Comprehensive & Complete

Legal Trust Accounting Solution

Always current, compliant, and completely automatic.

Legal Trust Accounting

Built-in Trust Accounting

Comprehensive, Compliant, Complete

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

  • Manage single client ledgers or multiple trust accounts 
  • Separate ledgers for trust and operating accounts 
  • Record all trust account transactions 
  • Prevent common trust accounting mistakes like ledger overdrafts or commingling  
  • Online payments applying trust funds to invoices for Individual or bulk invoices  
  • Automatic transfer of funds from trust account to general 
  • Print disbursement checks 
  • Track & disburse third-party lien claims 
  • Import electronic bank statements and auto-reconcile books 
  • Three-way reconciliation reporting capabilities in one click 
  • Comprehensive set of trust record-keeping and financial reporting
Built-in Trust Accounting

What Our Clients Are Saying

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Leader Spring 2023
Users Love Us 2023

Reasons Law Firms Choose CosmoLex

Built-in Legal Accounting

Legal time and billing and law practice management applications, plus fully compliant law office accounting functions. That’s what makes CosmoLex a true practice management software solution for your law firm. Our legal-specific, cloud-based accounting software gives law firms the ability to manage complex client trust accounts and IOLTA accounts, including services such as automatic three-way reconciliations and LEDES billing.

Credit Card Processing Included,
No Fixed Monthly Fees

Your law firm’s credit card challenges are a thing of the past. Get the security and convenience of online invoicing and retainer payments at one low cost with law practice management software. CosmoLex’s cloud-based legal billing software makes client billing user-friendly and fast with electronic payments that can be made by any client with an internet connection.

Customer Support is Always Free

All accounting software 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. Our products are designed to boost your law firm’s accounting efficiency and save time on legal work. If your firm needs support working with our project management software, our experienced team is ready to assist at no additional cost.

Top Reasons Why You Can Trust CosmoLex

No Long-term Contracts

Change happens—we get it. That’s why we don’t lock you into a long-term contract where you’re billed annually, so you can cancel your accounting software subscription at any time, for any reason, hassle-free. We don’t force our customers to sign a binding contract—instead, most law firms simply choose to use the best legal accounting software based on our innovative practice management features.

Simple, All-inclusive Pricing

Every client gets all of our state-of-the-art software features. As new features are added to our law firm software, you automatically gain access to them—with no additional fees per user.

Used By Thousands Of Firms

CosmoLex meets the practice management needs of law firms of all sizes and practice areas. No matter the size or shape of your law firm, CosmoLex can help you manage cash flow, simplify matter management, and make better business decisions.

Legal Trust Accounting FAQs

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