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Lawyers Are Switching To CosmoLex. Learn Why…

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
Albritton Law Firm
May 15, 2019

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
McDougal Law
April 30, 2019

Very solid, Been a long time customer. Great, tracking approaches for hours, clients, finances.

Jason Flynn
Law Offices of Jason I. Flynn LLC
April 23, 2019

All in one software, law office in a box. Great software, I don’t believe we could function without it.

Travis Bing
Bing Law P.C.
April 22, 2019

Comprehensive – no need for additional programs. Staying with it, which says it all.

Graham Clark
Graham Clark Prof. Corp.
April 21, 2019

Good user interface, standard reports are good, generally stable and responsive

Matthew Page
Matthew Page Professional Corporation
April 20, 2019

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
Freedman Law, LLC
April 19, 2019

User friendly platform which makes the business side of practicing law a lot less stressful.

Andre Jerry
Law Office of Andre T Jerry
March 18, 2019

I like that I only need a single program to keep track of conflicts and accounting

Zachary Mahlum
The Law Office of Zachary Hamilton Mahlum, LLC
March 17, 2019

An integrated system with many customizable features. I prefer this system to the others I have used and would highly recommend it.

Catharine Wright
K.R. Davidson Professional Co
March 14, 2019

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
Michael O'Loughlin, Attorney at Law
March 13, 2019

I love that multiple features are in one program.

Tonya Willis Pitts
Tonya Willis Pitts, P.A.
March 12, 2019

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
Myers Law Office
March 11, 2019

Service accessibility and swift response.

Tim McCoy
McCoy Law Firm
March 9, 2019

Very positive. The onboarding has been exceptional.

Dan Zacks
Zacks Law
March 8, 2019

Web based; Ease of use right from the start; Excellent training tools; Excellent customer service

Katrina Anders
Anders, Young, Strong & Jonah
March 8, 2019

Trust accounting compliance coupled with ease of use

Eric Vallillee
Law Office of Eric Vallillee
March 7, 2019

Satisfied overall. I’m still learning things every day. It’s a huge learning curve but support is great for helping out when I’m stuck

Kristen Morris
Morris Law
March 6, 2019

Great customer service, affordability and fairly easy to use.

Mark Morrison
Morrison and Associates
March 6, 2019

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
Farmer Law Office, LLC
March 5, 2019

Cosmolex is very intuitive software. It does everything you wish other programs would do. It’s easy to fix any mistakes you make in your billing without having to contact the company for a complicated “work around” solution.
If you do have an issue or a suggestion, the customer service department is very responsive.

Amber Wyrostok
Wyrostok Law
March 5, 2019

Overall I like everything about Cosmolex. The accessibility from the cloud as brought great value to my practice.

Jessica Foote
Foote Law
March 4, 2019

Cosmo is pretty straightforward once you start to implement all the different systems. It is fairly intuitive. Great client portal!

Matthew Winters
Winters & Toop Law Group
March 3, 2019

Most of my practice management, including accounting, in one place; attractive; great customer support.

Morgen Bowers
Bowers & del Peral, PLLC
March 2, 2019

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
LaMonica Law Firm LLC
March 1, 2019

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
Watts & Pepicelli, PC, PA
February 25, 2019

CosmoLex has made my day to day life at work run much easier and smoother. Easy access and quick responses to inquiries. Also, changes are implemented based on feedback we give which is amazing from a software company.

Lenna McPherson
Spark LLP, ON
February 24, 2019

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
McKee Law Office, PLLC, KY
February 24, 2019

It is very user friendly especially when you have to teach yourself how to do reconciliations.

Lorrie McDonald
Falcon Research & Settlement Inc., PA
February 24, 2019

Cosmolex is easy to use and I really like that it serves the purposes of billing software and back-end accounting.

Chloe Love
Chloe Love & Associates, PLLC, TX
February 23, 2019

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
Mackedon Law, PC, NV
February 23, 2019

User friendly and easy to learn. Support is exceptional. Each time I have spoken to any CosmoLex persons, I have always been left with confidence that this is the program for me.

Pat Wiebe
Ryan Claxton, AB
February 22, 2019

Tremendous. Very easy to use and does every function I could possibly ask for. My practice would not be the same without it. Accessible from anywhere. Customer support is an amazing feature.

