CosmoLex Reviews & Product Details

It is mostly intuitive. It is more forgiving than other software in correcting mistakes. It is expensive, but we need robust and reliable accounting software. Obviously we are paying for a whole bunch of features that we do not need or use. Our billing is very simple as we get paid out of mortgage or sale proceeds. We do not chase after funds. Review collected by and hosted on G2.com.

It is not fully intuitive. Some of the recent changes moved buttons for no reason. Review collected by and hosted on G2.com.

I like that there is good support behind the product. I don't feel like I have to be a tech wizard to use it. It allows me to spend the maximum amount of time doing what I am meant to be doing - lawyering! Review collected by and hosted on G2.com.

Occasionally, Cosmolex goes down, but it is fairly infrequent, and I suspect this will be an issue with any cloud-based provider. It's not a dealbreaker for me. I find that it is not usually down any more than a few hours and maybe only a couple of times per year. Review collected by and hosted on G2.com.

I really find CosmoLex helpful from day one. It helps me to organize my clients, their data, and bookkeeping, especially accounting for the end of the year and conflict checks. I like their interface and the practice management feature, which allows me to organize client matters and tasks, set reminders, and maintain timelines with current sales and parties. Review collected by and hosted on G2.com.

I have encountered a lot of bugs and issues with CosmoLex. While I've raised complaints and most have been addressed quickly, there are still some software glitches that the technical team is working on. I'm also having trouble with the bank feed and sometimes face issues when moving a task from one place to another. Review collected by and hosted on G2.com.

Having accounting in the software. I didn't have to hire a bookkeeper. Also good support Review collected by and hosted on G2.com.

Too many steps, and not as user-friendly as it could be. For example, doing a conflict check. I wish I could just type the name in and hit enter Review collected by and hosted on G2.com.

I really like the trust accounting feature in CosmoLex. I can reconcile all of my bank statements, including my trust account, within about two minutes per account because it's easy, straightforward, and just really well thought out. Also, using CosmoLex allowed me to replace two programs I was using before with one program in the cloud. The initial setup was a piece of cake. Review collected by and hosted on G2.com.

The only issues that I have with CosmoLex is that sometimes there is only a particular way to execute a certain transaction. And if you don't know it, you can't figure it out on your own because it's not as intuitive as some other programs may be. Review collected by and hosted on G2.com.

I like that I can see everything in one place and it makes it easier for me to log hours directly from the emails I send, saving me time by automating some tasks. CosmoLex helps me keep the accounting and billing of cases under control, being a very practical and useful tool in my daily routine. This allows me to focus on other things like communication with clients and reviewing the most important cases. Since I started using it, I can work with greater and better fluidity. Additionally, the initial setup was quite easy. Review collected by and hosted on G2.com.

For me, the only thing would be getting used to using it at the beginning as a new user, because it does take some time to handle it perfectly. Review collected by and hosted on G2.com.

Integrated timekeeping, billing, escrow accounting, and document management Review collected by and hosted on G2.com.

Annual subscription cost increases are outpacing inflation. There are user interface inconsistencies across various screens Review collected by and hosted on G2.com.

It has really helped improve my workflow for completing tasks, especially when it comes to drafting and managing precedents. I also find it very reasonable in terms of price point. As a small-to-medium business owner and legal entrepreneur, I think it has benefited our organisation and the potential in the AI interface is extraordinary. Review collected by and hosted on G2.com.

I guess my worry is that increasingly I don't want to 'over engineer' our practice by being too reliant on integrated tools. I am mindful of this however at this stage this is not a problem I find with CosmoLex, and I would happily keep this tool over others. Review collected by and hosted on G2.com.

Everything is in one place, which makes it easy to access client information, billing, and calendar details. The Client Portal also lets clients view their own information, so they stop calling about logistics like court dates and times. Being able to upload documents directly to their portal helps as well, and it further cuts down on those calls. Review collected by and hosted on G2.com.

On the summary page, I wish it included more details, such as the client’s date of birth and driver’s license number. It would also be helpful if those were required fields to fill out on the Client Information page. Review collected by and hosted on G2.com.

I really appreciate how CosmoLex helps save my time through the automation of practice management and file management. It also assists with bookkeeping, but what I like the most is that it keeps everything up to date. They regularly release new features, and I value their ongoing support from the tech team. The introduction of the open API was particularly helpful for automation. I also enjoy the integration with tools like Gmail. The setup was pretty easy when they first launched, and even though it has more features now, there's a supportive team available. As a sole lawyer managing everything, I find CosmoLex to be an ideal tool, especially at its cost. Review collected by and hosted on G2.com.

One thing that could be improved is the integration with Stripe, particularly for payments. Review collected by and hosted on G2.com.