# Page 2 | CosmoLex Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is CosmoLex the right Legal Document Management solution for you? Explore 341 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/18931/CosmoLex/reviews --- CosmoLex 4.6 (341) [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 March 13th, 2026 # Page 2 - Reviews of CosmoLex ## Showing most helpful reviews Showing 26-50 of 341 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KK Kathleen K. CFO Law Practice Used the software for: Less than 6 months ### "Not what I expected and wasted a lot of time for nothing" April 30, 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. Switched from [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Because they are forcing people to use their on line application and it is terrible for managing IOLTA in their desktop and worse on line. Hated it! Review Source Response from ProfitSolv May 6, 2026 Thank you for taking the time to share this feedback, and we apologize for the frustration (especially at 2:39 AM when you were trying to get your trust accounting set up). That's exactly when our software should be working hardest for you, and it clearly fell short. Would you be willing to reach out directly at customersuccess@cosmolex.com and reference this review? We'll make sure we: Address the IOLTA trust accounting / banking feature question Walk through the expense entry workflow with you, including bank sync, data import, and the limitations you ran into with expense categories (subpoenas, process servers, in-house investigation, etc.). Custom categories and U.S.-specific expense types are valid asks, and we want to capture them properly with our product team. Thank you for the detailed feedback. We'd like the chance to make it right. DH Dmytro H. Director of Operations Legal Services Used the software for: 1-2 years ### "Solid All-in-One Legal Management System with Room for Improvement" October 10, 2025 4.0 Overall, CosmoLex is a good, dependable platform for managing a law firm’s operations and trust accounting. It covers most of the essentials well and keeps things organized, but it could benefit from additional functionality and performance improvements. Still, it remains a strong choice for small and mid-sized firms. Pros CosmoLex provides a solid all-in-one solution for legal accounting and practice management. It keeps billing, trust accounting, and case management in one place, which helps streamline workflows and reduce the need for multiple platforms. Overall, it’s reliable and user-friendly once you get used to it. Cons Some functions are missing or could be improved. There’s no automatic stop for work when a client’s trust balance reaches zero, which would be very useful. The system can also be a bit slow at times. Support is generally helpful, but they haven’t implemented a few feature requests we’ve submitted. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing CosmoLex Our accountant was not happy about it's accounting functions. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) PcLaw didn't meet our needs and the support was subpar. Review Source Response from ProfitSolv April 27, 2026 Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help. GG George G. Lawyer Law Practice Used the software for: 1-2 years ### "Software with potential but execution too often poor" September 26, 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. Switched from [Clio](https://www.capterra.com/p/105428/Clio/) for accounting aspects lsssssssssssssssss Review Source DK DAN K. Owner and Managing Attorney Law Practice Used the software for: 2+ years ### "READ THIS FIRST! HORRIBLE EXPERIENCES!" January 24, 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! Alternatives considered [8am MyCase](https://www.capterra.com/p/115613/MyCase/) Reason for choosing CosmoLex The price, at the time, which is no longer working in my favor due to Cosmolex's ineptitudes. Review Source RH Romesh H. Lawyer Legal Services Used the software for: 2+ years ### "Stay away.... Terrible customer service" June 24, 2025 1.0 Been with Cosmolex since 2017/2018.... While for years I raved about the product, its been going downhill since 2021. All they do is increase prices without generating more value to consumer. Final straw for me was when they locked me out for alleged billing errors, even though from my end they were collecting money from me every month. They refused to address the issue until I paid first. Stay away from them and their unethical practices. Pros used to be good for a whole host of things. One of the few software for both legal practice and financial managemetn. Cons Been with Cosmolex since 2017/2018.... While for years I raved about the product, its been going downhill since 2021 where now all they do is increase prices without generating more value to consumer. Review Source DG Deborah G. Attorney Law Practice Used the software for: 1-2 years ### "Liars-Go Elsewhere" December 7, 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. