17 years helping Australian businesses
choose better software

About CosmoLex

CosmoLex is the only cloud-based, total practice management, billing, and accounting system (no QuickBooks® required).

Learn more about CosmoLex

Pros:

We used another system before and Cosmolex is more economical and user friendly.

Cons:

No way to track date of loss and statutes of limitation. Takes a great deal of time to manage task lists.

CosmoLex ratings

Average score

Ease of Use
4.6
Customer Service
4.7
Features
4.4
Value for Money
4.5

Likelihood to recommend

9.0/10

CosmoLex has an overall rating of 4.7 out 5 stars based on 340 user reviews on Capterra.

Have you used CosmoLex before?

Share your experiences with other software buyers.

Filter reviews (340)

Eric
Eric
Senior Law Clerk and Office Manager in Canada
Verified LinkedIn User
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Practice Management and Accounting in One

5.0 5 years ago

Comments: One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house. We went through 3 bookkeeping firms in 2 years and spent huge sums of money for our accountants to undo the mess they made. Our first year end with Cosmolex and in-house bookkeeping was a little rough but that was mostly cleaning up past mistakes.

Pros:

The product is generally pretty simple to use. Sometimes you will encounter a quirk that makes you wonder "why did they do it like this?" but once you understand the logic behind it you pick up quickly. The software is updated quite regularly.

Cons:

They were purchased by Tabs3 about a year ago and the fact that they are not independent is a little concerning.

Cole
Practice Manager and Surrogacy Program Director in US
Law Practice, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Outstanding Practice Management Software

5.0 5 years ago

Comments: The greatest benefit is the inclusion of accounting functions such that the we can readily prepare the necessary reports for our CPA.

Pros:

The software is intuitive and straightforward. All necessary options are readily accessible from a simple menu structure, and the inclusion of detailed accounting functions is truly unparalleled.

Cons:

The only difficulty our firm has had has been in discerning how to remove or amend charges to clients once they have been billed and once payment has been received. However, via help and reading on the forums, we now understand this process and it is not difficult.

Samantha
Partner/Owner in US
Legal Services, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Duped by Cosmolex - Only Cost-Efficient if Solo

1.0 5 years ago

Comments: I initially recommended CosmoLex because even with the lack of integrations, I found it user friendly. And I still would recommend it to solos who know they will never expand because of ease of use. But if you are a solo who aspires to add staff, a larger or growing law firm, or someone who uses an outside accounting firm, I would say to just use Quickbooks. Transferring after a year because CosmoLex decided to jack up the price considerably is such a hassle, and we want to continue to grow without continuing to worry that we'll outgrow CosmoLex's functionality or that the price will continue to unexpectedly go up. Additionally, our accountant struggled with it, and urged the switch to Quickbooks.

Pros:

I actually liked this software for the most part in my first year of use. There were a lot of bugs. For instance, the email linking doesn't actually do anything, you have to manually sort and link emails. This is disappointing because it was basically sold to me as something that you could customize by adding rules like emails from x email address should be sorted to x client. But I otherwise found it fairly easy to use and I liked the functionality of invoicing, etc.

Cons:

I am giving this a poor review for the following reasons: (1) Cosmolex is really only price-efficient if you are a solo attorney. When I added a staff member and tried to add another timekeeper, I was told my price was going to effectively double!! As a result I am now trying to switch programs which is a huge headache, but the added costs made Quickbooks actually cheaper and Quickbooks has way more integrations and a payroll feature. (Plus you can find email archiving for FREE if you are a small business that takes care of that functionality for Cosmolex.) (2) They were not upfront about the pricing issues. I was told that the reason it cost money to add this timekeeper was because my previous timekeeper had been "grandfathered in" and that I should have learned about this pretty drastic change in an "update section." First, why wouldn't I have received this in an email? Changing the price and price structure of a product should require actual notice! Second, when I chatted someone to find this "update" they could not find it or direct me to it. (3) The lack of integrations (and the integrations they are getting) is really problematic. For instance, they now integrate with Net Documents, which is pretty expensive. For a product that must be targeted almost exclusively to solos as a result of the pricing structure, that doesn't make sense. Why not integrate with Box or Dropbox? And to not have a payroll integration or to work with existing payroll companies is difficult.

