Compliant trust accounting requires more than a few basic steps. Proper records must be maintained, and if you want to weed out potential bookkeeping mistakes, modern tech can provide a critical safeguard against everyday human error.
This guide will cover all the terms and steps you need to know, along with key reports and recordkeeping, and how your accounting software can help keep your firm compliant.
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What Our Clients Are Saying...
It helps with keeping time, accessing my files, and keeping track of emails. I love this program. I also like… that is is not as confusing as the double-entry method used by other accounting programs. “Laura Davenport”
Ford Jones IV
Cosmolex provides a familiar and simple user interface that allows our firm to quickly and efficiently manage billing and times.
CosmoLex helps me efficiently track my time. Only positive experiences so far!
Cosmolex offered its services to me for free while I was in an incubator program, and I like that Cosmolex… supports incubators. I stayed with Cosmolex after because it includes an accounting feature and I don’t have to buy extra software or subscriptions. The dashboard saves me time and earns me money because I see how I am doing all at once, and reminds me to bill for emails I have sent or received. I also like how the accounting updates instantly and it is all available in one package. “Amy Rotering”
Very feature-rich. Accounting features are great and it’s one of the few programs out there that has full legal accounting… built into a case management system…Very easy billing/invoicing. Love having access to certain Cosmolex features via mobile and being able to report billable time outside of the office. Love the cloud-based nature of Cosmolex. “Mikhail Lopez”
CosmoLex is like the outstanding office assistant I don’t have, who reminds me and keeps me on track without my… having to remember every detail about every case and my schedule. CosmoLex provided me with a seamless experience over the summer as I moved to and fro between my under-construction office, home office, and car. I chose CosmoLex because of its built-in accounting features: as a solo just starting out, I could not invest in multiple programs or learn multiple platforms while still learning my actual job. CosmoLex made accounting so easy and the training resources are plentiful. I can also see how I will be able to scale up my business using the software and unlock even more features. “Melinda McElheny”
I really enjoy how uniform my office has become with CosmoLex. I’m able to search tasks to see if someone… else has completed them and billed for them, which avoids duplicating work and unnecessary meeting time. It also quickly and conveniently lets me change billings for things like emails or calls, when I need to add in time for additional follow-ups, rather than billing the client numerous .1’s, I can bill a cohesive .5 for 6 separate 5-minute calls. This makes both me and the client happy. I love the CosmoLex app. It is incredibly user-friendly and helps me bill contemporaneously while I am in court or on the phone, as I can add in my time from my cell phone, which is usually already in my hand, rather than trying to write it down and keep track when I get back into the office. It also lets me tell clients exactly what they owe in the moment, rather than trying to guesstimate or call them back later. “Stephanie Gilbert”
There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched… because it includes bookkeeping and timekeeping in one program. “Rebecca Norton”
It is useful for keeping track of time for billing, and generation of retainer requests and invoices.
I enjoy having my billing and timekeeping in one software. I like that it integrates with other software, such as… Office 365, and integrates with LawPay. It’s a very nice and easy to use, all in one software for case and practice management, as well as billing, invoicing, and accounting. Saves a lot of duplicate entries in multiple places. “Sarah Cox”
I like the dual accounting/billing feature of Cosmolex. It saves a lot of time from double entering things into two… programs. “Sara Bachman”
CosmoLex has drastically changed our office in the way that we can check our calendar outside of the office on… the mobile app so we never miss an appointment! I haven’t found anything that I don’t like about CosmoLex yet. “Lori Radke”
CosmoLex’s trust accounting features make it a great companion to and even replacement for QuickBooks…CosmoLex generates great detailed reports that… have come in handy from administrative work, to customers and for the attorneys. CosmoLex has improved the detail levels of my trust accounting and is a great database for all the financial records attached to our clients. The reports I can generate help us track revenue streams and keep on top of billable hours with ease. “Robert O’Hanlon”
I like that it has both client billing and back-office accounting.
It has helped with time management & efficiency. User friendly and I love the help videos as they seem to… answer all of my questions. Our clients also enjoy the client portal, which makes sharing documents secure and easy! “Tiffany Clark”
It has forced our office to be a bit more organized based upon how the app is set up. The… view and organization of each item is very user friendly. One doesn’t need to guess what to find in each category. “Manoel Martinez”
Jordan Saint John
I chose CosmoLex because it integrated the accounting feature. I was trying to learn QuickBooks, which isn’t built for attorneys.… As long as I had to learn an accounting system, I thought it might as well be part of the Practice Mgmt System I also needed to buy. I didn’t see many other PMSs where the accounting is built in. CosmoLex was pretty easy to learn and to me, easy to use. I certainly don’t stress the system, though. Customer service is robust. You can also find accountants and bookkeepers who register as partners with CosmoLex, who specifically know the software. I found one that way, and that has worked out well. I also like that it integrates with LawPay and Casemaker, both of which I use. In all, it seems very well thought out. I can’t think of a downside. It more than fills all my needs. “Jordan Saint John”
I love CosmoLex. I have been with you all since starting my firm. I plan to stick around. One-stop shop,… can manage the entire office from one platform. “Brannon Gary”
Our office is becoming more streamlined and everything is at our fingertips!! CosmoLex has the features our firm was looking… for in an easy to use system with great customer support. “Misty Pitts”
CosmoLex has a lot of great features, including bill pay, document organization and creation, accounting, and cloud access. We started… our firm with CosmoLex so we haven’t known anything else, but I would not want to try to keep track of everything without an all-inclusive system like CosmoLex. They are also quick to answer any problems, which is super helpful. “Holly Chapman”
Easy to use and good customer support. I am happy with your effort to continuously improve CosmoLex.
We chose CosmoLex because of its integration of both practice management and accounting functions, and we have found it to… be a stellar solution for both attorneys and paralegals, allowing all individuals to input time and manage their workflow. “Samuel McNair”
CosmoLex is easier to use and faster than other[s]. In our office, multiple people work on different areas of the… business, such as paying bills, billing clients and marketing. CosmoLex allows each attorney to keep up with each area that the other attorneys are working on. “Caroline Ritchey”
I went from working in a firm environment for 20 years to being a solo. CosmoLex has made it easier… because I can work at the office from anywhere I have cell reception. The functionality and mobility of this program for a solo practitioner were what drew me to CosmoLex. LawPay is a HUGE benefit and I have used it with more clients. They like the ease and I like not having to chase money. “Brett Woodburn”
The thing I like most about CosmoLex is the ease of tracking time during the day. The Timesheet makes everything… very easy. CosmoLex has almost completely changed the way we bill for time each day and has streamlined the process for most. “Lauren Sylvest”
Robust trust accounting…[CosmoLex] has made me more organized, and I feel as though I have a better grip on my firm’s… finances. “Evan Andersen”
Better billing than PCLaw, and easier bank reconciliation. Cloud-based solution, so it takes a small footprint on my system.
