Law Practice Management Software

CosmoLex puts individual legal matters at the heart of your law practice management software. That means every email, task, event, form, document, billable item, and transaction-every record-is tagged to its proper client matter at all times.

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Streamlined

Calendar & Task Management

Matter-centric organization

With document automation, automatically connect every entry to the appropriate client matter, so your paper trail is solid and able to demonstrate compliance or settle client conflicts.

Billing for Tasks & Meetings

Our Money Finder billing feature checks any billable events and tasks where time has yet to be tracked so you can review it as possible billable time. Enter timecards and attach them to a task or event to mitigate potential client disputes.

Custom Workflows

Create web-based task workflows and load them into new or existing matters. Custom workflow management allows you to control what gets done by whom and when for excellent collaboration and deliverability.

Optimized

Email Management

Matter-based Management

Matter management impacts every part of your legal practice, even email. With CosmoLex’s matter-based document automation, every email is filed in its correct client-matter folder, and you will be alerted if a match can’t be found or more than one match is located.

Billable Email Communications

Individual emails can be grouped into categories like Client Discussion or Discovery—you can also create your own list of categories that apply to your case files. As emails are categorized, they’re automatically removed from your inbox to keep you organized and decluttered.

Viewing Permissions

With complete control over who has permission to view your communications within the firm, you can ensure that sensitive content is never compromised and your clients’ rights to privacy are always protected

Document

Generation & Management

Document Storage

With a built-in cloud storage option, we make it easy to streamline productivity and manage case information, files, documents, and compliance requirements from our legal software. We’re also integrated with leading storage providers, including OneDrive, Google Drive, NetDocuments, Dropbox, and Box.

Document Retrieval

Find any document you need intuitively and instantly—simply go to the folder labeled with your client’s name and legal matter. With mobile cloud-based access on iPhone or Android, you can search for, locate, retrieve and work with any piece of case information 24/7.

Security

Security is a top priority in the legal industry—not all lawyers or team members should have access to every case file. Matter-level permissions and privilege settings allow you to easily assign access levels for specific team members.

Document Assembly

Create original document templates by designing them once in Microsoft Word and downloading your database of merge fields (including custom fields) from CosmoLex. Use the basic Word “mail merge” function for document assembly

Secure

Client Portal

Client Messaging

You and your staff can use CosmoLex’s contact management CRM features to communicate with both old and new clients using a web-based two-way messaging system within the security of the CosmoLex Cloud environment. All communication is logged within your CosmoLex Matter Records.

Document Exchanges

Clients can also upload documents to the web-based client portal, which are then automatically stored in the correct CosmoLex matter. You’ll receive an instant alert when a client uploads a document as part of a daily summary of client activities.

Privacy & Permissions Controls

The best law practice management software controls every aspect of privacy and permissions to prevent revealing matter records to the wrong client. Clients can only view their records, for example, and they don’t have editing permissions. If necessary, you can revoke access to a single record, a targeted group of items, or even the entire portal.

Online Bill Payment

Online billing is a recommended solution for law firms of every type. Your clients can view and pay invoices online if you accept credit card payments

Grow Your Firm With The Right
Law Practice Management Software

Streamline Your Legal Operations

Stop juggling between different tabs, products, and programs. With CosmoLex’s comprehensive suite of case management tools, your law firm’s activities—from client intake to invoicing—are accessible within a few clicks

Set Up Better Workflows and Make More Time for Billable Hours

Reduce administrative workload by automating legal tasks, connecting client and matter information in one place, and putting your entire law practice on the same page.

Deliver Seamless Client Experiences

Send client communications quickly, share documents, set up reminders and appointments, and make generating, sending, and paying invoices simpler than ever with a web-based client portal.

Make Business Decisions Easier

Generate reports to understand revenue flow, gain insight into matter activities, and stay in compliance. Pinpoint profit centers and understand relationships between them to make informed decisions about your firm's growth, whether you’re a midsize law firm, a solo law firm, or a large firm.

What Our Clients Are Saying

It helps with keeping time, accessing my files, and keeping track of emails. I love this program. I also like… “Laura Davenport”

Laura L. Davenport, LLC

Laura Devenport

Cosmolex provides a familiar and simple user interface that allows our firm to quickly and efficiently manage billing and times.

J.V. Dell P.C.

