CosmoLex Reviews

It is Easy to use and has logical organization.

Certain features are very difficult to correct mistakes in, and the existing videos and articles are not helpful to me in resolving.

I like how easy it was to integrate into my business. I was using a different software before and it was very easy to make the switch.

I currently have not come across anything that I wish were different.

We liked that it appeared to have a bunch of services wrapped up into one--time-keeping for billing, accounting software similar to Quickbooks with an automatic feed into our accounts, and email archiving/practice management. The time-keeping component works well although you would think it would be easier to do mixed-fee or alternative fee arrangements given that these are the fastest growing in the legal industry.

The accounting system is a joke. The bank-feed regularly just stops syncing with no notification. We have spent so much time reconciling our books this year as a result of issues that Cosmolex refuses to address claiming its the result of their third-party vendor. We recently needed to transfer a file, and in going to export the emails, we learned that we would need to go into each email, print to...

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Easy to use accounting software with a smooth and friendly display interface

Often quirks but over time will be fixed

CosmoLex has provided practice management support for Suresh Law to client our with with their technology, business and real estate law needs.

Plaid integration fails at times and needs resetting for bank feed.

Document Integration with OneDrive and integrated billing

The most important components of the software were rendered useless due to lack of most obvious features.

Everything was in one place. I didn't have to generate bills in one package, enter them in another for tracking income, and then pay them in two places as well. It is also great to be able to write a cost check in a case and have the expense "attached" to the client's accounting file/bill in a seamless matter with just an additional click or two. We were promised an easy migration with all the support...

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I can't think of anything additional at this point; they have added all MY wishlist items! I think the only thing they could add at this point is a "hotline" 24/7!

Billing/Invoicing/Payment management and Account reconciliation features are what I like best -- easy to stay on top of the flow

I don't have a "least" -- I find CosmoLex easy to use and it does everything I need to keep our office well managed!

I love using CosmoLex for invoices / billing!

I haven't had any negative experiences at this point.

Cosmolex lets me have the bigger picture in one piece of software. I can easily see how my business is doing from the dashboard.

I would like to have a report that shows trends and exports to excel so I could create graph charts. It would also be nice to be able to produce an invoice showing the work put into a fixed fee matter.

I actually liked this software for the most part in my first year of use. There were a lot of bugs. For instance, the email linking doesn't actually do anything, you have to manually sort and link emails. This is disappointing because it was basically sold to me as something that you could customize by adding rules like emails from x email address should be sorted to x client. But I otherwise found it fairly easy to use and I liked the functionality of invoicing, etc.

I am giving this a poor review for the following reasons: (1) Cosmolex is really only price-efficient if you are a solo attorney. When I added a staff member and tried to add another timekeeper, I was told my price was going to effectively double!! As a result I am now trying to switch programs which is a huge headache, but the added costs made Quickbooks actually cheaper and Quickbooks has way more...

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Hi Samantha, We're sorry to hear that your experience with CosmoLex was poor, but we appreciate your feedback. Please let us know if we can be of any help during your transition process. We regret that our support and training teams were unable to show you our long-standing integrations with Box, DropBox, OneDrive, etc. In regard to our pricing, our customer base ranges from solos to 50-lawyer firms. We respect your opinion and will pass your comments for improvements on to our Client Communications department. We wish you the best.

It is a comprehensive software. Its like having Quickbooks and a practice management program in one. This is the best feature.

Lots of glitches: (a) it emailed an invoice to the wrong person; (b) user restrictions do not work in my office; (c) calendar is not on the main page- usability is difficult for some tasks; (d) you can only have one person assigned to the client portal. Does not have email capabilities Does not have document assembly Does not have automatic assignment of matter numbers. Limited reporting features- you can not tailor reports (financial)- very limited.

Hi Michele, We appreciate your feedback related to your experience with CosmoLex. In regards to the issues you are having, please reach out to our support team directly at 732-595-9015 so that they can see first hand the issues you are experiencing, and assist with resolving. I will be entering the requests you have made as well, so that we can keep you up to date on their progress. As an additional note, we will be releasing Document Assembly within the next few months and are always open to hear your suggestions on improving our current reporting. Thank you again for your feedback, and we look forward to hearing from you.

Comprehensive client management, including accounting.

Sometimes a little hard to use some of the features, but they are always listening to feature requests.

We chose Cosmolex because of the accounting feature along with the other case management features as well as its interplay with Lawpay.

I would like to be able to search the calendar for a particular name. For example, if I am trying to determine when I met with a potential client, I would like to be able to search their name. To add to this, I would like to be able to add the potential client to the calendar entry when I add a consult so I can search the PC and determine when I met with them. As to the documents, I would like a way to search all the documents in the system. For example, I would like to be able to search for "Motion for Guardian ad Litem" and have all documents with that title, regardless of whose matter it is connected to. I would like to be able to pull matter balances from the app.

Thanks for your feedback, Kristal! We're thrilled to hear that you're enjoying the advantages of an integrated accounting and practice management system. We're always looking to optimize our solution, so please feel free to make a feature request on our support site. Thank you!