CosmoLex has reports and features that convenience a firm for multiple assignments. The connection with LawPay makes a swift entering… of information into CosmoLex. The reports help by showing specific data useful for analysis. “Anthony Herrera”
[CosmoLex] has made it far easier to keep everything in order administratively…it is an all-in-one program that simplifies the accounting, CRM,… and payment processing. “Aaron Lindquist”
I chose CosmoLex because it provides an all-in-one suite for managing my law practice (clients & accounting/bookkeeping). Since integrating CosmoLex… into our Firm, we have been able to seamlessly operate from anywhere we can connect to the internet. Because I do not have an accounting/bookkeeping background, I found it to be a little challenging to appropriately manage our books. With that said, there are many CosmoLex video learning resources available (which have been very helpful) and the CosmoLex staff is always just a phone call away. Overall, my experience with CosmoLex has been nothing short of excellent. I listen to my colleagues talk poorly about their Firm management software. I only have positive things to say about my experience with CosmoLex. I suppose CosmoLex has improved the way we run our office in ways that I am lucky enough to not be able to imagine 🙂 “Christian Holden”
I chose Cosmolex because of the accounting features, bank account integration, Lawpay integration, Box integration, and overall easy viewing. CosmoLex helped… take our new firm to the next level by providing us an easy way to organize our client matters and streamline our accounting. If it was not for CosmoLex, we would be a mess! “Mari Kelly”
Things are running smoothly, I am able to work from anywhere at any time of the day. Any issues that I… have with CosmoLex, I am able to send an email and get a call of assistance almost immediately. “Sheala Felix”
It’s made our overall processes more efficient, having client information and billing all in one place. Ease of use and the… checks and balances system – the setup doesn’t really allow you to make mistakes, as so many of the accounting features are tied together. That’s very helpful. “Rachel Derise”
The ease of adding new custom fields and the improvements in the billing area have been so much nicer! I… love that CosmoLex has everything in one program. We had Abacus before and had to have several programs open at once to achieve anything. CosmoLex has everything in one place, and with the added LawPay for credit cards, it makes my life SO much easier! “Rebecca Bashore”
The ability to accomplish so many tasks from one program. I have never used a program with so many features.… This is the first time using CosmoLex – I truly like most of the features. Excellent support team. Easy to navigate once you learn all the areas…The ability to track time for billing is great – love the time clock feature. Overall, this is a great program and have enjoyed using it. “Diane Oka”
The practice was spending hours on support with our prior software provider…There was always a bug or some error in… the system. With CosmoLex we get the most up to date software that is handled for us by their team in the cloud. No more tireless hours on the phone with support. It is more accessible, we spend lest time on support, and the platform is just more current and overall better. For example, it autocorrects words, we can cut and paste, the timer runs from device to device until you disable it. Great product! “Gina Richardson”
Working in a law practice that also uses an attorney trust account for many trust clients, the ease of billing… and keeping track of client funds has been very helpful. It has made check writing and bank account reconciliations easier and quicker – I spend about 1/3 the time as I did before. “Deborah Wells”
The Accounting features are top notch! The Cosmolex updates and improvements have been very helpful – particularly the ability to… generate documents, open up duplicate screens, and I love the Notes box on the Relations. “Rose Casazza”
I really enjoy having the ability to make the most of working remotely and having most content I need, readily… available. “Andrea Medina”
Cosmolex makes my job easier by automating many different tasks. It reduces the double-entries I had to make with the… prior systems my firm used. It has made it easier for me to enter time and monitor all of my firm’s financial matters. “Brian Cagle”
I just love the accounting, it makes my life much easier.
We have become far more efficient, and billing is much easier, as is trust accounting!
I believe Cosmolex has changed the way we run our office because everything is in the program so you really… don’t need to go get the file instead just bring the matter up & everything is right at your finger tips. “Wendy Farnsworth”
As a first time user, I think it is really simple, I love that its got some color to it,… everything is organized and it flows well. It’s very easy to log in and search what you need as well as organize clientele and offers ways to add fields so that you can narrow your searches better. “Casey Colgan”
Overall versatility and what was offered…It has helped tremendously. Incredibly more efficient.
The interface is quick and responsive compared to other cloud products [and] it handles the accounting as well as the time… tracking and billing. “Benjamin Berger”
Makes the most frustrating legal job, running invoices and time billing, a simple task!
I feel like my billing is a smoother process. Not having many clients that we bill this way, it was… important to find something effective, both functional-wise and cost-wise. I have not found anything I dislike. “Stefanie Becerra”
Very helpful keeping track of my time outside the office. No longer need to recreate time entries for work done… at home, on road. “William Daniel”
I feel CosmoLex provides data in manageable and digestible ways, it is easier to see total hours and other work.… We chose it due to being cloud-based. “Liam Meehan”
Excellent, easy to incorporate in our new firm! The billing features and amazing customer service. We also LOVE the training… videos and felt that this was an over-all option with respect to ease of use, complete firm management and client portal feature that hugely benefits our practice. “Sharron Dowdle”
Saves time in correcting errors in billing entries, ease of billing clients timely. Great reporting without having to compare and… create another excel spreadsheet…stellar customer service and many ways that timekeepers can be self-sufficient in locating the data and reports they need to manage their productivity. “Terri Moore-Natal”
It was provided at my job and it was extremely easy to use. I did not even need to watch… the tutorials. It helps me be more efficient and keep better track of my tasks…the system works great. “Tatiana Vlasenko”
Overall, very happy with CosmoLex. Does everything we need in an efficient and painless matter.
Cosmolex is a cloud-based platform, and we wanted to be able to access everything online. The app is fantastic. I think… Cosmolex has improved our practice. I think I capture more time than I used to, partly because of the ease of entry for the time, and partly because of the ability to enter time on the go through the app. “Alisa McCray”
CosmoLex has saved me so much time and money by its fast working features…So much better for recording my time… without skipping a beat. “Leah Valencia”
I am a bookkeeper at a law firm. So I like the integration of accounting piece with billing…Makes my job… simpler because I can now use one software for billing, payables, and receivables. It has allowed us to have a true profit and loss since everything is in one place. The ease of working from anywhere is also a plus. “Sharon Guilbeaux”
With Cosmolex, I am more efficient – which leads to more profitable. I love the Cosmolex app. because I can enter… billable time as close to its actual occurrence as possible. I can enter billable time when I am away from my desk and when it is most convenient to me. I can also load my projects into my Cosmolex app. in the morning so that I know which projects are most important to me on a particular day. “Carrie McNair”
With CosmoLex, I am no longer anchored to my office. I can take care of time and billing anywhere that… has an internet connection. I am more organized and I am capturing more time that would have gone unbilled in the past. “Stanley Cheiken”
The versatility of being cloud-based is very beneficial to me as I can log in from anywhere with an internet… connection. Combined with the price it was the best choice for our law firm. All the options can seem overwhelming until you familiarize yourself with the user interface. It has made my life so much easier. I don’t have to be physically present at my office to access our financial information/client billing data/etc. “Deedra Atkisson”
I like Cosmolex’s interface and think it is user-friendly and intuitive. It is easy to run reports and get a… high-level view of what has been billed in the month by the timekeepers. “Catherine Smith”
It has ability to do everything I need without requiring additional programming or software.