ProfitSolv Response

5 years ago

Hi Samantha, We're sorry to hear that your experience with CosmoLex was poor, but we appreciate your feedback. Please let us know if we can be of any help during your transition process. We regret that our support and training teams were unable to show you our long-standing integrations with Box, DropBox, OneDrive, etc. In regard to our pricing, our customer base ranges from solos to 50-lawyer firms. We respect your opinion and will pass your comments for improvements on to our Client Communications department. We wish you the best.

Mary
Attorney in US
Law Practice, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Impressed by Customer Service

5.0 5 years ago

Comments: 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.

Dean
Attorney in US
Law Practice, Self Employed
Used the Software for: 1+ year
Reviewer Source

Integrated law firm software

5.0 5 years ago

Comments: This is a great replacement for PCLaw, with none of the installation issues.

Pros:

Cloud-based, good interface. The program integrates with OneDrive and other vendors' products

Cons:

Client disbursements don't allow for entering an item list - you have to write it out in one paragraph in the comments box.

Moyosore
Prinicipal Counsel in Canada
Law Practice, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Overall, I enjoy using Cosmolex.

5.0 2 years ago

Comments: Superb. I definitely have and will continue to recommend cosmolex to my colleagues.

Pros:

On a lighter note, aside from the very important features. I like the soft display interface. It is easy on the eyes, the monthly graph and pie chart is very great for keeping track of income.

Cons:

Accounting, but that was an issue with my personal knowledge rather than the software itself. Cosmolex care assisted.

Nikki
Legal Assistant in Canada
Law Practice, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

The best legal accounting software I've ever used

5.0 2 years ago

Comments: Been working with Cosmolex for 2 years now. It is great and easy to use. I wouldn't ever go back to PCLaw.

Pros:

It is great and easy to use. It's simple to navigate.

Cons:

There is nothing about the software that I don't like.

Keeley
Secretary in US
Law Practice, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Best product

5.0 5 years ago

Comments: CosmoLex has been a great product for Bing Law. Customer service is beyond helpful.

Pros:

Bing Law loves this program. User friendly and easy to navigate through. Beyond helpful for accounting.

Cons:

Bing Law would like to see more options in the pull down menus for billing matters and for the case matters.

Jessica
Owner, Virtual Legal Assistant in Canada
Legal Services, Self Employed
Used the Software for: Free Trial
Reviewer Source

Still new to the software but really happy with it!

5.0 2 years ago

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.

Kristen
Legal Assistant in US
Legal Services, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

CosmoLex for Law Firms

5.0 9 months ago

Pros:

CosmoLex is a very helpful software to have in a law firm. It has been perhaps my favorite software throughout the handful of law firms I have worked at. The case management feature is great as is keeping tasks available to see in order to follow up on time-sensitive items.

Cons:

There really is not much I dislike about CosmoLex.

Verified Reviewer
Verified LinkedIn User
Legal Services, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source
Source: GetApp

2 Years Wasted

2.0 3 years ago

Comments: Cosmolex ended up being a major disappointment. Too many of the supposedly great features turned out to be practically useless. Clients can only upload one document at a time and then only if the name is 64 or less characters. Clients can only download one document at a time. The API is closed so automation is much more difficult and expensive. Email communications cannot be shared through the portal. The platform whereby custom invoices are created/modified is archaic and difficult to use.

Pros:

Document Integration with OneDrive and integrated billing

Cons:

The most important components of the software were rendered useless due to lack of most obvious features.

Matthew
Founder/ Tax Attorney in US
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Great for small firms, not so great if scaling up

4.0 4 years ago

Comments: We've been using CosmoLex for 2+ years so they haven't scared us away...yet.

Pros:

Client portal is a terrific feature (when working), the ease of time entries is terrific. Very simplistic interface for invoicing and collecting fees. Integration with LawPay is cool.