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) PCLaw stopped printing invoices when client's last name started with N-Z. Review Source JAE Juan Augusto E. Legal Assistant Law Practice Used the software for: 6-12 months ### "Cosmolex Review" October 11, 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 Response from ProfitSolv April 27, 2026 Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help. ME Mohamed E. Owner Legal Services Used the software for: 2+ years ### "Horrific Software" July 10, 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. Reason for choosing CosmoLex Bookkeeper recommended it. Accountant is highly opposed to it after seeing what it does and doesn't do. Switched from [PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/) My bookkeeper advised me to but it is a huge mistake. Review Source AG Ana G. Attorney at Law Legal Services Used the software for: Less than 6 months ### "Cosmolex Review" July 18, 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 Response from ProfitSolv 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. KJ Karin J. Office Manager/Bookkeeper Law Practice Used the software for: 6-12 months ### "Great All in One Solution" November 1, 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. Alternatives considered [LEAP](https://www.capterra.com/p/147413/LEAP/)[uLawPractice](https://www.capterra.com/p/150100/uLaw-Practice/) Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) Was looking for a cost effective, cloud based accounting/document management software.Previous software was glitchy at times and tech support was not immediate. Review Source Response from ProfitSolv April 27, 2026 Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help. PA Pierce A. Founder & CEO Legal Services Used the software for: 2+ years ### "This App is Geared More Towards Transactional Law Practices" July 23, 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 SE Samantha E. Partner/Owner Legal Services Used the software for: 1-2 years ### "Duped by Cosmolex - Only Cost-Efficient if Solo" September 3, 2019 1.0 I initially recommended CosmoLex because even with the lack of integrations, I found it user friendly. And I still would recommend it to solos who know they will never expand because of ease of use. But if you are a solo who aspires to add staff, a larger or growing law firm, or someone who uses an outside accounting firm, I would say to just use Quickbooks. Transferring after a year because CosmoLex decided to jack up the price considerably is such a hassle, and we want to continue to grow without continuing to worry that we'll outgrow CosmoLex's functionality or that the price will continue to unexpectedly go up. Additionally, our accountant struggled with it, and urged the switch to Quickbooks. Pros I actually liked this software for the most part in my first year of use. There were a lot of bugs. For instance, the email linking doesn't actually do anything, you have to manually sort and link emails. This is disappointing because it was basically sold to me as something that you could customize by adding rules like emails from x email address should be sorted to x client. But I otherwise found it fairly easy to use and I liked the functionality of invoicing, etc. Cons I am giving this a poor review for the following reasons: (1) Cosmolex is really only price-efficient if you are a solo attorney. When I added a staff member and tried to add another timekeeper, I was told my price was going to effectively double!! As a result I am now trying to switch programs which is a huge headache, but the added costs made Quickbooks actually cheaper and Quickbooks has way more integrations and a payroll feature. (Plus you can find email archiving for FREE if you are a small business that takes care of that functionality for Cosmolex.) (2) They were not upfront about the pricing issues. I was told that the reason it cost money to add this timekeeper was because my previous timekeeper had been "grandfathered in" and that I should have learned about this pretty drastic change in an "update section." First, why wouldn't I have received this in an email? Changing the price and price structure of a product should require actual notice! Second, when I chatted someone to find this "update" they could not find it or direct me to it. (3) The lack of integrations (and the integrations they are getting) is really problematic. For instance, they now integrate with Net Documents, which is pretty expensive. For a product that must be targeted almost exclusively to solos as a result of the pricing structure, that doesn't make sense. Why not integrate with Box or Dropbox? And to not have a payroll integration or to work with existing payroll companies is difficult. Reason for choosing CosmoLex Price (at the time cheaper than Quickbooks but not now) and we liked the email archiving (which we have since found through another company for free) and the ease of use (still easy to use but the customer service has gone down considerably). Review Source Response from ProfitSolv September 7, 2019 Hi Samantha, We're sorry to hear that your experience with CosmoLex was poor, but we appreciate your feedback. Please let us know if we can be of any help during your transition