The app is great. It allows me to keep client time on the go! It makes everyone organized and in… one space. “Lauren Deutch”
We used another system before and CosmoLex is more economical and user-friendly…Billing is much more efficient.
Overall, I think the software saves me time, and that’s what is most important to me…The software creates invoices very… quickly and easily. “Travis Neff”
I hated the old program so much, I would write my time on a sticky note and put it all… in at the end of the day. CosmoLex combines several of our software needs into one program. “Eva Lauer”
CosmoLex is easy to use. [It] makes tracking billable hours easy and less time consuming.
It’s very easy to add entries. I love the filtering system that allows me to see what I’ve billed for… individual clients. “Alexandra Rothenberg”
It has made me able to move faster and dedicate my time to earning activity instead of bookkeeping.
All encompassing program makes managing my solo firm a breeze. The software has certainly made it easier to keep track… of all of what is going on in my solo and its connection with LawPay makes it easier to get paid! “Garlan VanHook”
Great accounting features, and seems to filter and sort reports better than a leading competitor.
We simply have not found anything else that integrates true accounting with timekeeping and related legal process workflow.Everything else we’ve… used fell short in terms of features or else required integration among multiple platforms “Nicholas Wells”
We wanted an all-in-one billing software system, and Cosmolex has been absolutely fantastic
It was recommended by a friend so I did a trial and loved it. Everything was so easy to figure… out and customer service is happy to help when I need a shortcut or quick solution. “Debra Lehman”
It encompasses absolutely everything, I know I still haven’t learned all of the ways it can help me! I also… really like the visual lay-out, it’s just nice and clean to look at. “Mandi Clay”
CosmoLex does everything I need it to and then some. I don’t need additional accounting software, and that saves me… money and time. “Baend Buus”
Ease of Use for sure for me. Everyone in my Office is able to use (including me). I believe most… Offices should obtain Cosmolex. Its easy once you understand how to use it and has simplified our jobs. “Mike Trella”
The Customer Support is amazing. It is also user friendly. We have become more efficient with getting tasks completed.
I like that the program has both accounting features and has the ability to hold all of our client’s information… in one. The accounting features are very easy to use. The support videos are very easy to use and if I need to speak to anyone they usually call the very same day. “Wendy Bennett”
CosmoLex has a very organized system that makes it easy to keep track of client payments.
I love that it is all in one software for my firm. It provides great practice management functions as well… as keeps all records of my firm’s income and expenses. “Tamra Albritton”
I switched to CosmoLex from another online/ cloud-based practice management system because CosmoLex offered a better accounting platform, the email… interface [was better], and CosmoLex’s support was far more responsive…I’m glad to have made the switch. “Graham McDougal”
Very solid, Been a long time customer. Great, tracking approaches for hours, clients, finances.
All in one software, law office in a box. Great software, I don’t believe we could function without it.
Basic billing is quick and easy. There seems to be a lot of additional functions which are likewise helpful to… a small practice. “Terri Freedman”
User friendly platform which makes the business side of practicing law a lot less stressful.
I like that I only need a single program to keep track of conflicts and accounting
It has been positive overall. I have recommended cosmolex to all the attorneys I have worked with when discussing the… various management systems we use. “Michael O’Loughlin”
Tonya Willis Pitts
I love that multiple features are in one program.
The single best feature of Cosmolex is the actual and seamless integration of accounting within the program. There is no… need to “integrate” a third-party accounting program. “Robert Myers”
Service accessibility and swift response.
Cosmolex is, for the most part, very easy to use. I like how it links time, billing and accounting so… that you do not have to do multiple entries. I also like that the firm accounting can be done in Cosmolex without having to purchase Quickbooks. “Nathaniel Farmer”
Cosmo is pretty straightforward once you start to implement all the different systems. It is fairly intuitive. Great client portal!
Most of my practice management, including accounting, in one place; attractive; great customer support.
I like the fact that it is both a client management system and accounting system in one suite. The integration… between both feature sets seems to work without any issues. Additionally, the accounting features are designed for lawyers. It was always a chore in the past to use “Quickbooks” for a law office, mostly because it isn’t designed for that type of business. “Carlo LaMonica”
We are very happy with the program and services…I like that we have many fields to enter information specific to… our clients “LouAnne Bearfield”
The software and the staff are simply amazing! I can’t think of one thing I don’t like at this time.… So far it has been more and better than I anticipated and that is a true statement!! “Zack McKee”
It is very user friendly especially when you have to teach yourself how to do reconciliations.
Cosmolex is easy to use and I really like that it serves the purposes of billing software and back-end accounting.
Linda C Stephens
We’re a little law firm. We looked all over for a billing system, cloud based, that could serve are needs.… Cosmolex has been so awesome for our firm! If I EVER have an issue, even when something in the program needs correcting, Cosmolex customer service is so on it! I call and I get an answer. It’s sweet! So refreshing to have people care about customer service. “Linda C Stephens”
CosmoLex is extremely easy to use. I’ve trained people in our office who are under 30 and over 60 to… use its features in a matter of minutes. Anyone who can use a computer and navigate to a website can use this program. I also love that the accounting and billing features are combined in one system. It cuts down on what used to be a lot of “busy work” and allows more time to get important things done. In short, CosmoLex has made my life simple. “Garrett Gemelos”
I love the easy, intuitive way in which the time recording, billing and invoicing features work. I have been extremely… happy with my CosmoLex experience. I have received personalized customer service and generally very quick response times. I find the training modules easy to follow and well designed. My bookkeeper is also finding this program to be easy and efficient to use. “Ayesha Hamilton”
I like that I can do all of my time, billing, accounting, all in one place, online, and on the… app. I used to use a desktop solution that made it so I could only work with my billing/time at the office…It does it all, and is so convenient. “Jeffrey Goldstein”
Cosmolex has been great for our law firm. It is great to keep track of all the accounting and billing.… The accounting integration and the way the trust accounting is set up to keep you from making errors. Support is always available and are always helpful. New features are constantly coming out based on user feedback. “Melanie Landacre”
CosmoLex has functionality that is easy to learn and use, and has proven to be a very stable platform for… my business for years now. At first blush, the amount of “”tools”” available on CosmoLex is a little overwhelming, but as one learns one aspect, the others become more intuitive and helpful all the time. “James Goodwin”
Easy to use, meets the firm’s needs and customer service is great.