Ford Jones IV

CosmoLex helps me efficiently track my time. Only positive experiences so far!

The Law Offices of Jeffrey D. Goldstein

James Rippeon

Cosmolex offered its services to me for free while I was in an incubator program, and I like that Cosmolex… “Amy Rotering”

Tulpen Law PLLC

Amy Rotering

Reasons Law Firms Choose CosmoLex

Legal-specific Accounting

Legal time and billing and law practice management applications that include fully compliant law office accounting. That's what makes CosmoLex a true law practice management solution for your law firm.

Built-in Payment Processing

Credit card challenges are a thing of the past. With CosmoLexPay, you get the security and convenience of online invoicing and retainer payments at a simple, low cost.

Customer Support is Always Free

Our local in-house team provides all support, training, and onboarding. There's never an extra charge to grow comfortable with our practice management system—we’re always here to help.

Top Reasons Why You Can Trust CosmoLex

No Long-term Contracts

Change happens, we get it. And that’s why we don’t lock you into a long-term contract so that you can cancel any month, for any reason, hassle-free. If you want to try before buying, get started with our free trial on our website

Simple, All-inclusive Pricing

One price for all matter management features. Every client gets all of our state-of-the-art functionalities. As new features are added to our legal software package, you automatically get access to them.

Used By Thousands Of Firms

If you’re into numbers, check out ours—we’re the matter management software used by thousands of law firms due to our extensive experience helping firms manage cases. CosmoLex solves the practice management needs of law firms of all sizes and practice areas.

Law Practice Management Software FAQs

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Law practice management software is an application that offers law firms a solution for managing their daily operations, business needs, and workflows. A robust law practice management solution allows attorneys, paralegals, and other employees the ability to easily track and manage:

Finding a legal practice management software with the right features allows your firm to start working better together. A robust law firm software solution can put legal matters, business information, and more at your team’s fingertips and facilitate effective coordination to move your cases—and your practice—forward.

Important features for a law practice management solution include the following:

Productivity Tools

Contact management features: Keep all your clients and contacts in one accessible location to support positive client relationships.
Email management: Build better client relationships by staying on top of your inbox with an integrated email system.
Calendaring: Never double book or overbook yourself with an integrated calendaring system that gives you a big-picture view of deadlines, appointments, clients, cases, and more.
Task management: Create actionable to-do lists, monitor task progress, and analyze internal workloads to keep your firm productive and profitable—without overloading your team.

Case Management Tools

Case management features: Keep your attorneys, paralegals, and legal professionals organized and up-to-date with all easy-to-access case management information.
Legal document management features: Save time on document management with built-in document management capabilities. Edit, store, and organize new and existing legal documents within a secure environment.
Time and expense tracking: Time tracking is one of the most important tasks at law firms. When implemented effectively, a time and expense tracking tool helps your law firm correctly bill clients for services, manage time entries, analyze how long tasks take, and increase productivity and profitability.

Financial Tools

Legal billing and invoicing features: Automate tedious billing and invoicing tasks while offering clients the payment options they prefer. The result? Faster payments, happier clients, and a more profitable legal practice.
Accounting: Skip unnecessary integrations with tools like QuickBooks—unlike other options such as Clio, CosmoLex has a built-in legal accounting solution to support your firm’s operations. CosmoLex offers native trust accounting, reconciliations, and robust reporting features.
Online payments: With CosmoLexPay, your law firm can finally offer easy-to-manage credit card and electronic payments to make it simple and fast to pay—and get paid faster.

Business Development

Analytics and reporting: Having the big picture of your firm’s utilization, realization, and collection rates puts informed decision-making at your firm’s fingertips.

There are many options on the market for legal practice management software, as well as tools that support different administrative functions for law firms. Choosing the right platform for your law firm can feel overwhelming, but there are a few key points to keep in mind.

Consider the long-term needs of your firm rather than focusing on specific features
What kind of task management is required at your legal practice and how much time is spent on specific administrative tasks? Look for features that support efficiencies in those areas
Look at how your attorneys, paralegals, and other staff work. Do you primarily work in-office, or is your team remotely located and could benefit from a cloud-based solution?
What’s your budget for legal practice management software?

Cloud-based software has taken over the market in recent years, thanks to its flexibility and affordability. Cloud-based law practice management software is no exception. But how do they differ from traditional on-premise law practice management software?

