What Is CosmoLex?

Thousands of law firms have switched to CosmoLex - the only cloud-based, law practice management software with built-in, compliant legal accounting (no QuickBooks needed). CosmoLex eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. LawPay credit card processing is also built-in with no fixed monthly fee. Simply log into CosmoLex Cloud - anytime, anywhere - to get everything you need to run your entire law practice. Try free today!

Who Uses CosmoLex?

We help law firms run their practice with maximum efficiency. They need a one-price, one-login system that includes practice management, billing, and accounting.

Where can CosmoLex be deployed?

Cloud-based
On-premise

About the vendor

  • Tabs3 Software
  • Located in Lincoln, US
  • Founded in 1979

CosmoLex support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Canada, United States

Languages

English

CosmoLex pricing

Starting Price:

US$89.00/month
  • Yes, has free trial
  • No free version

CosmoLex does not have a free version but does offer a free trial. CosmoLex paid version starts at US$89.00/month.

Pricing plans get a free trial

About the vendor

  • Tabs3 Software
  • Located in Lincoln, US
  • Founded in 1979

CosmoLex support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Canada, United States

Languages

English

CosmoLex videos and images

CosmoLex Software - 1
CosmoLex Software - 2
CosmoLex Software - Time & Expense
CosmoLex Software - Trust Reconciliation
CosmoLex Software - Universal Email
View 6 more
CosmoLex video
CosmoLex Software - 1
CosmoLex Software - 2
CosmoLex Software - Time & Expense
CosmoLex Software - Trust Reconciliation
CosmoLex Software - Universal Email

Features of CosmoLex

  • Access Controls/Permissions
  • Accounting Integration
  • Accounting Software
  • Accounts Payable Software
  • Accounts Receivable Software
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Bank Reconciliation
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Case Management Software
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Contact Database
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Cross Ledger Posting
  • Customizable Fields
  • Data Import/Export
  • Document Capture
  • Document Classification
  • Document Generation Software
  • Document Management Software
  • Document Storage
  • Email Management Software
  • Expense Tracking
  • Fee Calculation & Posting
  • Financial Management Software
  • Financial Reporting Software
  • For Lawyers
  • For Legal Professionals
  • For Small Businesses
  • Full Text Search
  • General Ledger
  • Invoice Creation
  • Invoice Management
  • Invoice Processing
  • Legal Case Management Software
  • Multi-Currency
  • Online Invoicing
  • Receipt Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Task Management Software
  • Tax Management Software
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking Software
  • Trust Accounting Software
  • Version Control
  • Workflow Management Software

Alternatives to CosmoLex

Tabs3 Software is a reliable, intuitive, seamlessly integrated suite of products for legal professionals.
ProLaw combines client and matter management, docketing, time entry, billing, and accounting, enhancing productivity firm-wide.
QuickBooks Online is a small business accounting software and app that allows you to manage your business anywhere, anytime.
The best law practice management software for small law firms. When it's time to get serious about your firm, it's time for Smokeball.
MyCase is a top-rated, complete law practice management solution with all the tools firms need to run a better practice, from anywhere.
Clio is the leading law practice management software with the most 5-star reviews and the only legal software with 1,000+ reviews. Learn more about Clio
"A perfect business tool for solopreneurs." - INC Magazine
Cross-platform, integrated Time, Billing and Accounting software for the legal market.
Rental property and personal finances management solution with tenant information tracking, income management, and expense tracking.

Reviews of CosmoLex

Average score

Overall
4.7
Ease of Use
4.6
Customer Service
4.8
Features
4.4
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Karin
Office Manager/Bookkeeper in Canada
Law Practice, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great All in One Solution

5.0 last month New

Comments: Both lawyers & support staff are very satisfied with the switch to CosmoLex.

Pros:

Onboarding/migration process was quite smooth; great team to work with.Easy to use all aspects of firm and trust accounting, quarterly reporting, Love the integration with Microsoft 365; getting closer to becoming 'paperless'.Can't wait to get the client portal in full use.The Live Support portal is the best I've ever used. They usually have the answer but if not the matter is immediately escalated and responded to.

Cons:

A bit of a learning curve moving from previous software. Don't switch during a busy period.Would like to see a client ledger which incorporates both trust and general expense entries on single page.

Alternatives Considered: LEAP and uLawPractice

Reasons for Choosing CosmoLex: Was looking for a cost effective, cloud based accounting/document management software.Previous software was glitchy at times and tech support was not immediate.

Switched From: PCLaw

Pete
Pete
Attorney in US
Verified LinkedIn User
Law Practice, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

I am glad I found CosmoLex, I could not get through a day without it.

5.0 10 months ago

Pros:

It's easy to use, intuitive, and the customer support is outstanding. I've occasionally contacted them with feature suggestions and they usually end up incorporating those suggestions - or they might show me how I missed something that accomplishes the same thing. The product works as advertised and I have no regrets.

Cons:

It had a little bit of a learning curve but I had nothing to compare it to. I now find it intuitive, so it's hard to say. Customer support is awesome, though, and they also have videos you can watch that explain most of the problems and issues I experienced along the way.

Alternatives Considered: MyCase and Clio

Reasons for Choosing CosmoLex: As my office grew, I realized that I needed REAL software that was made for lawyers instead of trying to customize software that was off-the-shelf.