I most like the cloud based technology so I can access it any where. I also like the support and… training which is always available. “Cynthia Mitcham”
A true, fully functional law firm case management and accounting software. Its very good…it blows away the competition!
I’m a fairly new user but find the user interface quite easy to use. [I like] all in one integration… of accounting and case management. “Itamar Levy”
Overall, I really like the program and the customer service has always been exceptional…I like that it includes the accounting… as well as client management. “Mariannina Butrim”
Our overall experience with this product has been positive. It is relatively easy to use, rarely goes down, and software… upgrades have improved or eliminated annoying glitches. Support is generally efficient and effective. “William Matz”
Easy to do quick billing
I enjoy the ease of capturing my time to ensure that I get paid for the work that I do.… I enjoy the ease of capturing my time to ensure that I get paid for the work that I do. “Rachel Pinson”
One of the most intuitive and robust programs out there. Incredibly easy to use. We use it to manage our… trust account (although I know it does so much more), and the reporting complies with the multiple states in which we hold licenses. “Randy Newman”
It is reasonably easy to use. Overall Cosmolex has been a good option and has helped my practice.
Overall I find every aspect about cosmolex great. Easy of use, customer service, that it is tailored for a law… firm. “Kristina Cassara”
Easy Trust account and check printing
Logical layout of the program. Excellent and friendly customer service, including training.
It’s easy to use and pretty intuitive. When you ask for help it comes quickly and usually solves the problem.… My overall experience has been very good. I’m still learning and getting used to using it. I’m sure the experience will be even better over time. “Edward Cunningham”
Great, almost fantastic. Integrated practice management & accounting. This makes trust accounting and billing very simple.
Cosmolex is very user friendly. I like that everything is all in one (calendar, tasks, matters, billing, documents, etc.) Everything… is right in one spot. Cosmolex has made our firm very efficient. “Julia Lagina”
The all in one management…including accounting and taxes. Before I had Quickbooks, which is a program that is really overrated… and clunky, with many features that are not meant for use by lawyers. “Charles Moore”
I liked that it was set up for a Law Firm. Law Firms bill differently than a normal business and… Quick Books could not make this happen. “Beth Meader”
CosmoLex is very easy to work with.
I like that CosmoLex continually updates its services, automatically rolling up upgrades, and that overall, it provides smaller firms like… ours with a one-stop shop for billing, accounting, documents, and the like. “Ryan Meyer”
It is a very stable product that is continually getting better. Some of the shortcomings that I initially identified as… possible deal-breakers have been remedied within the short time that I have been using the product. “Garth Jackson”
Very organized. Easy to manage Cases. Easy to look up case info and billing is easier.
Ease of use across different platforms and its interface with Outlook. The calendaring of appointments with reminders and the ability… to add attendees is great. “Jason Gallini”
I like that CosmoLex support walked me through the set up. The system is intuitive making it easy and fast… to learn. “Staci Bougher”
Customer Support is very important to me and Cosmolex is very responsive to any issues I may have. The Support… staff is knowledgeable, professional and persistent in resolving any problems I may have. “Elizabeth Leahey”
Cosmolex is the only management program I have used, so I can only compare it with how we used to… do thing (with hundreds of spreadsheets!). It has been great, we are so much better organized, I can see all the matters and clients’ accounts in one place, generate invoices was straight forward and easy. “Pauline Tang”
I enjoy that Cosmolex handles so many area of my practice: time keeping, practice management, client portal, and accounting too.
CosmoLex is central to the daily business of my solo law firm. It’s economical, practical, integrates well with other software… and financial products, and is easy to use. I’ve recommended it to other lawyers that are looking to go out on their own. “Jeffrey Feldman”
It’s really easy to use. I was a PCLaw user for 13 years and we made the switch.
I have been using Cosmolex for about three and a half years. I was an early adopter and I really… like it. “Graig Corveleyn”
Great customer service, I like the dashboard and time tracking functions.
Once you get used to the format, it is really quick and easy to use. The training videos and quick… to get help desk are fantastic “Michael Solis”
Very good customer service and the integration between cosmolex and casemaker. I have recommended Cosmolex to two other attorneys.
I like the single location for my accounting, client management, and everything else I use everyday.
Integrated accounting and case management in one spot.
It is very user friendly. I like what is offered in the client portal, and that was something that other… applications did not offer “Donna Peters”
Cosmolex did their homework and listened to small law firms by giving us an information hub that handles every aspect… of a small law firm. I researched software for one year and Cosmolex rose to the top of the list. We are a small firm with 4 attorneys and needed to centralize our information and bookkeeping which we were able to do with Cosmolex. “Denise Santoriello”
We needed a product that was all inclusive – front and back office. Quickbooks was not being used well for… the firm, and there were many mistakes in the past. The interface is not as user friendly as Practice Panther, but for us the benefit was the all in one practice management feature. “Adele Ogletree”
We chose Cosmolex when opening up our firm to manage our cases and clients because of the full accounting integration.… The accounting piece is very easy to use and has great features. I love how it is matter management and accounting in one program! “Carmen Albert”
Our old software (PC Law) was not user friendly and customer support was basically nonexistent. Everything is so easy to… use, and the training and guides make the program very accessible. Overall, we wanted something that would meet our needs without breaking the bank. I would like to see more customization of default settings (e.g., making invoice discounts NON-taxable by default), easier printing of receipts, better integration with more banks, and the ability to run payroll directly through Cosmolex. “David Postic”
Michael A. Trevino
I used Amicus Attorney for years. Needed something more customer friendly. I chose CosmoLex for its ease of use and… mobility. I would like to see the ability for one client trust account that several matters they have can be billed from. “Michael A. Trevino”
I recently started my own law practice and needed practice management software. I chose [CosmoLex] because of the accounting features… and competitive pricing. I am still learning the system, but I like the process for adding “contacts” and the invoicing features along with the time monitoring/management program. “Dan Koblitz”
I have used CosmoLex for several years now, and it just keeps getting better and better! We are a small… office — To be honest, CosmoLex was chosen because of the low monthly fee. It is a great value for the cost, and now I would not change programs for any price! It keeps us on track and organized, and has saved us in lost time and money! I also like the education and support that CosmoLex provides. They are always quick to respond, and/or educate on new features. “Susan Zimpel”
It is fairly simple to use. I chose it because it is recommended by the State Bar, and an attorney… friend recommended it. “David Hogg”
We were using two different programs for time/billing and case management that were failing us. CosmoLex is a great program for… us to record and bill our time. We have recaptured time that would have otherwise been lost. It easy to enter notes about our cases and otherwise keep track of the cases. “Monte Weiss”
We had challenges with PC Law. We like that [CosmoLex] is web-based and the interface is easy to use.
