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CosmoLex Highlights Versatility with Robust Custom Fields

CosmoLex is an all-in-one law practice management software (LPMS) product in the ProfitSolv family (which includes other products like LawRuler, TimeSolv, Rocket Matter, and Tabs3). As an all-in-one, CosmoLex allows users to bring all their firm data into one environment. This de-siloing generally allows for better reporting and more efficient automation.

CosmoLex Custom Fields

CosmoLex’s efficiency can be best seen in their custom fields. These  not only allow firms to track an expanded amount of data, but also allows that data to be used in workflows, automations, and document creation.

Robust Usage

Most LPMS platforms allow users to create custom fields, but not all let firms take actions based on those customizations. Worse yet, some prohibit the use of these fields in document creation. CosmoLex uses these fields to drive its automation and its workflows. They also appear in reports run within the system.

Customize Intake

When using custom fields to gather information, there is no better place than a firm’s intake. CosmoLex allows firms to put these fields into new client forms and any other forms created through the system. This means more up-to-date data in your system.

Customize Automation

Most of the time, however, data that simply lives in your practice management system is of little value (no matter how up to date). It’s when a firm builds automations, workflows, and custom documents with this data that it becomes valuable. With CosmoLex, a firm can not only input these fields into documents, but can also use the fields to trigger custom automations.

Custom Fields Walk-through

Take a look as CosmoLex’s Erica Birster walks our Legal Tech Advisor, Zack Glaser through some advantages of Cosmolex’s custom fields.

How to Get It

Ready to learn more? Visit our full review of CosmoLex. There you can compare features, read community comments, and read frequently asked questions.

CosmoLex Streamlines Virtual Law Firm Collaboration

Using remote-first organizational practices is the best approach to a more efficient law firm, even with a brick-and-mortar office. Remote-first law firms tend to have increased  productivity and attract a wider client base. Supporting a remote-first law practice benefits both you and your clients, and provides flexible and dynamic services and communication. But, remote-first doesn’t necessarily mean working wherever and whenever you want. It’s about providing open and accessible communication channels to enhance online collaboration among staff and with clients. CosmoLex provides a valuable virtual law firm software to help kick-start or improve your remote-first strategy. 

Challenges of Virtual Law Firm Work 

Virtual and remote work can pose several challenges for distributed teams. Even attorneys within the same firm can have different approaches to work. Not everyone intakes clients or uses Outlook the same way. Some attorneys may even differ in how they digitally file matters or manage clients, causing confusion when documents are shared. 

Benefits of CosmoLex Virtual Law Firm Software

Law firms using virtual and remote-first practices can alleviate inter-office idiosyncrasies by using CosmoLex. This cloud-based, virtual law firm software streamlines collaboration, standardizes practices, and provides an effortless way for staff and clients to work together.  CosmoLex is especially useful for law firms as they intake clients, share documents, and communicate both internally and externally. 

Security with Sharing

Of course, you shouldn’t start using any old cloud software for your law practice. Even if you’re just chatting about a matter with a partner online, you have to make sure your data is secure. When sharing documents containing sensitive client information or collecting payment data, strident security measures are key. One tell-tale sign that your cloud software is secure is if it has completed SOC 2 attestation. 

SOC, or Service Organization Control, 2 is an auditing process that helps cloud companies assess data privacy and security standards. It’s an optional attestation, but it applies to nearly every cloud company. Companies that have achieved SOC 2 compliance have committed to robust security policies that third-party, certified auditors regularly validate. Using a company that is SOC 2 compliant means they have top-notch security, privacy, and confidentiality in their system. So, you can rest assured that your data is secure.

Enhancing Online Workflows

With CosmoLex, you can leverage your online functionality to create a streamlined and simplified workflow with colleagues and clients. Its SOC 2 compliant features cover everything from intake to closing, giving you and your clients an effortless and secure workflow.

Intake Customizations

Intake can happen not just during that initial client meeting, but throughout the duration of a case. It’s easy to overlook information you need when taking on a new client. While CosmoLex provides intake forms, you can customize those forms and create custom fields specific to your firm’s practice areas. Customize these forms and fields with help texts to aid clients in filling out those forms. Clients can complete those forms online, ensuring you have everything you need for a strong start to a matter. 

Banking and Payments

CosmoLex also offers built-in trust-compliant accounting and payments. Refill trust accounts, reconcile your bank account, and provide bookkeeping access to your accounting all from one place. You’ll also be able to run comprehensive reports to ensure compliance.  

Batch invoices and have your clients pay online via credit card or ACH. Send clients online invoices to securely pay without needing their payment information. Clients can also store their payment information in their client portal, saving them time, and helping you get paid faster.

Client Portal

Having a secure client portal isn’t just a convenient way for clients to pay invoices. It also provides a professional and polished experience for clients. 

