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Neat vs CosmoLex Comparison (2026)

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CosmoLex logo

CosmoLex

Overview

Neat is your all-in-one small business accounting and bookkeeping software that replaces the guesswork of spreadsheets, handwritten records, and manual invoices. Try for free today!

CosmoLex is a comprehensive legal practice management solution that assists with master case management, billing, accounting, and more. Its trust accounting and compliance management tools ensure firms stay compliant. Automated workflows, matter templates, secure document management, customizable scheduling tools, and comprehensive reporting capabilities provide law firms with a centralized hub to manage their practice.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

288

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

49

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.0

100

5

4

3

2

1

53

23

10

3

11

  • Value for money
  • Ease of use
  • Features
  • Customer support
56%
would recommend this app

4.6

349

5

4

3

2

1

260

66

12

4

7

  • Value for money
  • Ease of use
  • Features
  • Customer support
89%
would recommend this app

Pros

“Good invoice cloud storage and ease to use”
MS

Marcelo S.

Vice President

“In the age where most business is conducted through Credit Card transactions, it is vital to match charges to invoices.”
RT

Ralph T.

Owner

“Being able to take a picture of the receipt and not needing to keep a physical copy is awesome and such a time saver.”
TC

Taylor C.

Accountant

Pros

“CosmoLex delivers incredible value for money by combining practice management, legal accounting, and invoicing into one secure cloud platform.”
Verified reviewer profile picture

Matteo V.

Legal assistant

“Built-in three-way reconciliation and strict compliance features give peace of mind that IOLTA/trust accounts are handled correctly, preventing costly accounting errors while streamlining monthly reporting.”
Verified reviewer profile picture

Gary A.

Founder CEO

“The built-in bank reconciliation and process automation features make tracking trust accounts and automating client billing effortless.”
Verified reviewer profile picture

Matteo V.

Legal assistant

Cons

“There is no functionality to export data other than to export the whole database making it virtually impossible to switch to another system if one has a lot of data.”
RW

Ralph W.

CEO

“Can't find receipts, Can't print reports”
Mr

Maryann r.

Owner

“That it doesn't mesh w simply accounting”
Tl

Theresa-lynn R.

Owner

Cons

“I bought this product and was immediately put into NextGen and the banking features I need for IOLTA trust accounting are not available. How can this be?”
KK

Kathleen K.

CFO

“The user interface can feel somewhat cluttered and dated compared to newer, cloud-first competitors like Clio or MyCase.”
Verified reviewer profile picture

Gary A.

Founder CEO

“The interface feels a bit dated, and the initial setup for trust accounting requires a slight learning curve.”
Verified reviewer profile picture

Manfredi G.

Administrator

  • Vendor responds to reviews
  • Last review2 years ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features47
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Management
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Batch Processing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting/Forecasting
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Categorization/Grouping
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Conflict Management
  • Contact Database
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Invoices
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Management
  • Encryption
  • Expense Claims
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • Financial Management
  • Financial Reporting
  • For Family Law
  • For Lawyers
  • For Legal Professionals
  • For Small Businesses
  • Full Text Search
  • General Ledger
  • Income & Balance Sheet
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Online Invoicing
  • Optical Character Recognition
  • Payment Reconciliation
  • Profit/Loss Statement
  • Project Management
  • Projections
  • Real-Time Reporting
  • Receipt Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Spend Management
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Transaction History
  • Transaction Management
  • Trust Accounting
  • Two-Factor Authentication
  • Vendor Management
  • Version Control
  • Workflow Management
  • Total features102
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Management
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Batch Processing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting/Forecasting
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Categorization/Grouping
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Conflict Management
  • Contact Database
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Invoices
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Management
  • Encryption
  • Expense Claims
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • Financial Management
  • Financial Reporting
  • For Family Law
  • For Lawyers
  • For Legal Professionals
  • For Small Businesses
  • Full Text Search
  • General Ledger
  • Income & Balance Sheet
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Online Invoicing
  • Optical Character Recognition
  • Payment Reconciliation
  • Profit/Loss Statement
  • Project Management
  • Projections
  • Real-Time Reporting
  • Receipt Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Single Sign On
  • Spend Management
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Transaction History
  • Transaction Management
  • Trust Accounting
  • Two-Factor Authentication
  • Vendor Management
  • Version Control
  • Workflow Management

Integrations

  • Total integrations8
  • Box
  • Campaign Monitor by Marigold
  • Chrometa
  • Constant Contact
  • Dropbox
  • Google Calendar
  • Google Contacts
  • Microsoft 365
  • Microsoft Outlook
  • NetDocuments
  • OneDrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Quicken
  • TurboTax Business
  • Total integrations8
  • Box
  • Campaign Monitor by Marigold
  • Chrometa
  • Constant Contact
  • Dropbox
  • Google Calendar
  • Google Contacts
  • Microsoft 365
  • Microsoft Outlook
  • NetDocuments
  • OneDrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Quicken
  • TurboTax Business

Alternatives

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