---
title: CosmoLex Reviews
meta_title: 'CosmoLex Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 325 reviews by the users' company size, role or industry
  to find out how CosmoLex works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 325
  scale: '5'
date_modified: '2026-07-26'
parent_category:
  name: Legal
  url: https://www.g2.com/categories/legal
---

# CosmoLex Reviews
**Vendor:** ProfitSolv  
**Category:** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 325
## About CosmoLex
CosmoLex is a comprehensive practice management solution designed for legal professionals to streamline operations, from Ai-powered client intake to payment processing. CosmoLex integrates essential features such as time tracking, billing, and accounting, all within a single platform, eliminating the need for additional software like QuickBooks. CosmoLex provides law firms with a cohesive tool that enhances efficiency and simplifies daily tasks. CosmoLex is for firms of all sizes, and built for attorneys, paralegals, and legal administrators who seek to improve their practice management. CosmoLex offers a user-friendly interface that powers robust features, supporting everything from client onboarding, to case management, time tracking, and invoicing, making it an ideal choice for legal professionals looking to optimize their workflow and grow their business. CosmoLex provides valuable insights through financial reporting and business analytics tools. Users can generate detailed reports that help them understand their firm&#39;s performance, identify trends, and make informed decisions for future growth. CosmoLex empowers law firms to strategically plan their operations and enhance profitability. CosmoLex is the only practice management choice that offers an all-in-one solution for legal professionals looking to streamline their practice and grow their business.



## CosmoLex Pros & Cons
**What users like:**

- Users value the **intuitive accounting management** features of CosmoLex, enhancing their legal practice efficiency and enjoyment. (6 reviews)
- Users find **CosmoLex easy to use** , making legal accounting intuitive and accessible from anywhere, enhancing convenience. (5 reviews)
- Users praise the **amazing customer support** of CosmoLex, finding it incredibly helpful and responsive. (4 reviews)
- Users value the **seamless integration** of CosmoLex, enhancing efficiency in their law practice management. (3 reviews)
- Users value the **time-saving features** of CosmoLex, streamlining accounting and document creation to enhance productivity. (3 reviews)
- Access (2 reviews)
- Document Management (2 reviews)
- Easy Access (2 reviews)
- Features (2 reviews)
- Integrations (2 reviews)

**What users dislike:**

- Users face significant **billing issues** with CosmoLex, including account locks and frustrating payment discrepancies. (3 reviews)
- Users find CosmoLex to be increasingly **expensive** , especially with rising fees and unnecessary service offers. (3 reviews)
- Users express frustration with **poor customer support** , highlighting slow responses and lack of personalized service with CosmoLex. (3 reviews)
- Users express frustration over the **lack of customization** in CosmoLex, leading to inefficiencies and obstacles in their workflows. (2 reviews)
- Users experience **slow performance** with CosmoLex, often facing system freezes during work and support interactions. (2 reviews)
- Users experience **software bugs** that cause glitches, slow performance, and accessibility issues, negatively impacting usability. (2 reviews)
- Users experience **sync issues** with CosmoLex, limiting functionality and causing inconvenience when accessing client documents on mobile. (2 reviews)
- Users experience **slow performance** with CosmoLex, often facing freezes, particularly when seeking customer support assistance. (1 reviews)
- Inadequate Accounting (1 reviews)
- Inefficient Data Entry (1 reviews)

## CosmoLex Reviews
  ### 1. Quick learning curve, easy to use, great customer service.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 25, 2022

**What do you like best about CosmoLex?**

I like the user interface, it is very similar to the interface of other programs that are common in daily use.  There are of course pieces of this system that do not translate to everyday life, however, the interface does for sure mimic commonly used interfaces and makes it very user-friendly.

**What do you dislike about CosmoLex?**

Accepting payments is possibly the most difficult and frustrating thing with this system.  It is not intuitive.  It takes a good amount of thinking, writing down the steps and remembering how to do it.  If you accept credit card payments via phone rarely, it definitely takes a minute to jog your memory to understand how to do it.  Simple once you remember how, but again it's not an intuitive way of accepting payments.

**What problems is CosmoLex solving and how is that benefiting you?**

This keeps me organized.  Simple and clean.  I can do a triage once a week with each of my cases based on the case type, each team member knows what is going on, as a solo, its great when you don't have other attorneys watching over your shoulder, Cosmo will.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find CosmoLex user-friendly and that it helps you stay organized. 

  ### 2. Excellent!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica C. | Legal Bookkeeper, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

The system is extremely user-friendly and provides client and bookkeeper needs.

**What do you dislike about CosmoLex?**

I would like there to be a better way for batch billing where you can select from multiple pages at once.

**Recommendations to others considering CosmoLex:**

If you are looking for a system to meet all our accounting and practice management, and client needs this system is for you. User-friendly, Easy Migration process, Amazing Customer Service.

**What problems is CosmoLex solving and how is that benefiting you?**

Faster monthly routines for clients, clients can do more work on their own and don't require as much assistance from me.

**Official Response from Maleeha Ahmad:**

> We're thrilled to hear that you find CosmoLex user-friendly and that it meets your client and bookkeeper needs!

  ### 3. It works, but it could be better

**Rating:** 3.5/5.0 stars

**Reviewed by:** Peter S. S. | Lawyer, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

It has a clean interface and is easy to access.

**What do you dislike about CosmoLex?**

Entering time is fiddly.    The checkmark is dumb and hard to enter.  If you don't hit it just right, the time doesn't get entered.  Why not just have a box that you tick, or just use the enter key?  Time as a number with a decimal point would be better than hours and minutes.  e.g., 1.2 hours instead of 1:12.

**What problems is CosmoLex solving and how is that benefiting you?**

No specific benefits compared to competing products.  LEAP is easier to use.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find our interface clean and easy to access. We really appreciate your feedback about the time entry process.

  ### 4. WAY Better Than The Competition

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joshua W. | Barrister & Solicitor, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

I really love the APP that I have added to my phone.  The ease of the web based time keeping programme is exceptional.  I also love how it is accessible on Windows and Mac devices.

