# Page 8 | CosmoLex Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of CosmoLex ## Showing most helpful reviews Showing 176-200 of 341 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AS Allison S. Legal Assistant Law Practice Used the software for: 6-12 months ### "Cosmolex Issues" February 22, 2019 4.0 It's good, better than the other available options but it could be better Pros I like that it's accounting functions are so well integrated in to the client management features Cons The reporting features are sadly lacking and some of the features are more long winded than they need to be Review Source AP Austin P. Attorney Legal Services Used the software for: Less than 6 months ### "The tracking of trust balances is a critical aspect of any practice and CosmoLex makes it very easy." August 23, 2016 4.0 At my previous firm we used various programs for timekeeping, billing, and accounting. I wanted an all-in-one program to handle everything. CosmoLex was the only option that met my needs. Pros The tracking of trust balances is a critical aspect of any practice and CosmoLex makes it very easy. I also like the ability to see all of my active files at a glance and being able to associate the items on my task list with a specific matter. Cons On the accounting side, I would like to be able to associate a document with a specific accounting entry. For example, when I receive an invoice and enter the payment into CosmoLex I would like to be able to save that invoice within CosmoLex and have it connected to that specific payment transaction. Thus if I ever needed to recall that invoice all I would have to do is access that transaction. Review Source EL Eva L. Associate Law Practice Used the software for: 1-2 years ### "Great!" December 13, 2019 5.0 Pros I like that it is on the web so I can access it anywhere Cons There are some customization limitations Review Source IK Ida K. Immigration Attorney Law Practice Used the software for: Less than 6 months ### "This has been great." October 31, 2017 5.0 Pros It does proper legal trust accounting so I don't have to panic about billing hourly. Previously I didn't bill hourly at all due to fear so this has been great. Cons I don't believe I can bill for an initial trust deposit/retainer. This would be a good feature since I have to send a letter/email for the retainer instead which doesn't integrate with CosmoLex. Review Source Response from ProfitSolv November 13, 2017 Hi Ida, Thanks so much for your feedback and suggestions. You are correct in that you cannot 'bill' for a trust retainer as bill payments result in income, however we do have a unique feature with our LawPay integration called "Online Trust Retainer Payment" Once your integration is set up you can send an email from CosmoLex requesting a trust retainer payment. They can even click on a link in the email and pay online, which results in your retainer amount updating in our system. If you are interested in learning more about this function,please let us know! MM Mark M. Member Law Practice Used the software for: 2+ years ### "CosmoLex has exceeded my expectations" February 27, 2017 5.0 I was always frustrated by the need to use a separate accounting software in addition to my billing software; and the two software systems never were never fully compatible. I was looking for practice management software that combined both functions: billing and accounting. Cosmolex was the answer. Pros combining billing and accounting functionality in one software package; making accounting functions easy-to-use for non-accountants; providing convenient access from smart phones and other devices; and cloud storage of data. Cons More than enough functionality for my firm at this time. Review Source NL Nicole L. Used the software for: ### "They are 100% committed to have the best product on market. I believe they have successfully achieve" July 2, 2015 5.0 I started at a firm in November and was told the state auditor did not like how their current Accounting software Peachtree tracked client funds. They were looking for a running balance on each client and Peachtree does not do that through jobs. Nor will Quickbooks appropriately. One night while I was racking my brain as to how to solve this issue. I thought there has to be accounting software for law firms. So my web search began. I was looking for an all in one software that would not only track client funds but also take care of the business end of accounting. I found thousands of software that were more for case management. As I continued my search I came across CosmoLex and one other that could meet the need I was looking for. I called and spoke with Teresa who was very informative and patient with all my questions. I also was impressed by the fact Rick took the time to really see what I needed and explained how CosmoLex was