CosmoLex
cosmolex.comBuild Difficulty: 4/5
A few focused days to build a solid replacement
The #1 end-to-end practice management platform for lawyers
How to Replace CosmoLexOverview
Features
76 features across 19 categories
Accounting(5)
Automatically transfer funds to trust and place holds on accounts
Automatic bank data feeds for accounting reconciliation
Complete trust, operating, and business accounting functionality
Manage firm finances with built-in trust accounting compliance
Manage trust account compliance and reconciliation
Automation(3)
Create task workflows and load them into new or existing matters to control deliverability
Automate time-consuming tasks that law firms traditionally handle manually
Automated workflows that change matter status
Billing(17)
Automatically allocate payments to correct matters and invoices
Categorize individual emails and track them as billable items with automatic inbox removal
Integrated payment processor for accepting payments
Accept credit and debit card payments from clients (US)
Create custom invoices to get paid faster in just a few clicks
Accept eCheck payments from clients
LEDES-format billing for law firms
Feature that catches any unassigned meeting or task to review as possible billable item
Receive payment funding the next business day
Clients can pay invoices instantly through the Client Portal
Accept online payments from clients
Embed payment links directly in invoices
Add surcharges to payments (US firms only)
Set up recurring payment plans for clients
Securely store payment information for recurring payments
Divide bills among multiple clients or matters
Billable time and expense tracking with timecards attached to tasks or events
CRM(5)
Automate workflows in CRM
Marketing automation, client intake, and contact management add-on
Seamless conversion process from lead to matter
Create customizable intake forms with logic
Collect electronic signatures through CRM intake
Client Engagement(4)
Allow clients to view and pay invoices online and upload documents with automatic storage and alerts
Streamline intake process for new clients
Build a strong online presence for the firm
Secure portal for clients to communicate, view invoices, pay bills, and upload documents
Communication(3)
Two-way messaging system for client communication with logging in matter records
Optimized email management with matter-based organization and automatic filing
Send SMS messages to clients
Compliance(3)
Keep firm compliant with built-in accounting tools and audit trails
Functionality to check for conflicts of interest
Generate Law Society compliance documentation (Canada Only)
Document Management(5)
Create original document templates in Microsoft Word with merge fields from CosmoLex database
Instantly find any document by client name and legal matter with 24/7 mobile access
Built-in document storage for case information, files, documents, and compliance requirements
Securely manage documents and case information
Share documents securely and collect electronic signatures
Firm Management(2)
Set and track budgets for matters
Track matters and manage case information
Infrastructure(2)
Fully cloud-based platform with no installation required
Access from any browser on any device
Integration(1)
Integrate with QuickBooks Online for accounting (United States Only)
Marketing(1)
Send automated email and text campaigns
Mobile(2)
Access CosmoLex from mobile devices 24/7
Mobile application for on-the-go access
Organization(4)
Create customized views of data
Create custom fields and templates for matters
Visual board to track matter status
Matter-centric design with every email, task, event, document, billable item, and transaction tagged to proper client matter
Reporting(3)
Generate financial and productivity reports
Generate real-time financial reports and accounting data
Pull reports and view robust analytics for enhanced decision-making
Security(3)
Control privacy and permissions to prevent revealing matter records to wrong clients
