeable, and ready to assist whenever questions arise.

Cons

The built-in accounting system has a slight learning curve if you are used to traditional general software, and initial setup for bank reconciliation rules requires careful attention to detail. However, once configured, it runs smoothly without major issues.

Review Source

R

Reviewer  
Designer  
Used the software for: Less than 1 year

### "Powerful All-in-One Platform with a Learning Curve"

September 1, 2026

4.0

My overall experience has been positive. CosmoLex offers strong financial management tools specifically designed for legal practices. It improves invoicing and reconciliation processes while reducing the need for separate accounting software. Customer support is generally helpful, although more immediate assistance would improve the experience.

Pros

What I liked most was having invoicing, accounting, bank reconciliation, and practice management in one place. It saves time, reduces duplicate data entry, and makes financial information easier to track. The automation features are useful for recurring processes, and the platform offers a good level of security for sensitive client data.

Cons

CosmoLex can feel overwhelming at first because it includes many features and settings. The user experience could be more intuitive in certain areas, and some reports or accounting processes may require additional training. The subscription cost may also be high for very small firms that do not use the full range of features.

Review Source

Michael W.  
HIPAA Privacy Officer  
Used the software for: Less than 1 year

### "Streamline Caseloads "

August 23, 2026

3.0

This tool can be used to help with legal practices for small to medium sized firms to managed cases. If you have a large enough budget, some of the other features in the tool can be useful.

Pros

Legal was looking to streamline caseloads from its previous systems. This tool was evaluated to see if large amounts of data could be transferred while encypted.

Cons

This tool does not detail the billing queries as I thought would happen. The reports are only showing main folders and not details.

Review Source

MR

Meenu R.  
PTM  
Used the software for: I used a free trial

### "Cosmolex is beat"

August 22, 2026

5.0

My overall experience is great with it.it’s invoicing facility is great accounting and bank reconciliation is also impressive.

Pros

Cosmolox is great with its security features.it gives you good value of money.it give you great customer support.

Cons

I don’t find anything that I don’t like about it.i like everything about complex.it have all the great features.

Review Source

Gary A W.  
Founder CEO  
Used the software for: Less than 1 year

### "Love the user face "

August 19, 2026

4.0

Pros

The trust accounting module is exceptional. Built-in three-way reconciliation and strict compliance features give peace of mind that IOLTA/trust accounts are handled correctly, preventing costly accounting errors while streamlining monthly reporting.

Cons

The user interface can feel somewhat cluttered and dated compared to newer, cloud-first competitors like Clio or MyCase. Navigating between matter management, complex billing, and full general ledger accounting often requires clicking through several layers of sub-menus.

Review Source

Kelly D.  
Lawyer  
Used the software for: 3-5 years

### "Complete Practice Management Solution"

August 15, 2026

5.0

Cosmolex has been a game-changer for my firm. It has made us more efficient, kept us organized and on-task, and has greatly assisted with accounting and record-keeping.

Pros

Cosmolex is a one-stop, complete practice management program for law practice. It handles file and task management, billing, and accounting. Monthly bank reconciliations and client invoicing are a breeze. There is an option for an integrated payment service to accept credit card payments. Customer support is excellent, and I don't feel like I need to be a tech wizard or an accountant to use the program. I can stick to what my job is - lawyering. I feel like Cosmolex provides good value for money.

Cons

There is not much to dislike. Occasionally, it goes down but this is infrequent and limited to perhaps twice a year or so for a few hours at a time.

Review Source

R

Reviewer  
Administrator  
Used the software for: Less than 1 year

### "All-in-one legal management software"

August 14, 2026

5.0

Overall, CosmoLex is a solid and reliable solution for law firms. It simplifies daily billing and trust accounting once you get used to the system

Pros

Having legal practice management, time tracking, and built-in accounting in a single platform saves a lot of time. It eliminates the need for separate third-party accounting tools.

Cons

The interface feels a bit dated, and the initial setup for trust accounting requires a slight learning curve.

Review Source

R

Reviewer  
CFO  
Used the software for: Less than 1 year

### "Not what I expected and wasted a lot of time for nothing"

May 6, 2026

1.0

it is 2:39 am, I am tired and extremely frustrated and annoyed at how much time I spent trying to find features that in the end, do not exist. Trying to put in hard expenses, ridiculous! Could not get anything I tried to populate. No way to sync bank accounts or to upload data, the options for expense items is far too limited. Maybe they are set for Canada, but we use more specific expense categories, such as subpoenas, and process servers, and not just private investigators, but in house investigation, and more. The user must be able to add categories of expenses.

Pros

Appeared to be intuitive at first, but then a bombshell, actually many bomb shells in trying to use the application. I am not sure I liked anything about it.