**What do you dislike about CosmoLex?**

It would be nice if there were a few more features which were able to be set to a default (eg. time entries are set by default to 0.0.  As every entry is at least a 0.1, it would be nice to change the default to this).

**What problems is CosmoLex solving and how is that benefiting you?**

No problems at all.  It is a wonderful programme!  The biggest benefit that I have found is being able to enter time where ever and whenever I might be somewhere as long as I have my phone.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you are enjoying the convenience of our mobile app and the ease of use of our web-based timekeeping program. We appreciate your feedback about setting default features.

  ### 5. Cosmolex has become Indispensable to my law practice

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

I really like how CosmoLex is able to link directly to my trust account and makes it easier to reconcile my trust account every month.

**What do you dislike about CosmoLex?**

There's not really anything to dislike about CosmoLex.  It is a tool with a particular purpose, and for as long as you need to achieve the purpose, you appreciate using the best tool to do so.

**Recommendations to others considering CosmoLex:**

Your time is valuable.  CosmoLex comes at a significant expense to your business, but it does have value.

**What problems is CosmoLex solving and how is that benefiting you?**

CosmoLex helps me to accurately track hundreds of trust account transactions every month in a time effective way.  Perfect trust accounting is required for law firms.  CosmoLex saves me time to best focus on my practice of law.

**Official Response from Maleeha Ahmad:**

> We're thrilled to hear that CosmoLex has become indispensable to your law practice! It's great to know that our trust account linking feature has made it easier for you to reconcile your trust account every month.

  ### 6. Somewhat challenging

**Rating:** 4.0/5.0 stars

**Reviewed by:** Gay A. | Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

Definitely the user experience ie. navigating from task to task.

**What do you dislike about CosmoLex?**

The accounting and the need for so many work-arounds. It feels uphill both ways.  Cosmolex needs to integrate the needs of the Firms using accounting with direct feedback loops.

**Recommendations to others considering CosmoLex:**

Feature requests seem to go into the "abyss".  We would like feedback on their progress.

**What problems is CosmoLex solving and how is that benefiting you?**

cleaner and more fully serviced client files.  Better tracking.  no benefits as yet but hoping that will change as the users all become more independent.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you like the user experience of CosmoLex. Your feedback about feature requests has been helpful. Thank you!

  ### 7. We use Cosmolex for accounting and practice management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 25, 2022

**What do you like best about CosmoLex?**

The chat feature for questions is very helpful. The reporting feature has improved over the past year to download an excel file has been enhanced wonderfully and does assist in filling the gap caused by the lack of a robust reporting system.  The system has many safeguards to prevent errors.  However, it is sometimes challenging to find out how to post things that are out of the norm.  Overall I really enjoy working with the system and the folks that respond to questions submitted via email are extremely courteous and helpful

**What do you dislike about CosmoLex?**

I find that I often have to hunt around and try different things to use it effectively. Right now, the only real upgrade i feel the system needs is a robust ad hoc reporting system.

**What problems is CosmoLex solving and how is that benefiting you?**

Quicker access to accurate data.  Allows attorneys access to enter their own time, reminders and query information about a matter.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find the chat feature helpful and that the reporting feature has improved for you. We appreciate your feedback.

  ### 8. Slow and glitchy, reporting is confusing

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2022

**What do you like best about CosmoLex?**

ability to toggle between multiple timers, ability to keep track of payments in the same app that generates invoices

**What do you dislike about CosmoLex?**

Cosmolex logs you out sometimes after less than a minute and you have to log in again to start or stop a timer you just set.  It's slow to find a client when I type the client's name into the field.  What I most dislike is the confusing and difficulty in pulling useful reports.  Reports have to be viewed in pdf or spreadsheet format, can't just get them in the browser.  You can't customize the dashboard to your own metrics.

**What problems is CosmoLex solving and how is that benefiting you?**

I'm solving the problem of not tracking my time and thus losing time that I work.

**Official Response from Maleeha Ahmad:**

> We take all feedback seriously and are committed to ensuring the integrity of our reviews. We do not engage in fraudulent practices and strive to provide a reliable and valuable service to our customers.

  ### 9. Functional but clunky

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 12, 2022

**What do you like best about CosmoLex?**

Accounting integration. It's good to have everything in one place, and not have to enter financial data twice, like charges and disbursements.

**What do you dislike about CosmoLex?**

It is not as user-friendly as some programs. Recording time is a hassle, there are too many steps involved. Navigation is sometimes a bit challenging, and not intuitive. More widgets would be extremely useful, such as a time tracking browser add-in, that allows you to track time in any browser window and record it directly to Cosmolex. The email filing solution is also quite clunky. We previously used Clio and FasterLaw, which provided almost seamless email filing.

**Recommendations to others considering CosmoLex:**

Use the offered support to set it up properly at the outset, and get as much training as you need. the support team is great. Cosmo might be a better fit for people who don't do a lot of hourly billing, as the time recording process is a bit of a pain, especially for storing and recording time on emails.

**What problems is CosmoLex solving and how is that benefiting you?**

Bookkeeping is easier with Cosmolex than with programs that don't have native accounting tools. Cosmolex is also much better for practice management than something like PC Law, which doesn't do much practice management at all.

**Official Response from CosmoLex Team:**

> Thank you very much for your feedback. We agree, having a system where everything is in one place is extremely beneficial. It reduces the chance of errors from having to enter information into two different systems and reduces the amount of time one has to spend on those tasks.

With a comprehensive system like CosmoLex, training is very important and we are happy to hear that you took advantage of our Personalized Onboarding in order to assist with getting CosmoLex up and running for your firm. However it seems that you are still struggling a bit with the process of time tracking. I invite you to reach out to your dedicated Customer Success Specialist to set up a Free 1:1 Training Session with one of our Product Specialists to go over best practices for Recording Time in CosmoLex. Your Customer Success Specialist's contact information can be found in the Announcement Panel within your CosmoLex application. 

Laurie Guthrie
Director, Customer Success

  ### 10. Sole Practitioner Staple

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

I love how easy Cosmolex is to use. My bookkeeper signs in remotely to do reconciliations. The customer support is easy to access and eager to help. It keeps my practice well organized.