going to evolve to be a perfect fit for me. I love the constant feedback CosmoLex is looking for from their users and their willingness to constantly tweak the software to continue to suit the needs of their clients. They are 100% committed to have the best product on market. I believe they have successfully achieved this!! Review Source TL Tina L. Attorney Law Practice Used the software for: 1-2 years ### "Excellent." April 26, 2019 4.0 Excellent. Pros It has calendar and accounting combined. Cons No telephone messaging or payroll function. Review Source MB Morgen B. Owner Law Practice Used the software for: Less than 6 months ### "Very good!" April 29, 2019 5.0 Pros Most of my practice management, including accounting, in one place; attractive; great customer support. Cons some things take too many steps; no way to change things (like time cards) in bulk (i.e. ctrl click or shift click to change something about all of them at once); can't send an invoice for a trust retainer; can't change accounts on expense card if you accidentally enter it in the wrong account (you have to delete the whole transaction); there should be a n alphabet bar at the top of contacts (and Matters) so you can click a letter and easily jump to those listings. Review Source KC Kristina C. Office Admin Law Practice Used the software for: 2+ years ### "Overall I find every aspect about CosmoLex great." January 25, 2019 5.0 Pros Easy of use, customer service, that it is tailored for a law firm Cons One of the cons is the layout of CosmoLex Review Source BW Brett W. Attorney Law Practice Used the software for: Less than 6 months ### "Great Platform for Solo Practitioner" December 13, 2019 5.0 I am very pleased with Cosmolex and have recommended it to other solo and small practitioners. Including LawPay in the package is a huge added bonus. Pros The software is fairly intuitive, but also comes with a comprehensive teaching database that is very easy to follow. Cons Some of the explanations on how to use the accounting portion of the platform are not intuitive and the included videos and help features are not always helpful. However, the customer support staff is very helpful in all aspects. Reason for choosing CosmoLex CosmoLex seemed to be better suited and more flexible for a solo/very small practice. Review Source SC Stanley C. Owner Law Practice Used the software for: 6-12 months ### "CosmoLex" December 13, 2019 5.0 Pros The live feed to my operating account, making it easy to track transactions. Cons The mobile app does not have full functionality yet. Review Source SM Scott M. President Law Practice Used the software for: Less than 6 months ### "The software is fairly easy to use. " June 25, 2019 5.0 I am a solo practitioner and the software allows me to do everything from my desk. Pros The support, however, has been fantastic. I usually can have problems resolved within an hour. Cons The software is a bit cumbersome when moving between different areas such as matters and activities. I also elected not to transfer my QuickBooks and e-mail matters to CosmoLex because of the complexity involved. Review Source Response from ProfitSolv July 8, 2019 Thanks for your feedback! Our team is always working to improve our users' experiences, so your honest review goes a long way in that effort. As always, please contact us with any questions and our Support team will be happy to help! JF Jessica F. Lawyer Law Practice Used the software for: 6-12 months ### "Overall, I love Cosmolex and have referred it to three other local firms" April 29, 2019 5.0 Pros Overall I like everything about Cosmolex. The accessibility from the cloud as brought great value to my practice. Cons Calendar syncing has been a issue, but the support team has always been great to deal with. Review Source KS Kathleen S. Attorney Law Practice Used the software for: 6-12 months ### "Ease of use, very intuitive" May 24, 2019 5.0 Pros Ease of use, very intuitive for non-finance people. Cons Each field updating at a single time means sometimes my descriptions are erased. Review Source Response from ProfitSolv August 23, 2019 Hi Kathleen, thank you for your review! We're happy to hear that you're enjoying our product! CV Chantelle V. Operations Manager Law Practice Used the software for: 6-12 months ### "Fairly easy to use. Would like to see more features acknowledged and added." January 25, 2019 4.0 Pros Some Pros are its Cloud based, User friendly Cons Offer more reports Offer sending invoices to multiple email addresses on one client matter Offer ability to move soft costs to a different client matter after payment has been issued to the vendor Offer a calendar view for time entries per user on their dashboard and highlight days in red that have zero time entries to alert the user to enter time Review Source KS Kenneth S. Sole practitioner