CosmoLex

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 2006

Time & Expense
Trust Reconciliation
Universal Email
CosmoLex video
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CosmoLex pricing overview

CosmoLex does not have a free version but does offer a free trial. CosmoLex paid version starts at US$79,00/month.


Starting Price

US$79,00/month

Pricing Details

$79 / User / Month (Billed Annually)

Free Version

No

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)
  • 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

View full list of Accounting Software

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
  • Billing Portal
  • 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

View full list of Billing and Invoicing Software

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Contact Management
  • 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

View full list of Business Management Software

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billable Items Tracking
  • Billing & Invoicing
  • 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

View full list of Law Practice Management Software

  • 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

View full list of Legal Billing Software

  • API
  • Access Controls/Permissions
  • Accounting
  • 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

View full list of Legal Calendar Software

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billable Items Tracking
  • 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

View full list of Legal Case Management Software

  • API
  • 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

View full list of Time and Expense Software

  • API
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Asset Accounting
  • Automatic Backup
  • Bank Reconciliation
  • 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

View full list of Trust Accounting Software

CosmoLex Alternatives

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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

Review software

Share your experiences with other software buyers.

Write a Review!
Eric D.
Senior Law Clerk and Office Manager
Law Practice, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • 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
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • 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
Ed E.
Lawyer
Law Practice, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2021/02/25

"Essential"

Comments: Again, it's essential to my practice, and the built-in accounting is fantastic.

Pros: I was reluctant to subscribe to a practice management solution, but now can't envision getting along without it. It has everything I need from time tracking to accounting right at my fingertips.

Cons: I occasionally run into accounting difficulties in terms of writing off charges or editing past transactions, but I'm not sure that's a drawback of CosmoLex as much as it is my ignorance of accounting best practices.

  • Reviewer Source 
  • Reviewed on 2021/02/25
Aaron T.
Owner/Attorney
Law Practice, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    2 /5
  • Ease of Use
    1 /5
  • Features & Functionality
    2 /5
  • Customer Support
    2 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    1/10
  • Reviewer Source 
  • Reviewed on 2021/03/22

"Time to Switch to a New Service"

Comments: I regret everyday not simply using Quickbooks and Clio like a lot of other law firms do. We are going to try a demo with a few other products, Abacus and CaseManager, but I really don't think you can go wrong with Quickbooks especially if you want the payroll integrations. We're basically paying twice the price of Clio and other time-management options for accounting software that does not work.

Pros: We liked that it appeared to have a bunch of services wrapped up into one--time-keeping for billing, accounting software similar to Quickbooks with an automatic feed into our accounts, and email archiving/practice management. The time-keeping component works well although you would think it would be easier to do mixed-fee or alternative fee arrangements given that these are the fastest growing in the legal industry.

Cons: The accounting system is a joke. The bank-feed regularly just stops syncing with no notification. We have spent so much time reconciling our books this year as a result of issues that Cosmolex refuses to address claiming its the result of their third-party vendor. We recently needed to transfer a file, and in going to export the emails, we learned that we would need to go into each email, print to PDF, and manually save! When I asked why this wasn't explained in the marketing materials as we would never have used Cosmolex for email storage if we knew that it would require this much work to actually use or access the emails, I was given instructions for how to download the emails from my Outlook account directly. Then why am I paying to use Cosmolex? Lastly, the customer service has been consistently terrible. The chat function used to be helpful--but it appears they outsource it now, and it's no longer a benefit as the users can only refer you to articles. Additionally, we are constantly being told that they will make changes in response to our feedback (and presumably the feedback of others) but the only changes that have been made in the past few years have made the program less helpful. Where were the increased integrations we were promised? Why can't they figure out the syncing with their vendor?

  • Reviewer Source 
  • Reviewed on 2021/03/22
Janet N.
Attorney
Law Practice, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2020/12/23

"Cosmolex is very helpful for trust accounting"

Pros: Trust accounting is much easier with this software

Cons: The dashboard is not that helpful as I use it mostly for trust accounting and not billing

  • Reviewer Source 
  • Reviewed on 2020/12/23