Andrea C. Kryszak
We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the… employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex, than other companies I had researched.
“Andrea C. Kryszak”
Good for solo practice and integrated accounting. Good experience dealing with all of the reps.
I wanted invoicing and accounting capabilities and I appreciate the interplay with LawPay.
We were using two separate programs for practice management and accounting, which was cumbersome. No more double entry!
Just started a new firm and as a solo practitioner wanted to keep my overhead low. CosmoLex was the first… product I tried after reading a number of rave reviews. After trying it out, I never tried anyone else. “Felix Tinkov”
Using a third party platform for accounting didn’t make sense any more…conflict check approach is good and I like the… ability to handle my accounting within the case management software. “Andy Patzig”
Our existing law firm dissolved and our local office went out on our own. [CosmoLex] is Cloud based so there… is no software to load and attorneys can enter time on the fly. It is pretty easy to use. “Lisa Resner”
We chose CosmoLex to move from software to the cloud and our last software had tons of glitches. All around… CosmoLex does a majority of what we need it do as far as billing and bookkeeping. The ability to access CosmoLex via the web is an upgrade from having to use VPN when trying to access software from home. There are a ton of training tools/videos “Chantelle Villaverde”
I started my own firm and wanted one system for billing and accounting and did not want to use QuickBooks.… CosmoLex was one of the few products for a solo attorney that does that. CosmoLex has the client portal which I am not using initially, but am excited about incorporating that in the future. “Kim Boyer”
Cost was going up with Abacus and it is a cumbersome program. We like the price [of CosmoLex]. We also… generally like the ease of use for calendaring, entering fees and costs, etc. Love being able to enter credit card payments directly. “Jill Verkist”
I wanted to eliminate QuickBooks from my life, and CosmoLex had all other features too. The user interface is pleasant… and generally intuitive. The built-in accounting and trust accounting was the clincher for me. “Krista MacLaren”
Our previous software was not user friendly and more time was required to keep our records up to date. CosmoLex… seems to make accounting of the trust account streamlined and accurate, integrates LawPay, email, tasks, and other items in a user friendly billable manner, also very affordable for all it does. “Sarah Grannan”
I needed practice management software for billing and for tracking expenses. CosmoLex works great. It is extremely powerful software but… user-friendly at the same time. CosmoLex keeps adding more features all of the time and I am satisfied with them. When I have encountered any issues, the customer service team has been very helpful. I’m glad I chose CosmoLex. “Stacey Stranathan”
After working many years for a mid-size firm & as a law prof, I launched a solo practice in 2016.… I chose CosmoLex b/c it handles both accounting & time/billing functions- i.e., no need for Quickbooks. Very user-friendly & easy to learn/operate. Also, I love the dashboard. “Chris Osborn”
CosmoLex is a stream-lined, law firm management software that has made our work so much easier! Time tracking, billing/invoicing and… account management is easily handled through CosmoLex. With this information always available, we can provide clients and vendors information within minutes. This product improves our firms’ functionality on a daily and monthly basis. Thank you, CosmoLex! “Kate Strike”
I am enjoying the software and the ease of use. I like that the product is easy to use. It… makes billing simple. I am happy with the trust accounting and the ease of sending invoices to clients. “Lauren Taylor”
Began my own firm and CosmoLex stood out among the other firm management programs. It is one and done. I… like that I don’t need QuickBooks in addition to CosmoLex. Most other management programs can’t do everything. Personally, I just need to take the time to sit down and learn everything CosmoLex has to offer. I know you offer training opportunities; just need to prioritize the time! “Kiona Gallup”
I was very unhappy with PCLaw and wanted to switch to a cloud-based system. I chose CosmoLex because it was… an affordable “single solution” to my PC Law problem. CosmoLex promised that they could switch over my data from PC Law without me losing data. CosmoLex helped me find a remote bookkeeper/consultant who was familiar with PC Law and CosmoLex – who made the transition even easier. I am much happier with CosmoLex, including the ability to enter time “on the go,” the integration with Law Pay, and the US-based customer service. My only regret is not switching sooner! “Susan Kleiner”
We tried a few other programs and weren’t satisfied with them. We like the easy to use format, and the… customer service is extraordinary! We haven’t even used all the features yet, but we are glad we chose CosmoLex. “Darla Riffle”
It’s all in one accounting and case management. I also like the cloud file function. Trust accounting and firm accounting… is all integrated. “Becki Campolito”
CosmoLex does everything and does it very well. Cloud-Based = I can work anywhere! I did extensive research before choosing… CosmoLex. The fact that it integrates billing, calendaring, accounting, email and time keeping flawlessly, makes it the only choice for my firm! “Jon Ewing”
I chose CosmoLex based upon the fact that it is a cloud-based platform, it has exceptional customer service, and it… is very user-friendly. I switched to CosmoLex from another software. Customer service was very helpful in the transition. “Brennan Tucker”
So far I am pleased with CosmoLex’s software and the ease of its use. I like the fact that it… is all-inclusive; Conflict check, client management, Billing and accounting “Jorden Piraino”
CosmoLex is an excellent option for running a small law office.The trust accounting feature is what was most important to… us. The reports and LawPay integrated option has helped us to keep things correct and updated. “Pam Ray”
I liked that it had trust accounting, office accounting, time management all in one. I love the customer service and… the easy to use instructional videos. They teach me just what I need to do what I want to do and go on to the next step in my day. “Valeria Lewis”
We needed a cloud based system that was compatible with Macs and did as much as possible in one program.… We chose CosmoLex primarily because of its ease of use. The way the accounting and client management blend together so easily, takes so many steps out of the equation. We were able to easily transport all of our client information over effortlessly…which was a huge concern of ours. CosmoLex understands how important customer service is and goes out of their way to make sure each client is happy. Another great thing about CosmoLex is that it does so many things in one and reduces the amount of programs needed. It takes care of our client management, trust accounting, accounting, calendaring, contact management, etc. We are now only paying for one program instead of two or three and everything is all in one place! It is simple and efficient. One concern we had when purchasing CosmoLex was if our accountants would be able to use and understand the system. That is a concern no more. The software is so easy to use that our accountants immediately picked it up and have no problems when it comes to handling the firm’s taxes at the end of the year. “Danielle Sonntag”
