CosmoLex

by Tabs3 Software

Who Uses CosmoLex?

We help law firms run their practice with maximum efficiency. They need a one-price, one-login system that includes practice management, billing, and accounting.

What Is CosmoLex?

Thousands of law firms have switched to CosmoLex - the only cloud-based, law practice management software with built-in, compliant legal accounting (no QuickBooks needed). CosmoLex eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. LawPay credit card processing is also built-in with no fixed monthly fee. Simply log into CosmoLex Cloud - anytime, anywhere - to get everything you need to run your entire law practice. Try free today!

CosmoLex Details

Tabs3 Software

http://www.tabs3.com

Founded 1979

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Compare CosmoLex with similar products

Starting price

US$79,00/month
US$45,00/month
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US$59,00/month

Free Version

Free Version No
Free Version No
Free Version No
Free Version Yes

Free Trial

Free Trial Yes
Free Trial Yes
Free Trial Yes
Free Trial Yes

CosmoLex deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)
  • Chromebook (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

CosmoLex Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Compliance Management
  • Credit Card Processing
  • Document Storage
  • Expense Claims
  • Expense Tracking
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Government
  • Fund Accounting
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management
  • Payroll Management
  • Project Accounting
  • Project Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Third Party Integrations
  • Workflow Management

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  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
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  • Client Portal
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customizable Branding
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Document Management
  • Document Storage
  • Dunning Management
  • Electronic Payments
  • Email Management
  • Estimating
  • Expense Tracking
  • Financial Management
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Tax Calculation
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

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  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Email Management
  • Employee Management
  • Financial Management
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Marketing Automation
  • Order Management
  • Performance Metrics
  • Point of Sale (POS)
  • Project Management
  • Project Time Tracking
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Scheduling
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
  • Workflow Management

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  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
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  • Alerts/Notifications
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  • Billing Rate Management
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Case Management
  • Client Management
  • Client Portal
  • Communication Management
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Deadline Management
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • File Management
  • Forms Management
  • Invoice Management
  • Legal Case Management
  • Microsoft Outlook Integration
  • Records Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Trust Accounting
  • Workflow Management

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  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Calendar Management
  • Case Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Expense Tracking
  • Financial Management
  • General Ledger
  • Invoice Management
  • Invoice Processing
  • Project Time Tracking
  • Real Time Data
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Timesheet Management
  • Workflow Management

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  • Access Controls/Permissions
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  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Automatic Backup
  • Billable Items Tracking
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Case Defined Timekeepers
  • Case Management
  • Client Management
  • Client Portal
  • Completion Tracking
  • Conflict Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Deadline Management
  • Document Automation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • Expense Tracking
  • File Management
  • Invoice Management
  • Microsoft Outlook Integration
  • Multi-Location
  • Reminders
  • Reporting & Statistics
  • Rules-Based Scheduling
  • SSL Security
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Time & Expense Tracking
  • Timer
  • Two-Factor Authentication
  • Workflow Management

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  • Accounting Integration
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  • Activity Tracking
  • Alerts/Notifications
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  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Case Notes
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Management
  • Expense Tracking
  • Forms Management
  • Full Text Search
  • Invoice Management
  • Microsoft Outlook Integration
  • Records Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Trust Accounting
  • Workflow Management

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  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Audit Trail
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Management
  • Contract/License Management
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Email Management
  • Expense Tracking
  • File Sharing
  • For Legal Professionals
  • Full Text Search
  • Invoice Management
  • Optical Character Recognition
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Task Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Two-Factor Authentication
  • Version Control
  • Workflow Management

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  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Attendance Tracking
  • Billable Items Tracking
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Calendar Management
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Employee Management
  • Estimating
  • Expense Tracking
  • Invoice Management
  • Leave Tracking
  • Mobile App
  • Multi-Currency
  • Payroll Management
  • Progress Tracking
  • Project Time Tracking
  • Project Tracking
  • Projections
  • QuickBooks Integration
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Allocation & Planning
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Vacation/Leave Tracking
  • Workflow Management

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  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Calendar Management
  • Case Management
  • Check Writing
  • Client Portal
  • Compliance Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Expense Tracking
  • Fee Calculation & Posting
  • General Ledger
  • Invoice Management
  • Invoice Processing
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Secure Data Storage
  • Task Management
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Two-Factor Authentication
  • Workflow Management

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CosmoLex Reviews

Read all reviews

Overall rating

4,7/5

Average score

Ease of Use 4,6
Customer Service 4,8
Features 4,4
Value for Money 4,6

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Write a Review!
Eric D.
Eric D.
Senior Law Clerk and Office Manager
Law Practice, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020/03/25

"Practice Management and Accounting in One"

Comments: One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house. We went through 3 bookkeeping firms in 2 years and spent huge sums of money for our accountants to undo the mess they made. Our first year end with Cosmolex and in-house bookkeeping was a little rough but that was mostly cleaning up past mistakes.

