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CosmoLex
Cos'è CosmoLex?
Migliaia di studi legali sono passati a CosmoLex, l'unico software di gestione degli studi legali basato sul cloud con contabilità legale integrata e conforme (non è necessario QuickBooks). CosmoLex elimina la difficoltà del doversi destreggiare tra sistemi separati per la gestione, la fatturazione e la contabilità degli studi legali. Anche l'elaborazione della carta di credito LawPay è integrata senza canone mensile fisso. Accedi semplicemente a CosmoLex Cloud, sempre e ovunque, per ottenere tutto ciò di cui hai bisogno per gestire l'intero studio legale. Provalo gratuitamente oggi stesso.
Chi utilizza CosmoLex?
Aiuta gli studi legali a gestire la propria attività con la massima efficienza. I professionisti di questo settore hanno bisogno di un sistema a un prezzo e a un accesso, che includa la gestione dello studio, la fatturazione e la contabilità.
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CosmoLex
Recensioni su CosmoLex

Alternative considerate:
I am glad I found CosmoLex, I could not get through a day without it.
Aspetti positivi:
It's easy to use, intuitive, and the customer support is outstanding. I've occasionally contacted them with feature suggestions and they usually end up incorporating those suggestions - or they might show me how I missed something that accomplishes the same thing. The product works as advertised and I have no regrets.
Aspetti negativi:
It had a little bit of a learning curve but I had nothing to compare it to. I now find it intuitive, so it's hard to say. Customer support is awesome, though, and they also have videos you can watch that explain most of the problems and issues I experienced along the way.
Great Program!
Commenti: It's made reconciling accounts much easier and faster for me. I love the layout. It's also been a breeze to create invoices in (minus needing to edit them afterwards because the customization doesn't do what we'd like it to do).
Aspetti positivi:
It's extremely user friendly! I love that I can print all the cheques I need on a file at the same time, or all the cheques I'm using to pay invoices at the same time.
Aspetti negativi:
The invoice customization tool is the only non user thing about this program.
CosmoLex Review
Commenti: In short, while CosmoLox is easy to use, it is not as comprehensive or feature-rich as some of the other legal case management software programs available on the market. If you are just starting out in the legal field, I would recommend looking for a less expensive product that offers more features and flexibility.
Aspetti positivi:
I found it to be easy to use and the interface was nice to look at.
Aspetti negativi:
I was disappointed that it did not have the features of some of its competitors and it cost more.
Alternative considerate:
Great All in One Solution
Commenti: Both lawyers & support staff are very satisfied with the switch to CosmoLex.
Aspetti positivi:
Onboarding/migration process was quite smooth; great team to work with.Easy to use all aspects of firm and trust accounting, quarterly reporting, Love the integration with Microsoft 365; getting closer to becoming 'paperless'.Can't wait to get the client portal in full use.The Live Support portal is the best I've ever used. They usually have the answer but if not the matter is immediately escalated and responded to.
Aspetti negativi:
A bit of a learning curve moving from previous software. Don't switch during a busy period.Would like to see a client ledger which incorporates both trust and general expense entries on single page.
Alternative considerate:
Overall, I enjoy using Cosmolex.
Commenti: Superb. I definitely have and will continue to recommend cosmolex to my colleagues.
Aspetti positivi:
On a lighter note, aside from the very important features. I like the soft display interface. It is easy on the eyes, the monthly graph and pie chart is very great for keeping track of income.
Aspetti negativi:
Accounting, but that was an issue with my personal knowledge rather than the software itself. Cosmolex care assisted.
Alternative considerate:
Time to Switch to a New Service
Commenti: I regret everyday not simply using Quickbooks and Clio like a lot of other law firms do. We are going to try a demo with a few other products, Abacus and CaseManager, but I really don't think you can go wrong with Quickbooks especially if you want the payroll integrations. We're basically paying twice the price of Clio and other time-management options for accounting software that does not work.
Aspetti positivi:
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.
Aspetti negativi:
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 PDF, and manually save! When I asked why this wasn't explained in the marketing materials as we would never have used Cosmolex for email storage if we knew that it would require this much work to actually use or access the emails, I was given instructions for how to download the emails from my Outlook account directly. Then why am I paying to use Cosmolex? Lastly, the customer service has been consistently terrible. The chat function used to be helpful--but it appears they outsource it now, and it's no longer a benefit as the users can only refer you to articles. Additionally, we are constantly being told that they will make changes in response to our feedback (and presumably the feedback of others) but the only changes that have been made in the past few years have made the program less helpful. Where were the increased integrations we were promised? Why can't they figure out the syncing with their vendor?
Leaving CosmoLex after 60 frustrating days
Commenti: I manage 3 small law firms. One of my firms moved from Prolaw to CosmoLex 60 days ago because management wanted to be 100% cloud-based, which Prolaw is not. Unfortunately, my CosmoLex experience has been really frustrating, to say the least. As background, I have used Prolaw for over 20 years, which performs back and front office tasks (like CosmoLex). At another firm, I have used Clio with QBs for about 7 years with lots of success. At a 3rd firm, I use Bill4Time with QBs with lots of success. I really tried to make CosmoLex work for the last 60 days. As the manager of 3 small law firms, I am a stickler for efficiency and productivity. Making small firms competitive with larger firms is a big part of my job. But unfortunately CosmoLex was a huge step backwards in that goal.
