--- title: "Page 3 | CosmoLex Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Page 3 - Is CosmoLex the right Legal Document 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=3" page_type: "reviews" language: "en" publication_date: "2026-10-06" --- CosmoLex 4.6 (349) [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 October 6th, 2026 # Page 3 - Reviews of CosmoLex ## Showing most helpful reviews Showing 51-75 of 349 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KM Kristen M. Lawyer Legal Services Used the software for: 2+ years ### "Best decision I made for my business" April 29, 2021 5.0 Pros What I like the most is that virtually everything is in one program and it is super easy to use. It was a smooth transition to migrate files and data over (CosmoLex took this over for me) Cons Used to have a feature where you could sort documents according to tabs (such as date modified, name, etc). This feature was disabled which makes it difficult to find documents within a folder, particularly if there is a high volume of documents. Please bring this feature back! Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) Wanted one program that can deal with everything Review Source MC Marc C. Lawyer Law Practice Used the software for: 6-12 months ### "This is a time and money saver for any firm." August 9, 2017 4.0 I was looking for a complete solution to my practice management and accounting needs. 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 PCLaw is outdated, slow and not cloud based, while Clio lacks firm accounting functionality and though they advertise quickbooks syncing, there are major issues with the syncing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. Review Source 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 Ulrich N. Doctor Medical Practice Used the software for: Less than 6 months ### "Wonderful CosmoLex" November 19, 2023 5.0 My experience with CosmoLex is just incredible. But what a program! Very intuitive and easy to use, it's very practical, especially when it comes to creating invoices. It's the best I've used and I highly recommend it. Pros I like this software. It's high quality, as evidenced by the ease with which it ensures compatibility and better billing management. I can propose accounting ideas to my employees after well-done calculations, all thanks to Cosmolex. Cons The software works great, no problems to report and no regrets. I highly recommend it Review Source Response from ProfitSolv April 28, 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. NM Nikki M. Legal Assistant Law Practice Used the software for: 1-2 years ### "The best legal accounting software I've ever used" August 16, 2022 5.0 Been working with Cosmolex for 2 years now. It is great and easy to use. I wouldn't ever go back to PCLaw. Pros It is great and easy to use. It's simple to navigate. Cons There is nothing about the software that I don't like. Switched from [PCLaw](https://www.capterra.com/p/228264/PCLaw/) PCLaw was just so outdated. It's difficult to use and confusing. The customer service was also horrible. 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. 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 CF Christine F. Owner Attorney Law Practice Used the software for: 6-12 months ### "By far a much better experience in legal software than previous program" November 1, 2017 4.0 I am practicing law more than I am fighting with accounting software for lawyers! Pros It does front and back office and IT WORKS. Very little technical support needed on a regular basis. It allows clients to make payments online through an invoice link and cosmolex is partnered with LawPay. Also integrates well with outlook exchange and all programs like google, onedrive, dropbox ; allows all emails to be saved to the associated matters for easy access. billing process is fairly simple the invoice links are keeping receivables down as client's can pay their bills 24/7. bills are able to be emailed easily and in bulk; invoice reminders and trust deposit requests are easily sent out without the need to draft letters individually to the clients. I could go on and on...... Cons Hard to complain about much with this program. It depends on your needs. For me there are still some features I am used to from my server based program that are not availableyet in this cloud based software, but there are lots of things in the works. It seems each month a new feature is released that I had learned to live without or work around. The things I am missing right now are invoices saved automatically to a matter in a hard pdf when initially generated. The original invoice cannot be recreated unless you physically print or save a downloaded copy at the time they are generated. Review Source LO Laura O. Bookkeeper Used the software for: Less than 6 months ### "It is easy to get around the program" July 7, 2017 4.0 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 Review Source Response from ProfitSolv 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. VR Verified Reviewer Attorney Law Practice Used the software for: 1-2 years ### "Easy for Me, but Difficult for Clients" November 24, 2023 4.0 Pros It has IOLTA reporting and I like the features for the price compared to Clio. Cons Sometimes the clients struggle navigating the client portal, so it is inconvenient taking the time to guide them through the process. Review Source Response from ProfitSolv April 28, 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. RB Rebecca B. Office Manager Law Practice Used the software for: 2+ years ### "Love it!" December 18, 2019 5.0 Very well. Customer service is excellent. Very user -friendly. Pros We swapped from Abacus to Cosmolex a few years ago and its a MAJOR improvement. I love how it is continuously updated to better the program. It is very user-friendly and I love how