Schedule your CosmoLex demo
One connected platform built for the business of law
Get a demo to better understand how to:
Set up trust accounting around how your firm handles client funds- Bring your matters, contacts, and open balances with you
- Pick the right plan for a firm your size
- See what implementation and training actually take
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Connect with a specialist who can answer all your questions.
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We have become far more efficient, and billing is much easier, as is trust accounting!
Robust trust accounting… has made me more organized, and I feel as though I have a better grip on my firm’s finances.
Customer support for getting started has been amazing, with ongoing assistance at pretty much any time.
Local and national bar associations trust CosmoLex
Vetted and offered as a member benefit by bar associations across North America.
Frequently asked questions about CosmoLex
What firms want to know before taking a closer look.
What happens during the demo, and how long does it take?
The demo is a live, one-on-one walkthrough with a CosmoLex specialist covering billing, trust accounting, time tracking, and reporting. It's personalized to your firm rather than a generic product tour, and you can ask questions in real time.
What makes CosmoLex different from what I'm using now?
CosmoLex combines practice management with built-in legal accounting in a single system. That removes the need for a separate accounting tool, cuts duplicate data entry, and supports compliance with trust accounting rules. Most platforms treat accounting as an integration. Here it's the same system your matters and billing already live in.
Will it handle reports and workflows my current system does?
Bring your must-have list to the demo. Firms move to CosmoLex from PCLaw, Timeslips, QuickBooks, and other practice management platforms, and each arrives with specific reports and workflows they can't lose. We'll show you how each one works, or tell you honestly if it doesn't.
Do you integrate with the tools we already use?
Every plan includes integrations with Microsoft 365, QuickBooks Online, Dropbox, Zapier, and more. The QuickBooks Online integration sends data one direction, from CosmoLex to QuickBooks Online, and turning it on disables CosmoLex's built-in Business Accounting and Matter Budgets. If a specific tool is a requirement, bring it up on the call so you get a direct answer before you decide.
Does CosmoLex handle trust accounting and bar compliance?
Yes. Trust accounting is built into CosmoLex natively, not bolted on as an add-on, with three-way reconciliation and full audit trails included. This is the top reason firms move to CosmoLex, particularly those coming off QuickBooks or a system where trust accounting was an afterthought. CosmoLex provides the tools to support IOLTA and IOLA requirements; your firm remains responsible for meeting the rules of its jurisdiction and bar.
What AI features does CosmoLex offer?
AI Intake builds and migrates client intake forms, then triggers what happens next automatically, from conflict checks to consultation booking. AI Document Summary produces a summary, key details, and an outline for any stored document without opening the file, and AI-powered filtering replaces multi-criteria filters with plain-English search. We're adding new AI features regularly.