Aspetti positivi:
You ALWAYS get a live person in customer service and they are GREAT! I have spent hours and hours on the phone, chat and email with many people in customer service in the last 60 days. It is really easy to get a live person, which is great! And I have been impressed with every single one of them. But unfortunately their answer is almost always: "I'm so sorry, CosmoLex cannot do that, I will add it to the list of features we could add." I haven't been around long enough to know if suggestions are actually ever incorporated into the software. Truthfully, so many features would have to be added to make this a viable program, I just can't wait to see. There is a robust filter / search mechanism. Literally, those are the only good things.
Aspetti negativi:
Everything else. CosmoLex is a great idea, but the execution completely fails at both the accounting and practice management components. Entering data in the software is ridiculously inefficient - from simple time entries, which you have to choose from pulldown, scrolling menus rather than entering data quickly and tabbing through (there is NO tabbing through any data!), to an accounting system that is set up in inflexible, awkward components that make no accounting sense (not a debit or credit to be found), it just doesn't lend itself to efficiency or intuitiveness like most online billing programs. If you are used to customizable columns (who isn't?); screens in which you can edit, print, manipulate multiple items at one time; check boxes to select all or multiple items; or screens that show you totals like hours billed in a day, week or month, account balances, CosmoLex is gonna drive you crazy. It doesn't allow any of the above. There are so many downfalls, I truthfully don't know where to start. Additionally, we purchased the migration service. Each person I worked with was amazingly knowledgeable and professional, but the actual migration was a disaster. After hours of work on my and CosmoLex's migration team's part, my non-financial data migrated into ComsoLex very unusable. Also, they do not actually migrate financial data. I was hoping to move at least 7 years of accounting, as well as, historical invoices from open matters, but that is not possible.
2 Years Wasted
Commenti: Cosmolex ended up being a major disappointment. Too many of the supposedly great features turned out to be practically useless. Clients can only upload one document at a time and then only if the name is 64 or less characters. Clients can only download one document at a time. The API is closed so automation is much more difficult and expensive. Email communications cannot be shared through the portal. The platform whereby custom invoices are created/modified is archaic and difficult to use.
Aspetti positivi:
Document Integration with OneDrive and integrated billing
Aspetti negativi:
The most important components of the software were rendered useless due to lack of most obvious features.
Cosmolex review
Aspetti positivi:
Lots of options to get to various points of use
Aspetti negativi:
A lot to learn, only ongoing use will improve it
Very great Practice Management software
Commenti: 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.
Aspetti positivi:
I love the instant live support chat function. It helps a lot when i have absolutely no idea how to navigate
Aspetti negativi:
The pricing is very high compared to the Canadian counterparts
CosmoLex is a one-stop shop
Commenti: My overall experience with CosmoLex has been positive. I like that it is one product for Law Practice Management and Accounting with one price for all features.
Aspetti positivi:
The accounting software in CosmoLex helps me reconcile my trust account, operating account, and credit cards. The accounting software also helps me provide proper reports for tax purposes. CosmoLex makes case management easy and integrates well with Microsoft Office 365.
Aspetti negativi:
It takes a bit of effort to create document templates and intake forms. The creation of the intake forms has limitations on the amount of characters you may use as a name for a text box. Also, when creating intake forms, certain blocks on the forms will move to different places and have to be manually adjusted to get them to the right place.
Duped by Cosmolex - Only Cost-Efficient if Solo
Commenti: I initially recommended CosmoLex because even with the lack of integrations, I found it user friendly. And I still would recommend it to solos who know they will never expand because of ease of use. But if you are a solo who aspires to add staff, a larger or growing law firm, or someone who uses an outside accounting firm, I would say to just use Quickbooks. Transferring after a year because CosmoLex decided to jack up the price considerably is such a hassle, and we want to continue to grow without continuing to worry that we'll outgrow CosmoLex's functionality or that the price will continue to unexpectedly go up. Additionally, our accountant struggled with it, and urged the switch to Quickbooks.
Aspetti positivi:
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.
Aspetti negativi:
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 integrations and a payroll feature. (Plus you can find email archiving for FREE if you are a small business that takes care of that functionality for Cosmolex.) (2) They were not upfront about the pricing issues. I was told that the reason it cost money to add this timekeeper was because my previous timekeeper had been "grandfathered in" and that I should have learned about this pretty drastic change in an "update section." First, why wouldn't I have received this in an email? Changing the price and price structure of a product should require actual notice! Second, when I chatted someone to find this "update" they could not find it or direct me to it. (3) The lack of integrations (and the integrations they are getting) is really problematic. For instance, they now integrate with Net Documents, which is pretty expensive. For a product that must be targeted almost exclusively to solos as a result of the pricing structure, that doesn't make sense. Why not integrate with Box or Dropbox? And to not have a payroll integration or to work with existing payroll companies is difficult.