Communicate directly with clients using CosmoLex’s client portal two-way messaging system. All messages are logged directly to the matter. When you message your client, they’ll receive a notification to message you back. More secure than both email or text, this system allows clients to connect with you on their own time and terms. 

Additionally, clients can upload important documents to their account. Set permissions on client access to prevent revealing certain records for added privacy and security. Don’t worry, you can revoke access to a single record or the entire portal if necessary. 

Screenshot provided by partner

CosmoLex Software Integrations

CosmoLex integrates with several different apps, including Outlook, Google, DropBox, Office365, LawRuler, and Zapier, among many others. These integrations are available on a two-way sync to help you work more efficiently and comfortably.

Tasks Management

Never ping project updates again with the powerful task management solution within CosmoLex. Use tasks to create, delegate, and monitor work with users on the platform. Assign tasks through the task manager and directly respond to comments and questions. With everything in one place, you’ll save time and provide a more effective way to manage your team remotely. 

Better, you can do all of this on the computer or through the CosmoLex mobile app!

Demo Video 

Erica from CosmoLex recently gave us a demo of CosmoLex and how it can help your firm. Take a look at the video below to see a walkthrough she provided our Legal Tech Advisor, Zack Glaser.

How to Get It

CosmoLex is a cloud-based law practice management software that integrates accounting, time tracking, billing, document management, and tasks in a single application. If you’d like to learn more about CosmoLex and its robust feature set, checkout From there, you’ll be able to schedule a demo or sign up for a free trial. No credit card needed.

Want to learn more about CosmoLex? Check out our full review, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

Cosmolex Expands Business Accounting with Robust Billing & Payment Features

Cosmolex understands that built-in accounting is a major selling point for many lawyers. The integrated system can make reporting, tracking, and billing easier for users. But, they must stay on top of expected features. They must constantly iterate. Which is what we’re seeing with the release of new features for CosmolexPay, and their increased login security.

Cosmolex Launches CosmolexPay, Making it Easier to Get Paid by Clients

Last year, Cosmolex released its built-in ePayment accounting system, CosmolexPay. This allowed users to accept credit card payments directly through their practice management software—a must-have for an all-in-one system.

Recently, however, the platform released enhancements. Cosmolex users can now set up ACH payments, accept eChecks, and even save payment methods into the accounting system. This is a boon for client-centered operations.

Increased Security for your Remote Practice

Every cloud-based law practice management solution should be mobile capable. And users should be able to access their data from anywhere. With that access, however, comes responsibility—for both the platform and the user—to keep the data safe. Platforms should protect the data they have control over (which Cosmolex has done), and should empower users to protect themselves through better authentication methods.

Cosmolex, for its part, has increased its login security to include multi-factor authentication through the Microsoft Authenticator app. Just go to the settings menu in your account, click on ‘security’, and turn on two-factor authentication. From there, you select the Microsoft Authenticator option and follow the prompts. Check out the video below to see this capability in action.

How to Get it

Check out our full Cosmolex review to learn more about their accounting functionality and integration. Then read the community reviews and compare products. Remember, Lawyerist subscribers get a discount through our Affinity Benefits program.

CosmoLex’s Dedicated Team Makes Data Migration Easy

In addition to its automated tools, CosmoLex has set up a turn-key data migration service backed by a full-time team of engineers to help you easily and seamlessly migrate all your data into CosmoLex.


Moving your data from different programs to another shouldn’t be difficult, but for whatever reason, it is. Moving anything from client contact information, matter information, workflow, and financial data can be a cumbersome process that takes up time you could be spent actually practicing the law.

CosmoLex feels this pain, that’s why it’s developed a set of capabilities to make data migration easy. CosmoLex offers a tool that can automatically convert data from other applications, like PCLAW, TimeSlips, Clio, and PracticePanther, into CosmoLex. This means you can focus on your practice while CosmoLex focuses on data migration, so you can keep working while CosmoLex takes care of the rest.

While you’ll be able to migrate your data yourself, with CosmoLex providing free assistance and all the template, instructions, and import functions you’ll need to successfully migrate your data, the real draw is its dedicated data migration team. For a nominal fee, you’ll be able to work its CosmoLex’s data migration team to help you clean up and move your data into CosmoLex. Simply provide the data you want migrated and answer a few questions. Easy!

As you transition into CosmoLex, the data migration time can take up to 4 weeks, though on average it about one to two weeks to migrate your data, which includes lead time and actual migration time once its team is deployed. You’ll be able to work with a dedicated account manager to help you figure out where all your data is, what software you use, then begin the data migration process. There are two phases to the data migration process. First, you’ll migrate all your non-financial data, that is, your client, matter, contacts, notes, calendar, and tasks, then you’ll migrate your financial data. Because of the migration time, it’s important that you time and plan things accordingly, based on when you want to start using CosmoLex. Once the team has completely migrated all your data, you’ll be able to jump right in and use CosmoLex to the max.

How To Get It

To learn more about CosmoLex and its data migration services and team or to schedule a free consultation, visit