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Rocket Matter vs CosmoLex Comparison

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Overview

Category Leaders

Rocket Matter is the leading cloud-based law practice management software that helps you run a more efficient law firm, boost...

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

49

/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

4.4

200

5

4

3

2

1

118

58

14

4

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
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

Technical support is fabulous, both through packaged online help and, on the very few occasions when it has been necessary, direct contact with a technical support representative.
Overall, my experience with Rocket Matter has been very successful in navigating through the website and it is pretty self explanatory which helps when training new employees comes up.
I also love the layout, being able to customize, the drop-down feature helps keep me organized and the page clean.

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

It freezes all the time. This is disruptive to my workday.
It defaults to the current date which is slightly annoying when you are entering time for a prior date.
Constant problems with slow service. Accounting feature does not integrate well with QUICKBOOKS.

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

Key features

  • Total features96
  • 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 & Non-Billable Hours
  • 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
  • Communication Management
  • 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 Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Management
  • 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 App
  • Mobile Time Tracking
  • Multi-Currency
  • Multi-Location
  • Multiple Billing Rates
  • Nonprofits
  • Online Invoicing
  • Online Time Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • QuickBooks Integration
  • Real-Time Data
  • Real-Time Reporting
  • Receipt Management
  • Reimbursement 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
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Transaction Management
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Management
  • Total features98
  • 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 & Non-Billable Hours
  • 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
  • Communication Management
  • 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 Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Management
  • 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 App
  • Mobile Time Tracking
  • Multi-Currency
  • Multi-Location
  • Multiple Billing Rates
  • Nonprofits
  • Online Invoicing
  • Online Time Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • QuickBooks Integration
  • Real-Time Data
  • Real-Time Reporting
  • Receipt Management
  • Reimbursement 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
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Transaction Management
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Management

Integrations

  • Total integrations24
  • 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

User reviews that mention these apps

BS
AvatarImg

Bill S.

Law Practice,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

Share this review:

CosmoLex logo

CosmoLex

Mixed. Good and frustrating

Reviewed 8 years ago
Pros

Trust Accounting and invoice are nice. I like time keeper.

Cons

Calendar and dropbox sync have several bugs that don't seem to be getting resolved. Too many steps. Search names and matters is not as easy as Rocket Matter.

KS
AvatarImg

Kenneth S.

Law Practice, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CosmoLex logo

CosmoLex

The practice management features streamline my practice

Reviewed 7 years ago

I needed to replace Timeslips. The financial accounting features were an added bonus. The practice management features streamline my practice and give me a client centric organization that gives me a different perspective on my cases and allows me to cut down on wasted time.

Pros

I like the billing and financial accounting features the most. The tasks are helpful and I like the fact that they are organized by client.

Cons

The calendar needs work. You should be able to scroll through each matter on the "matter" page without having to go back to the master list of clients. You need to improve the app.

JS
AvatarImg

Joseph S.

Law Practice, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

CosmoLex logo

CosmoLex

Easy to Use

Reviewed 7 years ago

Reports that allow you to add custom fields. Ability to search Notes field. Adding contact to relation of a matter.

Pros

Accounting and Timekeeping in one. Easy of use. Assistance with data migration without the added cost. The how to videos within CosmoLex interface and on the support page made it easy to learn on your own. The support staff respond quickly and ensure the problem gets resolved.

Cons

No cons were added to this review

CV
AvatarImg

Chantelle V.

Law Practice, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

CosmoLex logo

CosmoLex

Fairly easy to use. Would like to see more features acknowledged and added.

Reviewed 5 years ago
Pros

Some Pros are its Cloud based, User friendly

Cons

Offer more reports Offer sending invoices to multiple email addresses on one client matter Offer ability to move soft costs to a different client matter after payment has been issued to the vendor Offer a calendar view for time entries per user on their dashboard and highlight days in red that have zero time entries to alert the user to enter time

JM
AvatarImg

Jason M.

Legal Services, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CosmoLex logo

CosmoLex

Really like the IOLTA accounting aspect.

Reviewed 8 years ago

Really like the IOLTA accounting aspect. I initially thought I would simply use the cloud version for IOLTA management, but I now would like to have all members of the firm (assistants and attorneys) use it so we aren't dealing with several different programs for billing, calendaring etc. My concern was that there seemed to be certain "bugs" or features missing. I dealt with Chantel Gordon on phone and was very impressed with the help she provided. She's a good communicator. She naturally repeated my concerns back to me which showed she listened to what I said and understood it. Whether my suggestions can be implemented is another issue, but that's not my point. Chantel is good. Thanks.

Pros

I like all practice tools in one place. I like being able to access these tools no matter where I am.

Cons

No cons were added to this review

VW
AvatarImg

Vicky W.

1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CosmoLex logo

CosmoLex

This program does everything I need

Reviewed 7 years ago

I elected to use it for some complicated trust and billing matters. This program does everything I need. I just sent out my first batch of invoices and it went smoothly.