Pros: The product is generally pretty simple to use. Sometimes you will encounter a quirk that makes you wonder "why did they do it like this?" but once you understand the logic behind it you pick up quickly. The software is updated quite regularly.

Cons: They were purchased by Tabs3 about a year ago and the fact that they are not independent is a little concerning.

  • Reviewer Source 
  • Reviewed on 2020/03/25
Jennifer K.
Attorney
Law Practice, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019/12/18

"Best Attorney Software"

Comments: Great program with easy customer support (even a chat feature). The prior legal platform software we used constantly had issues with an expensive yearly update that was required. Cosmolex is cloud-based so no need for updates. there is no need for an additional bookkeeping program for your office expenses as the program will handle that along with your trust accounting.

Pros: I like that you can handle your everyday office accounting in the same program as your trust accounting. There is no need for a separate program. Our clients love the client portal and they can upload documents directly to the client portal instead of having to bring them into our physical office. Cosmolex keeps each of your client files organized where you can save all of your emails, documents, and share the ones that you need to share with your clients through the client portal.

Cons: We would like to be able to make one bulk deposit at one time instead of having to go through by individual dates and make individual deposits.

  • Reviewer Source 
  • Reviewed on 2019/12/18
Talon R.
Lawyer
Legal Services, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2021/07/28

"Switched from PC Law in December of 2019 and never looked back."

Pros: Integration with other software is key to its value.

Cons: As they roll out new features, I sometimes encounter bugs. They've got a great response time and great customer service though when that happens.

  • Reviewer Source 
  • Reviewed on 2021/07/28
Amy L.
Firm Administrator
Law Practice, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2020/08/08

"Leaving CosmoLex after 60 frustrating days"

Comments: I manage 3 small law firms. One of my firms moved from Prolaw to CosmoLex 60 days ago because management wanted to be 100% cloud-based, which Prolaw is not. Unfortunately, my CosmoLex experience has been really frustrating, to say the least. As background, I have used Prolaw for over 20 years, which performs back and front office tasks (like CosmoLex). At another firm, I have used Clio with QBs for about 7 years with lots of success. At a 3rd firm, I use Bill4Time with QBs with lots of success. I really tried to make CosmoLex work for the last 60 days. As the manager of 3 small law firms, I am a stickler for efficiency and productivity. Making small firms competitive with larger firms is a big part of my job. But unfortunately CosmoLex was a huge step backwards in that goal.

Pros: You ALWAYS get a live person in customer service and they are GREAT! I have spent hours and hours on the phone, chat and email with many people in customer service in the last 60 days. It is really easy to get a live person, which is great! And I have been impressed with every single one of them. But unfortunately their answer is almost always: "I'm so sorry, CosmoLex cannot do that, I will add it to the list of features we could add." I haven't been around long enough to know if suggestions are actually ever incorporated into the software. Truthfully, so many features would have to be added to make this a viable program, I just can't wait to see. There is a robust filter / search mechanism. Literally, those are the only good things.

Cons: Everything else. CosmoLex is a great idea, but the execution completely fails at both the accounting and practice management components. Entering data in the software is ridiculously inefficient - from simple time entries, which you have to choose from pulldown, scrolling menus rather than entering data quickly and tabbing through (there is NO tabbing through any data!), to an accounting system that is set up in inflexible, awkward components that make no accounting sense (not a debit or credit to be found), it just doesn't lend itself to efficiency or intuitiveness like most online billing programs. If you are used to customizable columns (who isn't?); screens in which you can edit, print, manipulate multiple items at one time; check boxes to select all or multiple items; or screens that show you totals like hours billed in a day, week or month, account balances, CosmoLex is gonna drive you crazy. It doesn't allow any of the above. There are so many downfalls, I truthfully don't know where to start. Additionally, we purchased the migration service. Each person I worked with was amazingly knowledgeable and professional, but the actual migration was a disaster. After hours of work on my and CosmoLex's migration team's part, my non-financial data migrated into ComsoLex very unusable. Also, they do not actually migrate financial data. I was hoping to move at least 7 years of accounting, as well as, historical invoices from open matters, but that is not possible.

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2020/08/08
Heather G.
Managing Attorney
Law Practice, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2021/05/26

"CosmoLex"

Comments: It saves me time each month on billing and invoicing.

Pros: CosmoLex made going out on my own much easier. I particularly like that I don't need additional software on the accounting side of things.

Cons: I would like an easier method of doing conflict checks. I wish there was a stand alone tab for adding consultations in for conflict check purposes only.

  • Reviewer Source 
  • Reviewed on 2021/05/26