Jordan Barris
Barris Law, ON
February 22, 2019

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
Yorsch Law Group
February 21, 2019

Overall, so far so good. No complaints. I like how simple and user friendly it is. I also love that I can access it from anywhere. I also love that clients can pay their bills online easily.

Melissa Buck
Raquel Beesley
February 21, 2019

Overall, I’m pretty satisfied with the product, and it meets my needs. I’ve tried a few different cloud-based legal management programs, and CosmoLex has been the best experience so far. It’s easy to use and has great support. I like that they listen to customer feedback and frequently add new features.

Julian Yang
Law Office of Julian Yang, ON
February 21, 2019

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
Hamilton Law Firm PC, NJ
February 20, 2019

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
Law Office of Jeffrey D. Goldstein, LLC, MD
February 20, 2019

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
Rossabi Reardon Klein Spivey PLLC, NC
February 20, 2019

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
J. Goodwin Law, PLLC, AZ
February 19, 2019

Easy to use, meets the firm’s needs and customer service is great.

Mark Morrison
Morrison and Associates
February 19, 2019

LSO documentation is completed automatically. I also like the responsive staff, when I call about questions.

Matthew Langer
Langer Law, ON
February 18, 2019

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
J Bourque Law, LLC, LA
February 17, 2019

A true, fully functional law firm case management and accounting software. Its very good…it blows away the competition!

Kelsey Black
Black Law P.A., FL
February 17, 2019

I love CosmoLex. It is easy to use and the support online and over the phone is great! I can access it on my phone and it is so user friendly.

Brandy Cousins
BLC Law & Consulting, AB
February 17, 2019

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
Itamar Levy & Associates PLLC, NY
February 16, 2019

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
Butrim-Gomez Law Firm, FL
February 16, 2019

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
Matz Law Office, PA
February 15, 2019

Easy to do quick billing

Emily Vener-Giszter
Vener Family Law and Mediation, VA
February 15, 2019

Great! Very happy with my decision to switch over to CosmoLex. It has definitely increased my productivity as a sole practitioner. Integrated law practice management and law firm accounting software. Cloud based so I can access info and bill from anywhere. Ease of generating invoices and that they get emailed directly to clients. I’ve only started using the client portal but my clients so far seem to like this feature as well.

Jody Lownds
B. Jody Lownds Law Corp.
January 19, 2019

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.

Pinson Law
January 16, 2019

Overall CosmoLex answers my needs. The features it provides in compliance with the law society by-laws.

Adolfo Morais
Boghossian Morais (in Association)
January 15, 2019

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
Total Lender Solutions
January 14, 2019

It is reasonably easy to use. Overall Cosmolex has been a good option and has helped my practice.

Michael Graham
Michael Graham Law LLC
January 13, 2019

Overall I find every aspect about cosmolex great. Easy of use, customer service, that it is tailored for a law firm.

Kristina Cassara
Varian Law Firm
January 6, 2019

Easy Trust account and check printing

Olatokunbo Green
Law Offices of Tokunbo T. Green, LLC, CT
December 20, 2018

Logical layout of the program. Excellent and friendly customer service, including training.

Erich Vieth
Erich Vieth - Attorney at Law, MO
December 19, 2018

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
Law Office of Edward F Cunningham, NY
December 18, 2018

Great, almost fantastic. Integrated practice management & accounting. This makes trust accounting and billing very simple.

Nevin Beiler
Beiler Legal Services, P.C., PC
December 17, 2018

I like that it is Cloud based and most importantly it has a track timer on it for ease of use. I also appreciate the Mobile App when not in the office to ensure capturing billable hours.

Ilana Tamari
Ilana Tamari Associates
December 16, 2018

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
Turiciano Law, S.C., WI
December 15, 2018

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
Legacy Law Center, MO
December 14, 2018

Generally I like the program and it is getting easier to use, The fact that updates occur relatively quickly when an issues is discovered.

Bradley Bullock
Bullock Law
December 13, 2018

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
Copperleaf Law, MD
December 12, 2018

CosmoLex is very easy to work with.