Pros

This is a small firm, so I jump back & forth from legal to accounting issues. Therefore, I often need help from Cosmolex agents to fix my errors. I also use the help screens on their website. All agents have been very helpful & David in particular has been patient and responsive.

Cons

I would like to see matter numbers on the invoices. I haven't asked if I can do that in settings, but will follow up on it.

DE
AvatarImg

Dave E.

Law Practice, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

CosmoLex logo

CosmoLex

Cosmolex seemed to have the most to offer

Reviewed 7 years ago
Pros

Matter management, integration with LawPay, excellent support and accessibility to answers, ease of use and being able to easily undo errors or omissions.

Cons

An electronic intake for that the client can fill out and will auto populate into the client contact

BO
AvatarImg

Brad O.

1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CosmoLex logo

CosmoLex

My deciding factor was built-in accounting

Reviewed 8 years ago

I had no existing software because I started a new practice. My deciding factor was built-in accounting. Now I don't need Quickbooks.

Pros

Ease of time entries and invoice creation. The recent integration with Office 365 is a huge plus.

Cons

Dashboard access to time and dollars billed today, this week and this month, with by-matter totals available by clicking on the day, week or month in a calendar

RC
AvatarImg

Ronda C.

Law Practice, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CosmoLex logo

CosmoLex

I like that Cosmolex integrates the business functions of a law practice.

Reviewed 7 years ago

I needed a practice management program to make my practice more efficient. I researched the top programs and found that Cosmolex provided most of what I needed. During my trial period, Cosmolex was great about answering my questions and helping me learn about the program.

Pros

I like that Cosmolex integrates the business functions of a law practice. I chose Cosmolex over other programs because of the integration with other programs I use, the cost, and the ease of IOLTA accounting.

Cons

I would like to see a mobile app and a smoother matter/email integration. I would also like to see some additional options for frequently used information (e.g. location for court appearances).

KB
AvatarImg

Kathleen B.

Law Practice, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CosmoLex logo

CosmoLex

CosmoLex Review

Reviewed 5 years ago
Pros

We chose CosmoLex for it's complete matter management, including both front AND back office accounting integration! We finally have an accounting system that understands attorneys and how they handle money!

Cons

At this time we have not found any so far.

Vendor response

Thank you, Kathleen! Please reach out to our Support team if you need help with anything along the way.

PT
AvatarImg

Pauline T.

Law Practice, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

CosmoLex logo

CosmoLex

Cosmolex has been a game changer in our firm!

Reviewed 5 years ago
Pros

Cosmolex is the only management program I have used, so I can only compare it with how we used to do thing (with hundreds of spreadsheets!). It has been great, we are so much better organized, I can see all the matters and clients' accounts in one place, generate invoices was straight forward and easy. It's changed the way we do things forever. We also like the seamless integration with LawPay!

Cons

The limited ability to customize invoice or matter-billing-report templates. There were fields we wanted to include or change in the report because our client specifically requested it, but was unable to do so.

OA
AvatarImg

Olufikemi A.

Law Practice, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

CosmoLex logo

CosmoLex

Very great Practice Management software

Reviewed 10 months ago

It has been very easy for me to create a matter, do my billing and invoicing, and the client portal is a nice touch that makes my clients believe that our office is sophisticated.

Pros

I love the instant live support chat function. It helps a lot when i have absolutely no idea how to navigate

Cons

The pricing is very high compared to the Canadian counterparts

MR
AvatarImg

Mike R.

Law Practice, self-employed

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CosmoLex logo

CosmoLex

It's been great! Thank you!

Reviewed 5 years ago
Pros

I needed the accounting for lawyers built in. So far, it's be terrific. The LawPay service portal has worked very well. I like the having the knowledge base articles and videos available.

Cons

I'm still learning as I go. I'm using the billing and accounting functions. I need to explore the matter documents, calendaring and task management. I'd also like to work on the templates when I get more accustomed to them.

AvatarImg
AvatarImg

Deborah R.

Law Practice, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CosmoLex logo

CosmoLex

Cosmolex was an easy choice

Reviewed 7 years ago
Pros

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

Cons

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.

KM
AvatarImg

Kristina M.

Law Practice, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CosmoLex logo

CosmoLex

Cosmolex is so easy!

Reviewed 4 years ago
Pros

There is not a thing I do not like about this software! So easy to use and really user friendly!

Cons

The only thing that could be different is when I select "Active" in the Matter tab and every search I have to re-select it again. I wish it would stay on the selection I choose until I choose something different.

FJ
AvatarImg

Ford J.

Legal Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

CosmoLex logo

CosmoLex

Legal Billing Done Easy

Reviewed 4 years ago

CosmoLex makes our billing and time keeping for our law firm easy! I'm able to input my with ease and work with my staff to make sure every client matter is billed appropriately and timely. I use this software daily and can't imagine switching.

Pros

-Simplicity of Billing -Wonderful User Interface -Easy Search options and client intergration

Cons

-Timekeeper allocation and changing from fixed fee to hourly billing can be tricky to change

Vendor response

Thanks for your feedback, Ford!

AP
AvatarImg

Austin P.

