CosmoLex Reviews

“dependable all in one platform

Pros

CosmoLex offers a dependable, all in one platform for managing both your law practice and its finances. Having billing, trust accounting and cases all integrated simplifies our work and means we don't need several different programs. Overall it is a trustworthy and user friendly system once you spend a little time learning it.

Cons

A few key features are either missing or need an upgrade. For instance the timer does not stop automatically when a clients trust account is empty which would be a huge help. The platform can also run slowly sometimes. Their support team is usually good but they have not acted on several of the suggestions we have sent in.

“Clunky interface with many bugs

Pros

The built-in accounting tools are the main reason I have stayed with Cosmolex for so long. Their invoicing feature was great in the past but the latest changes have made it more complicated to use.

Cons

To me the interface feels clunky and is not easy to figure out. Also the latest update made it even worse. It is not as good as Clio, except for its accounting tools and there are so many small bugs that using it every day is a real annoyance.

“feels like they've given up on making it better

Pros

It was once a strong choice for a wide range of tasks. It is still one of the only platforms that combines legal practice tools with full financial management.

Cons

My firm has been using it since around 2017. I was a big fan for years but the quality has been dropping since 2021. Now it seems like they just raise the price every year without adding any worthwhile new features for their customers.

“A buggy and unsupported new version

Pros

I strongly prefer the old version. The new NextGen release feels like it was launched before it was finished. It is full of bugs. For instance, the timesheets sometimes erase information we have already put in. This has been a known problem for more than half a year with no solution making timekeeping a hassle as we often have to enter everything twice.

Cons

Their so-called Live Support Chat is a joke as it has not been live for months! You request help and get an email days later asking to schedule a call and often the person you talk to does not understand what you need or how to do it. We once needed a simple invoice for a contingency fee client to file with the court and it was a major ordeal.

“User friendly for case management

Pros

My favorite aspects are the user friendly process for setting up and managing cases, the simple billing system and the ability to tag and connect emails from my inbox directly to a specific matter.

Cons

The program occasionally crashes for no reason causing us to lose all the recent changes we made to a case or the emails we were in the middle of tagging.

“CosmoLex is working well so far

Pros

I have a great appreciation for CosmoLex due to its design that makes navigation remarkably simple.

Cons

I find that sometimes CosmoLex can be challenging to use and work with.

“Awful software experience

Pros

The initial sales presentation is impressive, but after the sale, customer service becomes nonexistent, and prices keep rising.

Cons

After using it for several years, I believe it offers a poor overall experience.

“Not satisfied at all

Pros

It's simple to operate; however, I wouldn't recommend it due to its numerous limitations.

Cons

It fails to proportionally apply payments to fees, taxes, and disbursements, which is a significant issue. CosmoLex prioritizes taxes and hard costs, meaning if invoice balances are written off, taxes can end up being overpaid, which doesn't comply with the Canadian tax act, and consequently, lawyers are underpaid. Also, the system lacks a report for client-introducing lawyers, which is common practice since most firms pay referral fees. There are also limitations on payments for multiple clients, and users with timekeeper restrictions cannot access reports. While PC Law is an older system, it had this feature, and CosmoLex is supposed to be more advanced software. As a result, just one person is responsible for generating reports for the lawyers. Furthermore, downloading reports as documents is inefficient; instead of just double-clicking on the numbers in the report to open the transaction, I have to go through more steps to locate the transaction if editing is needed. QuickBooks, being cloud-based, has this feature.

“Not worth it

Pros

I was impressed by the sales pitch and wish the software performed as well as advertised. Invoicing and expense tracking function effectively.

Cons

The chat feature for help is often unavailable. When it does work, CosmoLex struggles to answer basic questions and usually requires someone else to follow up with me, often weeks later! Many of the tasks it's meant to accomplish either don't function properly or necessitate knowledge of "hidden" steps to complete.

“Perfect fit for law firms

Pros

CosmoLex is incredibly beneficial for a law firm, and it has become my preferred software among the various law firms I've worked with. The case management feature is excellent, and the ability to track tasks ensures that I can follow up on urgent matters promptly.

Cons

Honestly, I don't have many complaints about CosmoLex.

“A solid solution for us

Pros

There are plenty of options available to reach different results.

Cons

There's quite a bit to learn, but I believe ongoing usage will enhance my proficiency.

“Easy on my end, but tricky for clients

Pros

It includes IOLTA reporting, and I appreciate the features it offers for the price when compared to Clio.

Cons

My clients find it difficult to navigate the client portal, making it inconvenient for me to spend extra time guiding them through the process.

“Great tool for managing a law firm

Pros

CosmoLex, designed specifically for law and legal firms, allows users to manage separate systems, invoicing, and accounting effectively. It promotes optimal management of law firms with maximum efficiency.

