Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Comprehensive Case Management, Needs More Accounting Features"
3.5/5
What do you like best about CosmoLex?

I use CosmoLex for accounting and docketing software, file tracking, and administrative works. I really like the built-in reports because they are very easy to access and understand, making firm reviews much easier since all of the information is in the same place. The matter creation feature is beneficial because it keeps all the information in one place. I also appreciate the conflict checks, which are done in one quick step rather than going through individual files to see if there is a conflict. Review collected by and hosted on G2.com.

What do you dislike about CosmoLex?

I find that more accounting reports would be nice, like billing summaries and general ledgers for individual files. Also, a more accurate time keeper reporting would be beneficial. A more accurate unbilled balance would also be nice—sometimes if there are a lot of dockets/disbursements in a file, the unbilled balance at the top of the matter will give a number, but when you go to generate the invoice, the number is different. It doesn't happen often, but it seems the unbilled balance calculates HST on the total while invoices calculate HST on individual lines, which sometimes gives different amounts. Review collected by and hosted on G2.com.

Response from Daisy Pantoja of CosmoLex

Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help.

Verified User in Legal Services
AL
Verified User in Legal Services
Small-Business (50 or fewer emp.)
"They ruined our books"
1/5
What do you like best about CosmoLex?

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.

What do you dislike about CosmoLex?

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

Response from Daisy Pantoja of CosmoLex

Thank you for taking the time to share this feedback, and we're sorry your migration experience didn't meet expectations. Data conversions from legacy systems like PC Law are complex, and we understand how frustrating it is when issues surface during a tax cycle.

While we know you've moved on, we'd still welcome the chance to better understand what happened on our end and learn from it. If you're open to it, please reach out to customersuccess@cosmolex.com. We genuinely appreciate the feedback — it helps us serve current and future customers better.

Theodore J.
TJ
Theodore J.
Legal Intern
Small-Business (50 or fewer emp.)
"Streamlined Efficiency and Easy Setup with CosmoLex"
4.5/5
What do you like best about CosmoLex?

I like how CosmoLex is streamlined for easy input and recall of documents. It saves time, money, and effort. The setup was like a breeze when we switched over from Clio. Also, being able to work together and learn it as a small team was a plus. Review collected by and hosted on G2.com.

What do you dislike about CosmoLex?

Nothing on the mind now. Review collected by and hosted on G2.com.

Response from Daisy Pantoja of CosmoLex

Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Effective for Time Tracking, Needs UI Improvement"
4/5
What do you like best about CosmoLex?

I used CosmoLex for tracking my time and billing for legal services. I appreciate that it allows me to have multiple timers set up at the start of my day, which reduces guesswork. Uploading my timesheets via an Excel spreadsheet is also very valuable as it helps me catch up on recording time if I've fallen behind by month-end. The initial setup was straightforward, and the training provided was good. Review collected by and hosted on G2.com.

What do you dislike about CosmoLex?

The user interface was clunky and challenging to use. Many of the buttons were only symbols, some text would have been helpful. Review collected by and hosted on G2.com.

Response from Daisy Pantoja of CosmoLex

Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help.

Verified User in Law Practice
UL
Verified User in Law Practice
Small-Business (50 or fewer emp.)
"Great solution for solo practitioners"
4/5
What do you like best about CosmoLex?

Having an all-in-one solution that is web-based is very convenient and avoids the need for additional software. Review collected by and hosted on G2.com.

What do you dislike about CosmoLex?

Some of its menus and features are counterintuitive. Review collected by and hosted on G2.com.

Response from Maleeha Ahmad of CosmoLex

Thank you for sharing your positive experience with CosmoLex and the valuable discount through your bar association.

Verified User in Legal Services
AL
Verified User in Legal Services
Small-Business (50 or fewer emp.)
"Responsive Support and a Comprehensive Knowledge Base"
5/5
What do you like best about CosmoLex?

The customer service team is very responsive, and the website's knowledge base is comprehensive. Review collected by and hosted on G2.com.

What do you dislike about CosmoLex?

They haven't updated the knowledge base since their launch of the newest generation.

Also, they don't have jurisdiction specific tutorials or articles. Review collected by and hosted on G2.com.

Response from Daisy Pantoja of CosmoLex

Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help.

Verified User in Law Practice
UL
Verified User in Law Practice
Small-Business (50 or fewer emp.)
"Big Upgrade"
4.5/5
What do you like best about CosmoLex?

What a world of difference from our previous software! Easy and intuitive, and not any more expensive. Review collected by and hosted on G2.com.

What do you dislike about CosmoLex?

No complaints, other than maybe the credit card billing (we use a seperate system for that) Review collected by and hosted on G2.com.

Response from Daisy Pantoja of CosmoLex

Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Legal Support Made Easy with CosmoLex"
5/5
What do you like best about CosmoLex?

I like that CosmoLex is more legal focused, unlike ChatGPT. It really helps guide me through areas on legal paperwork I'm not familiar with, like personal injury cases. The setup was pretty easy too, which is always a plus. Review collected by and hosted on G2.com.

What do you dislike about CosmoLex?

Price increase and occasionally slow Review collected by and hosted on G2.com.

Response from Daisy Pantoja of CosmoLex

Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help.

Verified User in Law Practice
AL
Verified User in Law Practice
Small-Business (50 or fewer emp.)
"All-in-One Front and Back Office in One Application"
4/5
What do you like best about CosmoLex?

Having front back office in one application Review collected by and hosted on G2.com.

What do you dislike about CosmoLex?

Not being able to have two windows open at the same time due to license restrictions Review collected by and hosted on G2.com.

Response from Daisy Pantoja of CosmoLex

Thank you so much for taking the time to share your experience! We're thrilled to hear that CosmoLex has been valuable for your practice. Feedback like yours means a lot to our team. If you ever have questions or need support, we're always here to help.

Brenda O.
BO
Brenda O.
Bookkeeper
Small-Business (50 or fewer emp.)
"CosmoLex Support Is Amazing and Unmatched"
5/5
What do you like best about CosmoLex?

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

What do you dislike about CosmoLex?

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.

Response from Karen Dixon of CosmoLex

Thank you for taking the time to review CosmoLex! We are happy to hear you are finding value in our product, and that you appreciate our top notch customer support.