Calendar & Task Management
Automatically connect every entry to the appropriate client matter, so your paper trail is solid and able to demonstrate compliance or settle a client dispute.
Billing for Tasks & Meetings
Our Money Finder feature catches any billable events and tasks where time has yet to be tracked so you can review it as a possible billable item. Enter timecards and attach them to a task or event to mitigate potential client disputes.
Create task workflows and load them into new or existing matters. Custom workflows allow you to control what gets done by whom and when for excellent deliverability.
Every email is filed in its correct client-matter folder and will alert you 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, or create your own unique list of categories. As emails are categorized, they’re automatically removed from your inbox to keep you organized and decluttered.
Sensitive content is never compromised with complete control over who has permission to view your communications within the firm.
Generation & Management
With a built-in storage option, we make it easy to manage your case information, files, documents, compliance requirements, and streamline productivity. We are also integrated with leading storage providers including OneDrive, Google Drive, NetDocuments, Dropbox, and Box.
Find any document you need instantly — simply go to the folder labeled with your client’s name and legal matter. With mobile access, you can locate, retrieve and work with any piece of case information 24/7.
Security is a top priority with matter-level permissions and privilege settings to easily assign levels of access for specific members of your team.
Create original document templates by designing it once in Microsoft Word and downloading your database of merge fields (including custom fields) from CosmoLex. Use the basic Word “mail merge” function to assemble the documents.
You and your staff can communicate with your clients using a two-way messaging system within the security of the CosmoLex Cloud environment. All communication is logged within your CosmoLex Matter Records.
They can also upload documents, which are then automatically stored in the correct CosmoLex matter, and you’ll receive an instant alert when a client uploads a document as part of a daily summary of client activities.
Privacy & Permissions Controls
Control every aspect of privacy and permissions to prevent revealing matter records to the wrong client. Clients are only able to view their records, they do not have editing permissions. You can revoke access to a single record, an entire group of items, or even the entire portal if necessary.
Online Bill Payment
Your clients can view and pay invoices online if you accept credit card payments. Deliver invoices using the Client Portal and clients can pay instantly.
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… that is is not as confusing as the double-entry method used by other accounting programs. “Laura Davenport”
Ford Jones IV
Cosmolex provides a familiar and simple user interface that allows our firm to quickly and efficiently manage billing and times.
CosmoLex helps me efficiently track my time. Only positive experiences so far!
Cosmolex offered its services to me for free while I was in an incubator program, and I like that Cosmolex… supports incubators. I stayed with Cosmolex after because it includes an accounting feature and I don’t have to buy extra software or subscriptions. The dashboard saves me time and earns me money because I see how I am doing all at once, and reminds me to bill for emails I have sent or received. I also like how the accounting updates instantly and it is all available in one package. “Amy Rotering”
Very feature-rich. Accounting features are great and it’s one of the few programs out there that has full legal accounting… built into a case management system…Very easy billing/invoicing. Love having access to certain Cosmolex features via mobile and being able to report billable time outside of the office. Love the cloud-based nature of Cosmolex. “Mikhail Lopez”
CosmoLex is like the outstanding office assistant I don’t have, who reminds me and keeps me on track without my… having to remember every detail about every case and my schedule. CosmoLex provided me with a seamless experience over the summer as I moved to and fro between my under-construction office, home office, and car. I chose CosmoLex because of its built-in accounting features: as a solo just starting out, I could not invest in multiple programs or learn multiple platforms while still learning my actual job. CosmoLex made accounting so easy and the training resources are plentiful. I can also see how I will be able to scale up my business using the software and unlock even more features. “Melinda McElheny”
I really enjoy how uniform my office has become with CosmoLex. I’m able to search tasks to see if someone… else has completed them and billed for them, which avoids duplicating work and unnecessary meeting time. It also quickly and conveniently lets me change billings for things like emails or calls, when I need to add in time for additional follow-ups, rather than billing the client numerous .1’s, I can bill a cohesive .5 for 6 separate 5-minute calls. This makes both me and the client happy. I love the CosmoLex app. It is incredibly user-friendly and helps me bill contemporaneously while I am in court or on the phone, as I can add in my time from my cell phone, which is usually already in my hand, rather than trying to write it down and keep track when I get back into the office. It also lets me tell clients exactly what they owe in the moment, rather than trying to guesstimate or call them back later. “Stephanie Gilbert”
There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched… because it includes bookkeeping and timekeeping in one program. “Rebecca Norton”
It is useful for keeping track of time for billing, and generation of retainer requests and invoices.
I enjoy having my billing and timekeeping in one software. I like that it integrates with other software, such as… Office 365, and integrates with LawPay. It’s a very nice and easy to use, all in one software for case and practice management, as well as billing, invoicing, and accounting. Saves a lot of duplicate entries in multiple places. “Sarah Cox”
I like the dual accounting/billing feature of Cosmolex. It saves a lot of time from double entering things into two… programs. “Sara Bachman”
CosmoLex has drastically changed our office in the way that we can check our calendar outside of the office on… the mobile app so we never miss an appointment! I haven’t found anything that I don’t like about CosmoLex yet. “Lori Radke”
CosmoLex’s trust accounting features make it a great companion to and even replacement for QuickBooks…CosmoLex generates great detailed reports that… have come in handy from administrative work, to customers and for the attorneys. CosmoLex has improved the detail levels of my trust accounting and is a great database for all the financial records attached to our clients. The reports I can generate help us track revenue streams and keep on top of billable hours with ease. “Robert O’Hanlon”