Neat vs CosmoLex

Clio

8am MyCase

PracticePanther Legal Software

Shoeboxed

ActivityHD

ddSuite

Compare Neat and CosmoLex based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Shoeboxed is the easiest way for freelancers and small business owners to track and digitize their receipts. Since 2007, Shoeboxed has helped over one million businesses go paperless and maximize their tax deductions.

ActivityHD is an enterprise resource planning (ERP) solution that assists businesses of all sizes with payroll processing, accounting, business management and more.

ddSuite software from DDC Schweiz allows object data of large infrastructure objects to be viewed from the overall view down to the smallest detail, managed and orders and invoices to be triggered.

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!

Access Controls/Permissions

Accounting

Accounting Integration

Accounts Payable

ACH Payment Processing

Activity Dashboard

Archiving & Retention

Bank Reconciliation

Billing & Invoicing

Budgeting/Forecasting

Categorization/Grouping

Collaboration Tools

Compliance Tracking

Credit Card Processing

Data Import/Export

Document Capture

Document Management

Document Storage

Drag & Drop

Electronic Payments

Encryption

Expense Claims

Expense Tracking

File Management

Financial Reporting

Full Text Search

Income & Balance Sheet

Invoice Management

Invoice Processing

Mobile Access

Multi-Currency

Optical Character Recognition

Payment Reconciliation

Profit/Loss Statement

Projections

Real-Time Reporting

Receipt Management

Reporting & Statistics

Search/Filter

Secure Data Storage

Secure Login

Spend Management

Tax Management

Third-Party Integrations

Transaction History

Vendor Management

Neat

Android

Web-based

Windows

iPad

iPhone

President

Perhaps someone will either buy this company, fire all the developers, or do their own similar program. Personally I consider it the worst purchase I ever made.

Partner

The ability to scan and classify, assign categories to each document is really good. It makes the work quicker and fun.

Owner/Operator

I love how I can directly scan my receipts into Quicken Home and Business. I love that it is so easy to use and that I can choose a plan that fits my needs/budget.

Owner

I look forward to future updates and improvements. Like i said, its an amazing idea, and i love it now that i know what the limits are.

Customer support is quick to blame me for the issues. I lost an entire months work (that was scanned and shredded, and is no longer visible in my neat files. The items are there, the scan is gone.).

Executive Assistant

Neat is an amazing product, our business is growing rapidly and Neat has helped us with filing our receipts and documents with ease.

Doctor

I like that we have a scanner... and when it works it works well. It integrated with Box which allows me to upload files into my EHR from my computer or my iPad which is nice.

Foundation President & Mayor (Emeritus)

In converting to the new software from the legacy  version I lost all my scans from 2012 to 2016.

Retired

It goes off for no apparent reason. The software stops and closes unexpectedly, for no apparent reason.

Systems Analyst/IT Project Manager

Wonderful for filing all business expenses and retaining copies for reference.

It's user friendly and they keep you updated. It really helps with clutter of receipts.

Founder

When they switched to Cloud only things became incredibly frustrating.

Easy to use and works great with Adobe Reader.

Operations Manager

I have had the scanner for over a year now and I am happy with it. I do wish customer support was better and free.

The features to use were very easy to understand.

doctor

After Covid and retirement, I no longer need their services. So, I wanted to end my monthly subscription.

Yes, the legacy software could still be used if you had it - but they wouldn't update it. I found using the Cloud platform incredibly limiting.

Neat screenshot

Freelancers

Small Business

Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

8am MyCase is a legal practice and case management software designed for law firms of all sizes. 

PracticePanther is a cloud-based law firm software that streamlines operations with automated case management, document organization, and legal billing. The cloud-based platform offers secure access to case details from any device, integrates with apps like Dropbox and Google Calendar, and includes client management tools. With military-grade encryption and customizable workflows, it helps legal professionals reduce administrative tasks while ensuring industry compliance.

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.

Accounts Receivable

Accrual Accounting

Activity Tracking

Alerts/Notifications

Asset Accounting

Audit Management

Automatic Backup

Automatic Billing

Batch Processing

Billable Items Tracking

Billing Rate Management

Built-in Accounting

Calendar Management

Calendar Sync

Case Management

Case Notes

Check Writing

Client Management

Client Portal

Compliance Management

Conflict Management

Contact Database

Contract/License Management

Court Rules-Based Scheduling

Cross Ledger Posting

Customer Database

Customer Statements

Customizable Fields

Customizable Invoices

Customizable Templates

Docket Management

Document Automation

Document Classification

Document Generation

Document Templates

Electronic Signature

Email Management

Employee Management

Fee Calculation & Posting

File Sharing

Financial Management

For Family Law

For Lawyers

For Legal Professionals

For Small Businesses

General Ledger

Invoice Creation

Invoice History

Legal Case Management

Microsoft Outlook Integration

Multi-Location

Online Invoicing

Project Management

Reminders

Remote Access/Control

Reporting/Analytics

Scheduling

SSL Security

Staff Calendar

Status Tracking

Summary Reports

Task Management

Task Progress Tracking

Task Scheduling

Time & Expense Tracking

Time Tracking

Timer

Transaction Management

Trust Accounting

Two-Factor Authentication

CosmoLex

Linux

Lawyer

The technical support has been excellent, both from their quick responsiveness and their ability to solve any issues I may have.

My overall experience with CosmoLex has been excellent. The initial onboarding process was very useful and the data migration from my previous accounting software program was quite seamless.

Cosmolex is by far the best Legal Management Software on the market. The accounting is superior and specific to the legal industry and the client management options are unmatched.

After trying more than 5 of the other solutions, Cosmolex was the best cost effective solution, giving me a complete package of tools for all aspects of my firm.

Firm Administrator

It is really easy to get a live person, which is great. And I have been impressed with every single one of them.

What I like the most is that virtually everything is in one program and it is super easy to use. It was a smooth transition to migrate files and data over (CosmoLex took this over for me).

Principal

Billing with a timer, bulk billing (was added after I requested), super responsive customer support/chat, great reports, full back-end accounting.

Easy to use, good interface, web-based and does most accounting tasks quickly and simply. Software development team is very responsive to any concerns about the product.

The support features and articles are great. I've been able to solve most of my own issues without the need to submit a help ticket.

Law Clerk

Easy to use and very user friendly. Support team is great and very helpful/quick to respond.

Owner/Attorney

Then why am I paying to use Cosmolex. Lastly, the customer service has been consistently terrible.

Practice Manager and Surrogacy Program Director

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.

Managing member

Customer service is also very good. I like that it integrates with several other applications, such as LawPay and Casemaker (although I no longer use Casemaker).

Administrator

The versatility of being cloud based is very beneficial to me as I can log in from anywhere with an internet connection. Combined with the price it was the best choice for our law firm.

Partner/Owner

Second, when I chatted someone to find this "update" they could not find it or direct me to it. The lack of integrations (and the integrations they are getting) is really problematic.

Attorney

Cosmolex is very helpful for trust accounting.

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

I don't use a lot of them and it could make things confusing if i didn't already know what I'm doing.

Neat vs CosmoLex Comparison (2026)

Neat

CosmoLex

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives