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Legal Files vs CosmoLex Comparison

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Overview

Legal Files legal case & matter management is ideal for corporations, universities, governmental agencies and insurance companies.

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

Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

79

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.6

5

4

3

2

1

15

5

2

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

5

4

3

2

1

230

56

7

2

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

Pros

I find it to be easy to use and very good for keeping our documents and matters organized. The integration with Microsoft Outlook, Microsoft Word, and Adobe Acrobat is seamless.
In addition, whenever I have had occasion to work with their trainers and customer service personnel, they have been very knowledgeable and helpful. I highly recommend Legal Files.
Additionally, I found Legal Files did not overwhelm the user, which makes it perfect for small to medium sized law firms. Larger law firms may want more complex feeling programs.

Pros

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

Cons

Documents are not arranged chronologically so it is difficult to find the most recent version.
When transferring information from one file to another, it is difficult to transfer emails, you have to do them 1 at a time which is time consuming.
Not everything is very intuitive about the software. Less experienced computer users have a hard time with it.

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 review2 months ago
  • Vendor responds to reviews
  • Last review8 days ago

Key features

  • Total features74
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Asset Accounting
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budget Control
  • Budgeting/Forecasting
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Completion Tracking
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract Drafting
  • Contract/License Management
  • Cost Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Database Conversion
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Email Management
  • Event Calendar
  • Event Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • Financial Reporting
  • For Legal Professionals
  • Full Text Search
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Live Chat
  • Microsoft Outlook Integration
  • Monitoring
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Performance Metrics
  • Project Accounting
  • Project Management
  • Receipt Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Scheduling
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Team Calendars
  • Template Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Transaction History
  • Trust Accounting
  • Two-Factor Authentication
  • User Management
  • Vendor Management
  • Version Control
  • Workflow Management
  • Total features93
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Asset Accounting
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budget Control
  • Budgeting/Forecasting
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Completion Tracking
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract Drafting
  • Contract/License Management
  • Cost Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Database Conversion
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Email Management
  • Event Calendar
  • Event Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • Financial Reporting
  • For Legal Professionals
  • Full Text Search
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Live Chat
  • Microsoft Outlook Integration
  • Monitoring
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Performance Metrics
  • Project Accounting
  • Project Management
  • Receipt Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Scheduling
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Team Calendars
  • Template Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Transaction History
  • Trust Accounting
  • Two-Factor Authentication
  • User Management
  • Vendor Management
  • Version Control
  • Workflow Management

Integrations

  • Total integrations6
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SharePoint
  • Xero
  • Zapier
  • Total integrations13
  • Box
  • Clio
  • DocuSign
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • LawPay
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Word
  • NetDocuments
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SharePoint
  • Xero
  • Zapier