# Page 4 | CosmoLex Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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

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CosmoLex

4.6 (341)

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

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Last updated March 13th, 2026

# Page 4 - Reviews of CosmoLex

## Showing most helpful reviews

Showing 76-100 of 341 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

EE

Ed E.  
Lawyer  
Law Practice  
Used the software for: 2+ years

### "Essential"

February 25, 2021

5.0

Again, it's essential to my practice, and the built-in accounting is fantastic.

Pros

I was reluctant to subscribe to a practice management solution, but now can't envision getting along without it. It has everything I need from time tracking to accounting right at my fingertips.

Cons

I occasionally run into accounting difficulties in terms of writing off charges or editing past transactions, but I'm not sure that's a drawback of CosmoLex as much as it is my ignorance of accounting best practices.

Review Source

RN

Randy N.  
Pres  
Real Estate  
Used the software for: 2+ years

### "One of the most intuitive and robust programs out there."

January 31, 2019

5.0

Pros

Incredibly easy to use. We use it to manage our trust account (although I know it does so much more), and the reporting complies with the multiple states in which we hold licenses.

Cons

Why can't the font be easily changed for the address printing on checks? Due to the font, we cannot use a window envelope when mailing; we have to address another envelope. Also, would like for it to separate different trust accounts out easier to run reports.

Review Source

aS

apryl S.  
Paralegal  
Law Practice  
Used the software for: 1-2 years

### "User friendly"

May 18, 2021

5.0

Excellent software and customer service is easy and knowledgeable when needed.

Pros

The software is user friendly. It's easy to navigate. Any report that you need is at your fingertips.

Cons

So far I have found nothing that I am unhappy with. Possibly being able to print all invoices on one invoice in detail when not paid in full would be helpful.

Review Source

AG

Amy G.  
Owner  
Law Practice  
Used the software for: 2+ years

### "Billing made simple"

December 12, 2022

5.0

Pros

I love using CosmoLex for invoices / billing!

Cons

I haven't had any negative experiences at this point.

Review Source

YE

Yaakov E.  
Lawyer  
Law Practice  
Used the software for: 1-2 years

### "Great leap forward"

October 14, 2020

5.0

Saves time, and allows use seamlessly from work, home, and mobile

Pros

A great leap forward from our previous (non-cloud) software.

Cons

None. It's at least as good as the prior software in every way.

Review Source

FJ

Ford J.  
Attorney  
Legal Services  
Used the software for: 2+ years

### "Legal Billing Done Easy"

January 3, 2020

5.0

CosmoLex makes our billing and time keeping for our law firm easy! I'm able to input my with ease and work with my staff to make sure every client matter is billed appropriately and timely. I use this software daily and can't imagine switching.

Pros

\-Simplicity of Billing -Wonderful User Interface -Easy Search options and client intergration

Cons

\-Timekeeper allocation and changing from fixed fee to hourly billing can be tricky to change

Review Source

Response from ProfitSolv

February 12, 2020

Thanks for your feedback, Ford!

MF

Mary F.  
Attorney  
Law Practice  
Used the software for: Less than 6 months

### "Impressed by Customer Service"

April 9, 2020

5.0

Much more intuitive than our previous program.

Pros

I like how easy it is to get help (by phone, email, live chat, or leaving a ticket). I am still in the "learning" phase of using the software, but the customer service team has walked me through each stumbling block and taken time to show me in detail how all the features work. I'm most impressed by how they seem to anticipate my future questions and address those as well as whatever concern I originally contacted them about.

Cons

Nothing yet as far as functionality. Wish the data migration services were more affordable.

Alternatives considered

[PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)

Reason for choosing CosmoLex

Price, customer service, and functionality .

Switched from

[Tabs3](https://www.capterra.com/p/2589/Tabs3-Billing/)

Wanted something more updated and easy to use.

Review Source

JW

Jeanne W.  
Office Manager  
Law Practice  
Used the software for: Less than 6 months

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

June 2, 2017

4.0

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

Pros

Built in accounting was the biggest deal breaker for our choosing CosmoLex. As the bookkeeper, fed up with our clunky old software, I was looking for a new system that would be a modern and practical take on practice management and CosmoLex was the only one I found that had accounting built in. Being cloud based allows us to bill time or check in when out of the office and though we had looked at another program that was cloud based, CosmoLex offered greater flexibility and it looks great, to boot.

Cons

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

Review Source

TR

Talon R.  
Lawyer  
Legal Services  
Used the software for: 1-2 years

### "Switched from PC Law in December of 2019 and never looked back."

July 28, 2021

5.0

Pros

Integration with other software is key to its value.

