Protect Client Data With Enterprise Law Firm Security

SOC 2 Type II certification means bank-grade level security for your data. We deliver advanced technology and best-practice security protocols to give you the systemwide protection you and your clients expect.

Enterprise-grade Security
Security-by-design

Security-by-design

Security-by-design

Infrastructure

Our security-by-design approach to coding and infrastructure creates an optimally secure architecture, backed by an Independent Security Assessment report.

Bank-grade Encryption

Bank-grade Encryption

Bank-grade

SOC 2 Type II Certification

CosmoLex has gone through the most rigorous 3rd party audit available of our systems, processes, and security protocols. This means our entire infrastructure has been examined routinely and passed inspection every 12 months. This also means you have piece of mind knowing your data is safe, secure, and reliably available.

Encryption

All traffic between your computer and CosmoLex law firm software is protected by 256-bit SSL encryption, the same data protection used by major online banks. All of your data is stored encrypted (encryption at rest), which means you and your clients are protected at all times.

Account-level Security

Account-level Security

Advanced

Account-level Security

Two-factor Authentication (2FA)

In addition to a username and password, 2FA sends a verification code via SMS to your mobile phone to enable access.

User Management

In addition to infrastructure-level security controls, you can assign security levels, roles, and access privileges at the user level

Auto Backups

Auto Backups

Automatic

Backups

Your data is backed up automatically every few hours, so you never have to worry about losing information or work. Your backups are stored encrypted, in multiple locations so it’s protected by redundancies, too.

US-Based Servers

US-Based Servers

US-Based

Servers & Personnel

All of your data is stored in U.S.-based data centers and our core customer support teams are located in the U.S. and subject to U.S. jurisdiction as well.

Security Assessment

Security Assessment

Independent

Security Assessment

CosmoLex legal practice management software has passed a threat assessment analysis of our code and architecture perimeter conducted by leading industry security expert, Phalanx Secure Solutions, Inc.

The combined functions of bookkeeping and time and billing is awesome, I don’t need two different programs anymore…I feel so much more in control and the online video learning is the best.
Troy Hunter
British Columbia
I am now able to practice from anywhere. Remote login issues are no longer dominating my practice and my life! I can operate from anywhere in the world to service my client’s needs! Cloud-based is now a must for my practice. I am so much more efficient and effective now that I can practice when and wherever works for me.
Tyler Pollock
Alberta
It has helped overall managing client trust funds, keeping a record of expenses, dockets etc…Easier to use than PC Law
Anisa Dattu
Ontario
Streamlined everything…Invoice, docketing, client and billing management are easy!
Jason Wong
Ontario
The ease of having everything in one place. All of your matters are easily accessible, creating dockets, doing billing directly in CosmoLex is a breeze. There’s no concerns on needing to find another program for billing since it as included within CosmoLex, unlike some other programs. A simple 1-point solution, no need to try and locate parts or a file from other programs because it’s all saved in one location and is easily acceptable by our entire office team.
Sarah Pothier
Ontario
I chose CosmoLex because it came on great recommendation from another law firm and has functionalities that other accounting software does not have (i.e. iOS application for docketing).
Molly Warwick
Ontario
CosmoLex provides an ‘all in one’ solution to our docketing, accounting, financial reporting, and cloud storage requirements. Customer support for getting started has been amazing, with ongoing assistance at pretty much any time. Each of our lawyers is now fully integrated into the administration of the firm. We have total transparency amongst the partners, and no one has to take on the burden of the accounting by themselves.
Peter Liston
Ontario
The fact that is is hosted online and has every feature I think I made need moving forward…I’m positive it will make my practice well managed.
Sebastien Lapointe
Quebec
The efficiency of the program saves time every day. Having used other programs that have limited functionality, CosmoLex is a pleasure to work with. It is a very comprehensive program that allows you to have one program to achieve your Practice Management tasks. I also appreciate the customer service provided by CosmoLex. I have found that each and every issue that I have come across has been resolved in an efficient and courteous way.
Terra Vetter
Alberta
It’s a great tool and an all in one system. User-friendly. Organised. Easy to use. Great features.
Sherine Abdi
Ontario
I’ve had a fantastic experience with CosmoLex. It’s streamlined our bookkeeping and accounting practices and given me peace of mind knowing that I’m in full LSO compliance.
Deepa Tailor
Ontario
Cosmolex does my reporting for me and makes the accounting portion of things easier for me and my accountant. I can print cheques straight from the program which is nice. I am no expert on these programs but if you’ve just opened your own practice like me you will want to choose this one over the competition. LawPay has made my life so much easier too. It’s not like the other services that will draw service fees from your trust account- a big no no.
Norm Lundale
Ontario
ONE END-TO-END solution

All the tools your firm needs
to run your business.

Built with the needs of modern small and mid-sized law firms in mind, CosmoLex’s legal practice management software increases efficiency and profitability.

Legal Time & Billing

Access on the-go time capture and easy legal billing software. 

Calendaring & Task Management

Automate workflows and prioritize your tasks. 

Law Firm Reporting

View robust analytics for enhanced decision-making. 

Integrations

Work with tools you already use like Office 365 and Dropbox. 

Accounting

Manage office and trust accounting along with your practice. 

Invoicing & Online Payments

Get paid faster with accurate invoicing and convenient payment options.

Secure Client Portal

Collaborate with your clients including file sharing and eSignature. 
 

Document Management

Centralize and store your correspondence and files in one system. 

Legal Websites

Establish your digital footprint for new law firm growth opportunities. 

Legal Time & Billing

Access on the-go time capture and easy legal billing software. 

Calendaring & Task Management

Automate workflows and prioritize your tasks. 

Law Firm Reporting

View robust analytics for enhanced decision-making. 

Integrations

Work with tools you already use like Office 365 and Dropbox. 

Accounting

Manage office and trust accounting along with your practice. 

Invoicing & Online Payments

Get paid faster with accurate invoicing and convenient payment options.

Secure Client Portal

Collaborate with your clients including file sharing and eSignature. 
 

Document Management

Centralize and store your correspondence and files in one system. 

Legal Websites

Establish your digital footprint for new law firm growth opportunities. 

Simplify your practice with one tool.

Book a demo.

Book a personalized demo with a CosmoLex specialist and see the platform in action.

Try for free.

No wait. No credit card. Just click to try CosmoLex for 10 days.

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CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.
+1 866-878-6798
1555 Palm Beach Lakes Blvd, Ste 220 West Palm Beach, FL 33401
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CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

©2026 ProfitSolv Purchaser, Inc., All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv Purchaser, Inc. and its affiliates. All product names and trademarks are the property of their respective owners.