The best thing about CosmoLex is its responsiveness to any issues that arise. They respond in a timely manner and have always had the right person to answer the question. If an expert is required they have that too! Review collected by and hosted on G2.com.

They have grown so I no longer know all the different help technicians. I used to enjoy talking to the ones I knew! In regard to the platform itself, I think the email integration still needs some work. I also think that there are some accounting issues that I wish were more flexible. They have definitely made changes over the years that I appreciate as it means they are listening. Review collected by and hosted on G2.com.

Being cloud-based makes it very easy to use anywhere! My dockets have never been so up to date. Free access for my bookkeeper also makes sure that my accounting is straight at no extra cost. Customer support has always been excellent, but the program is quite user-friendly, and I've never looked back since leaving clunky PC Law! Review collected by and hosted on G2.com.

I suppose that if I had to list one negative aspect, it would be that to have additional lawyers docket in the program, they have to have a full subscription of their own. For larger firms, this could get very costly. Review collected by and hosted on G2.com.

The reason I ultimately signed up with Cosmolex is the integrated bookkeeping and billing. As a small firm there isn't time for redundancy in bookkeeping. Review collected by and hosted on G2.com.

The task management and document sharing are awful. The task management system/workflows are unuseable for us. We have to utilize another program, Asana, for that purpose. The use of a separate program wouldn't be the end of the world if there was at least a good integration but that doesn't exist either. The document sharing to the client portal is tedious. It needs the ability to select and share multiple items at a time. Review collected by and hosted on G2.com.

It is very easy to use, but if I'm not sure about something I can either check the help/support button for a very comprehensive list of topics and answers, or I can chat with a representative online and I am directed on how to use the software by that person in real time. My questions have always been answered quickly through the live chat function. I also really love the documents tab. I upload my trial documents into the folders and can easily access them during trial from my iPad, so I don't need to print of hundreds of pages of documents. Review collected by and hosted on G2.com.

I would like to see a cumulative billable hours feature within each client's matter. The unpaid, unbilled, operating and trust fund totals are helpful, but when I'm doing a file that has a maximum number of billable hours (for example, a Legal Aid Alberta file, which always comes with a maximum number of hours per certificate), it would help to know when I am getting close to that number (without having to generate an invoice) so I know if I need to request authorization for more hours.

The reports are also very comprehensive but sometimes I struggle with figuring out exactly what report meets the criteria I am trying to look at so the reports are not quite as user friendly to learn quickly as the rest of the software and more "basic" features. Review collected by and hosted on G2.com.

I love how easy it is to use and how integrated it is with accounting to simplify and reduce work. I spend 90% of my day in CosmoLex and it makes my job easier! Review collected by and hosted on G2.com.

I have very few dislikes with CosmoLex. Most are silly little things like I wish they had more colors for the calendar or wish the software emailed you when a task has been assigned to you, etc. Most are things that I think will eventually get added or fixed in future updates. A bigger thing that I dislike is that you can not have extra timekeepers for independent contractors or when you have an employee leave and a new one start you have to deactivate the old employee but then will need to reactivate them if you need to edit any of their invoice entries. This is not impossible to work with but it is a pain. I also wish the system had more reports/better reports to help track attorney billable hours and collections in terms of yearly reviews, etc. I also wish there was a better explanation for each report so that I could read a help article or watch a help video on each report that tells me what it does and how the calculations are created etc. specifically when it comes to attorney collections/billable hours. Review collected by and hosted on G2.com.

It took a while to figure the software out - it was not intuitive having worked with PC law and lighthouse - but once I wrapped my head around it, I like the program. I'm a sole practitioner and this is my first investment in time management, accounting and billing software. I absolutely love the chat feature - anytime I'm stumped, I can instantly connect with customer support who take over my screen and show me exactly what I need to do. Also, the program is becoming more intuitive now that I'm practicing with it more and more. Review collected by and hosted on G2.com.

Some of the reporting features are a little more confusing than I'm used to - but I'm getting used to the program and I'm satisfied with the depth and breadth of available reports. Review collected by and hosted on G2.com.

The training and ongoing user support are great. The migration process was explained well at first instance and the support throughout that process was exceptional. There was a misunderstanding on billing which was quickly and effectively dealt with. Initial and ongoing training is fantastic, leaving nothing wanting. The ongoing access to support is the major game-changer from previous practice management software/systems we have used. I have questions answered within minutes by explanation or demonstration. Issues are resolved either immediately or a ticket is opened with ongoing updates and communication on how the issue is being worked on or resolved. Review collected by and hosted on G2.com.

Inability to blend fee/tax payments. This is a bit of an issue for me as I often write-off the last bit of an account which could be up to a couple hundred dollars at times so the tax implications of not being able to have payments on account be registered as a tax/fee payment blend is an issue. I've submitted a request for this to be an option and am working with my accountant to try to figure out how best to deal with this to ensure my Federal and Provincial tax payable are accurate but because I'm also new and learning the system that's tricky for me. I've asked for assistance and was simply told there is nothing I can do - no blending of payments by default and no option to manually break down an incoming payment on account to the components. Would really love some movement on this issue which is my only issue/concern with the software at all. Review collected by and hosted on G2.com.

Cosmolex is very easy to use once you have a bit of time playing around with the interface. As a daily user, I find it very easy to find what I need, as the menu options are clear and concise. The customer support team is also very responsive and helpful. The reports feature is also very helpful, as it distills data into a reader-friendly report. The amount of options in the search feature is also very useful and powerful. Review collected by and hosted on G2.com.

Some features don't translate for Canadian users, such as automatic bank transactions being uploaded to CosmoLex. The invoice templates are also very finicky, and I find it difficult to format them to my liking. Lastly, while the reports feature can be very useful, it can also be hard to find the exact information that you want to review, as some report names are convoluted and confusing. Review collected by and hosted on G2.com.

How easy it is to bill clients/ send out invoices. That I can send emails to client within the portal. I also like how everyone in the firm can make new matters numbers without anyone having to get kicked out. I like how our in house accountant is able to easily speak with an employee of Cosmolex whenever someone makes a mistake in time entering. Cosmolex is good because it allows multiple personnel who bill to be listed- there is not a maximum which is nice since there are paralegals. I like how there is an option for us to correspond with the clients within Cosmolex even though our firm does not utilize it. Review collected by and hosted on G2.com.

That it does not show when a payment was made on invoices if there is a leftover balance. Basically, I wish the invoices would carry over without having to make multiple ones. I do not like how the invoicing does not send a reminder to either the firm or the client to let them know they have overdue invoices. I think this is something that should be an option if the certain firm wanted it. For a new client, the first invoice usally always gets sent to spam which is not very helpful. Review collected by and hosted on G2.com.

My favorite thing is just how customizable it is on every level, whether it be o the departmental level or for the individual team members. Cosmolex is personally much more user friendly and appealing to the eye than any other program I've ued. It's straightforward. Review collected by and hosted on G2.com.

When logging in time, the sections are not always in chronological order, especially when populating a new " batch" of times to log. I may not be using it properly but I have not found a workaround here. It would be wonderful as well to have a kind of guide for all of the tools that managers can use. Lastly, I'd make the button that takes you to the time logging sheet labeled with a phrase of some sort instead of a picture. Review collected by and hosted on G2.com.