Cons

As they roll out new features, I sometimes encounter bugs. They've got a great response time and great customer service though when that happens.

Review Source

KK

Kevin K.  
Lawyer  
Legal Services  
Used the software for: Less than 6 months

### "User Friendly Product"

May 1, 2021

5.0

My overall experience with CosmoLex has been excellent. The initial onboarding process was very useful and the data migration from my previous accounting software program was quite seamless. The technical support has been excellent, both from their quick responsiveness and their ability to solve any issues I may have.

Pros

Having a web-based platform is important so that I can access it from anywhere. CosmoLex has a user friendly interface compared to the previous accounting software I used. It also suits my needs for having one platform that includes accounting software and practice management.

Cons

The two features I would like to see are a client intake form (which might already be part of the platform; I just haven't found it), and a scheduling app where clients can see my available time slots and select which times work for them. Having said that, CosmoLex will sync with programs such as Outlook, which is useful.

Review Source

AL

Aaron L.  
Partner  
Law Practice  
Used the software for: 1-2 years

### "Great All In One CRM for Lawyers"

December 18, 2019

5.0

It's been a great experience and I would highly recommend Cosmolex. I've used Clio as well and greatly prefer Cosmolex to Clio.

Pros

The functionality of the system is good and is relatively easy to use. The support features and articles are great. I've been able to solve most of my own issues without the need to submit a help ticket.

Cons

The accounting portion of the software integrates well, especially with trust accounting. However, the actual accounting side is clunky and harder to use than alternatives such as Quickbooks.

Reason for choosing CosmoLex

Ease of use and 14-day free trial.

Review Source

VR

Verified Reviewer  
Attorney At Law  
Law Practice  
Used the software for: 1-2 years

### "Excellent Cloud Based Software"

December 21, 2018

5.0

Pros

I most like that the accounting software is integrated.

Cons

I least like that I cannot create word documents or any documents within the software.

Review Source

EP

Erin P.  
Owner  
Law Practice  
Used the software for: 6-12 months

### "Truly a “one-stop shop”"

May 31, 2019

5.0

I began my law practice with CosmoLex so I wouldn’t have to start on paper then transition to law practice management software. CosmoLex gives me the comfort of knowing that I have all facets of my law practice organized in one place.

Pros

I chose CosmoLex over other law practice management solutions because it is truly a “one-stop shop” for all of your law practice needs. I specifically like the integration with LawPay, and it’s built in accounting functionality.

Cons

Maybe I don’t understand how the DropBox sync feature works, but I thought it was automatic, not manual.

Review Source

Response from ProfitSolv

August 12, 2019

Thank you, Erin! We're glad you were able to start your practice with us! If you ever have any trouble with any of our features or integrations, please don't hesitate to reach out to our support team for help.

JG

Jessica G.  
Owner, Virtual Legal Assistant  
Legal Services  
Used the software for: I used a free trial

### "Still new to the software but really happy with it!"

May 30, 2022

5.0

Pros

I like how easy it was to integrate into my business. I was using a different software before and it was very easy to make the switch.

Cons

I currently have not come across anything that I wish were different.

Switched from

[17hats](https://www.capterra.com/p/144328/17hats/)

Looking to grow my business into more of a legal based practice.

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.

KB

Kelsyn B.  
Founding Partner  
Legal Services  
Used the software for: 1-2 years

### "The only software my law firm needs to operate"

December 16, 2019

5.0

The value of Cosmolex is in its integration, from calendar and client mamangement to accoutning and banking, and document management, this product allows me to seamlessly switch tasks in the many hats I wear as the owner of my own small law firm.

Pros

With mobile and online access, including accounting software and a client portal for secure access to documents, Cosmolex is the only software I need to operate my small law firm.

Cons

Lag time on customer service return calls, I wish I could get someone to help me right when I call, not wait for them to return my request.

Review Source

mV

mona V.  
Lawyer  
Law Practice  
Used the software for: 6-12 months

### "Good accounting software"

June 9, 2022

5.0

excellent

Pros

Its user friendly and all features are excellent highly recommended

Cons

cheque printing option is lil bit confusing

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.

RR

Robert R.  
Principal Owner  
Law Practice  
Used the software for: Less than 6 months

### "The ideal system for my purposes"

July 19, 2017

5.0

Pros

Cosmolex is a web based system that gives me full flexibility of where I work and on what device I access my data. Moreover, the fact that Cosmolex is a fully integrated billing, accounting and trust accounting system makes it the ideal system form my purposes

Cons

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

Review Source

Response from ProfitSolv

July 19, 2017

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

VR

Verified Reviewer  
Attorney  
Law Practice  
Used the software for: 1-2 years

### "Use friendly"

October 23, 2018

5.0

Pros

The customer service was good and changes are constantly being made

Cons

can't make changes to multiple lines at once

Review Source

SP

Sujung P.  
attorney  
Law Practice  
Used the software for: 2+ years

### "Love it."

February 7, 2020

5.0

Pros

I love the functionality and design. Very easy to use. Great customer service as well.

