CosmoLex

As an online application, users can use CosmoLex in any modern browser with an internet connection.

CosmoLex has a single pricing plan, which includes all of their features for every user. For users who are billed annually, they charge $79.00 per-month-per-user, while monthly accounts will pay $89.00 per-user-per-month. It is worth noting that firms with 10+ users may get “tiered pricing.”

As of this review, CosmoLex protects all data traveling between your computer and CosmoLex's servers using 256-bit SSL encryption, which is often referred to as "bank-grade" security. All CosmoLex servers are located in the United States, or Canada. And, as CosmoLex notes, they are subject to those jurisdictions. This may be a plus or a minus depending on your viewpoint.

CosmoLex has McAfee run a third-party security audit every 24 hours, and a third-party penetration test from May 2016 found "no exploitable vulnerabilities … that could compromise customer data."

To its credit, CosmoLex is quite transparent about its security features.

Yes. And No.

Integrating OneDrive (or OneDrive for Business) is relatively easy, has two-way sync, and can completely replace your native CosmoLex document storage.

Further, CosmoLex offers Office 365 Calendar sync that you can turn on. This will allow you to create an Office 365 Calendar for your CosmoLex events. You’ll be able to create events either app.

For email, however, the platform offers an Outlook Desktop and Outlook 365 (online) plugin. Although it does not support Two-factor authentication (2FA) at this time, so we suggest not to use it. Alternatively, though, users can easily forward email from their Outlook account into CosmoLex. Once the email is routed to the platform, users can set-up auto-tagging, and track billing with ease.

Yes. And No.

CosmoLex's Google Drive integration is a two-way sync, where Google Drive can completely replace the native CosmoLex document storage.

Additionally, a firm’s CosmoLex calendar can easily be added to their Google Calendar. This sync allows for two-way communication so the firm users can create events in either CosmoLex, or the Microsoft app.

As for email, though, Gmail users can turn on email Routing to get firm emails into their account. This will route inbound and outbound emails directly from Gmail to CosmoLex. Once the email is routed into the account, users can set-up auto-tagging, and track billing with ease.

CosmoLex ships with comprehensive business and trust accounting features. This includes Bank transaction feeds (through Plaid), and credit card processing backed by LawPay. Additionally, it comes with a standard chart of accounts that law firms need. So, it has the potential to be much less confusing than QuickBooks.

For our Canadian readers, the platform is well versed in Canadian trust accounting obligations. They offer features like internal three-way reconciliation that may be helpful during an audit.

Yes. CosmoLex is strong in the billing and payment department. They offer a native acceptance of online payments through CosmoLexPay, or users can integrate their existing LawPay account.

No, as of this Cosmolex review, it does not integrate with Zapier.

Yes. As with most LPMS systems, document assembly is accomplished by connecting client information to the “mail merge” function of Microsoft Word. Essentially, you design templates in MS Word using merge fields that you download directly from your database. You then upload these templates to the CosmoLex system. Here, they can be accessed by other users in your firm. Although this is not as robust as a system that stores your templates locally, most users will find that it does everything they need and more. Additionally, it is much easier to share these templates.

Since CosmoLex is accessed through your browser, it is compatible with both PC and Apple products.