Heather Duhon
Law Office of Heather Duhon, LA
December 11, 2018

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
ElGuindy, Meyer & Koegel, LLP, CA
December 11, 2018

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
Garth R. Jackson, P.C., MI
December 10, 2018

Easy to understand and use as soon as you start using it.

Cindy DeSimone
Law Office of Vincent M DeSimone LLC, NJ
December 9, 2018

Very organized. Easy to manage Cases. Easy to look up case info and billing is easier.

Christopher Lachmann
Oliveros Law Group, OR
December 8, 2018

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
The Gallini Firm, PLLC, TX
December 7, 2018

I like that CosmoLex support walked me through the set up. The system is intuitive making it easy and fast to learn.

Staci Bougher
Bougher Law Office, IN
December 6, 2018

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
Elizabeth J Leahey, Esquire, NJ
December 5, 2018

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
December 4, 2018

I enjoy that Cosmolex handles so many area of my practice: time keeping, practice management, client portal, and accounting too.

Sarah Cox
Law Office of Sarah M Cox, TX
December 3, 2018

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
The Feldman Firm, LLC, PA
December 2, 2018

It’s really easy to use. I was a PCLaw user for 13 years and we made the switch.

Dusty King
King & King, PLC, TN
December 1, 2018

I love the live bank feed–that saves me a lot of time in entering expenses and income. I also like the integrations with email and Lawpay and the ability to email invoices.

Sam Ellingson
Thom Ellingson, PLLP, Minnesota
November 22, 2018

I have been using Cosmolex for about three and a half years. I was an early adopter and I really like it.

Graig Corveleyn
November 21, 2018

Great customer service, I like the dashboard and time tracking functions.

Rachael Ardanuy
RZA Legal
November 20, 2018

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
Wood & Solis, LLP, Georgia
November 19, 2018

Very good customer service and the integration between cosmolex and casemaker. I have recommended Cosmolex to two other attorneys.

Janay Kent
The Law Office of Janay Kent, LLC
November 18, 2018

Everything I need as a solo is integrated and functional

Jessica Palumbo
Palumbo Law, LLC, Georgia
November 17, 2018

I found the user interface modern, straightforward, and easy to learn. It was also cloud-based, which is a plus, and I found support very helpful.

Alex Burton-Vulovic
ZBV Law PC, Ontario
November 16, 2018

We just switched over to Cosmolex from MyCase. Thus far, my experience has been great. We are appreciative of the onboarding process and the training. We also appreciate the attention of tech support in migrating our data.

Mark Cook
J. Mark Cook, Esq., PLLC
November 16, 2018

The interface is easy to use and navigate – everything is where you expect it to be. I also like how customizable it is.

Jennifer Frank
Mark Feigenbaum Professional Corporation, Ontario
November 15, 2018

It’s very comprehensive and has a lot of great features. It’s also a very visually pleasing program.

Lauren Rea
The Rea Law Firm, LLC
November 14, 2018

I like the single location for my accounting, client management, and everything else I use everyday.

Tonya VanBenschoten
Shur Law Co LPA, Ohio
November 14, 2018

Integrated accounting and case management in one spot.

Jordan Bush
Alles Law, Minnesota
November 13, 2018

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
John M. Peters, PLC
October 8, 2018

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
Somer, Heller & Corwin LLP
October 8, 2018

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
Rodolfo Reveles Attorney at Law
October 8, 2018

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
Albert Law, PLLC
October 8, 2018

We love it so far.  We should have more/better input after a couple of months of use.  Thank you!

Full integration of practice mgmt., billing, and accounting, AND LawPay and Backyard Bookkeeper. Awesome!!!

I do not know yet but will certainly contact you if we can imagine any potential improvements

Kimberly D. Levi
The Levi Law Firm, PLLC
August 30, 2018

I had just started my firm and this was the best choice for us.

The interface is great but the customer service won me over.

If I could right click to get to the actions that would be great. It’s intuitive. I would also like to be able to use my mobile app to scan in and save expense receipts.

Brandy Cousins
BLC Law & Consulting
August 28, 2018

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
Postic & Bates, P.C.
August 28, 2018

I wanted fully integrated front end and back end in the cloud.

Ease of use—very intuitive. You have a great trial practice program integrated with sales and support.  After 14 days, I was sold.

