CosmoLex vs CARET Legal
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
CosmoLex offers more features (76 vs 35) and more integrations (11 vs 3). Both start at Contact Sales. CosmoLex has 73 unique features while CARET Legal has 32 unique features, with 3 features in common.
| CosmoLex | CARET Legal | |
|---|---|---|
| Category | Legal Practice Management | Legal Practice Management |
| Total Features | 76 | 35 |
| AI-Powered Features | 0 | 1 |
| Starting Price | Contact Sales | Contact Sales |
| Pricing Tiers | 3 | 3 |
| Integrations | 11 | 3 |
| Shared Features | 3 | |
| Shared Integrations | 0 | |
| Data Quality | 95% | 80% |
Feature Comparison by Category
Accounting (5 vs 1)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Auto Trust Transfer and Trust Holds | ||
| Bank Data Feed | ||
| Department-based Accounting | ||
| Full Accounting | ||
| Trust Accounting | ||
| Trust Compliance and Reconciliation |
Automation (3 vs 1)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Automated Workflows | ||
| Custom Workflows | ||
| Legal Workflow Automation | ||
| Matter Workflows with Status Automation |
Billing (17 vs 2)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Automatic Payment Allocation | ||
| Billable Email Communications | ||
| Billing, Accounting and Payments | ||
| CosmoLexPay | ||
| Credit and Debit Card Payments | ||
| Custom Invoicing | ||
| LEDES Billing | ||
| LEDES Invoicing | ||
| Money Finder | ||
| Next-Day Funding | ||
| Online Bill Payment | ||
| Online Payments | ||
| Payment Links in Invoices | ||
| Payment Surcharging | ||
| Recurring Payments |
CRM (5 vs 2)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Automated CRM Workflows | ||
| Contact Management | ||
| CosmoLex CRM | ||
| Lead to Matter Conversion | ||
| Logic-based Intake Forms | ||
| Prospect and Contact Management | ||
| Streamlined eSignature in CRM |
Case Management (0 vs 1)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Case Management |
Client Engagement (4 vs 0)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Client Document Exchange | ||
| Client Intake Streamlining | ||
| Online Presence Building | ||
| Secure Client Portal |
Client Management (0 vs 2)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Client Portal | ||
| Custom Branded Portals |
Communication (3 vs 2)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Built-In Email | ||
| Client Communication | ||
| Client Messaging | ||
| Email Management | ||
| SMS Message Support |
Compliance (3 vs 0)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Compliance Management | ||
| Conflict Check | ||
| Law Society Compliance Docs |
Document Management (5 vs 6)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| AI-Generated Document Summaries | ||
| Advanced Document Management | ||
| Document Assembly | ||
| Document Retrieval | ||
| Document Solutions | ||
| Document Storage | ||
| Native Document Editing | ||
| Secure Document Management | ||
| Secure Document Sharing and eSignatures | ||
| Unlimited Matter-Related Document Storage |
Firm Management (2 vs 0)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Matter Budgets | ||
| Matter Tracking |
Infrastructure (2 vs 0)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| 100% Cloud-Based | ||
| Browser-Based Access |
Integration (1 vs 1)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Integration Support | ||
| QuickBooks Online Integration |
Marketing (1 vs 0)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Email and Text Drip Campaigns |
Migration (0 vs 1)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Expert Data Migration |
Mobile (2 vs 1)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Mobile Access | ||
| Mobile App |
Organization (4 vs 0)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Customized Data Views | ||
| Matter Custom Fields and Templates | ||
| Matter Status Board | ||
| Matter-Centric Organization |
Payment Processing (0 vs 1)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Integrated Payments |
Reporting (3 vs 5)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| CARET Analytics | ||
| Customizable Data Visualization | ||
| Financial and Productivity Reporting | ||
| Flexible Reporting Options | ||
| Personalized Metric Selection | ||
| Real-time Financial Reports | ||
| Reporting and Analytics |
Security (3 vs 2)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Client Portal Privacy Controls | ||
| Custom Permissions | ||
| Data Security | ||
| Email Viewing Permissions | ||
| Granular User Permissions |
Support (5 vs 3)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| 24/7/362 Phone Support | ||
| Chat Support | ||
| Dedicated Account Manager | ||
| Dedicated Onboarding Support | ||
| Email Support | ||
| Live Onboarding and Training | ||
| Phone Support | ||
| Premium Support |
Task Management (2 vs 1)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Calendar and Task Management | ||
| Dependent Task and Event Logic | ||
| Task Management |
Time Management (0 vs 2)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Calendaring | ||
| Time Tracking |
Training (0 vs 1)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Comprehensive Training |
Website (6 vs 0)
| Feature | CosmoLex | CARET Legal |
|---|---|---|
| Client Convenience Tools | ||
| CosmoLex Websites | ||
| Fast Website Setup | ||
| Practice-Specific Website Pages | ||
| SEO Optimization | ||
| Safe and Compliant Hosting |
Unique Features
Only in CosmoLex (73)
Auto Trust Transfer and Trust Holds
Bank Data Feed
Full Accounting
Trust Accounting
Trust Compliance and Reconciliation
Custom Workflows
Legal Workflow Automation
Matter Workflows with Status Automation
Automatic Payment Allocation
Billable Email Communications
CosmoLexPay
Credit and Debit Card Payments
Custom Invoicing
eCheck Payments
LEDES Billing
Money Finder
Next-Day Funding
Online Bill Payment
Online Payments
Payment Links in Invoices
+ 53 more unique features
Only in CARET Legal (32)
Department-based Accounting
Automated Workflows
Billing, Accounting and Payments
LEDES Invoicing
Case Management
Client Portal
Custom Branded Portals
Built-In Email
Client Communication
Contact Management
Prospect and Contact Management
Advanced Document Management
AI-Generated Document Summaries
Document Solutions
Native Document Editing
Unlimited Matter-Related Document Storage
Integration Support
Expert Data Migration
Integrated Payments
CARET Analytics
+ 12 more unique features
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