**What do you dislike about CosmoLex?**

I don't think there is anything missing because the practice management and financial software is combined.

**Recommendations to others considering CosmoLex:**

They have great training and onboarding. I love that I don't need separate financial software. Meets the standards required by the Law Society of Ontario.

**What problems is CosmoLex solving and how is that benefiting you?**

I love that I just do my dockets on the go. I love that my bookkeeper can log in whenever convenient to them to do reconciliations. I always have an up to date client list with information easily accessible.

**Official Response from Maleeha Ahmad:**

> We're thrilled to hear that you find CosmoLex easy to use and that it helps keep your practice well organized. Our customer support team is dedicated to providing the best assistance possible.

  ### 11. Learn to use Cosmolex well and then recommend to others

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

I like best that as a team our law firm is able to progress more quickly with the daily tasks at hand in achieving a satisfactory result.

**What do you dislike about CosmoLex?**

What I dislike wholeheartedly during the learning curve of the use of Cosmolex is, that the lack of knowing what the right training is for one's specific application.  This means that if I am employed as a Legal Assistant then I would like to learn the following:

Posting accounts to the matter, i.e. court services online, BC Online, Exam for Discovery accounts from Court Reporters, interpreters' accounts and accounts from Mediators, etc. 
Since I am NOT the accountant nor the bookkeeper at the law firm, I merely want to assist with posting accounts from service providers.

Getting the correct training regarding the right scenario would make a big difference in achieving speed at using Cosmolex--something my law firm would greatly benefit from. 
Perhaps a training choice for the following scenarios would be advantageous in achieving a faster and higher proficiency in using Cosmolex:
Provide training for the following points of view:   
1.  As to an Accountant's point of view;
2. A Bookkeeper's point of view;
2. The lawyer's point of view;
3. A Paralegal and/or Legal Assistant's point of view; and 
4. and from the Information Input Clerk's point of view.

Training should start with Quick Start, Intermediate and Advanced according to the scenarios one requires. 

I am a Legal Assistant and a beginner of the use of Cosmolex.  I am finding it hard to know and to remember all steps and keystrokes necessary to achieve even at Quick Start level.  Having always to google the moves one wants to do is tedious as the questions posed via google or even Cosmolex may not be technically correct under the scenarios shown above--Google or Cosmolex may not understand the beginner's technical attempt at the posing the question.   

I am determined to learn how to use Cosmolex correctly but require the assistance of the proper training for my position.

**What problems is CosmoLex solving and how is that benefiting you?**

The firm gets training but as mentioned above too many scenarios are together in a training session and the result is then confusing and not successful.

**Official Response from Maleeha Ahmad:**

> Thank you for sharing your experience with CosmoLex. We understand the need for specific training for different roles. Please reach out to our customer support for assistance.

  ### 12. Cosmolex Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

That it includes accounting software and is ostensibly an all in one practice management software. I have not yet integrated Microsoft 365 with Cosmolex but I am eager to try this and to switch my practice to being entirely cloud based with very little by way of a paper file.

**What do you dislike about CosmoLex?**

Entering time is slow and if you start typing in to one box before another is finished loading whatever you typed into the box you're working in disappears. File folders for uploading client documents are initially categorized in ways that are not intuitive whatsoever. The relationship btw Cosmolex and other things like LawPay are not as seamless or as useful as they could be - accounts and transactions often have to be double checked on both platforms to ensure both are up to date, especially as Cosmolex does not recognize anything done in Law Pay except when client's click on the "pay invoice now" link in their invoices.

**What problems is CosmoLex solving and how is that benefiting you?**

I can differentiate btw consults and clients, run conflict checks, send invoices and receive payments electronically, and share documents securely with clients using the client portal.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you are eager to try integrating Microsoft 365 with CosmoLex and transitioning to a cloud-based practice. 

  ### 13. Cosmolex Review May 10, 2022

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

I like that it's not a software that I have to download onto my computer, so I can login anywhere. Most functions are relatively easy and straightforward.

**What do you dislike about CosmoLex?**

Posting time is often difficult. I find that it's slow to register the client I am putting time under, so once I start typing in the description it will take too long to load and delete everything I wrote. Sometimes when I enter in the time, it will keep saying that you cannot override the timer, despite the timer not working.

There's also an issue of reminders not actually sent to emails in the calendar, despite selecting the reminders box. 

We find that once a year, we change our rates. I wish there was an option to change the rate of every time entry up to a selected date instead of having to change individual time entries.

**What problems is CosmoLex solving and how is that benefiting you?**

It's easy to keep track of how much is in trust and how much is outstanding. I like that everyone's time is displayed on the main page so you can see productivity clearly.

**Official Response from Maleeha Ahmad:**

> Thank you for sharing your experience with CosmoLex. We're pleased that you find it convenient to access from anywhere and that it helps you keep track of trust and outstanding amounts. 

  ### 14. Cosmolex fails dreadfully

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

There is nothing in this product that is nearly as good as Practice Master.  There is nothing in this product that I like.

**What do you dislike about CosmoLex?**

Everything. Tabs had a great product with PracticeMaster and they carried nothing over to Cosmolex that made PracticeMaster a great product.  As a case management software, Cosmolex does nothing as well as PracticeMaster did.  Its Outlook app does not work.  it must be reloaded nearly every time I want to use it.  Unlike the Practice Master Journal, there is no one place in Cosmolex where all activity in a file can be viewed.  What could be performed with one step in Practice Master takes multiple steps in Cosmolex.  For instance, A. When an email was sent in Outlook, it automatically went to PM where it could be billed immediately.  In Cosmolex, 1. You send the email; 2.  Go to the sent mail folder in Outlook and then send it to Cosmolex (if the app is working, if not the Cosmolex app must be re-loaded); 3. Go to Cosmolex and input your billing information.  B. In PM, type an entry in Journal and it can be billed from that entry.  In Cosmolex, 1. Type a note; 2. Once the note is typed you must then press the button to add the time entry; 3. Re-enter the billing detail and input the time.  The programmers who created this monstrosity know nothing about litigation case management.  Cosmolex customer service is unbearable.  They do not know their product and cannot fix any of the problems.  They have been informed about many problems with the software and their only response is that many issues will be addressed in the forthcoming upgrade.  That upgrade has been promised to be dropped months ago and there is no indication when the upgrade will be available and there has been no explanation of the changes that will be made in the "upgrade".  It seems that our firm is being charged for an incomplete product and we are nothing more than beta testers.