Cons

I am not sure about how secure the software is. I would love to learn more about it.

Review Source

Response from ProfitSolv

February 12, 2020

Thank you for your review, Sujung! We're glad to hear that you're getting the most out of our product. Feel free to reach out to our support team, or check out our knowledgebase, with any questions regarding security.

JG

Jason G.  
Attorney  
Law Practice  
Used the software for: 6-12 months

### "Having used PCLaw for a number of years, I appreciate the simplification and feel of Cosmolex"

December 18, 2018

5.0

Having used PCLaw for a number of years, I appreciate the simplification and overall feel of Cosmolex. From the mobile app to browser version, I'm loving it.

Pros

Ease of use across different platforms and its interface with Outlook. The calendaring of appointments with reminders and the ability to add attendees is great.

Cons

The accounting and billing side is still lacking. The accounting should be preloaded with many more common categories. Receipt generation needs to be greatly simplified. Need to have the ability to change the payor. It isnt always that the client pays. This is problematic but I have found some workaround, but would rather it just work the way it should.

Review Source

WC

William C.  
Sole Member  
Law Practice  
Used the software for: 1-2 years

### "CosmoLex has been easier to work with and is more complete than any system I have used in the past."

March 29, 2019

5.0

Excellent. For the first 29 years of practice I could depend on others to handle time and billing and accounting. I went solo 10 years ago and spent about 8+ years with another system.

Pros

Ease of transition from another program; accounting incorporated into the system; technical support is responsive and easy to communicate with; practice management features built in

Cons

my only challenge is that I have never "played well" with accounting software, but I am doing far better with CosmoLex than any programs I have worked with in the past

Review Source

CS

Colin S.  
Lawyer  
Law Practice  
Used the software for: Less than 6 months

### "Currently the only viable option for the Canadian marketplace"

November 14, 2017

5.0

As a new solo lawyer I was looking for Canadian options other than PC Law. Cosmolex fit that bill.

Pros

The ability to deal with practice management on the go through my smartphone. Cosmolex is currently the only viable option for the Canadian marketplace without having to use cumbersome workarounds and fixes to integrate with Accounting software and it hasn't disappointed. The support has also been very responsive in the switch over process and the team seems to be responsive to new suggestions.

Cons

Adding a function to allow for a G/L account for Soft Costs. Adding the ability to add billing addresses at the matter level so that a client can be billed to different addresses (for example if you have an individual client but also want to send invoices to their company. Add a bi-weekly option for recurring payments. Add the ability to perform transfers between bank accounts in 1 step instead of creating a payment and then creating a receipt. Adding the ability to input costs in the mobile app.

Review Source

AP

Anissa P.  
Office Administrator  
Law Practice  
Used the software for: 2+ years

### "Cosmolex is truly an all in one billing program."

March 29, 2019

5.0

I have used many legal billing programs over the past two decades and Cosmolex has been my favorite program to use out of them all.

Pros

I also appreciate how many new features have been added since we started using the program. Being able to access it from anywhere is also a big deal!

Cons

I have yet to find any flaw in using the Cosmolex billing software.

Review Source

BD

Brenda D.  
Administrative  
Law Practice  
Used the software for: 2+ years

### "CosmoLex is an easy program once you get going"

November 1, 2016

4.0

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

Pros

After researching we were ready to go with an all in one program for the law firm. Cosmolex is an easy program once you get going. Fast and friendly customer support. Willing to take suggestions on how to improve program. There is more accuracy in the fact that advancements won't be missed when clients pay.

Cons

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

Review Source

RM

Rebecca M.  
CFO  
Law Practice  
Used the software for: 1-2 years

### "Easy to use, accurate, great product. "

June 19, 2019

5.0

I love the credit card feature of automatically saving me hours of categorizing every charge, and automatic import of charges.

Pros

We used to use Amicus and we had so many problems and glitches. Cosmolex has been great.

Cons

I don't like having to make a customer service appointment.

Review Source

Response from ProfitSolv

July 8, 2019

Thank you for your review! We're thrilled that you're getting the most out of our credit card feature. We're constantly updating and improving all of our features, and our Support team can be reached directly to answer questions or provide training, so please feel free to contact us.

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