Timeslips/Quickbooks simply wasn’t adequate for my needs when I changed the focus of my practice. In my prior practice, I… didn’t need trust accounting (plaintiffs’ class action progress — only got $ when case finished). I moved upstate and opened a small general practice. Switching to CosmoLex made accounting, trust accounting and billing a cinch. Moreover, as a sole practitioner, it was THE ONLY WAY I could function without secretarial support (so the $79/month pales in comparison with the costs of hiring personnel, even in rural upstate NY). In addition, my tax prep now consists in simply creating a handful of reports and emailing them to my accountant — a MASSIVE timesaver. Best of all, CosmoLex is virtually idiot-proof when it comes to trust accounting — it will not permit impermissible transactions — a great comfort. “Jerald Stein”
We selected CosmoLex when we opened our doors in 2017. CosmoLex is easy to use, all-inclusive, and has very responsive… customer service. As a new firm, we needed comprehensive accounting software that would also serve as a practice management tool. Cannot speak highly enough of the wonderful customer service–always helpful and patient. “Betty Rodriguez”
We chose CosmoLex because we have a very old version of TimeSlips and needed something more updated. Customer Service/ tech… assistance is helpful and informative. Response time is minimal. “Pamela Buiel”
Sherrille D. Akin
I chose CosmoLex because I wanted an all in one solution for law firm management. The front office and back… office features made it the most attractive. The desktop makes it easy to see all relevant information and, overall, it is an easy and logical program to train new employees to use. “Sherrille D. Akin”
The time tracking and billing functionality saves me hours of time compared to my old system. It is also great… to be able to access CosmoLex from any device no matter where I am. “Ed Eldred”
I started a new firm and reviewed all available products out there. CosmoLex met all my reqs. The combination of… billing, including operating and trust accounts, and accounting all in one piece of software allows me to use one system for all of my needs. “Daniel Ginzburg”
I found Quickbooks very difficult to use and I had to have a separate time and billing program. All in… one solution for time, billing and accounting is fantastic and very easy to use. Also syncs with common calendars, email and LawPay. Best product I have found for a small law firm. “Jennifer Morse”
The firm was managing accounts on a spreadsheet which wasn’t feasible anymore. Ease of timekeeping and billing, trust accounting is… simpler, three-way reconciliation is very helpful. “Priti Gandhi”
I’ve been happy with this since it first rolled out for its ease of use and frequent updates. I was… swayed by the fact that it’s cloud-based, and simplifies legal accounting for me since I don’t have accounting training. “Rich Heun”
I’m a new firm and reached a point where I needed software. I explored multiple options and ultimately selected CosmoLex… because of its price and integrated law practice and accounting. I also love how CosmoLex is willing to hear suggestions for improvements and am willing to grow with you as you improve. “Karri Palmetier”
Most important is the integration of client management with accounting/billing functionality. Not needing to integrate outside accounting software, like Quickbooks,… was the most important factor in the decision to get CosmoLex. “Monet Binder”
New solo practice after 20 years at a large firm. I needed something that I could use immediately. I Like… the customer support and the functionality. Once you learn the program it’s very intuitive and makes sense. If you need help, the tutorials are really helpful and if those don’t work then you have the customer support staff. “John McGill”
Jose A. Saldivar
I needed a new software to keep track of all of the clients. What I like the most is how… organized everything is and how easy it is to use. It is very user-friendly and keeps things organized. “Jose A. Saldivar”
We outgrew QuickBooks and previous billing software which didn’t have practice management ability. The combination of accounting and billing in… one software package is fantastic. Being able to import bulk time is very helpful. “Brett Dieck”
I started my own practice and needed practice management and accounting software. I like using one application for practice management… and accounting purposes. Other applications did not have those combined functions or were substantially more expensive. “William Throne”
I wanted a cloud-based system that also handled basic accounting functions and trust transactions. I like the cloud-based functionality and… the mobile app. Also, the program has been rock-solid in terms of reliability, which is always a concern with a web-based system. “Pat Ritter”
Katharine M. Shackleton
It’s designed to give the smaller law firm the same advantages as larger firms at a price point we can… afford. Practice management is very workable and client portal helpful “Katharine M. Shackleton”
Briana J. Ross
I went on my own in January 2016 and needed to find my own practice management software. One of my… favorite features about CosmoLex is that the accounting system is already built into the software. I found the CosmoLex accounting system to be far easier to use than Quickbooks. Specifically, I enjoy the ease of the trust accounting within CosmoLex. It is nice to have accounting software that is set up to handle trust accounts. “Briana J. Ross”
The software we were user was ‘overkill’ and more complex than we needed for our size. We chose CosmoLex because… we wanted software that had both time-keeping and accounting GL functions. “Julie Walker”
Needed this because I left my firm of 16 years and needed a way to bill my clients and track… my time. I liked the time tracking and the integration with firm accounting — avoided the cost of QuickBooks. “Mark Saliman”
We used TimeSlips for years. Software is bad. Cosmolex is very simple and does so much. It does everything I… need it to do. The other products do not. I needed a product that was easy to learn and easy to use. “Michelle Harrington”
I just started my own practice (after working in a law firm) and wanted an all-in-one practice management program that… required little upkeep on my end. CosmoLex had everything I wanted in one program. I like that it is cloud based so I never lose information. I also like that I can use the app on my phone so if I don’t have time to make an entry right away, I can do it from home or on the go before I forget. Having a live sense of how much billing I’ve done over the month is great too! “Stephanie Albrecht-Pedrick”
Once you master an understanding of and gain familiarity with the program, it is fairly simple to use. I am… pleased with the program and like that it is linked up with my calendars. The customer service is fantastic as well. “Frances Nicotra”
It includes all aspects of the practice- from case and file management, documentation filing, billing and trust accounting.