**Recommendations to others considering CosmoLex:**

Do not buy it

**What problems is CosmoLex solving and how is that benefiting you?**

None, Cosmolex is causing more problems than it is solving

**Official Response from Maleeha Ahmad:**

> We apologize for the frustration you have experienced with CosmoLex. We appreciate your feedback.

  ### 15. Solid program with room for improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

What I like about CosmoLex is that it integrates practice management with trust and regular accounting.  What I love about it is the online payment processing.

**What do you dislike about CosmoLex?**

Clients are not able to pay multiple invoices in one transaction.  They are forced to click on each individual invoice and pay them separately.  This is not convenient and confusing for clients.  Additionally, CosmoLex does not list subtotals or totals for work in progress and summaries, which is annoying and should be at the top of their list for their software engineers. I need to know the number of billable hours I've entered AND the value of that time.

**What problems is CosmoLex solving and how is that benefiting you?**

I switched to CosmoLex from Clio because CosmoLex includes accounting so I did not need to use two separate programs for practice management and accounting. This has saved me time and money.  I get paid faster now that the vast majority of my clients pay their initial trust retainer and invoices online.

**Official Response from Maleeha Ahmad:**

> Thank you for sharing your feedback with us. We're glad to hear that you are enjoying the integration of practice management and accounting, as well as the online payment processing. 

  ### 16. Wholehearted endorsement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adam H. | Lawyer, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

The program is very user friendly, and everytime I need assistance, the support team is incredibly helpful.

**What do you dislike about CosmoLex?**

Editing credit card charges and hard expenses is sometimes difficult to manage.

**Recommendations to others considering CosmoLex:**

This program has everything you need to efficiently run a law practice, and the support team that can answer questions

**What problems is CosmoLex solving and how is that benefiting you?**

Right now it is just helping me manage my law firm, and helping to keep lots of information in one place. Am much more productive.

**Official Response from Maleeha Ahmad:**

> Thank you for your positive feedback! We're glad to hear that you find CosmoLex user-friendly and that our support team has been helpful. 

  ### 17. All In One Package

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gerri  M. | Software consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

Cosmolex is an all in one package.  It allows you to run everything you need from one place.  I can track my time, bill my time, report on it, enter payments and get financials without doing redundant entries.

**What do you dislike about CosmoLex?**

I would like to be able to categorize fees.  Not just fee income but fee by department, timekeeper, originator or area of law.  I know I can get reports but it's not part of our financials.

**Recommendations to others considering CosmoLex:**

Test it out.  They are always adding features and functionality.

**What problems is CosmoLex solving and how is that benefiting you?**

One stop shopping.  No need to have a separate subscription for multiple software.  This saves money.  No redundant data entry means less chance for mistakes.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find CosmoLex to be an all-in-one solution for your legal practice. Our goal is to provide a comprehensive platform that streamlines your workflow and saves you time and money.

  ### 18. Easy to use Software!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

I work in the accounting department and therefore, with Trust Accounts. I would have to say that being able to invoice in bulk and see account balances at the same time makes me more efficient.

**What do you dislike about CosmoLex?**

One of the downfalls I see is that we can't only add one email address to the system to cc us when sending invoices. In addition, we get many calls from clients saying they can't download our invoices. It seems like the link on the email is not mobile-friendly.

**What problems is CosmoLex solving and how is that benefiting you?**

Trust Accounting - the system avoids human error when it comes to overdrawing accounts. 
Saves time on 3-way reconciliations when dealing with trust accounts.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find CosmoLex easy to use and that it helps you be more efficient with bulk invoicing and account balance visibility.

  ### 19. Office Manager

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

Managing client files and the books all in one space. Customer service is second to none. They have helped me countless times and it's always fast and efficient.

**What do you dislike about CosmoLex?**

Canada doesn't have the ability to add the 3% surcharge for credit cards onto an invoice. It's a pain to put it in as a soft cost. There's a lot of mucking around. I would happily switch from lawpay to cosmolexpay if it was possible for canadian firms to add the surcharge onto their invoices.

**Recommendations to others considering CosmoLex:**

If you're in the legal profession, Cosmolex is the software you need to run your business efficiently. Everything is in one place. It's 100% worth it.

**What problems is CosmoLex solving and how is that benefiting you?**

Once you get past the learning curve of the program, you start to see the benefits. The lawyers like the timing feature associated with each matter. I like being able to run reports for accounting purposes.

**Official Response from Maleeha Ahmad:**

> We're thrilled to hear that you find our customer service to be fast and efficient! We really appreciate your feedback.

  ### 20. Simple to use and Great customer service!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

The live chat is very helpful, I get to talk to very  friendly and competent people when I have any issues. I use this software for bank recs, billing, client records

**What do you dislike about CosmoLex?**

Sometimes the software freezes and unable to use. It loads and nothing works until later. But I think the software is pretty great as it is. I am not sure how else they could improve.

**What problems is CosmoLex solving and how is that benefiting you?**

Benefits: fast and easy to use, The price of the software is a bit high for CAD. I am very productive using Cosmolex because it has easy access to everything. I am new to the firm so I have only used Cosmolex

**Official Response from Maleeha Ahmad:**

> Thank you for your positive feedback on our live chat and customer service. We appreciate your continued support.

  ### 21. Opened a new practice and chose Cosmolex

**Rating:** 4.0/5.0 stars

**Reviewed by:** Laura S. | Principal, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

I really like the dashboard and how it tracks my billing.

**What do you dislike about CosmoLex?**

Nothing yet. I don't use all the features.

**Recommendations to others considering CosmoLex:**

There is great support at Cosmolex. The live web chat is fantastic. They will screen share and show you what to do.

**What problems is CosmoLex solving and how is that benefiting you?**

I am tracking how much I work each week. 
I like that all my client information is easily accessible. 
I've started to use the calendar and tasks in Cosmolex.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you are enjoying the dashboard and billing tracking features in CosmoLex. If you have any questions or need assistance with utilizing more features, our support team is here to help.

  ### 22. great software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael K. | Attorney, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2022

**What do you like best about CosmoLex?**

Ease of use once you make the adjustment in transitioning from another program (we previously used PC LAW)

**What do you dislike about CosmoLex?**

nothing.  So far everything has worked very well for us

**Recommendations to others considering CosmoLex:**

cheaper than PC LAW, much better support, CLOUD BASED - access from anywhere at anytime.

**What problems is CosmoLex solving and how is that benefiting you?**

timekeeping from your phone is a fantastic bonus.   It's very helpful to us and allows us to capture time accurately and without forgetting a time entry.

**Official Response from CosmoLex Team:**

> Dear Michael - 

Thank you very much for your feedback and we agree, transitioning to a new program is always an adjustment. With our Personalized Onboarding, Migration Services, Free Training Classes, and of course commitment from your firm, it sounds like it was a successful transition. 

In this day and age a Cloud Based software is a necessity and we are so glad you choose CosmoLex! The option of our mobile app, at no additional cost, allows for keeping up on those necessary tasks and activities while you are "On the Go!". 

Laurie Guthrie
Director, Customer Success

  ### 23. Easy to use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

I enjoy that my front office and back office are both taken care of on one platform.  The system is user-friendly overall and fairly intuitive.  Compared to the programs I have used in the past, it is a workable program without unnecessary "add ons" to make the system work for us.

**What do you dislike about CosmoLex?**

Sometimes there are issues with billing - a change will be made and it changes how our client's bills read without our input.  Fortunately, they always help resolve the issue.  The one feature I wish was truly available is a dedicated conflict check system.

**What problems is CosmoLex solving and how is that benefiting you?**

Billing proficiency, efficiency, and communications are all being assisted by using cosmolex.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find CosmoLex easy to use and organized for managing your billables.

  ### 24. Love the software!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Katrina A. | LAwyer, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

Accessibility - information is easy to find and keep track of. Lots of options to adapt to my specific needs.

**What do you dislike about CosmoLex?**

At times it's a little slow - and I wish there were more shortcuts to get to different pages.

**Recommendations to others considering CosmoLex:**

Do it! It is absolutely worth it.

**What problems is CosmoLex solving and how is that benefiting you?**

Good place to keep track of my time, and excellent for the accounting. I also realise that it helps me invoice clients better.

**Official Response from Maleeha Ahmad:**

> Thank you for recommending CosmoLex! We're thrilled to hear that it has been beneficial for keeping track of your time, managing accounting, and improving client invoicing.

  ### 25. We enjoy the ease of use and amount of information available.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

Cosmolex has a very user friendly interface.  I like the amount of information that can be accessed within the program and how easy it is to keep track of billables.

**What do you dislike about CosmoLex?**

I wish that templates for accounts and reports were more customizable and easier to edit.  I also widh that you could renane the account templates so that they were easier to identify.

**What problems is CosmoLex solving and how is that benefiting you?**

We can group multiple files under 1 client so it is easy to see how many files belong to each client.  We are catching billable tome that may have been missed in the past because it is easier to post.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find CosmoLex user-friendly and appreciate the amount of information available. 

  ### 26. Not great but not bad

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2022

**What do you like best about CosmoLex?**

Accounting and document management in one (although the document management is minimal).

**What do you dislike about CosmoLex?**

The system doesn't allow for an association of independent lawyers to have one cosmolex account.  This significantly increases the overhead.  There is no team that can help you develop template forms in the system with the firm letterhead and so this must be done by the firm - which is time consuming.

**Recommendations to others considering CosmoLex:**

It has many drawbacks so really shop around before signing up.  Migrating in or out of Cosmolex is also difficult.

**What problems is CosmoLex solving and how is that benefiting you?**

It's better than Clio but not better than ProLaw for the document management portion.  The way they charge by user but yet there are no logs about what changes if any a user does on the system - so what's the purpose of paying for me, my assistant and another associate to have different users.

**Official Response from Maleeha Ahmad:**

> We appreciate your feedback and are sorry to hear about the challenges you've experienced. We are constantly working to improve our system.

  ### 27. All Inclusive and easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

I like that everything is all in one and is so user friendly. I can easily navigate between accounting and client files.

**What do you dislike about CosmoLex?**

I would prefer if the file storage was more accessible in that allowing document changes right in the program rather than downloading and re-saving. I'd also like to have more feature available in the app.

**What problems is CosmoLex solving and how is that benefiting you?**

I am definitely benefited by having the integrated system (all-inclusive, all in one). It easily links between practice management and accounting which is a time saver. I like the ease of tracking time as well as the "money finder" linking billable time to calendar entries.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find CosmoLex all-inclusive and user-friendly. We appreciate your feedback about file storage accessibility and app features.

  ### 28. All-in-one software with great support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

Cosmolex is easy to use and has great support. The onboarding was easy and learning the software was too.  Support is available for all questions with a very quick response time.  Because it is web-based I can use it from anywhere.

**What do you dislike about CosmoLex?**

Some areas need more flexibility.   For example, you can only have one transaction levy per file.  It is a little expensive.

**Recommendations to others considering CosmoLex:**

Try it for the one month free.

**What problems is CosmoLex solving and how is that benefiting you?**

Cosmolex made starting my own firm much easier.  When the program does not work in a way that suits my practice, they see if developers can incorporate changes I would like.

**Official Response from Maleeha Ahmad:**

> We're thrilled to hear that you find CosmoLex easy to use and that our support has been helpful for you. We appreciate your feedback on areas that need more flexibility.