More seamless document and email integration with matters.

Dan Zimberoff
Zimberoff Deutsch
August 22, 2018

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
Trevino Law Offfices
August 21, 2018

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
Koblitz Law Office, LLC, Wisconsin
August 14, 2018

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
David C. Farr Law Office
July 18, 2018

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
David K. Hogg, LLC, Alabama
June 29, 2018

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
Weiss Law Office, S.C., Wisconsin
June 17, 2018

We had challenges with PC Law. We like that [CosmoLex] is web-based and the interface is easy to use.

Joseph Minnock
Morgan Minnock Rice & Miner, Utah
June 9, 2018

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
Kryszak & Associates, Co., LPA, Ohio
June 9, 2018

Good for solo practice and integrated accounting. Good experience dealing with all of the reps.

Julie Myers
Myers Law LLC, Colorado
June 5, 2018

I wanted invoicing and accounting capabilities and I appreciate the interplay with LawPay.

Dorcas Gordon
Newfound Law, PLLC, New Hampshire
June 4, 2018

We were using two separate programs for practice management and accounting, which was cumbersome. No more double entry!

April DeLuca
Magic City Law, LLC, Alabama
May 31, 2018

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
Law Office of Felix Tinkov, California
May 18, 2018

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
Patzig Law, Virginia
May 13, 2018

We are a new firm and setting up with CosmoLex has been smooth. Meets our Canadian accounting needs. No need to use Quickbooks! CosmoLex provides excellent support including very useful training videos.

Carol Watson
Law at Work, Ontario
May 12, 2018

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
Gibson Watson Marino LLC, Kansas
May 11, 2018

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
McFarland PLLC, Texas
May 11, 2018

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
Boyer Law Group, Nevada
May 8, 2018

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
Monahan, Grove & Tucker, Oregon
May 7, 2018

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
Law Office of Krista J MacLaren, Washington
May 1, 2018

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
The Law Office of Douglas R. McLaughlin, Wyoming
April 27, 2018

CosmoLex enables me to cover all accounting and firm record keeping on one platform. I am working with an accounting professional in Canada and she appears satisfied with the response for improvement from your company.

Upgrades and adaptation for Canadian users are reported and you appear to be developing them. Many intuitive sub reports and there is an ability for each user to add more.

Norman Griesdorf
Norman D. Griesdorf, Q.C., Ontario
April 24, 2018

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
Stranathan Law, Kansas
April 19, 2018

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
Osborn Conflict Resolution, North Carolina
April 17, 2018

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
Stanbury & Strike, PC, Wyoming
April 16, 2018

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
Lauren A. Taylor, P.C., Georgia
April 14, 2018

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
Law Office of Kiona Gallup, Washington
April 12, 2018

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
Law Offices of Susan Schleck Leiner LLC, New Jersey
April 10, 2018

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
Nuttall Legal, LLC, West Virginia
April 7, 2018

I was looking for an alternative to PC Law. I wanted the software to be cloud-based so it would work on our Apple devices. [CosmoLex] was affordable, and that was attractive. It is pretty user-friendly. Online live agent help is incredible. Ongoing software changes (for no additional fees) and free access to training videos is a huge bonus.

Lisa Burgis Der
Der Barristers, Calgary
April 6, 2018

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
Campolito Law, Georgia
April 2, 2018

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
Aero Law Center, Florida
March 27, 2018

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
Tucker GC, Missouri
March 27, 2018

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
Law Office of Jorden J Piraino, Oregon
March 27, 2018

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
Ray Law Office, Illinois
March 27, 2018

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
Law Office of Lewis & Guerrero, Florida
March 27, 2018

I decided to use a cloud based system to avoid the data corruption problems experienced with PC Law. The CosmoLex cloud based system permits access from any computer anywhere in the world. I can even input time and client expense from my iphone. CosmoLex is also easy to learn and user friendly.

David Hager
HagerLaw, Ontario
March 26, 2018

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
Lieser Skaff Alexander, Florida
March 1, 2018

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 $69/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
Law Office of Jerald M. Stein, New York
March 1, 2018

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
Stone Conroy LLC, New Jersey
March 1, 2018

This is my first practice management software. I needed software after I started my own firm. I chose CosmoLex mainly for its built-in accounting functions and no need for Quickbooks. As far as I can tell, CosmoLex is still the only practice management software that can do it all without integrating with outside accounting software.