Easy to use and can be accessed from anywhere. Also, to have the help features so easily available is a… definite plus as well as calling for assistance any time. “Jill Robinson”
It does proper legal trust accounting so I don’t have to panic about billing hourly. Previously I didn’t bill hourly… at all due to fear so this has been great. “Ida Keir”
Steven G. Friedman
Extremely user friendly and easy to use especially for a solo practitioner. The time keeping system is wonderful as is… the billing component of the software. Makes my record keeping and administrative work incredibly easy. “Steven G. Friedman”
Alyssa M. Lindburg
CosmoLex has reduced the time for billing clients down from 2-3 days to 2-3 hours. The ability to add charges… on the go is a huge plus for the attorney. He can bill his time while in court. “Alyssa M. Lindburg”
I started my own firm in January and had to implement an accounting system. The invoices can be customized as… so many of the clients have very specific billing requirements. I am happy with the customer support. They call me back ASAP and fix the issues. “Susan Fentress”
A practice management software is essential to any practice of law and CosmoLex knows that very well. We liked CosmoLex… over other similar software because it integrated an accounting software (great feature) and had tags and labels similar to our areas of practice: real property, estate planning, probate and not just litigation tags. “Annabella Barboza”
It does more than other programs, is user friendly and the customer support is amazing. I like having all of… my work in one place, it backs up to my outlook calendar on a cloud based program so I can access it anywhere. “Rhiannon Jordan”
We were just starting out when we selected CosmoLex. I wanted something that combined both the accounting and matter management… in one place. What I like the most is the Customer Support. If I’m having a problem with taking a payment from a client, I can get on the phone and have them resolve the issue without delaying the client. I also like that they constantly ask us what other new functions we’d like to see. They are always innovating, and don’t “drop” you once they’ve got your payment. “Sarah Vingoe”
I started my own practice and needed a system to keep everything in one place. I didn’t need to purchase… separate accounting software. Great training, onboarding, videos and knowledge base. “Jill Ritchie”
Prior software did not allow for as much customization as CosmoLex. I love having all of my billing and accounting… information in one place!! It is so nice to be able to track my expenses and my client billing in one software. “Tracie Martinez”
I didn’t have a practice management software in place. I really needed one! All in one is the most bang… for your buck! You don’t need separate accounting software [with CosmoLex] and cloud based to boot! “Heather Cook”
Accounting and Timekeeping in one. Easy to use. Assistance with data migration without the added cost. The how to videos… within CosmoLex interface and on the support page made it easy to learn on your own. The support staff respond quickly and ensure the problem gets resolved. “Joseph Swartz”
Pamela M. Black
When hired as an outside accounting firm the three attorneys in the firm had NO Trust records – just a… bunch of client names & dollar amounts on green bar paper and no Trust bank account. CosmoLex had the features I was looking for-user friendly, cost effective and generated great reports. Thanks to CosmoLex I have been able to effectively manage the $300,000+ Trust account for over 200 clients of the firm, generate reports my attorneys and legal assistants are thrilled with AND withstand a comprehensive audit by the State Bar with absolutely no problems. Terrific – reports are concise, reader friendly and can withstand that pesky BAR audit! “Pamela M. Black”
When started my new firm, an all inclusive software was a must. CosmoLex was an easy choice. CosmoLex lets me… have the bigger picture in one piece of software. I can easily see how my business is doing from the dashboard. “Deborah Reed”
Vicki Levy Eskin
We were using PCLaw, but had a flaw in the basic program which produced inaccurate data. [CosmoLex] is cost effective… and easy to use. As we have accounts in various banks, we are able to manage each account separately. “Vicki Levy Eskin”
I was spending too much time doing tasks in too many different programs and needed to streamline. I like how… easy it is to learn how to use [CosmoLex] and the support provided is priceless in allowing us to learn the program. “Cynthia Pyfrom”
We wanted to jump to the cloud, and our old practice management software was not an option. [CosmoLex’s] reputation for… good security and good customer support, with regular updates & improvements and full accounting integration was a big factor. Also liked that it had what seemed like all of the practice management basics…Having all of our documents accessible via the cloud is also nice. “Sean Finch”
Bryce D. Neier
The software is super user-friendly. The customer support is fantastic and very personalized and you get a real employee to… talk to. Love this company. “Bryce D. Neier”
I am a new solo start up. I reviewed several products and Cosmolex seemed to have the most to offer:… matter management, integration with LawPay, excellent support and accessibility to answers, ease of use and being able to easily undo errors or omissions. “Dave Ervin”
We had been using old software. Needed something more recent and intuitive to streamline our process. The deciding factor in… us choosing CosmoLex was the extremely thorough customer support program y’all have set up. We loved that there was a huge database of information online, as well as the option to ALWAYS speak with a representative, any time of any day. With our prior billing software, it was expensive and inconvenient to try to reach anyone on the support staff. It was always a hassle to get support from our old company, and CosmoLex has been a breath of fresh air with your patient and attentive support staff. “Mary Slone”
I just started my solo firm and needed a cloud based software to meet my needs. I like that CosmoLex… has integrated accounting software, so I only pay one subscription for both services. I also love that it is cloud based and I can access the software from nearly anywhere. I no longer have to be at my office to get work done, which is great because I am always on the go. “Angela Morrison”
We started a new law firm. I like that it is easy to get around the program and many things… are self-explanatory. I also appreciate the tutorials that are available. “Laura Oldenburg”
I wanted a more robust and integrated system to manage my practice than Outlook/Windows. CosmoLex is a web-based system that… gives me full flexibility of where I work and on what device I access my data. Moreover, the fact that CosmoLex is a fully integrated billing, accounting and trust accounting system makes it the ideal system for my purposes. “Robert Roseman”
One-stop shopping for your firm’s record-keeping needs. Easy transition. Great customer service! Cosmolex offers links to your bank, documents, emails,… calendar and offers a client portal where you can determine what the client sees. Cosmolex consolidates multiple office functions into one easy-to-access portal where attorneys, clerks, and staff can find what they are looking for without having to dig through a mine-field of paperwork. So far, I haven’t found anything “extra” is needed! Any questions I had regarding processes were answered by a competent and friendly customer service rep – in a manner which made it easy for me to understand and implement. “Rebecca Lindor”
Three software packages for billing, client accounting, and back-end was TOO MUCH! With CosmoLex everything was in one place. I… didn’t have to generate bills in one package, enter them in another for tracking income, and then pay them in two places as well. It is also great to be able to write a cost check in a case and have the expense “attached” to the client’s accounting file/bill in a seamless matter with just an additional click or two. We were promised an easy migration with all the support we needed, and that is what the team at Cosmolex delivered! Our accountant was also able to access the system for his end of the year work and add all of his journal entires and such and close out the books quickly and easily. The ability for us to generate P&L reports and other important accounting documents literally on demand is also pretty awesome. But the best part about Cosmolex, by far, is their incredible support team. They have never been stumped, and I’ve done my best to do just that! Every time I have a question, I get a prompt and complete answer, generally by phone, from one of their support staff who know me and my firm on a first-name basis. I don’t think I could be nearly as effective in a dual-role position without this software! “Lynda Weeden”
