One Platform. Built-In Legal Accounting.
Most firms running Clio are paying for a separate accounting tool on top of their subscription. CosmoLex runs your cases and your complete firm financials together, right out of the box.
Why CosmoLex?
See why firms choose CosmoLex over Clio for long term growth.
Manage Everything in One Place
Manage cases, billing, and your firm’s complete financials from one platform. No second subscription, no syncing between systems, no gaps.
Gain Peace of Mind with Compliance
Your trust accounts, billing, and business books live in one auditable ledger. Three-way reconciliation is built in, so your firm is always prepared and never scrambling when a bar audit arrives.
Grow Your Profits
Stop leaving revenue on the table. Capture every billable minute with built-in time tracking, then automate the admin with matter templates, task workflows, and deadline tracking so your team spends more time on clients.
Manage Everything in One Place
Manage cases, billing, and your firm’s complete financials from one platform. No second subscription, no syncing between systems, no gaps.
Gain Peace of Mind with Compliance
Your trust accounts, billing, and business books live in one auditable ledger. Three-way reconciliation is built in, so your firm is always prepared and never scrambling when a bar audit arrives.
Grow Your Profits
Stop leaving revenue on the table. Capture every billable minute with built-in time tracking, then automate the admin with matter templates, task workflows, and deadline tracking so your team spends more time on clients.
Manage Everything in One Place
Manage cases, billing, and your firm’s complete financials from one platform. No second subscription, no syncing between systems, no gaps.
Gain Peace of Mind with Compliance
Your trust accounts, billing, and business books live in one auditable ledger. Three-way reconciliation is built in, so your firm is always prepared and never scrambling when a bar audit arrives.
Grow Your Profits
Stop leaving revenue on the table. Capture every billable minute with built-in time tracking, then automate the admin with matter templates, task workflows, and deadline tracking so your team spends more time on clients.
Manage Everything in One Place
Manage cases, billing, and your firm’s complete financials from one platform. No second subscription, no syncing between systems, no gaps.
Gain Peace of Mind with Compliance
Your trust accounts, billing, and business books live in one auditable ledger. Three-way reconciliation is built in, so your firm is always prepared and never scrambling when a bar audit arrives.
Grow Your Profits
Stop leaving revenue on the table. Capture every billable minute with built-in time tracking, then automate the admin with matter templates, task workflows, and deadline tracking so your team spends more time on clients.
Everything Your Firm Needs. Nothing Extra Required.
Streamline Your Accounting
Always Reconciled. Always Ready.
Everything you enter in CosmoLex flows automatically to your books. Full accrual accounting, trust accounts, and business financials all in one place. No cash-basis limitations, no separate subscription, no reconciliation gaps.
Capture Every Billable Minute
Every Minute Tracked. Every Dollar Captured.
Most firms lose billable time between client calls, emails, and tasks that never make it onto an invoice. CosmoLex’s Money Finder automatically surfaces unbilled time so nothing falls through the cracks.
Stay Compliant with Built-in Trust Accounting
Three-Way Reconciliation, Built Right In
Trust accounting that relies on a separate tool creates sync gaps, reconciliation errors, and audit exposure. CosmoLex keeps your trust accounts, client ledgers, and bank records in one place, automatically reconciled and always ready for a bar audit.
Automate Your Workflows
Less Admin. More Billable Time.
Automate the tasks that slow your firm down. Deadline tracking, matter workflows, and calendar management all run inside CosmoLex, connected directly to your cases and your billing so nothing gets missed.
Manage, Share, and Sign Documents Securely
Secure Document Sharing, Built Into Your Workflow
Share, collaborate, and collect eSignatures without switching to a separate tool. LexShare keeps your documents, your cases, and your clients all connected inside CosmoLex.
Trust Account Reports
Audit-Ready Reports, Always on Hand
Every trust account report your firm needs is generated automatically inside CosmoLex. Full accrual reporting, three-way reconciliation, fiduciary summaries, and client ledger balances are always current, always accurate, and always ready if your state bar comes calling.
Stay Safe with Enterprise-grade Security
SOC 2 Type 2 Certified. Your Clients’ Data Protected.
CosmoLex is SOC 2 Type 2 certified, so every case file, client record, and financial transaction is protected to enterprise standards. Your firm stays secure and your clients stay confident.
All the tools your firm needs
to run your business.
CosmoLex CRM integrates seamlessly with other essential law firm tools, creating a unified workflow from first contact to final invoice.
Simplify your practice with one tool.
Book a demo.
Book a personalized demo with a CosmoLex specialist and see the platform in action.
