It's useful not to have to enter advanced client costs 2x (once into business bank and once into billing software). Review collected by and hosted on G2.com.

1. Report viewer is completely useless, when you zoom in, you can't scroll down to the rest of the page and if you view the report full screen you can't compare the viewed report to anything else on your screen because the viewer is taking up the whole screen, not just a tab in the browser and the viewed report is not in html and isn't interactive,

2. Bank Reconciliation feature (having to click cleared/uncleared is a pain and losing the checked, but not cleared items when you change screens is a pain,

3. No running bank balance shown on the bank transaction screen

4. If you make an error after entering a matter hard cost, you have to delete the hard cost and re-enter it, you can't just fix the item with the error such as the date

5. If you enter a hard cost on the wrong matter, you either have to unlink the expense card (which leaves a soft cost expense card on the matter that you then have to remember to go and delete) or you have to just delete the entry and re-enter it in it's entirety on the correct matter

6. Sub-accounts on accounting reports do not behave like subaccounts

7. The reports look like something printed using a 1987 dot matrix printer

8. The report filters are inadequate and don't let me filter sufficiently to get the report to show the data I need

9. You can't "copy" a check or set up a "check" template for expenses you enter every month, instead you have to set up a recurring AP bill which means you have to leave the banking screen and go to the AP screen to record the "recurring" item

10. The system calls unapplied payments "operating retainers" even though in most states in the US attorneys aren't permitted to keep trust funds in operating as a retainers

11. If you want the payments and the trust ledger to show separately on an invoice, you can't do it, the system lumps invoice transactions in with the trust transactions. Review collected by and hosted on G2.com.

I find Cosmolex very useful for managing time billing and flat-rate billing. It's also great at keeping track of client information if used correctly. Finally, I have to say that I really like the interface and how searchable everything is. It really makes running your practice easy. Review collected by and hosted on G2.com.

I think that the team at Cosmolex is generally quite responsive, however, if there was a way to create a macro for the banking stream that said "if you see this type of transaction, automatically take these next steps" it would be phenomenal. We did a lot of residential real estate, for example, and document registrations come right out of our bank account. They're the same price every time, and have the same breakdown of government fees and HST - if Cosmolex could automatically recognize those transactions and post them to the correct GL from the bank stream, that would make it indispensable for real estate firms. Review collected by and hosted on G2.com.

The program is relatively easy to use and has few glitches in it. Review collected by and hosted on G2.com.

The program is very restrictive. If you have an accounting background and are competent to do more sophisticated entries, the system is either unable to handle them or else it prevents you from making them. It is fine as a basic legal accounting/billing program. If you need to make General Journal entries from time to time, it can be done, but it is clear that the system is not really set up for it. On the positive side, it does prevent untrained people from messing up the system. Review collected by and hosted on G2.com.

We did find Cosmolex as the most functionality-full application for our needs. However, unfortunately, even up to this day we never managed to incorporate all its functionality as we're constantly too busy. Review collected by and hosted on G2.com.

At this point, it is very hard to determine because we only had a very basic understanding of legal software at the time of making a purchase and since then we discovered other vendors (eg. Clio and Rocket smth) that provide similar products. Once again, not going into details but Clio does seem to offer more functionality with respect to Management functions vs. Cosmolex (but we might be wrong). Whereas, Rocket's education videos were an absolute must-watch for us in order not just to work on regular functionality but also to think of new frontiers (eg. how to completely move into paperless office video) in terms of operations for us. Review collected by and hosted on G2.com.

It is easy to set up simple matters. When I have an issue I really like the chat feature and I can always get things resolved quickly. Review collected by and hosted on G2.com.

It isn't very user friendly. For instance, if I am setting up a 3rd party to bill, I have to jump through a couple of hoops. Any notes we add cannot be printed, we have to screen shot them. Also, we aren't able to upload invoices to support the accounting. It would be nice when entering an invoice that needs paid if we could upload a copy of it instead of having to have a separate physical or electronic file outside of CosmoLex. Review collected by and hosted on G2.com.

I like all of the features on Cosmolex. I hate Quickbooks. And with Cosmolex, there is no need for Quickbooks anymore! It offers you every type of report you could possibly want. It is pretty easy to use as well. Review collected by and hosted on G2.com.