Cons:

There's lots of bugs and seemingly easy fixes that get overlooked and/or ignored. The portal will shut down unexpectedly and/or clients cannot access multiple matters without additional email addresses. There is no function for recurring billing (i.e., ongoing or payment plan clients). Customer service is a nightmare to deal with and takes weeks to complete simple tasks.

Michele
attorney in US
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Overall Review of Product- Our THoughts

4.0 8 years ago

Comments: Pros: One program for almost everything. Cons: No document assembly; you can only link one person to the client portal; glitches in program- the program emailed an invoice to the wrong person; can not email through program; glitch- I had to give access to everyone for everything because the limited access features did not work; customer service is not the best; calandar portion has glitches when it interfaces with gmail and office 365.

Pros:

It is a comprehensive software. Its like having Quickbooks and a practice management program in one. This is the best feature.

Cons:

Lots of glitches: (a) it emailed an invoice to the wrong person; (b) user restrictions do not work in my office; (c) calendar is not on the main page- usability is difficult for some tasks; (d) you can only have one person assigned to the client portal. Does not have email capabilities Does not have document assembly Does not have automatic assignment of matter numbers. Limited reporting features- you can not tailor reports (financial)- very limited.

ProfitSolv Response

8 years ago

Hi Michele, We appreciate your feedback related to your experience with CosmoLex. In regards to the issues you are having, please reach out to our support team directly at 732-595-9015 so that they can see first hand the issues you are experiencing, and assist with resolving. I will be entering the requests you have made as well, so that we can keep you up to date on their progress. As an additional note, we will be releasing Document Assembly within the next few months and are always open to hear your suggestions on improving our current reporting. Thank you again for your feedback, and we look forward to hearing from you.

Joshua
Partner in US
Law Practice, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Great for Small Firms

4.0 5 years ago

Comments: Very satisfied.

Pros:

Comprehensive client management, including accounting.

Cons:

Sometimes a little hard to use some of the features, but they are always listening to feature requests.

Sarah
Manager in Mexico
Law Practice, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

They are always innovating

4.0 7 years ago

Pros:

I wanted something that combined both the accounting and matter management in one place. What I like the most is the Customer Support. If I'm having a problem with taking a payment from a client, I can get on the phone and have them resolve the issue without delaying the client. I also like that they constantly ask us what other new functions we'd like to see. They are always innovating, and don't "drop" you once they've got your payment.

Cons:

I wish it would remember matter names and auto-populate that when adding a new client--then i'd like to be able to run reports based on the kinds of matters. I'd also like to be able to bulk mail using our clients' mailing addresses. Finally, I'd like to be able to add in court dates to the matters so that when I run reports, I can filter and organize them according to court dates, rather than client name. I like Cosmolex, but it's clearly set up for civil or other slow-moving firms, and not for traffic, which adds up to 10 clients a day and has many matter subject options.

Alyssa
Rule 6 Law Clerk in Mexico
Law Practice, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Cosmolex has reduced the time for billing clients...

5.0 7 years ago

Comments: Cosmolex has reduced the time for billing clients down from 2-3 days to 2-3 hours.

Pros:

The ability to add charges on the go is a huge plus for the attorney. He can bill his time while in court.

Cons:

Old client invoices, there needs to be a way to unlock invoices to allow payment on outstanding debt. I've contacted customer service and we had a backdoor way of doing it but the newest update to CL has erased that ability. So now old clients who have no active charges are inconvenienced and must come into the office to pay. Would love to see more functions for old accounts!

ProfitSolv Response

7 years ago

Hi Alyssa. Thank you for your feedback. I am not sure I understand the issue you are having. Bills become locked for edits once a payment is received (which can be lifted), but future payments can still be applied, as long as there is a balance. You can resend old, open invoices which have a balance and then apply a payment to those whether by retainer, check or credit card. It does not matter how old they are. If there is something I am missing, or you have additional information which can assist, please email [email protected] and we will be happy to look into this further.

Rebecca
Office Manager in US
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Love it!

5.0 5 years ago

Comments: Very well. Customer service is excellent. Very user -friendly.

