Replacement Guide

How to Build Your Own CosmoLex

Replace CosmoLex with a custom build. The #1 end-to-end practice management platform for lawyers

Few Days
76 features11 integrations3-5 days

Estimated Timeline

Based on 76 features at Few Days difficulty, expect about 3-5 days with AI-assisted development.

1
Architecture & setup
Half day
2
Core features
2-3 days
3
Testing & polish
1 day

Recommended Tech Stack

Next.js 14

Full-stack React framework with API routes and server components

Supabase

PostgreSQL database, auth, and real-time subscriptions

Tailwind CSS

Utility-first styling for rapid UI development

Key Features to Replicate

Top features across 8 categories. See all 76 features

Billing(17 features)

Automatic Payment AllocationPremium

Automatically allocate payments to correct matters and invoices

Billable Email Communications

Categorize individual emails and track them as billable items with automatic inbox removal

CosmoLexPayPremium

Integrated payment processor for accepting payments

Credit and Debit Card Payments

Accept credit and debit card payments from clients (US)

Custom Invoicing

Create custom invoices to get paid faster in just a few clicks

+12 more in this category

Website(6 features)

Client Convenience ToolsPremium

Tools to improve client experience on website

CosmoLex WebsitesPremium

Website builder for law firms with practice-specific pages

Fast Website SetupPremium

Quick and easy website setup process

Practice-Specific Website PagesPremium

Pre-built pages designed for specific practice areas

Safe and Compliant HostingPremium

Secure and legally compliant website hosting

+1 more in this category

Accounting(5 features)

Auto Trust Transfer and Trust Holds

Automatically transfer funds to trust and place holds on accounts

Bank Data Feed

Automatic bank data feeds for accounting reconciliation

Full Accounting

Complete trust, operating, and business accounting functionality

Trust Accounting

Manage firm finances with built-in trust accounting compliance

Trust Compliance and Reconciliation

Manage trust account compliance and reconciliation

CRM(5 features)

Automated CRM WorkflowsPremium

Automate workflows in CRM

CosmoLex CRMPremium

Marketing automation, client intake, and contact management add-on

Lead to Matter ConversionPremium

Seamless conversion process from lead to matter

Logic-based Intake FormsPremium

Create customizable intake forms with logic

Streamlined eSignature in CRMPremium

Collect electronic signatures through CRM intake

Document Management(5 features)

Document Assembly

Create original document templates in Microsoft Word with merge fields from CosmoLex database

Document Retrieval

Instantly find any document by client name and legal matter with 24/7 mobile access

Document Storage

Built-in document storage for case information, files, documents, and compliance requirements

Secure Document Management

Securely manage documents and case information

Secure Document Sharing and eSignaturesPremium

Share documents securely and collect electronic signatures

Support(5 features)

Chat Support

Live chat support

Dedicated Account Manager

Dedicated account manager for your firm

Email Support

Support via email

Live Onboarding and Training

Live onboarding, training, and guided data migration

Phone Support

Support via phone

Client Engagement(4 features)

Client Document Exchange

Allow clients to view and pay invoices online and upload documents with automatic storage and alerts

Client Intake Streamlining

Streamline intake process for new clients

Online Presence Building

Build a strong online presence for the firm

Secure Client Portal

Secure portal for clients to communicate, view invoices, pay bills, and upload documents

Organization(4 features)

Customized Data Views

Create customized views of data

Matter Custom Fields and Templates

Create custom fields and templates for matters

Matter Status Board

Visual board to track matter status

Matter-Centric Organization

Matter-centric design with every email, task, event, document, billable item, and transaction tagged to proper client matter

Cost Calculator

Pricing data not available for CosmoLex. Check their website for current pricing.

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