CosmoLex reviews

I am glad I found CosmoLex, I could not get through a day without it.

Pluspunten:

It's easy to use, intuitive, and the customer support is outstanding. I've occasionally contacted them with feature suggestions and they usually end up incorporating those suggestions - or they might show me how I missed something that accomplishes the same thing. The product works as advertised and I have no regrets.

Minpunten:

It had a little bit of a learning curve but I had nothing to compare it to. I now find it intuitive, so it's hard to say. Customer support is awesome, though, and they also have videos you can watch that explain most of the problems and issues I experienced along the way.

Great Program!

Opmerkingen: It's made reconciling accounts much easier and faster for me. I love the layout. It's also been a breeze to create invoices in (minus needing to edit them afterwards because the customization doesn't do what we'd like it to do).

Pluspunten:

It's extremely user friendly! I love that I can print all the cheques I need on a file at the same time, or all the cheques I'm using to pay invoices at the same time.

Minpunten:

The invoice customization tool is the only non user thing about this program.

CosmoLex Review

Opmerkingen: In short, while CosmoLox is easy to use, it is not as comprehensive or feature-rich as some of the other legal case management software programs available on the market. If you are just starting out in the legal field, I would recommend looking for a less expensive product that offers more features and flexibility.

Pluspunten:

I found it to be easy to use and the interface was nice to look at.

Minpunten:

I was disappointed that it did not have the features of some of its competitors and it cost more.

Great All in One Solution

Opmerkingen: Both lawyers & support staff are very satisfied with the switch to CosmoLex.

Pluspunten:

Onboarding/migration process was quite smooth; great team to work with.Easy to use all aspects of firm and trust accounting, quarterly reporting, Love the integration with Microsoft 365; getting closer to becoming 'paperless'.Can't wait to get the client portal in full use.The Live Support portal is the best I've ever used. They usually have the answer but if not the matter is immediately escalated and responded to.

Minpunten:

A bit of a learning curve moving from previous software. Don't switch during a busy period.Would like to see a client ledger which incorporates both trust and general expense entries on single page.

Overall, I enjoy using Cosmolex.

Opmerkingen: Superb. I definitely have and will continue to recommend cosmolex to my colleagues.

Pluspunten:

On a lighter note, aside from the very important features. I like the soft display interface. It is easy on the eyes, the monthly graph and pie chart is very great for keeping track of income.

Minpunten:

Accounting, but that was an issue with my personal knowledge rather than the software itself. Cosmolex care assisted.

Time to Switch to a New Service

Opmerkingen: I regret everyday not simply using Quickbooks and Clio like a lot of other law firms do. We are going to try a demo with a few other products, Abacus and CaseManager, but I really don't think you can go wrong with Quickbooks especially if you want the payroll integrations. We're basically paying twice the price of Clio and other time-management options for accounting software that does not work.

Pluspunten:

We liked that it appeared to have a bunch of services wrapped up into one--time-keeping for billing, accounting software similar to Quickbooks with an automatic feed into our accounts, and email archiving/practice management. The time-keeping component works well although you would think it would be easier to do mixed-fee or alternative fee arrangements given that these are the fastest growing in the legal industry.

Minpunten:

The accounting system is a joke. The bank-feed regularly just stops syncing with no notification. We have spent so much time reconciling our books this year as a result of issues that Cosmolex refuses to address claiming its the result of their third-party vendor. We recently needed to transfer a file, and in going to export the emails, we learned that we would need to go into each email, print to PDF, and manually save! When I asked why this wasn't explained in the marketing materials as we would never have used Cosmolex for email storage if we knew that it would require this much work to actually use or access the emails, I was given instructions for how to download the emails from my Outlook account directly. Then why am I paying to use Cosmolex? Lastly, the customer service has been consistently terrible. The chat function used to be helpful--but it appears they outsource it now, and it's no longer a benefit as the users can only refer you to articles. Additionally, we are constantly being told that they will make changes in response to our feedback (and presumably the feedback of others) but the only changes that have been made in the past few years have made the program less helpful. Where were the increased integrations we were promised? Why can't they figure out the syncing with their vendor?

Leaving CosmoLex after 60 frustrating days

Opmerkingen: I manage 3 small law firms. One of my firms moved from Prolaw to CosmoLex 60 days ago because management wanted to be 100% cloud-based, which Prolaw is not. Unfortunately, my CosmoLex experience has been really frustrating, to say the least. As background, I have used Prolaw for over 20 years, which performs back and front office tasks (like CosmoLex). At another firm, I have used Clio with QBs for about 7 years with lots of success. At a 3rd firm, I use Bill4Time with QBs with lots of success. I really tried to make CosmoLex work for the last 60 days. As the manager of 3 small law firms, I am a stickler for efficiency and productivity. Making small firms competitive with larger firms is a big part of my job. But unfortunately CosmoLex was a huge step backwards in that goal.