We were just starting our firm. I found your software to be the most useful. It allowed us to email… bills and it showed the trust account balance on the bill. Also my husband likes to do his time sheets at the end of the month and your program’s ability to track billable tasks and calendar events to show that they haven’t been billed was a great selling point. I also liked the idea that we might not have to go with quickbooks for the business accounting…we found the handling of the trust account on the balance sheet to be well done. I love the fact that the calendar in CosmoLex syncs with our Office365 calendar. I haven’t needed to set up the workflows yet, but they look like they could be very helpful. Anyway so far we are happy with our choice. “Deborah Reback-Cushman”
We were using TimeSlips and were not getting the customer support we needed. With CosmoLex, that is easily available and… accessible through the site and if not, there is always someone there to help. The knowledge database is my favorite. Most, if not all, of my questions have been answered through it. The quickness of entering time and ease of the dashboard are also great. The staff is really helpful and friendly. They helped work with us on a template for our invoices and got one set up specifically for our needs. “Quinn DeLeon”
As a sole practitioner with no administrative support, I needed a one-stop solution for intake, time and expense entry, billing,… accounting, and other tasks. The customer support at CosmoLex is superb – someone always responds to an inquiry promptly, and they will always explain the solution to my problem in simple terms. “Kenneth Baum”
I decided to hang up my own shingle, so I needed software to handle the management of my office, especially… since it was going to be just me by myself to start out. I love that you don’t have to use Quickbooks to handle the money management aspect. Nothing against Quickbooks, but I don’t have experience using it, and being a solo practitioner and needing to maximize the time I have, I appreciated not having to learn Quickbooks. I also think the interface is user-friendly, and I love how everything can be tied back to a matter. I also really like how my bank accounts are linked with CosmoLex, so reconciliation is easy to complete, and I also appreciate how the software works with Casemaker for tracking research for a specific matter. The best thing about CosmoLex, however, is the customer support. Not only are there humans available to help whenever I need assistance, but CosmoLex also provides a fantastic library of videos and FAQs, as well as weekly live training sessions. I don’t ever worry that I’ll be stuck without any help…they are always quick to respond to any issue I encounter. “Karen Miller”
William D. Lowe
I like the integration between the accounting and billing, something that was lacking with the program at my prior firm.… I also find it very easy to bill time and generate invoices. I looked at a variety of programs when I opened my own practice and CosmoLex seemed to be the most user friendly. It was less expensive than other programs I looked at while still having all of the features I need. I like the fact that it is cloud based which allows me to access it from anywhere. I live 20 miles from my office and can do my accounting work from home [on] an evening rather than take away from billable time to do so or drive back to the office after hours. The training videos are great. “William D. Lowe”
Our former practice management software was outdated and no longer supported by the developer. We were looking for something that… would allow us the features we were used to in our personal technologies, such as cloud based storage and usability on multiple platforms, not just desktop PC as our old software required. We’ve been more than impressed with the bells and whistles, many of which we realize are features we now can’t live without! Built in accounting was the biggest deal maker for our choosing CosmoLex. As the bookkeeper, fed up with our clunky old software, I was looking for a new system that would be a modern and practical take on practice management and CosmoLex was the only one I found that had accounting built in. Being cloud based allows us to bill time or check in when out of the office and though we had looked at another program that was cloud based, CosmoLex offered greater flexibility and it looks great, to boot. “Jeanne Woodard”
I needed to replace Timeslips. The financial accounting features were an added bonus. The practice management features streamline my practice… and give me a client centric organization that gives me a different perspective on my cases and allows me to cut down on wasted time. I like the billing and financial accounting features the most. The tasks are helpful and I like the fact that they are organized by client. “Kenneth Sternberg”
Everything is right there at your fingertips and the fact that it is cloud-based is a plus when you’re traveling.… You can access it 24/7. Plus the biggest draw for me was the fact that there is unlimited help. Everyone is very knowledgeable and always ready to assist you. “Camille Mongeau”
I elected to use it for some complicated trust and billing matters. This program does everything I need. I just… sent out my first batch of invoices and it went smoothly. This is a small firm, so I jump back & forth from legal to accounting issues. Therefore, I often need help from CosmoLex agents to fix my errors. I also use the help screens on their website. All agents have been very helpful & David in particular has been patient and responsive. “Vicky Witkowski”
I was always frustrated by the need to use a separate accounting software in addition to my billing software; and… the two software systems never were never fully compatible. I was looking for practice management software that combined both functions: billing and accounting. Cosmolex was the answer. Cosmolex has exceeded my expectations by: combining billing and accounting functionality in one software package; making accounting functions easy-to-use for non-accountants; providing convenient access from smart phones and other devices; and cloud storage of data. “Mark McKew”
Rose M Staples Deese
I knew I needed a software that could assist me in staying compliant with trust account reconciliation. I like that… I am able to easily reconcile my trust accounts and also have access to other features, like time-keeping. Easily seeing what I need to bill, and creating customized invoices are also features I find attractive in CosmoLex. “Rose M Staples Deese”
For many years our firm used a number of different back office software products. For example, we used Easy Trust… for trust accounting, Quick Books for financial accounting and payroll, and Timeslips for time and billing. These are all products that run on individual computers. About 3 years ago, the company that produced EasyTrust quit supporting that product. For the last 3 years we have basically been on our own regarding trust accounting. It has worked out okay to date, but at some point we knew that we would encounter an operating system problem or something and we would have had a substantial problem and the program would’ve stopped working and we would’ve had no support or help. When we started looking for new trust accounting software, we saw that your product was made specifically for law firms – cool! It also combined trust accounting, financial accounting, time and billing, which was the most appealing aspect. But the fact that Cosmolex is cloud-based, cinched it for us. Because our office manager (who oversees and reconciles the trust accounting — that is, the software is on her computer) telecommutes from her house. So every time I needed to enter credit card payments, Trust deposits, write checks, etc., I had to drive 3 miles to her house. So being able to do a lot of that work from the office, has been wonderful. “Rebekah Phelps-Roper”
Sara N. Franco
We have previously used some SQL based accounting software, but Cosmolex’s user interfaces make our accounting much more accurate. I… like Cosmolex’s support, that it has such a broad functionality. I specifically like the way I can integrate entering in an expense and link it to the matter, I like using the [timekeeper] reports so that I can keep up with calculating 941 Withholdings. Also, just having a system with set rules on how to input data keeps our financial data clean and accurate for auditing. “Sara N. Franco”
John Paul D. Washburn
I’m really happy with the timeliness of the reps and the amount of content available to help navigate all of… the program’s features. It’s comprehensive, user friendly, and my bar association partners with the program. I like the dedicated phone app. Customer service and integration with LawPay, and Casemaker is a bonus! “John Paul D. Washburn”
Our firm needed an easy way to keep track of our IOLTA and CosmoLex was the answer.
Debra J. Lehman
Default settings are appropriate, it is very easy to use and customer service is great.
My previous software was constantly requiring me to contact engineering support for data integrity issues. I spent too much time… getting the system fixed instead of working. [CosmoLex is] complete practice software with front and back office accounting, links emails to clients/matters automatically, integrates with Office 365, LawPay and other applications I use, and Cloud based so I can access it from anywhere. “Christine Freeman”