customizable it is. I also LOVE the upgrade with the new spell check! Cons Nothing right now. We are loving the latest updates! Reason for choosing CosmoLex This program just fit our office better and we liked the idea of having everything in one place, rather than having a separate program from accounting/client details. Review Source WB Wendy B. Paralegal/Firm Admin Law Practice Used the software for: 2+ years ### "The accounting is very easy to use which saves time." June 19, 2019 5.0 It helps all of our staff stay on the same page and everyone knows what is happening in each case. Pros I like that the program has both accounting features and has the ability to hold all of our client's information in one. The accounting features are very easy to use. The support videos are very easy to use and if I need to speak to anyone they usually call the very same day. Cons I would like the calendar to be able to send emails to all of the attorney's as right now when I calendar an event in one attorney's calendar it will not let me send him/her a reminder unless you put the event on another person's calendar. The point of putting stuff on the calendar is so they see the event and they have reminders Review Source Response from ProfitSolv August 9, 2019 Hi Wendy, thank you for your feedback! We appreciate your comments. VR Verified Reviewer Owner Law Practice Used the software for: 6-12 months ### "Cosmolex works well" May 7, 2019 4.0 I like Cosmolex in most ways better than my old software but Cosmolex could still take some steps to improve the functionality and robustness of the software. Pros I like the online nature of the software and how easy it is to use. Cons There are some serious deficiencies with the functionality of Cosmolex especially for use in Canada. There are many reports that it won't generate. Trying to deal with GST is extremely difficult. Review Source Response from ProfitSolv May 8, 2019 Hello - Thank you for your response and candid feedback. There is a full deck of tax reporting as well as Law Society Compliance Reports available for use in the reports section. Our users' experience is our top priority so please reach out to us at support@cosmolex.com to further discuss, or receive assistance in navigating the various reports we provide. CM Cole M. Practice Manager and Surrogacy Program Director Law Practice Used the software for: 1-2 years ### "Outstanding Practice Management Software" December 13, 2019 5.0 The greatest benefit is the inclusion of accounting functions such that the we can readily prepare the necessary reports for our CPA. Pros The software is intuitive and straightforward. All necessary options are readily accessible from a simple menu structure, and the inclusion of detailed accounting functions is truly unparalleled. Cons The only difficulty our firm has had has been in discerning how to remove or amend charges to clients once they have been billed and once payment has been received. However, via help and reading on the forums, we now understand this process and it is not difficult. Alternatives considered [Rocket Matter](https://www.capterra.com/p/82112/Rocket-Matter/)[Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing CosmoLex The inclusion of accounting features and the overall ease of the user interface. Review Source SV Sarah V. Manager Law Practice Used the software for: 1-2 years ### "They are always innovating" October 9, 2017 4.0 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. Review Source HD Herbert D. attorney/president Law Practice Used the software for: 2+ years ### "Cosmolex is the best solution for a small law office." August 1, 2019 5.0 Time keeping, calendar, scheduling and accounting. Pros Cloud based; access from anywhere. I can access my calendar from an iPad or iPhone. Cons Some reports are not intuitive. But the knowledge base is easily accessed and will answer most questions. Reason for choosing CosmoLex Web-based, easy data conversion, short learning curve. Review Source Response from ProfitSolv August 7, 2019 Thanks for your feedback, Herbert! It's great to hear that you're enjoying the flexibility of the cloud. If you ever need help from our support team, please don't hesitate to reach out! KA Katrina A. Lawyer Law Practice Used the software for: 6-12 months ### "The switchover was a challenge, but I am very pleased that we did this! " April 29, 2019 4.0 Very positive.... and sooo much better than the primary competitor in the Canadian market. The cost is a little high (particularly for licenses for support staff who are only using the software for a few minutes every day). Pros Web based; Ease of use right from the start; Excellent training tools; Excellent customer service; Most of my clients really appreciate the customer portal - I expect that as my clients are, as a group, more inclined to use technology to manage their legal affairs, they will be using it more. The reconciliation of trust accounts with the option to simply download and compare entries is very simple and helpful. Cons Some of the more advance functionalities still need work. As an example, we still haven't figured out how to create several template invoices for fixed rate matters (the fixed rate will vary based on the type of matter); there have also been some challenges with the coding of our letterhead (which works fine in a Word document) so we have had to use a work-around. Review Source VR Verified Reviewer Lawyer Legal Services Used the software for: Less than 6 months ### "Decent functionality, UI needs improvement" December 28, 2022 3.0 I switched away from Cosmolex after a few months. There are better products out there at the same price point. Pros The top feature for Cosmolex is the integrated accounting functions, and it is really nice to have this built-in. Cons The User Interface is not as intuitive as it needs to be