Pluspunten:

You ALWAYS get a live person in customer service and they are GREAT! I have spent hours and hours on the phone, chat and email with many people in customer service in the last 60 days. It is really easy to get a live person, which is great! And I have been impressed with every single one of them. But unfortunately their answer is almost always: "I'm so sorry, CosmoLex cannot do that, I will add it to the list of features we could add." I haven't been around long enough to know if suggestions are actually ever incorporated into the software. Truthfully, so many features would have to be added to make this a viable program, I just can't wait to see. There is a robust filter / search mechanism. Literally, those are the only good things.

Minpunten:

Everything else. CosmoLex is a great idea, but the execution completely fails at both the accounting and practice management components. Entering data in the software is ridiculously inefficient - from simple time entries, which you have to choose from pulldown, scrolling menus rather than entering data quickly and tabbing through (there is NO tabbing through any data!), to an accounting system that is set up in inflexible, awkward components that make no accounting sense (not a debit or credit to be found), it just doesn't lend itself to efficiency or intuitiveness like most online billing programs. If you are used to customizable columns (who isn't?); screens in which you can edit, print, manipulate multiple items at one time; check boxes to select all or multiple items; or screens that show you totals like hours billed in a day, week or month, account balances, CosmoLex is gonna drive you crazy. It doesn't allow any of the above. There are so many downfalls, I truthfully don't know where to start. Additionally, we purchased the migration service. Each person I worked with was amazingly knowledgeable and professional, but the actual migration was a disaster. After hours of work on my and CosmoLex's migration team's part, my non-financial data migrated into ComsoLex very unusable. Also, they do not actually migrate financial data. I was hoping to move at least 7 years of accounting, as well as, historical invoices from open matters, but that is not possible.

2 Years Wasted

Opmerkingen: Cosmolex ended up being a major disappointment. Too many of the supposedly great features turned out to be practically useless. Clients can only upload one document at a time and then only if the name is 64 or less characters. Clients can only download one document at a time. The API is closed so automation is much more difficult and expensive. Email communications cannot be shared through the portal. The platform whereby custom invoices are created/modified is archaic and difficult to use.

Pluspunten:

Document Integration with OneDrive and integrated billing

Minpunten:

The most important components of the software were rendered useless due to lack of most obvious features.

Very great Practice Management software

Opmerkingen: It has been very easy for me to create a matter, do my billing and invoicing, and the client portal is a nice touch that makes my clients believe that our office is sophisticated.

Pluspunten:

I love the instant live support chat function. It helps a lot when i have absolutely no idea how to navigate

Minpunten:

The pricing is very high compared to the Canadian counterparts

Cosmolex review

Pluspunten:

Lots of options to get to various points of use

Minpunten:

A lot to learn, only ongoing use will improve it

CosmoLex is a one-stop shop

Opmerkingen: My overall experience with CosmoLex has been positive. I like that it is one product for Law Practice Management and Accounting with one price for all features.

Pluspunten:

The accounting software in CosmoLex helps me reconcile my trust account, operating account, and credit cards. The accounting software also helps me provide proper reports for tax purposes. CosmoLex makes case management easy and integrates well with Microsoft Office 365.

Minpunten:

It takes a bit of effort to create document templates and intake forms. The creation of the intake forms has limitations on the amount of characters you may use as a name for a text box. Also, when creating intake forms, certain blocks on the forms will move to different places and have to be manually adjusted to get them to the right place.

Duped by Cosmolex - Only Cost-Efficient if Solo

Opmerkingen: I initially recommended CosmoLex because even with the lack of integrations, I found it user friendly. And I still would recommend it to solos who know they will never expand because of ease of use. But if you are a solo who aspires to add staff, a larger or growing law firm, or someone who uses an outside accounting firm, I would say to just use Quickbooks. Transferring after a year because CosmoLex decided to jack up the price considerably is such a hassle, and we want to continue to grow without continuing to worry that we'll outgrow CosmoLex's functionality or that the price will continue to unexpectedly go up. Additionally, our accountant struggled with it, and urged the switch to Quickbooks.

Pluspunten:

I actually liked this software for the most part in my first year of use. There were a lot of bugs. For instance, the email linking doesn't actually do anything, you have to manually sort and link emails. This is disappointing because it was basically sold to me as something that you could customize by adding rules like emails from x email address should be sorted to x client. But I otherwise found it fairly easy to use and I liked the functionality of invoicing, etc.

