CosmoLex case management software platform is endorsed by over 20 state bar associations. Has its own built-in accounting, instead of having to work with QuickBooks. They have no long-term contracts, offer a free trial, as well as simple pricing. All users get access to all features for $59 per month, paid annually or $69 per month, paid monthly.
CosmoLex is a comprehensive case management and practice management system that has an integrated accounting system, which is compliant. This integrated accounting replaces the need to have Quickbooks and also includes LawPay for billing.
Practice Management: Tag all records, emails, tasks, and billing items to client matters. Includes firm-level dashboard. Calendar and task management, email management, document management, and simplified communication.
Legal Time and Billing: Billing and timekeeping software. Provides integrated billing for processing all invoices, past due notices, and more. Captures all billable activities when they happen and sends bills out on time. Provides customizable invoices, one-click billing, built-in LawPay with no fee, and built-in collection.
Secure Client Portal: Allows client communication, messaging, and information sharing.
Legal Business Accounting: Integrates legal-specific accounting features. Automatic bank data feed, data entry, customizable charts and accounts, and income statements. Includes free login for an external bookkeeper.
Trust Accounting: Audit-ready trust accounts. Set up with zero tolerance for errors to help avoid ethics violations. Also provides free account for an external accountant or bookkeeper access.
- Built-in accounting software that makes billing clients easy.
- Good for managing trust accounts.
- Excellent customer service and training.
- Not good for larger firms that litigate and manage extensive case documents.
- Reporting needs improvement.
- Calendaring function could be improved with a full office calendar view instead of only seeing individual calendars.
Law Practice Management Software Reviews
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