for users to work in the platform efficiently. A few big missing features are the universal search bar, and bulk changes. Alternatives considered [Actionstep](https://www.capterra.com/p/139923/Actionstep/)[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. TT Tony T. Managing Attorney Law Practice Used the software for: 6-12 months ### "CosmoLex Review" October 22, 2019 5.0 I'm not sure that it's changed anything, since I started out with cloud based services, but it's better than Clio because it doesn't screw up in a major fashion once a quarter or more. Pros Stability, integrated accounting, and better support staff. I used Clio for a couple years at my last firm, and I have zero intention of switching back. Cons The UI is not exactly intuitive. The search functionality, while robust, is also a bit awkward. Certain things that seem like they might be no-brainer search field options aren't present, and certain items that I would expect to be heavily used by most users aren't as quickly and easily accessed as I would like (for example - the calendar, in my opinion, deserves its own direct access sidebar button). Review Source KM Kyle M. Office Manager and Law Clerk Law Practice Used the software for: 1-2 years ### "Best User Friendly Interface" December 30, 2019 5.0 I have a great experience with the program and use it most of the day every day. Pros I appreciate most the ability to correct errors in accounting when they are noticed and the integration with the trust account. Cons Some of the deep user options are difficult to find but this is necessary with the level of customization allowed. Reason for choosing CosmoLex Better banking integration, cloud based system, user interface and Canadian tax options. Review Source Response from ProfitSolv February 12, 2020 Thank you for your review, Kyle! Your honest feedback regarding our accounting functionality is sincerely appreciated. We've spent countless hours working on our accounting features to make sure we provide everything you need in a single platform and to eliminate compliance worries, and continue to develop its functionality every day. Deborah R. Partner Law Practice Used the software for: 1-2 years ### "Cosmolex was an easy choice" October 9, 2017 5.0 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. Review Source EL Elisabeth L. Notary Public Legal Services Used the software for: Less than 6 months ### "Steep learning curve but worth it" May 26, 2022 5.0 Great tech support and onboarding help. Pros Integrated trust and general accounting and easy bank recs make it a winner. Cons Almost too many features so a steep a learning curve. 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. Andrea Yarlyn Q. owner Marketing and Advertising Used the software for: I used a free trial ### "the comprehensive solution you were looking for." September 27, 2023 5.0 I like it because now I can accurately track my income and expenses, generate professional invoices, and keep my finances in order all from a single platform. Pros I like it because I can access all the tools and features I need to run my law practice very efficiently. Cons Honestly, I would like to be able to customize them even more to adapt them to the specific needs of my office. 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. RD Rachel D. Paralegal Law Practice Used the software for: 2+ years ### "Client information and billing all in one place" October 22, 2019 5.0 It's made our overall processes more efficient, having client information and billing all in one place. Pros Ease of use and the checks and balances system - the setup doesn't really allow you to make mistakes, as so many of the accounting features are tied together. That's very helpful. Cons The soft cost expense entry is confusing and seems needless - right now, if we have an expense for which we haven't yet written a check, we either enter it as a time entry flat fee or wait to enter it until the check is written so we can avoid the soft cost option all together. Review Source AW Amber W. Lawyer Law Practice Used the software for: 6-12 months ### "Cosmolex is very intuitive software." April 29, 2019 5.0 My assistant and I have enjoyed using Cosmolex, and now feel spoiled by all the great features compared to other file management and accounting software. I have been asked by several lawyers in my city to show them the program, and I wish I was more proficient with it so I could do it justice. Pros It does everything you wish other programs would do. It's easy to fix any mistakes you make in your billing without having to contact the company for a complicated "work around" solution. If you do have an issue or a suggestion, the customer service department is very responsive. Cons I would like if bills could be further broken down into taxable disbursements and non-taxable disbursements. My assistant and I registered for the training, but were unable to log on at the assigned time, but became too busy to follow up with this, so we have muddled through on our own for the last year. Review Source SR Stephanie R. Executive Director Law Practice Used the software for: 2+ years ### "CosmoLex has made running our office easier than ever." October 22, 2019 5.0 I cannot imagine how much work we would need to duplicate if we didn't have CosmoLex. I would recommend it to any practitioner, but especially to those who are solos or small firms. Pros We chose CosmoLex for our firm because we liked the bookkeeping integration. The system is extremely easy to use and more intuitive than QuickBooks. Cons Sometimes getting a call back on troubleshooting items can take a day or two. Usually my questions are not urgent, but if we ever needed something immediately, my worry is that it might not happen in time. Review Source Similar Products Featured ## 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.