Comprehensive & Complete

Legal Trust Accounting

Always current, compliant, and completely automatic.

Built-in Trust Accounting

Comprehensive, Compliant, Complete

Trust accounting is built-in, right alongside practice management, billing, and general accounting. CosmoLex will do all of your trust bookkeeping — automatically, in the background, in real-time.

Manage individual client ledgers
Prevent common trust mistakes like ledger overdrafts or commingling
Individual or bulk invoice payments using trust funds
Automatic trust-to-general transfer
Print disbursement checks
Track & disburse third-party lien claims
Import electronic bank statements and auto-reconcile books
Generate three-way reconciliation reports in one click
Generate a comprehensive set of trust recordkeeping reports

Audit-ready

Trust Reconciliations

Effortless Reconciliations

Keeping your trust accounts reconciled monthly is mandatory and typically the first thing an auditor will review. Running bank reconciliations is easy and error-proof - just open up the trust bank account and select the transactions listed in your latest bank statement or import bank statements for auto-clearing.

Three-way Client Ledger Reconciliation

With built-in trust account management functions, CosmoLex makes it easy to generate reconciliation reports. Simply select the Three-way Reconciliation option to generate a report and you can see if the balances match, and archive the report for future audits.

Comprehensive

Trust Reports

CosmoLex offers a complete list of trust reports, so staying on top of your accounting and avoiding compliance issues is easy and automatic. Reports include:

Trust Ledger Balance
Trust Ledger Activity Summary
Trust Ledger Transactions
Trust Client Balance
Trust Balance by Matter Name
Trust Journal
Trust Receipts Journal
Trust Disbursements Journal
Trust Transfer Record
Three-way Reconciliations

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

Built-in Legal Accounting

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

Credit Card Processing Included,
No Fixed Monthly Fees

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

Customer Support is Always Free

All support, training, and onboarding are provided by our local in-house team. There's never an extra charge and 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 you can cancel at any time, for any reason, hassle-free.

Simple, All-inclusive Pricing

Every client gets all of our state-of-the-art features. As new features are added, you automatically get access to them.

Used By Thousands Of Firms

CosmoLex solves the practice management needs of law firms of all sizes and practice areas.

Ready To Get Started? Try Free For 10 Days!

All-inclusive Practice Management, Legal Billing, and Accounting. No QuickBooks^® Required!

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