Cloud-based Law Practice Management Software

The primary feature of cloud-based law practice management software, at least from a user’s point of view, is that it’s remote-friendly. Cloud-based software is hosted through a web browser, making them accessible wherever you work. Because they’re hosted on the web, maintenance, support, and troubleshooting are easier, too.

Another benefit of cloud-based software is its price point. Cloud-based law practice management software tends to be available via a subscription model with either monthly, quarterly, or annual fees. This allows legal practices the option of choosing a predictable price point that meets their budget. This is an especially weighty consideration for small law firms and solo practices.

In the past, law firms have been concerned about how robust cloud-based software security is compared to on-premise software. Today’s cloud-based software security is robust, providing both clients and attorneys with high levels of protection for personal and business information.

On-premise Law Practice Management Software

On-premise software has been the traditional go-to for law practice management software and is widely viewed as reliable, secure, and a smart long-term investment for law firms.

Unlike cloud-based software, on-premise options require users to purchase licenses rather than subscriptions. Licenses are one-time fees, meaning no monthly software costs. However, implementation can be more time-consuming and require greater IT support.

On-premise software does allow for greater control over security. Because the software is hosted on your own servers, your firm can dictate the level of cybersecurity to implement. However, it’s important to highlight that providing this security can be an additional cost for your firm.

What’s more, for firms that allow for remote or hybrid working, on-premise software doesn’t provide the same degree of flexibility as cloud-based solutions. To access the software, staff need to be at the office to access, share, and backup data, or be able to utilize a virtual private network (VPN).

One of the benefits of using legal practice management software is that it reduces the need for multiple tools. Without a practice management software, your firm might rely on separate software for time tracking, expense tracking, client communications and email, calendaring, case management, billing and invoicing, accounting, payment, and document management. With a practice management software like CosmoLex, all of these functionalities are brought together.

That being said, CosmoLex integrates with a range of platforms, including:

For law practice management software to have a truly positive impact on your law firm, it needs to be user-friendly. The layout, functions, and tools should save your team time, not eat up extra hours.

Today’s legal practice management software are designed with user experience in mind. Key functionalities and insights should be available within a few clicks and common questions should be easy to troubleshoot within an easy-to-understand knowledge base.

That being said, training for your attorneys, paralegals, and other legal professionals can be a huge asset. CosmoLex offers law firms a range of options for live training classes, personalized support, and online learning videos and webinars to guide and support both new and experienced users.

Switching to a legal practice management software might seem like a big leap, but it’s one that will put your law firm in a better position to improve your legal services and grow your revenue. To successfully implement a new legal practice management solution at your firm, you’ll want to take a few key steps to prepare:

Work with a legal software consultant: A legal software consultant will support your attorneys and staff through the process of implementing a legal practice management software. They’ll help your team understand what to expect, the benefits of switching systems, and answer questions along the way.
Create a plan for change: Changing your legal software doesn’t happen overnight—and you’ll need a plan to transition between old and new systems. By identifying how information needs to be migrated, timelines for the process, and how to address challenges along the way, you’ll de-stress the process significantly.
Train your staff thoroughly: Providing your attorneys and staff with extensive training and support will help everyone feel confident about their ability to use the new practice management system. After all, software only benefits users to the extent that they understand how to use it.

Compliance and security are two primary considerations for law firms when deciding on any kind of software to use in their legal practice. Law firms are bound by strict rules for professional conduct, which include protecting client information and safekeeping of property. Moreover, increasing cybersecurity threats have businesses across industries worried about the risk of reputational damage from data breaches.

Law practice management solutions provide both the compliance and security that law firms need. Solutions like CosmoLex are designed to protect client confidentiality through case management and document storage functions. These functions allow legal contracts, client records, and other documents to be stored and accessed as per auditing needs or jurisdictional retention policies.

CosmoLex is unique in its built-in trust accounting features. Unlike other popular law practice management software like Clio, Cosmolex allows law firms to run trust accounting through the software itself, without integrating a third-party software like QuickBooks, which is not set up for trust accounting.

Law practice management software also provides extensive security benefits. Cloud-based software like CosmoLex offers consistent and thorough backup systems, storing your firm’s data with the most advanced security protections. All data transfer is protected with encryption so that no unintended eyes can read matter documents or access client information.