Joel Van Nurden
Van Nurden Law, PLLC, Minnesota
March 1, 2018

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
Peres, Zoppo & Associates, Massachusetts
March 1, 2018

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
Akin Law PA, Florida
March 1, 2018

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
Edward Eldred, Attorney at Law, PLLC, North Carolina
March 1, 2018

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
The Ginzburg Law Firm, P.C., New Jersey
March 1, 2018

I had used the old software for a long period of time and needed a change. I like the fact that I can keep track of my time on the road and from any computer with internet access. At the current time, I am trying to make my transition to this program full time and it is working great.

Mark Thomason
Law Office of Mark Thomason , Missouri
February 28, 2018

I am a solo practitioner…I like that the software is easy to use and new features are frequently added. It is a comprehensive practice management software for a very good price.

Rosemarie Moyeno Matos
Rosemarie Moyeno Matos, New Jersey
February 28, 2018

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
Miller Morse Law, Florida
February 28, 2018

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
Burns & Jain LLC, Massachusetts
February 28, 2018

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
Law Office of Richard A. Heun, New Jersey
February 28, 2018

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
Palmetier Law, Colorado
February 28, 2018

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
Monet Binder Law, New York
February 28, 2018

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
McGill Law Firm APC, California
February 28, 2018

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
Saldivar & Associates, Arizona
February 27, 2018

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
The Law Office of Brett M. Dieck, LLC, Maryland
February 27, 2018

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
The Throne Law Firm, LLC, New Jersey
February 27, 2018

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
Ritter Law, P.C., Iowa
February 27, 2018

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
Shacklton & Hazeltine, NewJersey
February 27, 2018

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
Law Office of Briana J. Ross, Oklahoma
February 27, 2018

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
Miller Mentzer Walker, PC, Texas
February 27, 2018

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
Saliman Law, LLC, Colorado
February 27, 2018

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
Bishop and Leigh, Utah
February 21, 2018

I was using PC Law, constantly had tech issues, backup issues and could not use it remotely. CosmoLex was the only bookkeeping software that was law society compliant and which was cloud-based that offered client management, docketing and all bookkeeping functions, as well as additional functionality that just makes all our lives much easier. Our staff can now docket and work remotely and our bookkeepers do not have to be on site to reconcile and perform other tasks.

Aaron Grinhaus
Grinhaus Law Firm, Ontario
February 16, 2018

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
Law Office of Stephanie Albrecht-Pedrick, New Jersey
November 21, 2017

As a new solo lawyer I was looking for Canadian options other than PC Law. Cosmolex fit that bill. Cosmolex is currently the only viable option for the Canadian marketplace without having to use cumbersome workarounds and fixes to integrate with Accounting software and it hasn’t disappointed. The support has also been very responsive in the switch over process and the team seems to be responsive to new suggestions.

Colin Sullivan
Sullivan Law & Tax, Newfoundland and Labrador
November 10, 2017

The easy to use interface is really well designed, other products were too clumsy and not as user friendly

Daniel Briere
Briere Immigration Services, Calgary
October 26, 2017

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
Frances Nicotra Law Firm, New Jersey
October 24, 2017

It includes all aspects of the practice- from case and file management, documentation filing, billing and trust accounting.

George Dilts
Dilts & Koester, New Jersey
October 23, 2017

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
The Eagleburger Law Firm
October 23, 2017

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
Ida Keir Law, Oregon
October 23, 2017

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
Argyle Law, Maryland
October 23, 2017

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
Celski Law Firm PLLC, Washington
October 23, 2017

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
Veritay Group IP, Tennessee
October 23, 2017

My old program was not comprehensive, requiring me to use multiple programs. The comprehensiveness [of CosmoLex] allows me to do client management, file management and account management (including trust accounting) in one program, and the feature tickets which allow me to request new features be added.