Complete control over who has permission to view communications within the firm
Granular user-level permissions and privilege settings to assign levels of access
Support(5)
Live chat support
Dedicated account manager for your firm
Support via email
Live onboarding, training, and guided data migration
Support via phone
Task Management(2)
Streamlined calendar and task management with matter-centric organization
Create dependencies between tasks and events
Website(6)
Tools to improve client experience on website
Website builder for law firms with practice-specific pages
Quick and easy website setup process
Pre-built pages designed for specific practice areas
Secure and legally compliant website hosting
Built-in SEO optimization for websites
Pricing
Standard
- ✓Firm Management Functionality
- ✓Conflict Check
- ✓Calendaring and Task Management
- ✓Matter Custom Fields and Templates
- ✓Matter Status Board
- ✓Matter Workflows with Status Automation
- ✓Dependent Task and Event Logic
- ✓Matter Budgets
- ✓Customized Data Views
- ✓Mobile App
- ✓Document Management
- ✓Secure document sharing and eSignatures
- ✓Integrate with Outlook, O365, Google Calendar
- ✓CosmoLex Website
- ✓Time & Billing Functionality
- ✓Time and expense tracking
- ✓Auto trust transfer and trust holds
- ✓LEDES Billing
- ✓Split Billing
- ✓Online Payments
- ✓Credit and debit (US), eCheck
- ✓Recurring Payments
- ✓Secure Client Portal and SMS Message
- ✓Invoicing
- ✓Accounting Functionality
- ✓Trust Compliance and Reconciliation
- ✓Full Accounting (Trust/Operating/Business)
- ✓Bank Data Feed
- ✓Financial and Productivity Reporting
- ✓Phone, Email, Chat Support
Elite
- ✓Firm Management Functionality
- ✓Conflict Check
- ✓Calendaring and Task Management
- ✓Matter Custom Fields and Templates
- ✓Matter Status Board
- ✓Matter Workflows with Status Automation
- ✓Dependent Task and Event Logic
- ✓Matter Budgets
- ✓Customized Data Views
- ✓Mobile App
- ✓Document Management
- ✓Secure document sharing and eSignatures
- ✓Integrate with Outlook, O365, Google Calendar
- ✓CosmoLex Website
- ✓Time & Billing Functionality
- ✓Time and expense tracking
- ✓Auto trust transfer and trust holds
- ✓LEDES Billing
- ✓Split Billing
- ✓Online Payments
- ✓Credit and debit (US), eCheck
- ✓Recurring Payments
- ✓Secure Client Portal and SMS Message
- ✓Invoicing
- ✓Accounting Functionality
- ✓Trust Compliance and Reconciliation
- ✓Full Accounting (Trust/Operating/Business)
- ✓Bank Data Feed
- ✓Financial and Productivity Reporting
- ✓Law Society Compliance Docs (Canada Only)
- ✓QuickBooks Online Integration (United States Only)
- ✓Dedicated Account Manager
- ✓Phone, Email, Chat Support
Elite +
- ✓Firm Management Functionality
- ✓Conflict Check
- ✓Calendaring and Task Management
- ✓Matter Custom Fields and Templates
- ✓Matter Status Board
- ✓Matter Workflows with Status Automation
- ✓Dependent Task and Event Logic
- ✓Matter Budgets
- ✓Customized Data Views
- ✓Mobile App
- ✓Document Management
- ✓Secure document sharing and eSignatures
- ✓Integrate with Outlook, O365, Google Calendar
- ✓CosmoLex Website
- ✓Time & Billing Functionality
- ✓Time and expense tracking
- ✓Auto trust transfer and trust holds
- ✓LEDES Billing
- ✓Split Billing
- ✓Online Payments
- ✓Credit and debit (US), eCheck
- ✓Recurring Payments
- ✓Secure Client Portal and SMS Message
- ✓Invoicing
- ✓Accounting Functionality
- ✓Trust Compliance and Reconciliation
- ✓Full Accounting (Trust/Operating/Business)
- ✓Bank Data Feed
- ✓Financial and Productivity Reporting
- ✓Law Society Compliance Docs (Canada Only)
- ✓QuickBooks Online Integration (United States Only)
- ✓Dedicated Account Manager
- ✓Phone, Email, Chat Support
Cost Calculator
Pricing data not available for CosmoLex. Check their website for current pricing.
Build vs Buy
Should you build a CosmoLex alternative or buy the subscription? Estimate based on 76 features.
Buy CosmoLex
Better ValueBuild Your Own
Buying CosmoLex saves ~$92,400 over 3 years vs building.
Estimates based on 76 features and a BuildScore of 4/5. Actual costs vary.
Integrations
11 known integrations