CosmoLex Reviews & Product Details

We switched from PC Law to Cosmolex. We paid Cosmolex to transfer our data and books from PC Law. We have a bookkeeper and an accounting firm since the inception of our firm. There were no complaints from Cosmolex when transferring our data. After the first tax year, our accountant noticed serious deficiencies in the data and they had to spend considerable time rebuilding our books which cost us an extra $4000 in accounting fees. We complained to Cosmolex but took no responsibility and said our books were problematic to begin with and they would not compensate us. We switched to Clio thereafter. Review collected by and hosted on G2.com.

Clio and QuickBooks are better software. Review collected by and hosted on G2.com.

Cosmolex Support department is amazing and so helpful. Review collected by and hosted on G2.com.

There is a learned curve when you first start with Cosmolex but the Support is unprecedented in their helpfulness Review collected by and hosted on G2.com.

Billing accounting and ease of access/use Review collected by and hosted on G2.com.

incorporating artificial intelligence into time tracking Review collected by and hosted on G2.com.

I've been using their beta "NextGen" as much as possible lately. It does some things great (not limited to 20 timecards per page on the timesheet, can bulk select multiple time entries in a matter if you need to delete a bunch, hovering over an event in the calendar gives you the details) but some things definitely need improvement. Review collected by and hosted on G2.com.

I've been using their beta "NextGen" as much as possible lately. It does some things great but some things definitely need improvement. Customization of the fields doesn't work in some tabs. Trying to update timecards constantly pops up shortcuts for adding events or something else, probably because there's no spinning wheel now to tell me it's not ready for me to start typing in a field. Changing the billing rate level on a time entry sometimes doesn't work unless you stop the time entry first.

Trying to connect with support seems to take absolutely forever unless you're just having a quick chat. An agent reached out to me about 2 weeks ago and offered only timeslots between 6 and 7:30 am my time (PST, nothing crazy) and still hasn't offered anything a little later in the day. Review collected by and hosted on G2.com.

I sue this software everyday often for 14-16 hours per day during busy seasons.

The most important feature for me is the built in accounting. It reduces time spent and prevents errors. The next important feature is the document generator. However, it has limitations as it can only accept a limited number of fields into the quick insert feature and so my practice as to download the extensive word document to obtain the coding for fields. It has integrated well with microsoft word for the document generator and generally easy to create documents.

I do like CosmoLex from a well rounded perspective. It's UI is aesthetically easy on the eye and can be customized for better effectiveness.

There are training sessions available to join, which are actually helpful.

Transition to CosmoLex was easy enough and at the time, prior to ProfitSolv, there was a great amount of good tech support to assist. Review collected by and hosted on G2.com.

My number one complaint about CosmoLex is customer service and tech support. Prior to the amalgamation with ProfitSolv I would have given CosmoLex a 10/10 for customer service. Now it is a 6/10 at best. Tech support is slow and often hard to reach as various methods to reach them have not worked properly. When you do hear from them it is usually an email with a set of instructions that if I am lucky work. There is no personal touch. Prior to ProfitSolv I knew my tech support agents and they were very knowledgeable and exceptionally responsive - that is now gone.

Additionally, being a Canadian customer my annual fee is subject to the fluctuations in the CAD/USD. Prior to Profit Solve, I could call my business contact and ask them to process my next annual renewal when the exchange rate was good and they did it promptly. Now I have to wait strictly for the annual renewal date.

The use of CosmoLex pay (integrated online payments) would be a great feature except for the cost - it is quite pricey compared to other Canadian non-integrated payment services.

In short, CosmoLex under ProfitSolv no longer cares about the customer, they are just another big corporation. So unfortunate. Review collected by and hosted on G2.com.

Used to be good with one of the few practice management softwares that can also do Canada compliant accounting. Review collected by and hosted on G2.com.

I've been using since I started up my practice in 2017.

Since 2017 the service has steadily eroded especially in the last few years where they keep hiking up the price every few months by $10.

For me the final straw is their billing system where they locked my account due to alleged non payments - even though the last three payments were withdrawn fine.

I'm going to be moving away from something. I suggest you stay away unless you also want to be held ransom due to their billing issues.

Go somewhere else. Review collected by and hosted on G2.com.

interlinking of bank feed with operating and trust new cosmopay is a great option Review collected by and hosted on G2.com.

speed of system it can run rather slow when trying to do work Review collected by and hosted on G2.com.

I like the auto features included. The sync with my bank accts and auto-generated LSO reports are a godsend. It has saved my practice from the beginning and put me on a good path. I love the macros options to create your own documents automatically pulling in the client info, etc. I don't have to re-invent the wheel each time. Overall this program has saved me time and money. Review collected by and hosted on G2.com.

No sync option w/ phone calls on android. To have the option to pull client phone calls into matters via sync option with the phone would be amazing and such a time saver/money maker. Review collected by and hosted on G2.com.

Reliable, cloud-based legal billing software that is easy to learn and implement. Easy integration. Daily use. Review collected by and hosted on G2.com.

There is no stop-work function, once the client trust account reaches 0. Sometimes may be slow. Sometimes the customer support is not responding. Review collected by and hosted on G2.com.

I love that Cosmolex works provides seamless integration with my email, document management systems, and trust accounting, three pillars of my law practice. Implementation of cosmolex was a breeze and whenever I have needed support the Customer Service team is responsive and helpful. I use Cosmolex every single day! Cosmolex is my administrative partner in my law practice. Review collected by and hosted on G2.com.

The only thing I do not like is the marketing on the home page. After using Cosmolex for more than five years, I think I do not need the marketing. Review collected by and hosted on G2.com.