  ### 29. COSMOLEX IS VERY EASY TO USE

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica K. | a, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

IT'S AN ALL IN ONE SITE THERE IS A TAB FOR EVERYTHING

**What do you dislike about CosmoLex?**

IT IS SLOW AT TIMES WHEN SWITCHING TO A NEW PERSON SO YOU HAVE TO WAIT FOR MORE THAN A FEW SECONDS TO PULL UP THE NEW PERSON

**What problems is CosmoLex solving and how is that benefiting you?**

I AM ABLE TO QUICKLY FIND TIME SHEETS AN INVOICES WHILE TALKING WITH CLIENTS TO EXPLAIN WHAT CHARGES THEY HAVE AND WHY

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find CosmoLex easy to use and that it helps you quickly find time sheets and invoices to assist your clients.

  ### 30. Very easy to use and very efficient.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sheila G. | Paralegal, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 19, 2022

**What do you like best about CosmoLex?**

The ease to use the program. The program helps the law practice with managing cases.

**What do you dislike about CosmoLex?**

Had to purchase a separate account so that two people could be in the program at the same time.

**What problems is CosmoLex solving and how is that benefiting you?**

Becoming more organized with case files. The benefits are that we are more organized and using the program for more than time management.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find CosmoLex easy to use and efficient, and that it's helping your law practice manage cases effectively.

  ### 31. Cosmolex makes legal bookkeeping easy and allows clients to access it anywhere.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adriano F. | Bookkeeper, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

Cloud based, bank feed uploading, ease of use.

**What do you dislike about CosmoLex?**

inability to post soft cost disbursements quickly, lack of in-depth reports or inability to drill down into specific information within reports

**Recommendations to others considering CosmoLex:**

Talk with someone familiar with the software and get a demonstration of it in use.

**What problems is CosmoLex solving and how is that benefiting you?**

Remote access and client work has become beneficial. the ability to service multiple different clients with ease

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find CosmoLex's cloud-based system, bank feed uploading, and ease of use helpful for your legal bookkeeping needs.

  ### 32. Very User Friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

I appreciate that when I have an issue I can click on the Chat button and resolve most anything with a live CosmoLex Support Agent.

**What do you dislike about CosmoLex?**

Sometimes it takes a bit to figure out where a report can be created if I have not had to create that report before.

**Recommendations to others considering CosmoLex:**

It is not as complex as PC Law but it is easier to use.

**What problems is CosmoLex solving and how is that benefiting you?**

I needed to add/delete users and change billing rates.  The Support Agent was very helpful with this.  If I need to figure it out by trial and error it would have taken a very long time.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find our live support helpful! We strive to provide quick and efficient assistance to our users.

  ### 33. What a time saver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Wes T. | Mediator/Parent Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2022

**What do you like best about CosmoLex?**

CosmoLex keeps track of my tasks and time so I don't have to.

**What do you dislike about CosmoLex?**

There is nothing Indislike about this product.

**What problems is CosmoLex solving and how is that benefiting you?**

My time in each file is tracked and I don't have to worry about what I'm doing when as CosmoLex takes care of all of that for. I'm getting more work done now with less effort. Grateful for this resource.

**Official Response from Maleeha Ahmad:**

> We're thrilled to hear that CosmoLex is helping you save time and stay organized with your tasks and time tracking.

  ### 34. Excellent Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aurelia  H. | Firm Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

The accounting portion is the best because it keeps the bookkeeping clean.

**What do you dislike about CosmoLex?**

I dislike that you can't delete invoices in bulk.

**Recommendations to others considering CosmoLex:**

I recommend really taking the time to learn the full potential of the program, it will create a smoother flow for case management and billing.

**What problems is CosmoLex solving and how is that benefiting you?**

Once major problem we solved was our bookkeeping, we now have less errors.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find the accounting portion of CosmoLex to be the best and that it has helped keep your bookkeeping clean.

  ### 35. Outdated platform but intuitively laid out

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

I enjoy the ease of inputting time entries and toggling between different matters and clients to efficiently report necessary and how easy it is to run reports on individual time keepers.

**What do you dislike about CosmoLex?**

There is no desktop app for Mac users containing a timer that would help individuals log billable time. I currently have to use Clockify to make up for the lack of that feature.

**What problems is CosmoLex solving and how is that benefiting you?**

I am able to enter my billable time monthly as is required by my firm and have enjoyed the benefit of running my reports to keep track of my time entered and profitability.

**Official Response from Maleeha Ahmad:**

> Thank you for sharing your experience with CosmoLex. We're pleased to hear that you find the platform intuitively laid out and helpful for time entry and reporting. 

  ### 36. Not well set up for litigation practices or for mid- to large-sized firms

**Rating:** 2.0/5.0 stars

**Reviewed by:** Jo-Anne Y. | Lawyer, Head of Litigation, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 16, 2022

**What do you like best about CosmoLex?**

I can log and bill time from my phone throught the app

**What do you dislike about CosmoLex?**

When a firm has finders, minders, and grinders, there's no way to set up a file to designate/assign credit for the role.  Also, it's a slow platform.

**Recommendations to others considering CosmoLex:**

It is good for a solicitor's or transactional lawyer's practice, and it is good for solo practitioners or small firms.  I understand that it's a cost effective solution, as compared with other systems.

**What problems is CosmoLex solving and how is that benefiting you?**

I can track time through my phone, which eliminates the need to record time on paper while I'm on the road.

**Official Response from CosmoLex Team:**

> Dear Jo-Ann, 

We agree! Having the ability through the CosmoLex Mobile app to track time is extremly beneficial. No more scrap pieces of paper that can be lost easily or scribbling notes to remind yourself to enter time that are hard to decipher later. 

CosmoLex has the ability to assign Collected Fee Allocations both on a Firm Level and on a Matter Level. (Links are below). If you need assistance with these settings in your CosmoLex application, please feel free to reach out to our Technical Servcies Department or schedule a Free 1:1 Training Session on Fee Allocations by reaching out to your Dedicated Customer Success Specialist. (Their contact information can be found in the Announcement Panel in your CosmoLex Application). 

https://support.cosmolex.com/knowledge-base/firm-settings/#collected-fee-allocation-settings

https://support.cosmolex.com/knowledge-base/setup-matter-level-fee-allocations/#setup-matter-level-party-allocations

We are sorry to hear you are experiencing a performance issue with the software. Please contact our Technical Services Team directly so that they can see first hand the issues that you are experiencing and assist with resolving. They can be contacted at support@cosmolex.com or at 866-878-6798 (Select Option 2 for our Technical Services Team). 