Cons

I bought this product and was immediately put into NextGen and the banking features I need for IOLTA trust accounting are not available. How can this be? I did not knowingly choose to purchase what appears to be a beta version of your software. You need either the banking features enabled in NextGen or my account reverted to Classic, or refunded the annual fee I paid tonight. This is blocking critical trust account setup for our law firm.

Review Source

Trish T.

Owner

5.0

October 29, 2026

AI summary based on a full review

CosmoLex helps improve productivity and financial oversight for law firms by offering a comprehensive solution for managing essential operations. The reviewer did not identify any significant drawbacks during their experience.

Log in to unlock the full review, detailed ratings, and pros & cons

R

Reviewer  
Senior Law Clerk and Office Manager  
Used the software for: 3-5 years

### "Practice Management and Accounting in One"

March 26, 2020

5.0

One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house. We went through 3 bookkeeping firms in 2 years and spent huge sums of money for our accountants to undo the mess they made. Our first year end with Cosmolex and in-house bookkeeping was a little rough but that was mostly cleaning up past mistakes.

Pros

The product is generally pretty simple to use. Sometimes you will encounter a quirk that makes you wonder "why did they do it like this?" but once you understand the logic behind it you pick up quickly. The software is updated quite regularly.

Cons

They were purchased by Tabs3 about a year ago and the fact that they are not independent is a little concerning.

Review Source

R

Reviewer  
Office Manager/Bookkeeper  
Used the software for: Less than 1 year

### "Great All in One Solution"

November 9, 2022

5.0

Both lawyers & support staff are very satisfied with the switch to CosmoLex.

Pros

Onboarding/migration process was quite smooth; great team to work with.Easy to use all aspects of firm and trust accounting, quarterly reporting, Love the integration with Microsoft 365; getting closer to becoming 'paperless'.Can't wait to get the client portal in full use.The Live Support portal is the best I've ever used. They usually have the answer but if not the matter is immediately escalated and responded to.

Cons

A bit of a learning curve moving from previous software. Don't switch during a busy period.Would like to see a client ledger which incorporates both trust and general expense entries on single page.

Review Source

R

Reviewer  
Lawyer  
Used the software for: 1-3 years

### "Software with potential but execution too often poor"

September 29, 2025

3.0

Sometimes good, often quite frustrating. Customer service can feel like they are more interested in "closing the ticket" than solving your problem.

Pros

Integration with accounting - this is why I have stuck with Cosmolex. Invoicing used to be good but has gotten more difficult with recent updates.

Cons

Clumsy, unintuitive interface that got worse with recent update. Worse than Clio except re. accounting. Many bugs that make day to day use very annoying.

Review Source

R

Reviewer  
Prinicipal Counsel  
Used the software for: Less than 1 year

### "Overall, I enjoy using Cosmolex."

December 15, 2022

5.0

Superb. I definitely have and will continue to recommend cosmolex to my colleagues.

Pros

On a lighter note, aside from the very important features. I like the soft display interface. It is easy on the eyes, the monthly graph and pie chart is very great for keeping track of income.

Cons

Accounting, but that was an issue with my personal knowledge rather than the software itself. Cosmolex care assisted.

Review Source

R

Reviewer  
Owner and Managing Attorney  
Used the software for: 3-5 years

### "READ THIS FIRST! HORRIBLE EXPERIENCES!"

January 27, 2025

1.0

Horrendous. I keep getting emails from employees, telling me I'm not using their billing services that they keep charging me for - which I am not, because of what I wrote above - AND ASKING THEM TO CANCEL my services and issue me a refund and guess what? I've received nothing except, they still gladly fail to respond and a different employee emails me the following month and they keep charging me for it! What's worse?

Cons

The merchant services billing system doesn't work as well as LawPay. The CRM I also pay for doesn't work. The credit card services option takes longer than my current provider to get the money deposited into my bank account! Want to know what's even worse? This must be a FTC violation.....but, I've written probably 20 different emails to Cosmolex employees trying to cancel these services for more than a year, maybe more than 2, and I'm still getting billed for it! Absolutely ridiculous! It also takes a forever to open a new file - way too many web-clicks, loading, ancillary pages to fill out it is my least favorite things to do, period!

Review Source

R

Reviewer  
Attorney  
Used the software for: 1-3 years

### "Liars-Go Elsewhere"

December 17, 2024

2.0

Frustrating. The salesman told us that clients could upload documents into a client portal. NOPE! Not a live function yet. We paid to have assistance with moving from prior system. WASTE of money. We did all the work, and what they did for us had to be redone.

Pros

The OLD version. NextGen is not ready to be deployed. It is very glitchy. ONE example, timesheets "clear out" already entered data. Known issue for over 6 months. No fix. Makes time entry annoying because you often have to double enter information before it "takes".