process. We regret that our support and training teams were unable to show you our long-standing integrations with Box, DropBox, OneDrive, etc. In regard to our pricing, our customer base ranges from solos to 50-lawyer firms. We respect your opinion and will pass your comments for improvements on to our Client Communications department. We wish you the best. TM Tiffany M. Attorney Law Practice Used the software for: 2+ years ### "CosmoLex is a one-stop shop" February 3, 2023 5.0 My overall experience with CosmoLex has been positive. I like that it is one product for Law Practice Management and Accounting with one price for all features. Pros The accounting software in CosmoLex helps me reconcile my trust account, operating account, and credit cards. The accounting software also helps me provide proper reports for tax purposes. CosmoLex makes case management easy and integrates well with Microsoft Office 365. Cons It takes a bit of effort to create document templates and intake forms. The creation of the intake forms has limitations on the amount of characters you may use as a name for a text box. Also, when creating intake forms, certain blocks on the forms will move to different places and have to be manually adjusted to get them to the right place. Reason for choosing CosmoLex I chose CosmoLex over Clio because of the Accounting Software feature in CosmoLex. Review Source Response from ProfitSolv April 27, 2026 Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help. VR Verified Reviewer Managing Partner Legal Services Used the software for: 1-2 years ### "2 Years Wasted" January 5, 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. Reason for choosing CosmoLex The internal accounting Switched from [Time Matters](https://www.capterra.com/p/228265/Time-Matters/) The switch was made to for cloud access, internal accounting, to better serve clients and to facilitate process automation. The only benefit was the cloud access which was stifled by the poor design. Review Source Response from ProfitSolv April 27, 2026 Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help. MW Matthew W. Founder/ Tax Attorney Law Practice Used the software for: 2+ years ### "Great for small firms, not so great if scaling up" October 8, 2020 4.0 We've been using CosmoLex for 2+ years so they haven't scared us away...yet. Pros Client portal is a terrific feature (when working), the ease of time entries is terrific. Very simplistic interface for invoicing and collecting fees. Integration with LawPay is cool. Cons There's lots of bugs and seemingly easy fixes that get overlooked and/or ignored. The portal will shut down unexpectedly and/or clients cannot access multiple matters without additional email addresses. There is no function for recurring billing (i.e., ongoing or payment plan clients). Customer service is a nightmare to deal with and takes weeks to complete simple tasks. Alternatives considered [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[Smokeball](https://www.capterra.com/p/133656/Smokeball/) Reason for choosing CosmoLex Overall initial cost per user Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Easy of use Review Source LW Lynda W. Firm Administrator/Sr. Paralegal Used the software for: 1-2 years ### "The staff is really helpful and friendly." July 12, 2017 5.0 Three software packages for billing, client accounting and back-end was TOO MUCH! 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! Review Source MB Michele B. attorney Law Practice Used the software for: 2+ 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 Response from ProfitSolv 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. Eric D. Senior Law Clerk and Office Manager Law Practice Used the software for: 2+ years ### "Practice Management and Accounting in One" March 25, 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 MC Mark C. Attorney/Owner Law Practice Used the software for: 2+ years ### "CosmoLex Review" March 21, 2022 5.0 Great. Pros The accounting features for trust account and integrated credit card processing. Cons This software has met expectations and performed well. It has done about everything that a small law firm could ask. Alternatives considered [PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)[Clio](https://www.capterra.com/p/105428/Clio/) Review Source Response from ProfitSolv April 27, 2026 Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help. SS Suresh S. Technology and Business Lawyer Law Practice Used the software for: 2+ years ### "Thank you CosmoLex!" December 1, 2022 5.0 Great experience to support our law firm's needs! Pros CosmoLex has provided practice management support for Suresh Law to client our with with their technology, business and real estate law needs. Cons Plaid integration fails at times and needs resetting for bank feed. Alternatives considered [Actionstep Legal Accounting](https://www.capterra.com/p/187835/Soluno/) Reason for choosing CosmoLex Off the shelf Switched from [Clio](https://www.capterra.com/p/105428/Clio/) Did not meet trust accounting requirement. Review Source Response from ProfitSolv April 27, 2026 Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help. OA Olufikemi A. Lawyer Law Practice Used the software for: 2+ years ### "Very great Practice Management software" August 2, 2023 5.0 It has been very easy for me to create a matter, do my billing and invoicing, and the client portal is a nice touch that makes my clients believe that our office is sophisticated. Pros I love the instant live support chat function. It helps a lot when i have absolutely no idea how to navigate Cons The pricing is very high compared to the Canadian counterparts Review Source Response from ProfitSolv April 27, 2026 Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help. KM Kristen M. Legal Assistant Legal Services Used the software for: 1-2 years ### "CosmoLex for Law Firms" January 25, 2024 5.0 Pros CosmoLex is a very helpful software to have in a law firm. It has been perhaps my favorite software throughout the handful of law firms I have worked at. The case management feature is great as is keeping tasks available to see in order to follow up on time-sensitive items. Cons There really is not much I dislike about CosmoLex. Review Source Response from ProfitSolv April 27, 2026 Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help. WC William C. Principal Law Practice Used the software for: 2+ years ### "Great Product" April 24, 2020 5.0 My experience with Cosmolex has exceeded my expectations. I did a lot of research on what is out there in the market and Cosmolex came out on top, primarily because of the integrated backend accounting so that I did not have to deal with QuickBooks. Over the last couple of years, using Cosmolex, has been awesome. Being able to keep track of my time with the timer, bulk entry of Timeslips, ease of sending out invoices, invoices with a link to pay electronically, inclusion of law pay as a part of the subscription, etc., etc., etc., are all wonderful parts of the experience. Pros Super easy to use. Billing with a timer, bulk billing (was added after I requested), super responsive customer support/chat, great reports, full back-end accounting Cons I can often think of new features I would love to see but obviously they cannot add everything I want immediately. Reason for choosing CosmoLex All of the reasons stated above. Review Source NG Noah G. Legal Assisstant Law Practice Used the software for: 6-12 months ### "Noah's Review of Cosmolex" January 10, 2020 3.0 Overall, Cosmolex is easier to use than TABS. Certain elements are great, but the slowness of the website and lack of features regarding specialized billing can be frustrating. The single best part of Cosmolex is their customer support staff that is always quick to help. Pros The best features of cosmolex are A) The intuitive nature of the platform. The categorization makes sense, and makes searching matters, seeing outstanding balances owed, and viewing trust fund balances easy. B) The accounts payable section is well put together and easy to use. C) Customer service is great. Cons I don't like how slow it runs - seems as if the website could run faster, also there are occasionally glitches and I need to close the browser and restart. Also, there is no feature for running bills for outstanding amounts due for clients without billable time for the month, and there is no feature for running courtesy bills for clients with no active time or amount due, but monies in trust. Switched from [Tabs3](https://www.capterra.com/p/2589/Tabs3-Billing/) This was a decision made by our new bookkeeper upon their onboarding as an employee. Review Source KK Kristal K. Partner Law Practice Used the software for: 1-2 years ### "We chose Cosmolex because of the accounting feature" June 25, 2019 5.0 Pros We chose Cosmolex because of the accounting feature along with the other case management features as well as its interplay with Lawpay. Cons I would like to be able to search the calendar for a particular name. For example, if I am trying to determine when I met with a potential client, I would like to be able to search their name. To add to this, I would like to be able to add the potential client to the calendar entry when I add a consult so I can search the PC and determine when I met with them. As to the documents, I would like a way to search all the documents in the system. For example, I would like to be able to search for "Motion for Guardian ad Litem" and have all documents with that title, regardless of whose matter it is connected to. I would like to be able to pull matter balances from the app. Review Source Response from ProfitSolv August 1, 2019 Thanks for your feedback, Kristal! We're thrilled to hear that you're enjoying the advantages of an integrated accounting and practice management system. We're always looking to optimize our solution, so please feel free to make a feature request on our support site. Thank you! Similar Products Featured ## Related categories [Legal Billing](https://www.capterra.com/legal-billing-software/)[Law Practice Management](https://www.capterra.com/law-practice-management-software/)[Trust Accounting](https://www.capterra.com/trust-accounting-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.