Cons

I haven't faced any noticeable drawbacks while using this software.

“Reliable management software

Pros

The CosmoLex software is excellent for helping me improve my business management.

Cons

The price of CosmoLex software is reasonable in my opinion.

“CosmoLex is great

Pros

I really like this software; its quality is evident in how effortlessly it ensures compatibility and enhances billing management. I can share accounting insights with my team after performing accurate calculations, all thanks to CosmoLex.

Cons

The software performs exceptionally well, and I have no issues to report or regrets. I highly recommend it.

“Management gets easier with this

Pros

CosmoLex is a highly effective software solution that I consistently depend on to efficiently manage my business operations.

Cons

I find that the pricing for the CosmoLex software is very reasonable, with not much to criticize.

“Support That Has Your Back

Pros

It has all the essential features needed to operate a law practice.

Cons

The settings for the templates are rather confusing and lack a level of ease that I would expect.

“User Interface Goals

Pros

I discovered that using this software is very user-friendly, making it easy for me to accomplish my tasks efficiently. Also, the interface is not only functional but also visually appealing, which enhances my overall experience.

Cons

I was let down that it lacks some features found in its competitors and comes at a higher price.

“Invoices Done Right

Pros

CosmoLex is fantastic for invoicing, as it helps me work efficiently and delivers quick and effective results.

Cons

CosmoLex is solid software that I would recommend because of its affordability.

“Forensic Management Made Simple

Pros

This software enables us to manage law firms and legal accounting effectively.

Cons

I've found no downsides to using this software, and I truly appreciate it, making it recommendable to others.

“Next-Level Accounting Software

Pros

It's an excellent tool that allows me to perform calculations confidently and share accounting ideas with my team.

Cons

This software consistently proves to be of high quality, providing me with reliable support for my calculations.

“Management Made Easy

Pros

This software operates within the realm of law firms. Being cloud-based, it offers integrated and compliant legal accounting benefits for lawyers.

Cons

I haven't noted any cons with this software. I recommend it, particularly for law firms.

“Your Go-To for Accounting Needs

Pros

I am highly satisfied with CosmoLex because it makes ensuring compatibility and managing our invoicing much easier. It's genuinely high-quality software.

Cons

The customer service and value for the price of this software are very commendable. I have no complaints and would recommend it to others.

“Stress-Free Invoicing? Yes, Please!

Pros

It is is very practical, especially when it comes to creating my invoices.

Cons

I find this software to be truly outstanding, and I wholeheartedly recommend it to everyone I come across. Its performance and features have impressed me to the point where I believe anyone could benefit from using it.

“Your All-in-One Solution

Pros

I appreciate it because I can access all the necessary tools and features to run my law practice efficiently.

Cons

To be honest, I wish I could customize the features even further to suit the specific needs of my office.

“Top Pick for Management Tools

Pros

CosmoLex is truly an ideal solution for my needs, as it offers a level of simplicity that makes it easy to use.

Cons

I haven't experienced any difficulties with using this software.

“Top-Notch Practice Management Software

Pros

I love the live support chat feature; it's incredibly helpful when I have no clue how to proceed.

Cons

The pricing of this software is noticeably on the higher side when I compare it to similar options available in Canada.

“A Bit Too Clunky for My Taste

Pros

It surpasses PC Law in performance. However, I'd prefer not to use it otherwise.

Cons

It's not easy to correct or edit entries. When I'm in a journal, I can't click to edit; I have to leave the screen and navigate elsewhere, which is very time-consuming. Also, I don't appreciate that I can't just "view" reports; everything must be downloaded, which takes time. When I reached out to support about the lines appearing in my view report, I was told it was a glitch, which is frustrating. I find it far from intuitive. Downloading bank statements for reconciliations is cumbersome and, frankly, often doesn't work.

“This Program Gets It Done

Pros

The software is remarkably user-friendly, making it a pleasure to use. One of the features I particularly enjoy is the capability to print all the checks I need at the same time, whether it's for various purposes or specifically for settling invoices.

Cons

The invoice customization tool stands out as the sole feature of this program that I find to be less than intuitive. Navigating through its options can be a bit challenging, as it doesn't seem to offer the straightforwardness that I would hope for in a user interface. While many other parts of the software are quite accessible, customizing invoices feels complicated and requires a bit of trial and error to understand fully.

“CosmoLex Nails the Interface Game

Pros

This accounting software is easy to use, featuring a smooth and approachable display interface.

Cons

There are often quirks, but I believe they will be resolved over time.

“Great accounting but clunky interface

Pros

The best thing about Cosmolex is definitely its built-in accounting features. It is incredibly convenient to have everything included in one system.

Cons

Well the user interface is not as simple as it should be which slows down our work. Also it is missing some major tools like a true universal search and the ability to edit things in bulk.