Minpunten:

I am giving this a poor review for the following reasons: (1) Cosmolex is really only price-efficient if you are a solo attorney. When I added a staff member and tried to add another timekeeper, I was told my price was going to effectively double!! As a result I am now trying to switch programs which is a huge headache, but the added costs made Quickbooks actually cheaper and Quickbooks has way more integrations and a payroll feature. (Plus you can find email archiving for FREE if you are a small business that takes care of that functionality for Cosmolex.) (2) They were not upfront about the pricing issues. I was told that the reason it cost money to add this timekeeper was because my previous timekeeper had been "grandfathered in" and that I should have learned about this pretty drastic change in an "update section." First, why wouldn't I have received this in an email? Changing the price and price structure of a product should require actual notice! Second, when I chatted someone to find this "update" they could not find it or direct me to it. (3) The lack of integrations (and the integrations they are getting) is really problematic. For instance, they now integrate with Net Documents, which is pretty expensive. For a product that must be targeted almost exclusively to solos as a result of the pricing structure, that doesn't make sense. Why not integrate with Box or Dropbox? And to not have a payroll integration or to work with existing payroll companies is difficult.

Great for small firms, not so great if scaling up

Opmerkingen: We've been using CosmoLex for 2+ years so they haven't scared us away...yet.

Pluspunten:

Client portal is a terrific feature (when working), the ease of time entries is terrific. Very simplistic interface for invoicing and collecting fees. Integration with LawPay is cool.

Minpunten:

There's lots of bugs and seemingly easy fixes that get overlooked and/or ignored. The portal will shut down unexpectedly and/or clients cannot access multiple matters without additional email addresses. There is no function for recurring billing (i.e., ongoing or payment plan clients). Customer service is a nightmare to deal with and takes weeks to complete simple tasks.

Overall Review of Product- Our THoughts

Opmerkingen: Pros: One program for almost everything. Cons: No document assembly; you can only link one person to the client portal; glitches in program- the program emailed an invoice to the wrong person; can not email through program; glitch- I had to give access to everyone for everything because the limited access features did not work; customer service is not the best; calandar portion has glitches when it interfaces with gmail and office 365.

Pluspunten:

It is a comprehensive software. Its like having Quickbooks and a practice management program in one. This is the best feature.

Minpunten:

Lots of glitches: (a) it emailed an invoice to the wrong person; (b) user restrictions do not work in my office; (c) calendar is not on the main page- usability is difficult for some tasks; (d) you can only have one person assigned to the client portal. Does not have email capabilities Does not have document assembly Does not have automatic assignment of matter numbers. Limited reporting features- you can not tailor reports (financial)- very limited.

Thank you CosmoLex!

Opmerkingen: Great experience to support our law firm's needs!

Pluspunten:

CosmoLex has provided practice management support for Suresh Law to client our with with their technology, business and real estate law needs.

Minpunten:

Plaid integration fails at times and needs resetting for bank feed.

We chose Cosmolex because of the accounting feature

Pluspunten:

We chose Cosmolex because of the accounting feature along with the other case management features as well as its interplay with Lawpay.

Minpunten:

I would like to be able to search the calendar for a particular name. For example, if I am trying to determine when I met with a potential client, I would like to be able to search their name. To add to this, I would like to be able to add the potential client to the calendar entry when I add a consult so I can search the PC and determine when I met with them. As to the documents, I would like a way to search all the documents in the system. For example, I would like to be able to search for "Motion for Guardian ad Litem" and have all documents with that title, regardless of whose matter it is connected to. I would like to be able to pull matter balances from the app.

CosmoLex

Opmerkingen: It saves me time each month on billing and invoicing.

Pluspunten:

CosmoLex made going out on my own much easier. I particularly like that I don't need additional software on the accounting side of things.

Minpunten:

I would like an easier method of doing conflict checks. I wish there was a stand alone tab for adding consultations in for conflict check purposes only.

The accounting is very easy to use which saves time.

Opmerkingen: It helps all of our staff stay on the same page and everyone knows what is happening in each case.

Pluspunten:

I like that the program has both accounting features and has the ability to hold all of our client's information in one. The accounting features are very easy to use. The support videos are very easy to use and if I need to speak to anyone they usually call the very same day.

