CosmoLex

Pros

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.

Cons

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.

Pros

CosmoLex provides a solid all-in-one solution for legal accounting and practice management. It keeps billing, trust accounting, and case management in one place, which helps streamline workflows and reduce the need for multiple platforms. Overall, it’s reliable and user-friendly once you get used to it.

Cons

Some functions are missing or could be improved. There’s no automatic stop for work when a client’s trust balance reaches zero, which would be very useful. The system can also be a bit slow at times. Support is generally helpful, but they haven’t implemented a few feature requests we’ve submitted.

Alternatives Considered

Reasons for Choosing CosmoLex

Switched From

Reasons for Switching to CosmoLex

Pros

It does both front and back office capabilities. It is easy to access everything about a client. All time, billing and any other information needing to be entered is in one software application. No need to have Quick Books and some other legal software. Invoicing is easy to facilitate and clients can pay through links on the invoices.

This program interacts with Microsoft Office, Outlook, Google, LawPay and many others.

Cons

There are some reporting functions that are not yet available. This program still does not have a function for collecting Judgments on behalf of clients.

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing CosmoLex

Switched From

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.