“effortless invoicing and billing management

Pros

Creating invoices and handling all our billing is so easy with CosmoLex.

Cons

So far I have not run into any problems that have bothered me.

“A clean and visually comfortable look

Pros

On a more casual note, beyond all the important functions, I really like the clean and soft look of the interface. It is visually comfortable and the monthly graphs and charts are fantastic for monitoring our firms income.

Cons

I initially struggled with the accounting side but that was due to my own lack of experience, not the software and the support team was very helpful in getting me up to speed.

“effective practice management tools

Pros

CosmoLex has given Suresh Law the practice management tools we need to effectively serve our clients in technology, business and real estate law.

Cons

One thing I noticed is that the Plaid connection for bank feeds sometimes stops working and needs to be manually reset to start syncing again.

“smooth process with best support

Pros

Switching over to the system was a very smooth process and their team was the best to work with. Managing both the firms general accounts and trust accounts is easy too, including quarterly reports. The integration with Microsoft 365 is a huge plus as we move closer to a paperless office. Overall we are excited to start using the client portal more. Plus the Live Support is the best I have ever come across as they almost always have an answer to everything and if not, they escalate the issue and get back to you right away.

Cons

Moving from our old program required some adjustment so I would not recommend switching during a hectic season. And a feature I'd love is a combined client ledger that shows both trust and general expenses on a single page.

“Seamless billing and payment

Pros

The features for handling billing, invoicing, payments and reconciling accounts are what I like the most as it's easy to keep track of all the money moving in and out.

Cons

There is not anything I'd call a least favorite thing, overall it is easy to use and handles everything I need to keep our office running smoothly!

“Incredibly simple and quick setup

Pros

CosmoLex platform is incredibly simple, runs on the cloud and getting our data moved over was a quick and efficient process.

Cons

The cost is a little higher compared to some of the other options on the market.

“Top Notch legal software!

Pros

This software is fantastic and so easy to work with. Finding our way around the interface is really simple too.

Cons

Honestly there is absolutely nothing with the program that bothers me.

“so easy and works wonderfully

Pros

It is so easy to use and every function works wonderfully. I'd definitely tell others to use it.

Cons

Figuring out how to print checks is slightly confusing mainly for me.

“Smooth and hassle free integration

Pros

I was impressed by how smoothly it integrated with my firm. Plus transitioning from my old software was a completely hassle-free experience.

Cons

So far I have not come across any features that I feel need to be changed or improved.

“best choice for integrated trust and accounting

Pros

Having both trust and general accounting combined with simple bank reconciliations is what makes it the best choice for us.

Cons

I noticed that it has so many tools that getting started requires a significant time investment to learn.

“A solid cloud based accounting tool

Pros

For accounting needs, this is a solid tool. Its cloud-based nature is its key advantage, setting it apart from other programs in its category.

Cons

In the time I have been using it, I have not found any downsides so far.

“Great payment tools

Pros

My top features are the tools for managing the trust account and the built-in system for processing credit card payments.

Cons

This software has lived up to its promises and works very well, it does just about everything a small legal practice could need.

“User friendly with amazing support

Pros

The system is user friendly and simple to navigate. Plus the support team is amazing. I have suggested new features a few times and they often add them or show me an existing way to do what I need. In short it does everything it promises and I am very happy with it.

Cons

Getting the hang of it took a little while but I was new to this kind of system. Now that I am used to it so the layout makes sense. Their support team is amazing too and they also have helpful videos that walk you through common issues.

“Simple to operate from anywhere

Pros

CosmoLex software is simple to operate, I can log in from any location and the support team provides excellent help.

Cons

The pricing feels a bit steep for a solo practitioner or a very small firm like mine.

“Useless without basic functions

Pros

I really value the seamless connection with OneDrive for documents and the built-in system for handling all our billing.

Cons

As per me the core parts of the program were practically useless because they were missing some very basic, essential functions.

“everything right where i need it

Pros

Using Cosmolex has been a really positive experience. The layout is simple to work with and everything I need is right there and easy to access.

Cons

I honestly haven't run into any issues at all.

“Reliable tool for law practice

Pros

It combines the accounting tools and features we needed with the day-to-day management of our law practice. Whenever something comes up, the support team handles it quickly and efficiently.

Cons

A few customization options aren't very user friendly so we occasionally need help from customer support. Fortunately their team is quick to reach and helpful when assistance is needed.

“User friendly interface and helpful guides

Pros

CosmoLex doesn't take much effort because the interface is clear and user friendly. Another plus is that helpful guidance is available right where it's needed throughout the system.

Cons

It does cost more than some competing products which can make it a tougher choice on price alone.

“Packed with great features

Pros

I find it simple to use, also it's reasonably priced and it includes the features I need to run my business.

Cons

Up to this point I haven't run into anything that I am unhappy with.