Minpunten:

I would like the calendar to be able to send emails to all of the attorney's as right now when I calendar an event in one attorney's calendar it will not let me send him/her a reminder unless you put the event on another person's calendar. The point of putting stuff on the calendar is so they see the event and they have reminders

They are always innovating

Pluspunten:

I wanted something that combined both the accounting and matter management in one place. What I like the most is the Customer Support. If I'm having a problem with taking a payment from a client, I can get on the phone and have them resolve the issue without delaying the client. I also like that they constantly ask us what other new functions we'd like to see. They are always innovating, and don't "drop" you once they've got your payment.

Minpunten:

I wish it would remember matter names and auto-populate that when adding a new client--then i'd like to be able to run reports based on the kinds of matters. I'd also like to be able to bulk mail using our clients' mailing addresses. Finally, I'd like to be able to add in court dates to the matters so that when I run reports, I can filter and organize them according to court dates, rather than client name. I like Cosmolex, but it's clearly set up for civil or other slow-moving firms, and not for traffic, which adds up to 10 clients a day and has many matter subject options.

The switchover was a challenge, but I am very pleased that we did this!

Opmerkingen: Very positive.... and sooo much better than the primary competitor in the Canadian market. The cost is a little high (particularly for licenses for support staff who are only using the software for a few minutes every day).

Pluspunten:

Web based; Ease of use right from the start; Excellent training tools; Excellent customer service; Most of my clients really appreciate the customer portal - I expect that as my clients are, as a group, more inclined to use technology to manage their legal affairs, they will be using it more. The reconciliation of trust accounts with the option to simply download and compare entries is very simple and helpful.

Minpunten:

Some of the more advance functionalities still need work. As an example, we still haven't figured out how to create several template invoices for fixed rate matters (the fixed rate will vary based on the type of matter); there have also been some challenges with the coding of our letterhead (which works fine in a Word document) so we have had to use a work-around.

CosmoLex Review

Opmerkingen: I'm not sure that it's changed anything, since I started out with cloud based services, but it's better than Clio because it doesn't screw up in a major fashion once a quarter or more.

Pluspunten:

Stability, integrated accounting, and better support staff. I used Clio for a couple years at my last firm, and I have zero intention of switching back.

Minpunten:

The UI is not exactly intuitive. The search functionality, while robust, is also a bit awkward. Certain things that seem like they might be no-brainer search field options aren't present, and certain items that I would expect to be heavily used by most users aren't as quickly and easily accessed as I would like (for example - the calendar, in my opinion, deserves its own direct access sidebar button).

Cosmolex was an easy choice

Pluspunten:

Cosmolex lets me have the bigger picture in one piece of software. I can easily see how my business is doing from the dashboard.

Minpunten:

I would like to have a report that shows trends and exports to excel so I could create graph charts. It would also be nice to be able to produce an invoice showing the work put into a fixed fee matter.

Client information and billing all in one place

Opmerkingen: It's made our overall processes more efficient, having client information and billing all in one place.

Pluspunten:

Ease of use and the checks and balances system - the setup doesn't really allow you to make mistakes, as so many of the accounting features are tied together. That's very helpful.

Minpunten:

The soft cost expense entry is confusing and seems needless - right now, if we have an expense for which we haven't yet written a check, we either enter it as a time entry flat fee or wait to enter it until the check is written so we can avoid the soft cost option all together.

Cosmolex is very intuitive software.

Opmerkingen: My assistant and I have enjoyed using Cosmolex, and now feel spoiled by all the great features compared to other file management and accounting software. I have been asked by several lawyers in my city to show them the program, and I wish I was more proficient with it so I could do it justice.

Pluspunten:

It does everything you wish other programs would do. It's easy to fix any mistakes you make in your billing without having to contact the company for a complicated "work around" solution. If you do have an issue or a suggestion, the customer service department is very responsive.

Minpunten:

I would like if bills could be further broken down into taxable disbursements and non-taxable disbursements. My assistant and I registered for the training, but were unable to log on at the assigned time, but became too busy to follow up with this, so we have muddled through on our own for the last year.

Excellent Law Practice Management App

Opmerkingen: have been using Cosmolex since its introduction and am very happy with the application. I started using the software just for trust accounting, but found its easy-to-navigate interface so easy to use that I started keeping time and expenses and using the billing function as well. Then Cosmolex added full back-end accounting functionality and I ditched my QuickBooks app altogether. Cosmolex continues to add functionality and compatibility. It's a great app for managing your law practice.

Pluspunten:

Easy-to-use interface Accurate trust accounting Broadening functionality Complete integration of functions Growing compatibility with other class-leading applications

Minpunten:

The only thing I am wishing for is the ability to generate documents from the Cosmolex database, but this is coming I am told!