Laurie Guthrie
Director, Customer Success




  ### 37. Very up to date program and fast. has been very pleasant to use.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

Live chat feature, set up, up to date. I like how fast the live chat is to respond. I mainly use the matter report and billing. compared to others, it is an up to date program.

**What do you dislike about CosmoLex?**

Some features i have no idea how to use. Would be nice if clients could have some client facing software on their end as well. I would like to see the instructions improved - some things are complicated

**Recommendations to others considering CosmoLex:**

Client facing side - format of invoices are off and always have to be edited

**What problems is CosmoLex solving and how is that benefiting you?**

Reports are easier to pull than previous program. Yes, it is helping me send out my bills faster, therefore more productive. No it has not increased performance by much but we also dont use all of the features and we are a small firm.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find CosmoLex up to date and fast to use. We appreciate your feedback about the live chat feature.

  ### 38. Overall good platform but not always user friendly

**Rating:** 3.5/5.0 stars

**Reviewed by:** Michelle C. | Attorney, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

I like that clients can click on links in invoices to pay online; I like the bank feed integration

**What do you dislike about CosmoLex?**

I do not like that you cannot make journal entries against a bank account and that there appears to be only one way to make journal entries work

**What problems is CosmoLex solving and how is that benefiting you?**

We are getting paid faster (in most cases)

**Official Response from Maleeha Ahmad:**

> Thank you for sharing your experience with CosmoLex. We're pleased to hear that the online payment feature and bank feed integration are benefiting your business. We appreciate your feedback!

  ### 39. Excellent flow and pearl for office life

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda C. | Paralegal, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

The availability of multiple resources to handle most office organization needs!

**What do you dislike about CosmoLex?**

Nothing yet! Rarely has updates and interrupts flow.

**What problems is CosmoLex solving and how is that benefiting you?**

Keeping track of what has been done is a great benefit. It has saved my tail may times! "Wait, let me check Cosmolex and see whe it was done, yep! there it is!" Happy boss :)

**Official Response from Maleeha Ahmad:**

> We're thrilled to hear that CosmoLex has been a valuable resource for your office organization needs!

  ### 40. Has several glitches that support won't fix

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

That it's web-based and I can put the application on my phone.

**What do you dislike about CosmoLex?**

When entering a time sheet, on more than several occasions, the time selected and the amount billed do not match up.  For example: I enter in 0.2 hours, at $100 per hour, and the system automatically refershes and adds up $10.00.  The amount should add upt to $20.00.  I saved several screen shots of times when this happened and I have spoken with a support person at least twice about the issue.  It still continues to happen today.

**What problems is CosmoLex solving and how is that benefiting you?**

N/A

**Official Response from Maleeha Ahmad:**

> We apologize for the inconvenience you have experienced with our time sheet feature. Our team is always working on resolving errors. We appreciate your patience and understanding as we work to improve your experience with CosmoLex.

  ### 41. Exceptional Client Services

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

Not only is Cosmolex user friendly, but chat option if wonderful! Each and every Cosmolex associate is knowledgeable and able to assist with each and every question.

**What do you dislike about CosmoLex?**

Nothing! The only slight change would be that when you send a client a retainer request, it would be nice for the client to be in a position to change that amount if needed.

**Recommendations to others considering CosmoLex:**

Cosmolex is not only user-friendly but provides superior client service via their chat.

**What problems is CosmoLex solving and how is that benefiting you?**

Cosmolex bundling billing is an excellent tool. It has cut down on time issuing invoices to clients.

**Official Response from Maleeha Ahmad:**

> We are thrilled to hear that you find CosmoLex user-friendly and that our chat option has been helpful for you. Our team is dedicated to providing knowledgeable and helpful assistance for all your questions.

  ### 42. Law Firm Accounting Software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tammy E. | Legal Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

Cosmolex is cloud based.  Document Production is very helpful.

**What do you dislike about CosmoLex?**

Some display screens do not provide all the information.  The way to correct most things seems to be to delete and re-enter.

**What problems is CosmoLex solving and how is that benefiting you?**

User friendly for the most part and all levels of staff and lawyers are able to utilize and obtain the information necessary.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find CosmoLex's cloud-based platform and document production helpful!

  ### 43. LOVET THIS PROGRAM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alison M. | Law Clerk, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

I like how you can edit really anything in the program, customize it and that it is web based.

**What do you dislike about CosmoLex?**

I know they are working on it, but the batch billing

**What problems is CosmoLex solving and how is that benefiting you?**

Being able to access everything on a web based program and how fast it is to input time, disbursements and create a bill.

**Official Response from Maleeha Ahmad:**

> Thank you for your positive feedback! We're continuously working to enhance our features.

  ### 44. It has been very good. I feel I am not using the software to its full potential.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Masha B. | Lawyer, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

The ease of use, having an accounting software, and best generating all law society reports.

**What do you dislike about CosmoLex?**

Some entries need to be edited, deleted at multiple levels.

**Recommendations to others considering CosmoLex:**

Learn the software and use it daily, you will get great benefits.

**What problems is CosmoLex solving and how is that benefiting you?**

Helps maintain my trust account and my LSO audit was so easy using cosmolex.

**Official Response from Maleeha Ahmad:**

> Thank you for sharing your positive experience with CosmoLex. We're thrilled that it has made maintaining your trust account and LSO audit easier for you. 

  ### 45. CosmoLex has helped me oganized our Law firms' files and clients.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeffrey C. | Zumba Instructor, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

I like the Document Generation feature .

**What do you dislike about CosmoLex?**

The email feature a bit more needs work.

**Recommendations to others considering CosmoLex:**

CosmoLex does have free document storage, but I am using OneDrive for business to store our documents, and between the 2 options, I prefer OneDrive storage over using the free storage from CosmoLex.

