CosmoLex Features
Platform Basics (5)
Reporting
Provides analytics tools that reveal important case specific performance metrics and track progress.
Dashboard
Has a centralized dashboard for users to track case updates and collaborate as needed.
Cloud
Provides a cloud based version of the platform.
Mobility
Is accessible from a mobile device and by users on the go.
Contact Management
Manages law firm contacts and client information.
Content Management (3)
Document Management
Stores and manages case related documents.
Calendar Integration
Integrates with calendar applications to ensure case dates are always visible.
Workflow
Automate custom workflows specific to the users' law firm.
Time & Billing (3)
Time Tracking
Tracks billable hours and time spent on specific tasks.
Payments
Allows clients to pay bills within the solution, typically via a portal.
Billing
Bills clients via email or a client portal.
Sales Force Automation - Legal CRM (3)
Task Management
Assigning tasks, assist with matter management , and distributing work.
Contract Management
Manages the entire contract process, from creation and negotiation to signing.
Quote and Order Management
Provides custom quote creation functionality.
Platform Additional Functionality - Legal CRM (4)
Automation
Automates operation related tasks, such as engagement letter.
Messaging
Contains in-application messaging abilities
Dashboard
Has a centralized dashboard for users to interact with
Cloud
Provides a cloud based version of the platform
Marketing Automation - Legal CRM (2)
Lead Management
Contains lead tracking and management capabilities.
Marketing Analytics
Contains analysis tools to provide insights on lead recording.
Customer Support - Legal CRM (3)
Support Analytics
Allows users to conduct analysis on support activities.
Customer Portal
Offers customization of the client portal and law firm dashboard.
Case Management
Contains customer request handling functionality and issue tracking.
Platform Reporting and Analytics - Legal CRM (1)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Agentic AI - Legal CRM (2)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Legal Billing (2)
Cross-system Integration
Works across multiple software systems or databases
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Legal Practice Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives





