CosmoLex Reviews

Pros

I like this software. It's high quality, as evidenced by the ease with which it ensures compatibility and better billing management. I can propose accounting ideas to my employees after well-done calculations, all thanks to Cosmolex.

Cons

The software works great, no problems to report and no regrets. I highly recommend it

Pros

The intuitive way to create and organize matters.
The billing system.
The possibility to tag and link emails from your inbox to a matter.

Cons

The fact that sometimes restart withour reason and that makes you lost the changes of the matter you are working or the emails you are tagging.

Pros

The OLD version. NextGen is not ready to be deployed. It is very glitchy. ONE example, timesheets "clear out" already entered data. Known issue for over 6 months. No fix. Makes time entry annoying because you often have to double enter information before it "takes".

Cons

Live Support Chat--HA! Hasn't been available "live" in months. To get assistance, you ask for live support, they email you DAYS later to schedule an appointment. Often, the "trainer" has no idea what you need or how to accomplish the task. One example: we needed to print an invoice for our contingency fee clients to use as evidence in court on our fee petition.

Pros

It has IOLTA reporting and I like the features for the price compared to Clio.

Cons

Sometimes the clients struggle navigating the client portal, so it is inconvenient taking the time to guide them through the process.

Pros

CosmoLex is a very helpful software to have in a law firm. It has been perhaps my favorite software throughout the handful of law firms I have worked at. The case management feature is great as is keeping tasks available to see in order to follow up on time-sensitive items.

Cons

There really is not much I dislike about CosmoLex.

Pros

The initial sales pitch is great but once they have you, zero customer service and prices keep skyrocketing.

Cons

It is a terrible user experience after years of using it.

Pros

easy to use. but i do not recommend it, there's a lot of limitations.

Cons

-Does not proportionally apply payments to fees, taxes, disbursements which is a serious problem. Cosmolex priorities the taxes and hard cost. So if invoice balance are written off, taxes are overpaid which is not compliant to Canadian tax act and lawyers are underpaid.
-The system doesn’t have a report for client introducing lawyer, which is common as most firms pay out referral fees.
-Payments for multiple clients is also limited
-Users who have timekeeper restrictions are unable to access reports. PC Law is an old system but had this feature. Cosmolex is supposed to be a more sophisticated software. So, 1 person is responsible for generating reports to lawyers.
-Having reports downloaded as documents is inefficient. Instead of double-clicking the numbers on the report and the transaction and the transaction opens up, you’ll need to do more steps and find the transaction itself if editing is required. QuickBooks is cloud base and it has this feature.

Pros

I enjoy cosmo lex as it is easy to utilize

Cons

At times cosmo lex can be hard to use and work with

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

Pros

I like it because I can access all the tools and features I need to run my law practice very efficiently.

Cons

Honestly, I would like to be able to customize them even more to adapt them to the specific needs of my office.

Pros

It has the features to run a law practice

Cons

The template settings are super confusing and not user friendly

Pros

The top feature for Cosmolex is the integrated accounting functions, and it is really nice to have this built-in.

Cons

The User Interface is not as intuitive as it needs to be for users to work in the platform efficiently. A few big missing features are the universal search bar, and bulk changes.

Alternatives Considered

Pros

Billing/Invoicing/Payment management and Account reconciliation features are what I like best -- easy to stay on top of the flow

Cons

I don't have a "least" -- I find CosmoLex easy to use and it does everything I need to keep our office well managed!

Alternatives Considered

Reasons for Choosing CosmoLex

Reasons for Switching to CosmoLex

Pros

I love the billing and trust accounting features. Cosmolex really shines with maintaining the operating and trust accounts separately as well as generating invoices for our billable work.

Cons

The software is cumbersome, taking several clicks to get to information. The features I need most on the case management side are contacts and notes. The contacts drive me nuts! If I'm in Bob Jones' case, I want to see a list of all the other people involved such as other attorneys, witnesses, or other relevant parties. With Cosmolex, one has to go to a separate contacts page and link them rather than entering the information directly into the matter. The note taking feature is improving now that more characters are allowed, but it still leaves much to be desired for those who are answering client calls and wanting to log the information right away. It seems like it would be fine for a transactional practice but it's less than ideal for litigation.

Pros

Cosmolex integrates the accounting software and features we needed with the management of our law practice. Support takes care of any issues that arise quickly and efficiently.

Cons

Some parts of customization are not intuitive and assistance from customer support is sometimes required. Luckily, customer support is quick and easy to access.