Pros:

We swapped from Abacus to Cosmolex a few years ago and its a MAJOR improvement. I love how it is continuously updated to better the program. It is very user-friendly and I love how customizable it is. I also LOVE the upgrade with the new spell check!

Cons:

Nothing right now. We are loving the latest updates!

Wendy
Paralegal/Firm Admin in US
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

The accounting is very easy to use which saves time.

5.0 5 years ago

Comments: It helps all of our staff stay on the same page and everyone knows what is happening in each case.

Pros:

I like that the program has both accounting features and has the ability to hold all of our client's information in one. The accounting features are very easy to use. The support videos are very easy to use and if I need to speak to anyone they usually call the very same day.

Cons:

I would like the calendar to be able to send emails to all of the attorney's as right now when I calendar an event in one attorney's calendar it will not let me send him/her a reminder unless you put the event on another person's calendar. The point of putting stuff on the calendar is so they see the event and they have reminders

ProfitSolv Response

5 years ago

Hi Wendy, thank you for your feedback! We appreciate your comments.

Carlo
Owner in US
Law Practice, Self Employed
Used the Software for: 1+ year
Reviewer Source

Accounting is more precise and up to date.

5.0 5 years ago

Pros:

I chose CosmoLex primarily because it is both a client management system and accounting system in one solution. Additionally, CosmoLex pays my monthly LawPay access fee. All of this really helped my small, but growing practice save some money, while getting all the tools I need.

Cons:

I had to take down my website credit card payment link, but CosmoLex "prefers," and everything is recorded easier when, you process credit card transactions through their portal. There should be a way for me to accept credit cards on my website, like through native LawPay, or on the app.

ProfitSolv Response

5 years ago

Thank you for your feedback, Carlo! It's great to hear that you're enjoying all of our practice management and accounting features, as well as taking advantage of our LawPay offering. We really appreciate you taking the time to leave a review; understanding the pros and cons of our solution from a user's perspective is invaluable in our efforts to constantly improve.

Peter
Managing Lawyer in Canada
Law Practice, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

2 year Cosmolex User

4.0 3 years ago

Comments: Having a cloud based system during Covid and into the future allows our firm to be flexible and current. Although pricey, the value is still there and we enjoy using this software.

Pros:

Cosmolex integrates the accounting software and features we needed with the management of our law practice. Support takes care of any issues that arise quickly and efficiently.

Cons:

Some parts of customization are not intuitive and assistance from customer support is sometimes required. Luckily, customer support is quick and easy to access.

William
US
Legal Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Excellent Law Practice Management App

5.0 8 years ago

Comments: have been using Cosmolex since its introduction and am very happy with the application. I started using the software just for trust accounting, but found its easy-to-navigate interface so easy to use that I started keeping time and expenses and using the billing function as well. Then Cosmolex added full back-end accounting functionality and I ditched my QuickBooks app altogether. Cosmolex continues to add functionality and compatibility. It's a great app for managing your law practice.

Pros:

Easy-to-use interface Accurate trust accounting Broadening functionality Complete integration of functions Growing compatibility with other class-leading applications

Cons:

The only thing I am wishing for is the ability to generate documents from the Cosmolex database, but this is coming I am told!

Olufikemi
Lawyer in Canada
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Very great Practice Management software

5.0 last year

Comments: It has been very easy for me to create a matter, do my billing and invoicing, and the client portal is a nice touch that makes my clients believe that our office is sophisticated.

Pros:

I love the instant live support chat function. It helps a lot when i have absolutely no idea how to navigate

Cons:

The pricing is very high compared to the Canadian counterparts

Talon
Lawyer in Canada
Legal Services, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

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

5.0 3 years ago

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.

Robert
Principal Owner in US
Law Practice, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

The ideal system for my purposes

5.0 7 years ago

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

ProfitSolv Response

7 years ago

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.

Ed
Lawyer in US
Law Practice, Self Employed
Used the Software for: 2+ years
Reviewer Source

Essential

5.0 4 years ago

Comments: 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.