Switched From: Quicken

Reasons for Switching to CosmoLex: It seemed more professional and I was able to get customer support on the phone during the trial period.

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

Great for small firms, not so great if scaling up

4.0 2 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.

Alternatives Considered: Zola Suite and Smokeball

Reasons for Choosing CosmoLex: Easy of use

Switched From: Zoho CRM

Reasons for Switching to CosmoLex: Overall initial cost per user

Jennifer
Attorney in US
Law Practice, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

Best Attorney Software

5.0 3 years ago

Comments: Great program with easy customer support (even a chat feature). The prior legal platform software we used constantly had issues with an expensive yearly update that was required. Cosmolex is cloud-based so no need for updates. there is no need for an additional bookkeeping program for your office expenses as the program will handle that along with your trust accounting.

Pros:

I like that you can handle your everyday office accounting in the same program as your trust accounting. There is no need for a separate program. Our clients love the client portal and they can upload documents directly to the client portal instead of having to bring them into our physical office. Cosmolex keeps each of your client files organized where you can save all of your emails, documents, and share the ones that you need to share with your clients through the client portal.

Cons:

We would like to be able to make one bulk deposit at one time instead of having to go through by individual dates and make individual deposits.

Alternatives Considered: MyCase and Clio

Reasons for Choosing CosmoLex: Pclaw has expensive yearly updates. It was a chore to even close a client file. The program is outdated. To allow access to the program to a client, we had to get a separate program to upload documents because pclaw has no such feature.

Reasons for Switching to CosmoLex: Cosmolex had the back office accounting to have all our books go through one program!

Ana
Attorney at Law in US
Legal Services, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source

Cosmolex Review

4.0 6 years ago

Comments: I became a Cosmolex customer after being a customer of another practice management system and a customer of a widely known accounting software. My law practice incorporates general practice areas ranging from real estate/title agency, personal injury, litigation, family law, to probate and estate planning. With a variety of practice areas such as my firm, the challenges of practice management are complex because each area of the law has its own set of individual policies and procedures. The program I was using didn't capture my time spent on cases, nor created a detailed bill for my clients' review that completely captured all of the work my staff and I performed on their case. Cosmolex produces an invoice for the client that justifies my legal fee, which is essential to client satisfaction, and critical for ethical compliance purposes for cases that are accepted on a retainer or hourly basis. Not only do I earn more money because I'm able to quickly track time and expenses, but I also deliver a better product. Less time is spent telling my client what I did on their case but instead, allows me to focus on the particular legal matter the client hired me to solve. Further, the biggest hurdle to launching a successful law firm (I've only had my own law firm for seven months), is bookkeeping, and I have an in-house, nearly full-time bookkeeper which is also an accountant and is even qualified as an expert in a common accounting software system. However, with all of that knowledge and expertise, so much of my time was spent on accounting, and now it's spent on practicing law and a deeper concentration on my cases. This was not and could not have been possible with other accounting software systems on the market. Trust me, I tried them, and they only created problems. The other systems in the market (even those that are tailored for law firms) simply make the law firm work for the system, and not the system work for the law firm. Cosmolex is comprehensive. It takes care of the daily task delegation, case progress, and time tracking, accounting, employee performance, and reports. My experience has been an eye-opening one. My experience is mostly a relief because without Cosmolex I would still be living in the dark-ages of unproductivity and frustration.

Pros:

Ease of use, the simplicity of timecards, layout/design, price, functionality across multiple practice areas, ethical compliance considerations, cyber security protection, and mobility.

Cons:

Lack of knowledge by customer support, inability of 24/7 customer support access, inadequate and burdensome contact importing process, access to library of forms and templates with incorporated merge fields, failure of bank integration for purposes of deposits, no app available, not synced with lexicata or another CRM service, doc mgmt could use some navigational ease of use improvement, no place for employees to insert their time for purposes of payroll, no spell checker, inability to make a matter designated as anything other than inactive or active (nice if had more options, such as closed cases, prospective lead, consultation only, referred out), migration of emails into cosmolex, lack of automatic matching of emails to correct corresponding client file (doesn't exist retroactive to joining Cosmolex at all, and once joined, the automatic email matching is rare but is much more usually manual entry, automatic base fee for commonly used tasks and expenses that would automatically be applied to each type of case's invoice for example, fax $2.50, copy cost 30 cents per page, courier fee $5.00, postage cost of $10.00, generate and open file $15, $10 document retention fee, and legal research $20.00, additional permissions for each user based on more than is listed under "role," label generator, sync with efax and adobe sign and google for work, ability to mark certain case documents as confidential and/or only for internal viewing purposes.

CosmoLex Response

6 years ago

Hi Ana, Thank you for taking the time to detail your thoughts, it is constructive feedback like yours which keeps us grounded. You run a multi-dimensional practice and are a tech enthusiastic, full of ideas. While we currently do not offer 24/7 live customer support as you stated, this is planned for the near future. We also agree that data migration from one system to another can often be very cumbersome. Though we have automated this process quite a bit since you became a customer, we understand that this can be perceived as a major hurdle for some firms, which is why we work hard every day to improve this process. Lastly, we value your comment that "[CosmoLex] is already well beyond its counterparts and is arguably the next big leader in legal tech practice management". We can assure you that we will be relentless in our pursuit of simplifying the practice of law! Erica Birstler, Manager, Client Services Dept.