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HoudiniESQ vs CosmoLex Comparison

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Good recommendations?

Overview

The most cost effective way to manage your legal practice from anywhere. HoudiniEsq is one integrated suite of tools that...

Category Leaders

CosmoLex is the ONLY Cloud-based, all-in-one practice management, billing, AND accounting system (No QuickBooks Required).

  • 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

48

/user

Per month

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

Starting from

89

/user

Per month

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

User reviews

4.1

141

5

4

3

2

1

61

50

19

8

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

4.7

336

5

4

3

2

1

258

62

10

4

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

Pros

FANTASTIC client support. Agent is the best support person that I've had the pleasure of getting assistance from across all of the technical systems and software that I've used.
The next best thing is that for lawyers on a shoestring budget it is affordable and secure because it can be run off the cloud. So I give it two thumbs up for price, accessibility and price.
The Quickbooks connector is great and the Evernote integration is also a big plus. After reviewing all our other options, Houdini ESQ seemed like the best and least expensive place to start and grow.

Pros

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.

Cons

Sometimes it looses some of my cases especially if someone else has made the case and then appointed it to me. The search field is usually not working.
Lack of a functioning document automation/assembly system and lack of quickbooks integration.
Not so many companies will go the extra mile to save one from themselves especially after having failed to heed their explicit warnings.

Cons

Then why am I paying to use Cosmolex. Lastly, the customer service has been consistently terrible.
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.
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.
  • Vendor responds to reviews
  • Last reviewa year ago
  • Vendor responds to reviews
  • Last review10 days ago

Key features

  • Total features27
  • 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
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • Employee Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • Financial Management
  • Financial Reporting
  • 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
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Offline Access
  • Online Invoicing
  • Project Management
  • Receipt Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • 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 Management
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Management
  • Total features97
  • 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
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Court Rules-Based Scheduling
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • Employee Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • Financial Management
  • Financial Reporting
  • 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
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Offline Access
  • Online Invoicing
  • Project Management
  • Receipt Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • 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 Management
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Management

Integrations

  • Total integrations5
  • Box
  • Clio
  • Docusign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Word
  • NetDocuments
  • OneDrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Slack
  • Xero
  • Zapier
  • Total integrations14
  • Box
  • Clio
  • Docusign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • Microsoft Word
  • NetDocuments
  • OneDrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Slack
  • Xero
  • Zapier