Cons

Live Support Chat--HA! Hasn't been available "live" in months. To get assistance, you ask for live support, they email you DAYS later to schedule an appointment. Often, the "trainer" has no idea what you need or how to accomplish the task. One example: we needed to print an invoice for our contingency fee clients to use as evidence in court on our fee petition.

Review Source

R

Reviewer  
Owner/Attorney  
Used the software for: 3-5 years

### "Time to Switch to a New Service "

March 25, 2021

2.0

I regret everyday not simply using Quickbooks and Clio like a lot of other law firms do. We are going to try a demo with a few other products, Abacus and CaseManager, but I really don't think you can go wrong with Quickbooks especially if you want the payroll integrations. We're basically paying twice the price of Clio and other time-management options for accounting software that does not work.

Pros

We liked that it appeared to have a bunch of services wrapped up into one--time-keeping for billing, accounting software similar to Quickbooks with an automatic feed into our accounts, and email archiving/practice management. The time-keeping component works well although you would think it would be easier to do mixed-fee or alternative fee arrangements given that these are the fastest growing in the legal industry.

Cons

The accounting system is a joke. The bank-feed regularly just stops syncing with no notification. We have spent so much time reconciling our books this year as a result of issues that Cosmolex refuses to address claiming its the result of their third-party vendor. We recently needed to transfer a file, and in going to export the emails, we learned that we would need to go into each email, print to PDF, and manually save! When I asked why this wasn't explained in the marketing materials as we would never have used Cosmolex for email storage if we knew that it would require this much work to actually use or access the emails, I was given instructions for how to download the emails from my Outlook account directly. Then why am I paying to use Cosmolex? Lastly, the customer service has been consistently terrible. The chat function used to be helpful--but it appears they outsource it now, and it's no longer a benefit as the users can only refer you to articles. Additionally, we are constantly being told that they will make changes in response to our feedback (and presumably the feedback of others) but the only changes that have been made in the past few years have made the program less helpful. Where were the increased integrations we were promised? Why can't they figure out the syncing with their vendor?

Review Source

R

Reviewer  
Firm Administrator  
Used the software for: Less than 1 year

### "Leaving CosmoLex after 60 frustrating days"

August 18, 2020

1.0

I manage 3 small law firms. One of my firms moved from Prolaw to CosmoLex 60 days ago because management wanted to be 100% cloud-based, which Prolaw is not. Unfortunately, my CosmoLex experience has been really frustrating, to say the least. As background, I have used Prolaw for over 20 years, which performs back and front office tasks (like CosmoLex). At another firm, I have used Clio with QBs for about 7 years with lots of success. At a 3rd firm, I use Bill4Time with QBs with lots of success. I really tried to make CosmoLex work for the last 60 days. As the manager of 3 small law firms, I am a stickler for efficiency and productivity. Making small firms competitive with larger firms is a big part of my job. But unfortunately CosmoLex was a huge step backwards in that goal.

Pros

You ALWAYS get a live person in customer service and they are GREAT! I have spent hours and hours on the phone, chat and email with many people in customer service in the last 60 days. It is really easy to get a live person, which is great! And I have been impressed with every single one of them. But unfortunately their answer is almost always: "I'm so sorry, CosmoLex cannot do that, I will add it to the list of features we could add." I haven't been around long enough to know if suggestions are actually ever incorporated into the software. Truthfully, so many features would have to be added to make this a viable program, I just can't wait to see. There is a robust filter / search mechanism. Literally, those are the only good things.

Cons

Everything else. CosmoLex is a great idea, but the execution completely fails at both the accounting and practice management components. Entering data in the software is ridiculously inefficient - from simple time entries, which you have to choose from pulldown, scrolling menus rather than entering data quickly and tabbing through (there is NO tabbing through any data!), to an accounting system that is set up in inflexible, awkward components that make no accounting sense (not a debit or credit to be found), it just doesn't lend itself to efficiency or intuitiveness like most online billing programs. If you are used to customizable columns (who isn't?); screens in which you can edit, print, manipulate multiple items at one time; check boxes to select all or multiple items; or screens that show you totals like hours billed in a day, week or month, account balances, CosmoLex is gonna drive you crazy. It doesn't allow any of the above. There are so many downfalls, I truthfully don't know where to start. Additionally, we purchased the migration service. Each person I worked with was amazingly knowledgeable and professional, but the actual migration was a disaster. After hours of work on my and CosmoLex's migration team's part, my non-financial data migrated into ComsoLex very unusable. Also, they do not actually migrate financial data. I was hoping to move at least 7 years of accounting, as well as, historical invoices from open matters, but that is not possible.

Review Source

VR

Verified Reviewer  
Managing Partner  
Used the software for: 1-3 years

### "2 Years Wasted"

January 7, 2022

2.0

Cosmolex ended up being a major disappointment. Too many of the supposedly great features turned out to be practically useless. Clients can only upload one document at a time and then only if the name is 64 or less characters. Clients can only download one document at a time. The API is closed so automation is much more difficult and expensive. Email communications cannot be shared through the portal. The platform whereby custom invoices are created/modified is archaic and difficult to use.

Pros

Document Integration with OneDrive and integrated billing

Cons

The most important components of the software were rendered useless due to lack of most obvious features.

Review Source

R

Reviewer  
Owner  
Used the software for: 3-5 years

### "Horrific Software"

July 16, 2024

1.0

Horrific and do not recommend it. The customer service is designed to waste your time. It is about you having enough time to switch to another software.

Pros

The initial sales pitch is great but once they have you, zero customer service and prices keep skyrocketing.

Cons

It is a terrible user experience after years of using it.

Review Source

R

Reviewer  
Attorney at Law  
Used the software for: Less than 1 year

### "Cosmolex Review"

July 23, 2016

4.0

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.

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.

Review Source

R

Reviewer  
Founder & CEO  
Used the software for: 3-5 years

### "This App is Geared More Towards Transactional Law Practices"

July 24, 2018

3.0

Pros

Cosmolex is easy to use and to implement. Initially, Customer Support was great, but now not so much. Customer support is still better than any other legal accounting product I have used from Lexis or Westlaw, even Clio. The company is generally pretty good about responding to its customers inquiries; but, you typically have to wait about 4 to 6 hours or the next day or two for a technical support person to call you back and sometimes they don't. The billing features are great for a small transactional law practice or family law practice, but not so much for a firm that handles heavy amounts of civil litigation for commercial clients, which requires reporting and data feed back. Trust accounting on Cosmolex is fantastic and allows for contingency fees in PI cases. Overall, its ease of use and simple interface is why we continue to use it. Compared to most legal accounting and billing software, training employees is easy and they offer tons of opportunities to attend free webinar classes and are great at assisting you in getting your employees up and running. Altogether, it is not bad if you have other software or services to cover document and case management, but is expensive considering its deficiencies in this area.

Cons

The biggest Con is that there is a clear the lack of usable reports, no way to export client data for analysis and forecasting, third party integrations with Office is a work in progress for 2+ years and Cosmolex should absolutely not be relied on for Case Management in a litigation practice. If you are going to use Cosmolex, I would suggest doing so only for the accounting (w/ trust features) and billing for noncommercial clients. Cosmolex provides linking with your Drobox Account but is very limited when it comes to document management and your space is dependent what you purchase from other third-party companies for storage. We use the client portal for our clients to upload new case documents securely, but that is absolutely those are the only documents “managed” by Cosmolex. Docketing for litigation would be a nightmare if you depended on this software (especially for those that have midsize firms or handle multiple cases for companies). Reporting and data analysis is nonexistent. Cosmolex is absolutely not Microsoft Office friendly and has little to no integration with Microsoft products, despite the way it appears on their website. It will not integrate with on premises Exchange Server 2016, SQL or Power BI so you have to enter everything twice and have other software or services to cover its deficiencies. Calendaring features are worthless unless your firm uses Gmail as your firm email and calendaring system. The calendar may now integrate with 365 but does not have a way to customize jurisdictional presets for counting deadlines like most case management software that integrates with your calendar through Exchange. Altogether, the lack of even usable Excel or .PDF reports is the worst thing about Cosmolex. Report features, including AR ledgers and Invoice listing reports for a client with multiple ongoing cases is worthless. There is also no way to segregate your fees for fee recoverable causes of action, which is required in Texas when you are seeking attorney’s fees from the opposing side. Reports in Cosmolex could not be more unorganized. Trying to pull usable billing data over a period of time longer than one year is virtually impossible unless you want to do it by cutting and pasting from poorly formatted excel spreadsheets, which makes it difficult as hell to analyze client data over a period of time. Overall, all legal accounting software I have seen is terrible, Cosmolex is just less terrible than most. I think we are going to be moving on shortly to something else.

Review Source

R

Reviewer  
Legal Assistant  
Used the software for: Less than 1 year

### "Cosmolex Review"

October 21, 2024

4.0

It was a good experience for a basic legal software to organize your clients's cases. I'd reccomend it as an overall software for a small Law Firm

Pros

The intuitive way to create and organize matters. The billing system. The possibility to tag and link emails from your inbox to a matter.

Cons

The fact that sometimes restart withour reason and that makes you lost the changes of the matter you are working or the emails you are tagging.

Review Source

MD

Michele D.  
attorney  
Used the software for: 3-5 years

### "Overall Review of Product- Our THoughts"

March 26, 2017

4.0

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.

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.

Review Source

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