I wanted something that combined both the accounting and matter management in one place. What I like the most is the Customer Support. If I'm having a problem with taking a payment from a client, I can get on the phone and have them resolve the issue without delaying the client. I also like that they constantly ask us what other new functions we'd like to see. They are always innovating, and don't "drop" you once they've got your payment.

I wish it would remember matter names and auto-populate that when adding a new client--then i'd like to be able to run reports based on the kinds of matters. I'd also like to be able to bulk mail using our clients' mailing addresses. Finally, I'd like to be able to add in court dates to the matters so that when I run reports, I can filter and organize them according to court dates, rather than client name. I like Cosmolex, but it's clearly set up for civil or other slow-moving firms, and not for traffic, which adds up to 10 clients a day and has many matter subject options.

We swapped from Abacus to Cosmolex a few years ago and its a MAJOR improvement. I love how it is continuously updated to better the program. It is very user-friendly and I love how customizable it is. I also LOVE the upgrade with the new spell check!

Nothing right now. We are loving the latest updates!

We simply have not found anything else that integrates true accounting with timekeeping and related legal process workflow. Everything else we've used (I could make a list) fell short in terms of features or else required integration among multiple platforms (at a higher cost).

There is a bug in the reporting of accounts receivable that is causing us problems. We are eager to see that fixed. CosmoLex does not seem to have an internationally focused law practice in mind. We work with clients in 70 countries, in multiple currencies. We struggle a bit to make that work well--there are some hiccups. Most other issues arise because our knowledge of accounting is poor, so we want to do things that should not be done (from an accounting perspective) or we don't know how to do them. Response time on our requests for help is sometimes slow. Our requests for additional features have not happened.

The accounting features for trust account and integrated credit card processing.

This software has met expectations and performed well. It has done about everything that a small law firm could ask.

Web based; Ease of use right from the start; Excellent training tools; Excellent customer service; Most of my clients really appreciate the customer portal - I expect that as my clients are, as a group, more inclined to use technology to manage their legal affairs, they will be using it more. The reconciliation of trust accounts with the option to simply download and compare entries is very simple and helpful.

Some of the more advance functionalities still need work. As an example, we still haven't figured out how to create several template invoices for fixed rate matters (the fixed rate will vary based on the type of matter); there have also been some challenges with the coding of our letterhead (which works fine in a Word document) so we have had to use a work-around.

I appreciate most the ability to correct errors in accounting when they are noticed and the integration with the trust account.

Some of the deep user options are difficult to find but this is necessary with the level of customization allowed.

Thank you for your review, Kyle! Your honest feedback regarding our accounting functionality is sincerely appreciated. We've spent countless hours working on our accounting features to make sure we provide everything you need in a single platform and to eliminate compliance worries, and continue to develop its functionality every day.

Ease of use and the checks and balances system - the setup doesn't really allow you to make mistakes, as so many of the accounting features are tied together. That's very helpful.

The soft cost expense entry is confusing and seems needless - right now, if we have an expense for which we haven't yet written a check, we either enter it as a time entry flat fee or wait to enter it until the check is written so we can avoid the soft cost option all together.

It does everything you wish other programs would do. It's easy to fix any mistakes you make in your billing without having to contact the company for a complicated "work around" solution. If you do have an issue or a suggestion, the customer service department is very responsive.

I would like if bills could be further broken down into taxable disbursements and non-taxable disbursements. My assistant and I registered for the training, but were unable to log on at the assigned time, but became too busy to follow up with this, so we have muddled through on our own for the last year.

Cosmolex is a web based system that gives me full flexibility of where I work and on what device I access my data. Moreover, the fact that Cosmolex is a fully integrated billing, accounting and trust accounting system makes it the ideal system form my purposes

I would like to see a more robust program for the migration of all of my prior accounting data - at least for the current C/Y of conversion so that I will have a full. accurate and consistently organized set of reports to submit to may accountant at year end. I would also like the migration to cover all of the detail for all of my Trust Accounts from day one forward to date of conversion to Cosmolex. This will facilitate any and all client or other audits of each Trust Account

Hi Robert. Thank you for your review and feedback. In regards to your note about migration. Financial Migration is never an 'easy' process. While most firms choose to migrate balances from a particular cut off date (we supply many automated tools to assist with that), you absolutely can migrate all previous transaction history. For your taxes, the current tax year is most relevant, but for your trust account you may wish to import past history. That does require additional time and labor, and cost if outsourced, but it is definitely doable. Any questions, please let me know.

My practice is focused primarily on residential real estate in NY and NJ and I represent a lot of lenders, so I have been relying upon Easy Soft’s hud-1 program and their billing/trust accounting program for years, so when I learned about everything CosmoLex had to offer, I was excited to jump in. What really separates CosmoLex from the others is that it’s completely cloud based and also offers...

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Nothing comes to mind so far. It's everything I need.

Incredibly easy to use. We use it to manage our trust account (although I know it does so much more), and the reporting complies with the multiple states in which we hold licenses.

Why can't the font be easily changed for the address printing on checks? Due to the font, we cannot use a window envelope when mailing; we have to address another envelope. Also, would like for it to separate different trust accounts out easier to run reports.