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CosmoLex Rating:


  • Customer Experience & Support - 8.5/10
  • Pricing & Value - 8.75/10
  • Security - 10/10
  • Innovation & Future-Proofing - 8.75/10
Comments Rating 3.33 (3 reviews)

Rating Breakdown

Our Rating: 4.5/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Community Rating: 3.3/5 (based on 3 ratings)

The community rating is based on the average of the community reviews below.

Composite Rating: 3.7/5

The composite rating is a weighted average of our rating and the community ratings below.

CosmoLex is a cloud-based practice management software with a robust feature set that includes a full law-firm accounting package. CosmoLex’s accounting features mean you don’t have to deal with migrating information to-and-from a general-purpose accounting software package like QuickBooks or Xero. And with the single-tier pricing, users get a lot of bank for their buck.

Who CosmoLex is For

CosmoLex is an excellent choice for firms that want robust accounting included with full-featured cloud-based practice management software. If you are looking for a one-stop solution, this should definitely be on your list.

On the other hand, it’s probably is not a great fit for firms that need to link a number of software and services together, unless they are included in the list of third-party apps CosmoLex already supports.


Cosmolex pricing and screen shots for Law Practice Management Software
Starting Cost
  • iOS
  • Web
  • Cloud
Core Features
For law practice management software, the following are essential features, and you should therefore expect to see a check in every box in this section.
Case/Matter Management
Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.
Client/Contact Management
Managing clients and other contacts is a core feature of law practice management software.
Task Management
Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.
As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.
Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.
Additional Features
Conflict Checking
An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.
Email Client
Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.))
Text Messaging
Can you send and receive text messages and associate them with your matters?
Document Management
Basic document management allows you to add documents and associate them with your cases/matters.
Document Assembly
Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.
Secure Client Portal
Basic Bookkeeping
This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.
Trust Accounting
This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.
Full Accounting
Some software includes full double-entry accounting features, making additional accounting software unnecessary.
Billing & Invoicing
Does the software allow you to send bills or invoices?
Online Payments
Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.
Software Integrations
  • Box
  • Chrometa
  • Dropbox
  • G Suite
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Microsoft Office 365
  • Microsoft Office 365 Calendar
  • Microsoft Outlook
  • NetDocuments
Open API

Additional Details about CosmoLex

User Experience

Workflows. Using CosmoLex’s Workflows feature, you can add a series of tasks that are triggered by the completion of the previous task or another time frame you set.

Single-page application. Speed matters, especially when it comes to browser-based software. CosmoLex feels fast and responsive because the page doesn’t reload every time you click a link or button. Most of the time, it feels just as fast as desktop software.

Client Portal & Communication

Client Portal. CosmoLex offers a secure client portal so you can communicate with your clients without worrying about your attorney-client privilege. This portal not only allows you to share documents back-and-forth, but you can limit specific permissions your client users have, and send and receive payments on client billing.

Email. With the in-app email features, you can automatically match a communication with a particular matter, and get an alert only if a match cannot be found. Additionally, as you categorize emails, you can keep track of your billing of each of these communications.

Document Management & Assembly

Document Storage. CosmoLex provides built-in document storage options, so you can track the information in your cases without needing to use a third party. However, they also integrate with OneDrive, Google Drive, NetDocuments, DropBox, and Box.

Document Assembly.  Document assembly, here, is accomplished by connecting your 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.

This method of assembly can provide more options for creating smart documents, however, many times it is more difficult to share these document templates between users in your organization.

Billing & Accounting

Trust & Law Firm Accounting. CosmoLex ships with comprehensive business and trust accounting features. Including Bank transaction feeds, and credit card processing backed by LawPay. You may want more features than what they offer, but with the ability to track third-party liens, and print disbursement checks, it may be everything you need.

Time & Expense Tracking. In addition to Trust & Law Firm Accounting, CosmoLex includes thorough legal billing components, including a mobile app to help you track your time and expenses on-the-go. You can also email invoices to your clients, and easily track retainer expenses.

Include your accountant. If you intend to do your accounting in CosmoLex, it’s a good idea to get your bookkeeper and accountant on board before you switch. They shouldn’t have any objection—trust accounting, in particular, will be much easier in CosmoLex—but they will need to work with it, too.

Security & Integrity

Security. 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.

Backup. CosmoLex backs up your data every four hours and keeps multiple, redundant, encrypted backups in several locations. However, there is no way to download a copy of your data.

CosmoLex Pricing & Customer Support

Pricing. 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.”

Migration. CosmoLex can help you migrate data from your existing law practice management and accounting software. Plan ahead, though; data migration takes longer than simply signing up for an account. For non-financial data (i.e., contacts, matters, and associated information), you will have to work with their software technicians. Depending on the complexity of the data migration job, it could even take days or weeks to complete.

CosmoLex provides instructions for migrating financial data yourself (or with the help of your bookkeeper or accountant), but you do have to wait until your non-financial data has been migrated. CosmoLex technicians or certified partners can also take care of migrating your financial data for a fee, or a minimum-term commitment.

Alternatives to CosmoLex

3 CosmoLex Community Reviews

Leave a Review

  1. Avatar Deian M. says:

    Just left CosmoLex

    We moved to CosmoLex a year ago after being unsatisfied with Clio, so (full disclosure) I’m not an easy-to-please client after working in technology and dealing with many user interfaces for years before starting a law practice.

    CosmoLex has a great idea to integrate the GL and MMS, but the execution is flawed and clunky. There are too many pulldowns and checkboxes and eccentricities that hinder the great features. For example, email capture is great, and you could review the billable time from inside of the captured email. Still, it was impossible to go the other way and look at an invoice online and then get to the email for which you have billed from the billable time. We ended up inventing an elaborate description to include the date/time stamp of the email so we could trace it back.

    Also, customer service was not impressive. The service reps always seemed to take a very ambivalent approach, so much so that we just gave up calling. I think they were probably happy to get rid of us, which is a valuable lesson for me in picking a vendor. Find that level of service that you need; don’t settle for less.

    We switched to MyCase plus a cloud accounting system where it’s still a challenge to get things done, but it’s half the price, and MyCase doesn’t promise things it can’t deliver. I’m using the features of MyCase more than I ever did on Clio or CosmoLex, too, like tasks and client intake. My clients avoided the client interface on CosmoLex, but they use the MyCase interface daily.

    We tried to make CosmoLex work, but in the end, it felt like we were feeding a giant machine that never gave us useful business data back and cost us a ton of time in lost productivity.

  2. Avatar J. Ansley S. says:

    4.7 Rating - Great to have accounting and case mgmt combined

    I’ve been using Cosmolex for over a year after experience with Clio and find that it pushes itself just over Clio. I also find it just slightly faster than Clio as well in toggling between tabs, matters, etc. Also, it is much easier to send reminders all at once for unpaid bills in Cosmolex than in Clio.

    The main reason I like Cosmolex over Clio is that it handles my accounting too. I can link expenses to a matter to be reimbursed by the client. That way, the money I receive from the client is properly separated into reimbursements v. income. It integrates with Law Pay so that once I send the invoice, I don’t need to check back to see if the client has paid – it will automatically update as such once the client does so. I like having the accounting and case mgmt all together in one platform so I don’t have to purchase a separate software system for accounting.

    The one downside is that if you want a bookkeeper- you need one who knows how to use Cosmolex. I haven’t started a bookkeeper yet because I want to understand exactly how everything works and comes together for this year’s books before turning it over to someone else. They do, however, have a list of accredited bookkeepers who have completed the necessary training, and I’m sure I’ll engage one of them in the coming year.

    For both Clio and Cosmolex, I can always talk to a technician/helper anytime I want. This is big for me because I am really forgetful of how to do software tasks right. Clio also has the chat feature with someone always available and I can always call someone with Cosmolex, so they tie on this measure.

  3. Avatar Narissa J. says:

    Robust Features

    What I love above CosmoLex is the many case management options as well as the accounting capability. In addition, anytime I need to speak to a real person they are always available.

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