Legal Services, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

CosmoLex logo

CosmoLex

The tracking of trust balances is a critical aspect of any practice and CosmoLex makes it very easy.

Reviewed 8 years ago

At my previous firm we used various programs for timekeeping, billing, and accounting. I wanted an all-in-one program to handle everything. CosmoLex was the only option that met my needs.

Pros

The tracking of trust balances is a critical aspect of any practice and CosmoLex makes it very easy. I also like the ability to see all of my active files at a glance and being able to associate the items on my task list with a specific matter.

Cons

On the accounting side, I would like to be able to associate a document with a specific accounting entry. For example, when I receive an invoice and enter the payment into CosmoLex I would like to be able to save that invoice within CosmoLex and have it connected to that specific payment transaction. Thus if I ever needed to recall that invoice all I would have to do is access that transaction.

SV
AvatarImg

Sarah V.

Law Practice, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

CosmoLex logo

CosmoLex

They are always innovating

Reviewed 7 years ago
Pros

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.

Cons

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.

BG
AvatarImg

Beth G.

Law Practice, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

CosmoLex logo

CosmoLex

Great accounting features,

Reviewed 5 years ago
Pros

Seems to filter and sort reports better than a leading competitor.

Cons

The task flows are not intuitive yet. You can't assign one task in a workflow to the same person; rather, the person who assigns the taskflow to the matter/case OR another designated person is the assignee by default. Would be nice if tasks would populate based on the completion of another task as well.

EC
AvatarImg

Ethan C.

Legal Services, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CosmoLex logo

CosmoLex

Integration with an accounting package was the primary reason I switched to CosmoLex.

Reviewed 8 years ago

I was using Bill4Time and Quickbooks, and just didn't like having to maintain two separate systems...

Pros

Integration with an accounting package was the primary reason I switched to CosmoLex. I didn't want to loose any features I had before, but the accounting integration was the main reason for the switch.

Cons

I would like to see the contact/client/matter system updated. Nearly all of my clients are entities, not individuals, and I would love to see the system organized that way with clients having multiple individual contacts associated with them. The current system is not bad, but seems to have been created for a practice representing primarily individual clients rather than corporate clients.

KK
AvatarImg

Kristal K.

Law Practice, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CosmoLex logo

CosmoLex

We chose Cosmolex because of the accounting feature

Reviewed 5 years ago
Pros

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

Cons

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.

Vendor response

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!

JF
AvatarImg

Jennifer F.

Law Practice, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CosmoLex logo

CosmoLex

Cosmolex has been an excellent tool for keeping our firm organized.

Reviewed 6 years ago

Every time I have needed help, I have been able to get in touch with someone quickly and easily.

Pros

The interface is easy to use and navigate - everything is where you expect it to be. I also like how customizable it is.

Cons

The email integration could use work. It would be nice if there was a way to tag non-client emails so that they didn't show up in my list as untagged. Not every email I receive is related to a specific matter (for example, updates emails from Cosmolex!) It would also be useful if there was a function to tag multiple emails at the same time.

KA
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Katrina A.

Law Practice, 1-10 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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CosmoLex

The switchover was a challenge, but I am very pleased that we did this!

Reviewed 5 years ago

Very positive.... and sooo much better than the primary competitor in the Canadian market. The cost is a little high (particularly for licenses for support staff who are only using the software for a few minutes every day).

Pros

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.

Cons

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.

SF
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Sara F.

1-10 employees

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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CosmoLex

Cosmolex's user interfaces make our accounting much more accurate.

Reviewed 7 years ago

We have previously used some SQL based accounting software, but Cosmolex's user interfaces make our accounting much more accurate.

Pros

I like cosmolex's support, that it has such a broad functionality. I specifically like the way I can integrate entering in an expense and link it to the matter, I like using the TK reports so that I can keep up with calculating 941 Withholdings. Also, just having a system with set rules on how to input data keeps our financial data clean and accurate for auditing.

Cons

I would like to see a how to update a matter's contact email. I was trying to update the email to which we sent Invoices yesterday, and I could see the matter's associated email on the dashboard, but could not seem to locate a how to article in the knowledge base. I also would like to separate out invoices not only by fees and expenses, but also separate each category by TK and not just chronologically.

MC
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Marc C.

Law Practice, 1-10 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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CosmoLex

This is a time and money saver for any firm.

Reviewed 7 years ago

I was looking for a complete solution to my practice management and accounting needs.

Pros

I tried various other platforms including PCLaw and Clio, but they lacked in usability or functionality compared to CosmoLex. PCLaw is outdated, slow and not cloud based, while Clio lacks firm accounting functionality and though they advertise quickbooks syncing, there are major issues with the syncing that requires a great deal of work by the end user. CosmoLex is able to do virtually everything...

Cons

I would like to see document generation (of all sorts), multiple clients per matter, the ability to generate Client I.D. Forms from the contact information. Also helpful would be the ability to attach scanned receipts, cheques, and bills to accounting entries similar to the functionality in QuickBooks. Some minor efficiency changes like being able to select certain options when creating an entry rather than having to re-open it afterwards.