CosmoLex
UnclaimedEnd-to-end practice management, billing, and accounting for law firms.
Visit WebsiteTL;DR - CosmoLex
- All-in-one legal practice management software for small and mid-sized law firms.
- Integrates client engagement, firm management, billing, and accounting, including trust accounting.
- Automates tasks, improves cash flow, and ensures compliance for increased efficiency and profitability.
Pricing: Paid only
Best for: Enterprises & pros
4.5/5 across review platforms
Pros & Cons
Pros
- Comprehensive all-in-one solution eliminates the need for multiple software.
- Built-in trust accounting ensures compliance and simplifies financial management.
- Automation of legal tasks saves time and reduces errors.
- Cloud-based and browser-accessible from any device, including Mac.
- Robust reporting provides insights for enhanced decision-making.
Cons
- CRM and Website add-ons incur additional monthly fees.
- Limited to a single bank feed connection during the free trial.
Ratings Across the Web
4.5(407 reviews)
Ratings aggregated from independent review platforms. Learn more
Key Features
Client Intake and Contact ManagementMatter Management with Custom Fields and WorkflowsTime and Expense TrackingCustom Invoicing and Online Payments (Credit/Debit/eCheck)Full Accounting (Trust, Operating, Business) with Bank Data FeedSecure Client Portal and Document ManagementLegal Automation for routine tasksReporting Options (100+ reports)
Pricing Plans
Free TrialCosmoLex CRM
$147 USD/month
- Grow your law firm and improve your client experience with marketing automation, client intake, and contact management.
- Customizable Logic-based Intake Forms
- Automated Workflows
- Email and Text Drip Campaigns
- Streamlined e-Signature
- Seamless Conversion from Lead to Matter
CosmoLex CRM (month-to-month)
$177 USD month-to-month
- Grow your law firm and improve your client experience with marketing automation, client intake, and contact management.
- Customizable Logic-based Intake Forms
- Automated Workflows
- Email and Text Drip Campaigns
- Streamlined e-Signature
- Seamless Conversion from Lead to Matter
CosmoLex Websites
$149 USD/month
- Grow your business with a powerful, mobile-friendly website that enhances credibility and client convenience.
- Fast and easy setup
- Practice-specific Pages
- SEO Optimization
- Client Convenience Tools
- Safe, Reliable, and Compliant Hosting
CosmoLex Websites (month-to-month)
$159 USD month-to-month
- Grow your business with a powerful, mobile-friendly website that enhances credibility and client convenience.
- Fast and easy setup
- Practice-specific Pages
- SEO Optimization
- Client Convenience Tools
- Safe, Reliable, and Compliant Hosting
CosmoLexPay
Contact us
- Securely accept credit cards, debit cards, and ACH payments directly in CosmoLex using our fully integrated payment processor.
- Payment links embedded in invoices
- Next-day funding
- Securely store payment information
- Surcharging available (US firms only)
- Automatic payment allocation
What is CosmoLex?
CosmoLex is a comprehensive, cloud-based legal practice management platform designed specifically for small and mid-sized law firms. It integrates client engagement, firm management, legal automation, billing & payments, and accounting & finance into a single solution. This eliminates the need for multiple disparate software systems, streamlining operations and improving efficiency.
The platform helps law firms manage their entire workflow from client intake and matter tracking to time and expense recording, invoicing, and robust trust accounting. It includes features like secure client portals, document management, automated workflows, and financial reporting, all built to ensure compliance and boost productivity for legal professionals.
Reviews
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CosmoLex FAQ
What is the difference between law firm accounting and trust accounting within CosmoLex?
Law firm accounting in CosmoLex covers all financial management aspects of a firm, including operating and business accounts. Trust accounting specifically manages client funds held in trust, ensuring strict compliance with ethical and legal standards for every transaction.
Is CosmoLex compatible with Mac computers?
Yes, CosmoLex is 100% cloud-based and browser-accessible. No installation is required, allowing users to access it from any device, including Mac, by visiting law.cosmolex.com.
What functionalities are included in the CosmoLex free trial?
The CosmoLex practice management trial includes the same functionality as a paid subscription, with the exception of being limited to a single bank feed connection. CosmoLex CRM and LexShare/LexSign add-ons are not included in the trial.
Where is my firm's data stored with CosmoLex?
Depending on the firm's location, data is securely stored in either U.S. or Canadian data centers.
Can system access be controlled at a granular level for individual users?
Yes, administrators can define access permissions by role or even more granularly for individual users within the system.
Source: cosmolex.com