I have been asking for 6 years to be able to keep one associate from seeing what another associate's billable hours are. THERE IS NO WAY TO DO THIS UNLESS YOU LIMIT THEIR ACCESS TO THE POINT OF THE PROGRAM BEING UNUSABLE. This is incredibly frustrating and I have even reached out to Rick Kabra (years ago) to plead with him to add this feature, as this was literally the product I had been sold. I have lost 2 associates due to this. Additionally, they are growing so fast but not adding enough staff to accommodate. They now have an answering service (took 6 minutes yesterday for the ANSWERING SERVICE to pick up the call and then she couldn't pronounce the name of the company correctly). I actually did get an English as first language tech support person to help me yesterday but the two prior calls were answered by foreigners whom I could not understand and one whom had loud dogs barking and the other babies crying in the background. This is frustrating. Finally, their search engine for questions is anti-intuitive and pretty much useless. Unless you get the exact right search term in, it will not take you to the correct video. All of these things could and should be easily addressed. Review collected by and hosted on G2.com.

It's very intuitive. The fact that it knows what I am trying to do, or makes duplicate postings where necessary is great. I like that it is browser based. Best integration hands down is the OneDrive/Document storage. There is still room for improvement with it, ie: it can only be owned by one user, would be better if it connected to a SharePoint, but otherwise it's really useful. Also the training is great. I like that its regularly so new hires can jump on when they are ready. The trust accouting aspect is really amazing, makes running your own firm way more manageable. I have worked with Clio, EsiLaw, ProLaw and PCLaw and CosmoLex is overall my favourite so far. Review collected by and hosted on G2.com.

It can be slow to load. It has very small bugs/things missing that don't really interfere with user ability, but you can just tell it's not a well-oiled machine yet. I wish it also had internal accounting system forms. The Deposit Slips are a great start, but the basic requirements for Cheque Requisitions, Trust Transfer Requests, etc are very similar from jurisdiction to jurisdiction. No program I have worked with has these integrated yet and I think this would be a huge advantage. I with the documents integration was with SharePoint instead of just OneDrive. Also there is no where to save/store receipts for business expenses in CosmoLex. So I have to create my own external system for this. I wish more user logins were included for the price. We have a receptionist who just needs to run conflict checks, nothing else, and it pains me to have to pay for an entire user fee. I wish that the price per user were broken down into how much access they have. Ie: if you could have user's that get view-only access for less $ I would really use that more. Instead I rearrange my business structure and end up doing more admin tasks as the lawyer just so that I don't have to pay for an additional user. Review collected by and hosted on G2.com.

The only thing I like is that the program is web-based. Review collected by and hosted on G2.com.

I dislike most of this program. From its inability to allow the creation of custom templates for accounts, deposit slips and reports, to it not having the option to enter recurring entries. It does not provide a snapshot for a client. You need to run separate reports to see disbursements, trust activity, dockets, invoices etc. The program is not user friendly. Very hard to navigate. The program causes time to be wasted. To print a cheque, you first must enter the details. Then you must download the cheque, then you print the cheque. Just let me print the cheque. Also, the few times I've called customer support, they were not able to fix the issue. Response was the program does not do that, but good thought. We'll consider it for future updates. Review collected by and hosted on G2.com.

Customer service is always on point and there to assist. How they can show me how to get what I need is pretty amazing. Their weekly tutorials and written tutorials are excellent learning tools and the program is fairly intuitive even if you have no prior experience using it. Review collected by and hosted on G2.com.

We have been having problems with the automatic bank feed with RBC in Canada and the problem has yet to be resolved. If this feature was working it would definitely help with our workflow but it has been a few months and the issue has yet to be resolved. I also wish that they implement a way to have draft bills without having to create an invoice but that is a minor gripe. Review collected by and hosted on G2.com.

I like that it's online and I'm not subject to the program just collapsing without support (we used to use Amicus Accounting which was dropped when it was picked up by Abacus). I like that there is always someone on hand to answer questions if we need assistance. Review collected by and hosted on G2.com.

It doesn't have some features that would be helpful. For example, we sometimes would like to be able to manually allocate our bills to each user, but we are unable to do that through the billing screen. Review collected by and hosted on G2.com.