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.
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.
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.