Risposta di ProfitSolv
5 anni fa
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.
Alternative considerate:
Great for small firms, not so great if scaling up
Commenti: We've been using CosmoLex for 2+ years so they haven't scared us away...yet.
Aspetti positivi:
Client portal is a terrific feature (when working), the ease of time entries is terrific. Very simplistic interface for invoicing and collecting fees. Integration with LawPay is cool.
Aspetti negativi:
There's lots of bugs and seemingly easy fixes that get overlooked and/or ignored. The portal will shut down unexpectedly and/or clients cannot access multiple matters without additional email addresses. There is no function for recurring billing (i.e., ongoing or payment plan clients). Customer service is a nightmare to deal with and takes weeks to complete simple tasks.
Overall Review of Product- Our THoughts
Commenti: Pros: One program for almost everything. Cons: No document assembly; you can only link one person to the client portal; glitches in program- the program emailed an invoice to the wrong person; can not email through program; glitch- I had to give access to everyone for everything because the limited access features did not work; customer service is not the best; calandar portion has glitches when it interfaces with gmail and office 365.
Aspetti positivi:
It is a comprehensive software. Its like having Quickbooks and a practice management program in one. This is the best feature.
Aspetti negativi:
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.
Risposta di ProfitSolv
8 anni fa
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.
Alternative considerate:
Thank you CosmoLex!
Commenti: Great experience to support our law firm's needs!
Aspetti positivi:
CosmoLex has provided practice management support for Suresh Law to client our with with their technology, business and real estate law needs.
Aspetti negativi:
Plaid integration fails at times and needs resetting for bank feed.
We chose Cosmolex because of the accounting feature
Aspetti positivi:
We chose Cosmolex because of the accounting feature along with the other case management features as well as its interplay with Lawpay.
Aspetti negativi:
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.
Risposta di ProfitSolv
6 anni fa
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!
CosmoLex
Commenti: It saves me time each month on billing and invoicing.
Aspetti positivi:
CosmoLex made going out on my own much easier. I particularly like that I don't need additional software on the accounting side of things.
Aspetti negativi:
I would like an easier method of doing conflict checks. I wish there was a stand alone tab for adding consultations in for conflict check purposes only.
The accounting is very easy to use which saves time.
Commenti: It helps all of our staff stay on the same page and everyone knows what is happening in each case.
Aspetti positivi:
I like that the program has both accounting features and has the ability to hold all of our client's information in one. The accounting features are very easy to use. The support videos are very easy to use and if I need to speak to anyone they usually call the very same day.
Aspetti negativi:
I would like the calendar to be able to send emails to all of the attorney's as right now when I calendar an event in one attorney's calendar it will not let me send him/her a reminder unless you put the event on another person's calendar. The point of putting stuff on the calendar is so they see the event and they have reminders
Risposta di ProfitSolv
6 anni fa
Hi Wendy, thank you for your feedback! We appreciate your comments.
They are always innovating
Aspetti positivi:
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.
Aspetti negativi:
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.
The switchover was a challenge, but I am very pleased that we did this!
Commenti: 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).
Aspetti positivi:
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.
Aspetti negativi:
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.
CosmoLex Review
Commenti: I'm not sure that it's changed anything, since I started out with cloud based services, but it's better than Clio because it doesn't screw up in a major fashion once a quarter or more.
Aspetti positivi:
Stability, integrated accounting, and better support staff. I used Clio for a couple years at my last firm, and I have zero intention of switching back.
Aspetti negativi:
The UI is not exactly intuitive. The search functionality, while robust, is also a bit awkward. Certain things that seem like they might be no-brainer search field options aren't present, and certain items that I would expect to be heavily used by most users aren't as quickly and easily accessed as I would like (for example - the calendar, in my opinion, deserves its own direct access sidebar button).

Cosmolex was an easy choice
Aspetti positivi:
Cosmolex lets me have the bigger picture in one piece of software. I can easily see how my business is doing from the dashboard.
Aspetti negativi:
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.
Client information and billing all in one place
Commenti: It's made our overall processes more efficient, having client information and billing all in one place.
Aspetti positivi:
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.
Aspetti negativi:
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.
Cosmolex is very intuitive software.
Commenti: My assistant and I have enjoyed using Cosmolex, and now feel spoiled by all the great features compared to other file management and accounting software. I have been asked by several lawyers in my city to show them the program, and I wish I was more proficient with it so I could do it justice.
Aspetti positivi:
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.
Aspetti negativi:
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.
Excellent Law Practice Management App
Commenti: have been using Cosmolex since its introduction and am very happy with the application. I started using the software just for trust accounting, but found its easy-to-navigate interface so easy to use that I started keeping time and expenses and using the billing function as well. Then Cosmolex added full back-end accounting functionality and I ditched my QuickBooks app altogether. Cosmolex continues to add functionality and compatibility. It's a great app for managing your law practice.
Aspetti positivi:
Easy-to-use interface Accurate trust accounting Broadening functionality Complete integration of functions Growing compatibility with other class-leading applications
Aspetti negativi:
The only thing I am wishing for is the ability to generate documents from the Cosmolex database, but this is coming I am told!