Joshua Dubs
Law Offices of Joshua Dubs,, PLLC, New York
October 23, 2017

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
Barboza Law & Associates, P.A., Florida
October 6, 2017

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
Jordan Law PLLC, Virginia
October 5, 2017

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
A. McIntyre Law, N. Carolina
October 4, 2017

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
Ritchie Law, Indiana
October 3, 2017

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
Law Office of Tracie Martinez, California
October 2, 2017

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
Heather Cook, P.L.L.C., Oklahoma
September 29, 2017

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
The Mazza Law Group, P.C., Pennsylvania
September 28, 2017

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
Pamela M. Black, Accountant, N. Carolina
September 27, 2017

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
Reed Legal, PLLC, Oklahoma
September 26, 2017

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
Levy & Associates, P.A., Florida
September 26, 2017

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
Cynthia M. Pyfrom, PA, Florida
September 21, 2017

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
Law Offices of William O'Brien Finch, Jr., Maryland
September 19, 2017

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
The Law Office of Bryce D. Neier, N. Carolina
September 13, 2017

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
A. David Ervin, Attorney at Law, N. Carolina
September 6, 2017

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
Hodum Law Office, PLLC, Tennessee
August 14, 2017

I was looking for a complete solution to my practice management and accounting needs. I tried various other platforms including PCLaw and Clio, but they lacked in usability or functionality compared to CosmoLex. PCLaw is not cloud based, while Clio lacks firm accounting functionality and though they advertise quickbooks syncing, there are major issues with the syncing that requires a great deal of work by the end user.

CosmoLex is able to do virtually everything Clio can do with respect to practice management and even has a few unique features. However, where CosmoLex really shines is with its built in accounting system. As a Canadian Lawyer we require certain functionality that our American counterparts do not and CosmoLex has done a great job of meeting our needs. CosmoLex can properly deal with our HST/GST/PST issues and payments as well as offer us accrual based accounting as we are required to use by law.

There is NO other cloud based platform with an all-in-one solution for Canadian Lawyers. This is a time and money saver for any firm.

Marc Cumbo
Cumbo Law, Ontario
August 8, 2017

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
Law Office of Angela M. Morrison, Alabama
August 3, 2017

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
Injury & Disability Law Office of Wisconsin, Wisconsin
July 7, 2017

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
Robert D. Roseman, PC, Maryland
July 6, 2017

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
Law Offices of John R. Coniglio, California
June 28, 2017

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
Sheftall & Associates, P.A., Florida
June 27, 2017

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
Deschutes Law Group, PLLC, Washington
June 22, 2017

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
Stodghill & Allie, LLP, Texas
June 21, 2017

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
Law Offices of Kenneth L. Baum LLC, New Jersey
June 15, 2017

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
Miller Law Office, Kansas
June 9, 2017

We have started a solo practice firm. With the state’s requirements being recently changed to mandatory eFiling, electronic data is now more acceptable among attorneys and the Courts. CosmoLex encompasses everything so that all data pertaining to a client’s file is easily accessible to the attorney and/or paralegal at any time. This is efficient both for the firm and client and therefore, cost effective for the client.

Sharron Dowdle
Ogilvie Law Office PLLC, Texas
June 7, 2017

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
Law Office of W. Douglas Lowe, North Carolina
June 6, 2017

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
Powell & Associates, California
June 1, 2017

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
Law Firm of Kenneth S. Sternberg, New York
May 8, 2017

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
Peter M. Feaman, P.A., Florida
April 21, 2017

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
Ronald Witkowski, PA, Florida
April 6, 2017

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
Law Offices of Mark McKew PLLC, New York
February 24, 2017

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
Law Office of Rose M Staples Deese, North Carolina
January 18, 2017

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
Phelps-Chartered, Kansas
January 16, 2017

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
Adkins Law Firm, Texas
January 12, 2017

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
Washburn Law Office, LLC, Kansas
January 7, 2017

Our firm needed an easy way to keep track of our IOLTA and CosmoLex was the answer.

Allison Dussias
Law Office of Niko G. Marneris, Illinois
January 6, 2017

Default settings are appropriate, it is very easy to use and customer service is great.

Debra J. Lehman
Law Office of Debra J. Lehman, New Jersey
December 23, 2016

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
The Law Office of Christine L. Freeman, LLC, Missouri
December 22, 2016