CosmoLex

Score9 out of 10

8 Reviews and Ratings

Community insights

TrustRadius Insights for CosmoLex are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Comprehensive Bookkeeping and Billing Features: Several users have praised the software for its comprehensive and efficient bookkeeping and billing features. They have found these features to be highly effective in managing their financial tasks seamlessly.

Excellent Practice Management Capabilities: Many reviewers have expressed their satisfaction with the software's overall practice management capabilities. They appreciate how it enables them to easily handle various aspects of their practice, contributing to improved efficiency.

Responsive Support and Assistance: Users have appreciated the responsiveness and support provided by the software. They highlight the prompt assistance they receive whenever they face any issues or have questions, which has greatly helped them in using the software effectively.

Reviews

3 Reviews

CosmoLex Bringing Clients and Lawyers together.

Rating: 10 out of 10

March 7, 2023

Use Cases and Deployment Scope

As a legal Service management software, we use it to organize our clients, maintain their files and mange the data base of clients. CosmoLex has a lot of other features including a task tracking system to keep our employees on task, a document generation system to help create files to be used for our clients, and many more.

Pros

Client Database
Document generation
Task assignment
Time tracking

Cons

File separation and security like ethical was to prevent opposing council in the same company from having open access to other clients.
More detailed user management.

Likelihood to Recommend

I have saved a ton of Money for our company by using the free features already installed like the Document generation over paying for extra programs to help with the same thing.

Jeffrey Chupa

Legal Project Manager in Professional Services at Masgras Professional Corporation (11-50 employees)

Vetted Review

3 years of experience

View profile

Excellent software for a new lawyer just getting started. Loading times could be improved, and also allowances made for multiple entries at a time for expenses and transactions (already possible for time entries)

Rating: 10 out of 10

Incentivized

February 9, 2021

Use Cases and Deployment Scope

I use CosmoLex mostly for my trust accounting. I am a sole practitioner and mostly do fixed fee work, so I haven't used the timekeeping functions too much. I generally use other software for document generation, so I have used the document generation features for just a few things. I have one assistant who had never used CosmoLex before starting with me, and she typically uses it more than I do.

Pros

Cloud-based - accessible from anywhere.
Very easy to get started.
Intuitive user interface (for the most part).
No need for separate accounting software.
Check printing is very easy and smooth, especially when printing multiple checks.
Flexibility to integrate with other software to import billing.

Cons

Multiple line data entry - when adding multiple expenses manually, you have to wait for the software to load after each entry.
Loading can be slow - this includes generating reports, preparing checks, inputting data entries, moving from matter to matter - you have to wait a few moments with each action.
Cost - more costly than some other software options (similar in price to Clio).
Rather than pay for licenses, you pay per user, so you can't just purchase 3 licenses for 4 users without having some issues. When one user logs in and someone is already logged in under that username, the first user is logged out, even if they are in the middle of doing something.

Likelihood to Recommend

Because it is cloud based, CosmoLex is well suited for a lawyer starting up a practice as there is no need for a server. It is also very easy to use from home as it doesn't require a remote session to login, but can be used from any device.

It is not well suited for a practice that requires a very fast pace for accounting as it takes a bit of time for each transaction to load, frustrating the user and causing them to lose momentum. On the other hand, if time is taken to set things up, there are a few tools that make importing expenses much quicker, and time can be made up by just taking some time to set things up.

Verified User

Professional in Legal (1-10 employees)

Vetted Review

2 years of experience

Great for control freaks or those who like building RTA furniture with those picture directions

Rating: 9 out of 10

Incentivized

November 21, 2020

Use Cases and Deployment Scope

I use CosmoLex as my one and only practice management, timekeeping, and accounting software. I am a solo practice and a solo user. I began using it after a successful trial when I started my practice. It addresses planning, trust accounting, billing, business reporting, client portal communications, and mobile tracking through its app.

Pros

Bookkeeping and billing
Overall practice management
Responsiveness and support

Cons

Sometimes difficult to find what you want on the clunky interface.
Would be beneficial to offer a pared down version for solo practitioners
Accounts payable function is weak.

Likelihood to Recommend

CosmoLex is very well suited for the solo or small practice where you just need a little more backup to keep you organized, or where you still intend to do your own taxes or like to have a lot of control over your activity and your output. It may also be well suited for a larger practice where the task management pieces would be more useful but, a lot of those pieces get in the way in a solo practice. It is also great for anyone who wants a strong trust accounting program built into their daily activities.

Verified User

Partner in Legal (1-10 employees)

Vetted Review

2 years of experience

Loading Reviews List....

Excellent software for a new lawyer just getting started. Loading times could be improved, and also allowances made for multiple entries at a time for expenses and transactions (already possible for time entries)

Rating: 10 out of 10

Incentivized

February 9, 2021

Use Cases and Deployment Scope

Pros

Cloud-based - accessible from anywhere.
Very easy to get started.
Intuitive user interface (for the most part).
No need for separate accounting software.
Check printing is very easy and smooth, especially when printing multiple checks.
Flexibility to integrate with other software to import billing.

Cons

Multiple line data entry - when adding multiple expenses manually, you have to wait for the software to load after each entry.
Loading can be slow - this includes generating reports, preparing checks, inputting data entries, moving from matter to matter - you have to wait a few moments with each action.
Cost - more costly than some other software options (similar in price to Clio).
Rather than pay for licenses, you pay per user, so you can't just purchase 3 licenses for 4 users without having some issues. When one user logs in and someone is already logged in under that username, the first user is logged out, even if they are in the middle of doing something.

Likelihood to Recommend

Verified User

Professional in Legal (1-10 employees)

Vetted Review

2 years of experience