It is fairly simple to use. I chose it because it is recommended by the State Bar, and an attorney friend recommended it.
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.
We had challenges with PC Law. We like that [CosmoLex] is web-based and the interface is easy to use.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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!
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.
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!
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!
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.
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.
It’s all in one accounting and case management. I also like the cloud file function. Trust accounting and firm accounting is all integrated.
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!
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.
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
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.
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.
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.
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.
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 $59/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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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!
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.
The easy to use interface is really well designed, other products were too clumsy and not as user friendly
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
Our firm needed an easy way to keep track of our IOLTA and CosmoLex was the answer.
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.