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 Clio can do with respect to practice management and even has a few unique features. However, where CosmoLex really shines is with its built in accounting system. As a Canadian Lawyer we require certain functionality that our American counterparts do not and CosmoLex has done a great job of meeting our needs. CosmoLex can properly deal with our HST/GST/PST issues and payments as well as offer us accrual based accounting as we are required to use by law.

There is NO other cloud based platform with an all-in-one solution for Canadian Lawyers. This is a time and money saver for any firm.

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.

Pros

It does front and back office and IT WORKS. Very little technical support needed on a regular basis. It allows clients to make payments online through an invoice link and cosmolex is partnered with LawPay.
Also integrates well with outlook exchange and all programs like google, onedrive, dropbox ;
allows all emails to be saved to the associated matters for easy access.
billing process is fairly simple
the invoice links are keeping receivables down as client's can pay their bills 24/7.
bills are able to be emailed easily and in bulk;
invoice reminders and trust deposit requests are easily sent out without the need to draft letters individually to the clients.
I could go on and on......

Cons

Hard to complain about much with this program. It depends on your needs. For me there are still some features I am used to from my server based program that are not availableyet in this cloud based software, but there are lots of things in the works. It seems each month a new feature is released that I had learned to live without or work around. The things I am missing right now are invoices saved automatically to a matter in a hard pdf when initially generated. The original invoice cannot be recreated unless you physically print or save a downloaded copy at the time they are generated.

Pros

We swapped from Abacus to Cosmolex a few years ago and its a MAJOR improvement. I love how it is continuously updated to better the program. It is very user-friendly and I love how customizable it is. I also LOVE the upgrade with the new spell check!

Cons

Nothing right now. We are loving the latest updates!

Pros

I like the online nature of the software and how easy it is to use.

Cons

There are some serious deficiencies with the functionality of Cosmolex especially for use in Canada. There are many reports that it won't generate. Trying to deal with GST is extremely difficult.

Pros

Cloud based; access from anywhere. I can access my calendar from an iPad or iPhone.

Cons

Some reports are not intuitive. But the knowledge base is easily accessed and will answer most questions.

Pros

I love using Cosmolex, I find it easy to use and everything I need is easily accessible.

Pros

It is Easy to use and has logical organization.

Cons

Certain features are very difficult to correct mistakes in, and the existing videos and articles are not helpful to me in resolving.

Pros

I have enjoyed the ease of learning and using this software. I like the Dashboard that tells you many useful things at a glance. Customer service is also very good. I like that it integrates with several other applications, such as LawPay and Casemaker (although I no longer use Casemaker). I also found a CL knowledgeable accountant through the site, which was very useful for getting set up my first year.

Cons

I really don't have cons. They did go up in price by $10/month without warning (one time in 18 months) but I still think it is a fair value.

Pros

The integration of accounting and check preparation into the law practice package.

Cons

The calendar is not easy to view and use. Quite frankly, I merely have linked to to my Outlook Calendar and avoid using the Cosmo calendar entirely. The other "con" which surfaces each time I use it, is that when you cycle to matters or clients, you cannot simply begin to type a name and have the system go to the name in the list. Being forced to do a search each time you want to go to a listing is really a time waste.

Pros

My practice is focused primarily on residential real estate in NY and NJ and I represent a lot of lenders, so I have been relying upon Easy Soft’s hud-1 program and their billing/trust accounting program for years, so when I learned about everything CosmoLex had to offer, I was excited to jump in.

What really separates CosmoLex from the others is that it’s completely cloud based and also offers a full IOLA/IOLTA accounting system. I’m able to login from the office, from home, and even on the road from my smart phone to add billable events, log and print checks, or search for anything I need.

Because I’m a sole practitioner, I don’t have an IT department to help me install/upgrade my programs and the people at CosmoLex actually converted my existing data and had me up and running in about 15 minutes. Knowing that my data (and the programs) are off-site means less to worry about if and when a computer at my office should fail - and not having to worry about re-installing and restoring data (just knowing that it’s always safe and ready to access) makes sleeping at night a little easier.

The controls are intuitively setup and searching for matters by client or other keyword or searching transactions by dollar amount, etc., could not be easier. I’ve already watched some of their online tutorials and when those did not help me understand something, I contacted tech support for personalized support and training that did the trick every time!

Cons

Nothing comes to mind so far. It's everything I need.