**What problems is CosmoLex solving and how is that benefiting you?**

Managing Clients Matters

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find our Document Generation feature helpful for organizing your law firm's files and clients.

  ### 46. Comprehensive software solution that grows with your firm.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrea Elizabeth M. | Legal Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

Adaptability and customer support provided.

**What do you dislike about CosmoLex?**

Report functionality could be more user-friendly.

**Recommendations to others considering CosmoLex:**

Understanding your employees needs and how to translate that to Cosmolex support.

**What problems is CosmoLex solving and how is that benefiting you?**

Reducing redundancies in respect to admin and billing tasks.  Being able to integrate our record requests into Cosmolex to update claim file notes and reduce admin overhead.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you appreciate our adaptability and customer support. 

  ### 47. User Friendly and great help in the online chat which is a big time saver.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kathleen K. | Paralegal, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2022

**What do you like best about CosmoLex?**

The program is user-friendly and the tasks makes it very easy to keep on top of files.

**What do you dislike about CosmoLex?**

not able to void payments made directly to an invoice. Our law society does not like to see deletions of any money transfering

**What problems is CosmoLex solving and how is that benefiting you?**

Previous applications could only be used in the office. Now we are cloud-based and allows the lawyer to access what he needs from all locations.

**Official Response from Maleeha Ahmad:**

> Thank you for your positive feedback about our user-friendly program and the convenience of our tasks feature. 

  ### 48. My experience with Cosmolex is fantastic.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Keianna D. | legal assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2022

**What do you like best about CosmoLex?**

As a new legal assistant, I find Cosmolex is very easy to learn and navigate. Everything is categorized well and simple to follow based on your need.

**What do you dislike about CosmoLex?**

I can't think of anything I dislike off the top of my head, but I am fairly new at using the software.

**What problems is CosmoLex solving and how is that benefiting you?**

Cosmolex is helpful with organizing all our invoices and billings. It is easy for me to set up a new client profile and then bill them at the end of their case. It makes the process simple.

**Official Response from Maleeha Ahmad:**

> We're thrilled to hear that you find CosmoLex easy to learn and navigate as a new legal assistant. Our goal is to provide a user-friendly experience for all our customers.

  ### 49. All in one solution

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Alternative Dispute Resolution | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2022

**What do you like best about CosmoLex?**

I like that I only have to have one software system.  I don't need to bill in this and then reconcile with or match up to another accounting software.

**What do you dislike about CosmoLex?**

I wish there were more app tie ins to make life easier through Zapier.

**Recommendations to others considering CosmoLex:**

Do the free trial of Cosmolex and its competitors.  I found the trial period helpful along with the support and training videos.

**What problems is CosmoLex solving and how is that benefiting you?**

I switched before the pandemic and found that it was just as easy to work from home as in my office.

**Official Response from Maleeha Ahmad:**

> We're glad to hear that you find CosmoLex to be a convenient solution for your billing and accounting needs.

  ### 50. Great Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel G. | Chief Executive Officer, Staffing and Recruiting, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about CosmoLex?**

Everything works seamlessly, and all of the information I need is conveniently available.

**What do you dislike about CosmoLex?**

There are a few bugs here and there, but does not detract away from the overall experience.

**What problems is CosmoLex solving and how is that benefiting you?**

I have billing and accounting in one place, which makes it very simple to keep track of everything.

**Official Response from Maleeha Ahmad:**

> We're thrilled to hear that you find CosmoLex to be seamless and convenient. We apologize for any bugs you've encountered and appreciate your understanding. 


## CosmoLex Discussions
  - [Can Cosmolex automate any of it&#39;s options?](https://www.g2.com/discussions/can-cosmolex-automate-any-of-it-s-options) - 1 comment, 1 upvote
  - [Will you consider implementing different Role Creation and Permissions to timekeepers and responsible attorneys](https://www.g2.com/discussions/will-you-consider-implementing-different-role-creation-and-permissions-to-timekeepers-and-responsible-attorneys) - 1 comment, 1 upvote
  - [Can I add 2 clients to 1 matter?](https://www.g2.com/discussions/can-i-add-2-clients-to-1-matter) - 1 comment, 1 upvote

- [View CosmoLex pricing details and edition comparison](https://www.g2.com/products/cosmolex/reviews?page=3&section=pricing&secure%5Bexpires_at%5D=2026-07-28+13%3A14%3A58+-0500&secure%5Bsession_id%5D=63106478-3391-45cb-b8cf-6f5b35f71b41&secure%5Btoken%5D=5b8fa4f7a43f1f27ad81ede53cf0364dfb1ee31162ea979950d2a503b2497d3f&format=llm_user)
## CosmoLex Integrations
  - [8am LawPay](https://www.g2.com/products/8am-lawpay/reviews)
  - [Dropbox](https://www.g2.com/products/dropbox/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)

## CosmoLex Features
**Platform Basics**
- Reporting
- Dashboard
- Cloud
- Mobility
- Contact Management

**Sales Force Automation - Legal CRM**
- Task Management
- Contract Management
- Quote and Order Management

**Agentic AI - Legal Billing**
- Cross-system Integration
- Decision Making

**Content Management**
- Document Management
- Calendar Integration
- Workflow

**Platform Additional Functionality - Legal CRM**
- Automation
- Messaging
- Dashboard
- Cloud

**Time & Billing**
- Time Tracking
- Payments
- Billing

**Marketing Automation - Legal CRM**
- Lead Management
- Marketing Analytics

**Customer Support - Legal CRM**
- Support Analytics
- Customer Portal
- Case Management

**Agentic AI - Legal Practice Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Platform Reporting and Analytics - Legal CRM**
- Reporting

**Agentic AI - Legal CRM**
- Cross-system Integration
- Natural Language Interaction

## Top CosmoLex Alternatives
  - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - 4.6/5.0 (991 reviews)
  - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - 4.4/5.0 (383 reviews)
  - [CARET Legal](https://www.g2.com/products/caret-legal/reviews) - 4.4/5.0 (207 reviews)