Law Practice Used the software for: Less than 6 months ### "The practice management features streamline my practice" May 11, 2017 5.0 I needed to replace Timeslips. The financial accounting features were an added bonus. The practice management features streamline my practice and give me a client centric organization that gives me a different perspective on my cases and allows me to cut down on wasted time. Pros I like the billing and financial accounting features the most. The tasks are helpful and I like the fact that they are organized by client. Cons The calendar needs work. You should be able to scroll through each matter on the "matter" page without having to go back to the master list of clients. You need to improve the app. Review Source Debra L. lawyer Law Practice Used the software for: Less than 6 months ### "Customer Service" January 5, 2017 4.0 Whenever I have a question and submit a ticket, I get a very fast response from Customer Service. Makes life easier! Pros complete features Cons sometimes things aren't intuitive Review Source KE Kylie E. Attorney Law Practice Used the software for: 6-12 months ### "Everything I need to do for billing" May 24, 2019 5.0 Pros Everything I need to do for billing, invoices, retainers, etc., is all in one system. Very easy to use. Cons I have had no problems up til now with CosmoLex Review Source Response from ProfitSolv August 12, 2019 Thanks for your feedback, Kylie! CF Constantine F. Associate Law Practice Used the software for: 6-12 months ### "Cloud based system." June 19, 2019 5.0 Pros No required backups everyday and can access it from anywhere. Cons Making HST payments to the government is not as straightforward as it should be. Review Source Response from ProfitSolv August 1, 2019 Thank you for your review, Constantine! AR Alexandra R. Attorney Law Practice Used the software for: 6-12 months ### "It's very easy to add entries. " August 26, 2019 5.0 Pros I love the filtering system that allows me to see what I've billed for individual clients. Cons The only thing is I wish the timer was easier to use. Review Source Response from ProfitSolv September 30, 2019 Thanks for your review, Alexandra! Hugues H. assi Marketing and Advertising Used the software for: I used a free trial ### "logiciel de gestion" November 15, 2023 5.0 il faut une recommandation a ce logiciel. Pros le logiciel cosmolex est un bon logiciel avec lequel je fais la gestion de mon entreprise Cons le logiciel cosmolex a un prix tres abordable que j'ai pas grand chose a souligner 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. SL Sharon L. Paralegal / billing clerk Law Practice Used the software for: Less than 6 months ### "Billing is much more efficient" August 26, 2019 5.0 Pros We used another system before and Cosmolex is more economical and user friendly Cons I don't like that if I put something in a wrong area and that it can't be duplicated and moved to the correct area - having to redo everything manually as a new user is frustrating Review Source Response from ProfitSolv September 24, 2019 Hi Sharon. Thanks for your feedback! We're happy to hear that you're finding billing to be much more efficient! Getting used to a new system can be a bit of a bumpy ride, but please feel free to reach out to our support and training teams with any questions you may have. They are always here to help you through the process! SB Staci B. Attorney at Law Law Practice Used the software for: 6-12 months ### "I previously used RocketMatter. That system was complex and very difficult to use." December 13, 2018 5.0 I previously used RocketMatter. That system was complex and very difficult to use. CosmoLex is so much better. It's easy to figure out, it's organized logically, and the support is fantastic. Pros I like that CosmoLex support walked me through the set up. The system is intuitive making it easy and fast to learn. Cons I'd like to be able to pay monthly, but at the reduced rate if I sign a contract. Review Source OG Olatokunbo G. Attorney / Owner Law Practice Used the software for: 2+ years ### "Positive" January 31, 2019 4.0 Positive Pros It has Easy Trust account and check printing Cons when I want to print a positive pay list it genereats every check I've ever cut for years and I have to delete them all the old ones. Review Source AB Annabella B. Attorney Law Practice Used the software for: 6-12 months ### "Essential to any practice" October 11, 2017 4.0 Pros We liked CosmoLex over other similar software because it integrated an accounting software (great feature) and had tags and labels similar to our areas of practice: real property, estate planning, probate and not just litigation tags. Cons It would be great if CosmoLex adds a calendar system with features similar to Calendly. Review Source 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.