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CosmoLex
Wat is CosmoLex?
Duizenden advocatenkantoren zijn overgestapt op CosmoLex - de enige cloudgebaseerde managementsoftware voor advocatenpraktijken met ingebouwde, conforme juridische boekhouding (geen QuickBooks nodig). CosmoLex elimineert het probleem van het bijhouden van afzonderlijke systemen voor het beheer, de facturering en de boekhouding van advocatenkantoren. LawPay-creditcardverwerking is ook ingebouwd zonder vaste maandelijkse kosten. Log altijd en overal in bij CosmoLex Cloud om alles te krijgen wat je nodig hebt om je advocatenkantoor volledig te runnen. Probeer het vandaag nog gratis.
Wie gebruikt CosmoLex?
Advocatenkantoren worden ondersteund om hun praktijk met maximale efficiëntie te runnen. Ze hebben een systeem met één prijs en één login nodig dat praktijkbeheer, facturering en boekhouding omvat.
Twijfels over CosmoLex?
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CosmoLex
Reviews over CosmoLex
Practice Management and Accounting in One
Opmerkingen: One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house. We went through 3 bookkeeping firms in 2 years and spent huge sums of money for our accountants to undo the mess they made. Our first year end with Cosmolex and in-house bookkeeping was a little rough but that was mostly cleaning up past mistakes.
Pluspunten:
The product is generally pretty simple to use. Sometimes you will encounter a quirk that makes you wonder "why did they do it like this?" but once you understand the logic behind it you pick up quickly. The software is updated quite regularly.
Minpunten:
They were purchased by Tabs3 about a year ago and the fact that they are not independent is a little concerning.
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Impressed by Customer Service
Opmerkingen: Much more intuitive than our previous program.
Pluspunten:
I like how easy it is to get help (by phone, email, live chat, or leaving a ticket). I am still in the "learning" phase of using the software, but the customer service team has walked me through each stumbling block and taken time to show me in detail how all the features work. I'm most impressed by how they seem to anticipate my future questions and address those as well as whatever concern I originally contacted them about.
Minpunten:
Nothing yet as far as functionality. Wish the data migration services were more affordable.
This App is Geared More Towards Transactional Law Practices
Pluspunten:
Cosmolex is easy to use and to implement. Initially, Customer Support was great, but now not so much. Customer support is still better than any other legal accounting product I have used from Lexis or Westlaw, even Clio. The company is generally pretty good about responding to its customers inquiries; but, you typically have to wait about 4 to 6 hours or the next day or two for a technical support person to call you back and sometimes they don't. The billing features are great for a small transactional law practice or family law practice, but not so much for a firm that handles heavy amounts of civil litigation for commercial clients, which requires reporting and data feed back. Trust accounting on Cosmolex is fantastic and allows for contingency fees in PI cases. Overall, its ease of use and simple interface is why we continue to use it. Compared to most legal accounting and billing software, training employees is easy and they offer tons of opportunities to attend free webinar classes and are great at assisting you in getting your employees up and running. Altogether, it is not bad if you have other software or services to cover document and case management, but is expensive considering its deficiencies in this area.
Minpunten:
The biggest Con is that there is a clear the lack of usable reports, no way to export client data for analysis and forecasting, third party integrations with Office is a work in progress for 2+ years and Cosmolex should absolutely not be relied on for Case Management in a litigation practice. If you are going to use Cosmolex, I would suggest doing so only for the accounting (w/ trust features) and billing for noncommercial clients. Cosmolex provides linking with your Drobox Account but is very limited when it comes to document management and your space is dependent what you purchase from other third-party companies for storage. We use the client portal for our clients to upload new case documents securely, but that is absolutely those are the only documents “managed” by Cosmolex. Docketing for litigation would be a nightmare if you depended on this software (especially for those that have midsize firms or handle multiple cases for companies). Reporting and data analysis is nonexistent. Cosmolex is absolutely not Microsoft Office friendly and has little to no integration with Microsoft products, despite the way it appears on their website. It will not integrate with on premises Exchange Server 2016, SQL or Power BI so you have to enter everything twice and have other software or services to cover its deficiencies. Calendaring features are worthless unless your firm uses Gmail as your firm email and calendaring system. The calendar may now integrate with 365 but does not have a way to customize jurisdictional presets for counting deadlines like most case management software that integrates with your calendar through Exchange. Altogether, the lack of even usable Excel or .PDF reports is the worst thing about Cosmolex. Report features, including AR ledgers and Invoice listing reports for a client with multiple ongoing cases is worthless. There is also no way to segregate your fees for fee recoverable causes of action, which is required in Texas when you are seeking attorney’s fees from the opposing side. Reports in Cosmolex could not be more unorganized. Trying to pull usable billing data over a period of time longer than one year is virtually impossible unless you want to do it by cutting and pasting from poorly formatted excel spreadsheets, which makes it difficult as hell to analyze client data over a period of time. Overall, all legal accounting software I have seen is terrible, Cosmolex is just less terrible than most. I think we are going to be moving on shortly to something else.
Integrated law firm software
Opmerkingen: This is a great replacement for PCLaw, with none of the installation issues.
Pluspunten:
Cloud-based, good interface. The program integrates with OneDrive and other vendors' products
Minpunten:
Client disbursements don't allow for entering an item list - you have to write it out in one paragraph in the comments box.
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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.
The best legal accounting software I've ever used
Opmerkingen: Been working with Cosmolex for 2 years now. It is great and easy to use. I wouldn't ever go back to PCLaw.
Pluspunten:
It is great and easy to use. It's simple to navigate.
Minpunten:
There is nothing about the software that I don't like.
Eerder overwogen alternatieven:
Best product
Opmerkingen: CosmoLex has been a great product for Bing Law. Customer service is beyond helpful.
Pluspunten:
Bing Law loves this program. User friendly and easy to navigate through. Beyond helpful for accounting.
Minpunten:
Bing Law would like to see more options in the pull down menus for billing matters and for the case matters.
Still new to the software but really happy with it!
Pluspunten:
I like how easy it was to integrate into my business. I was using a different software before and it was very easy to make the switch.
Minpunten:
I currently have not come across anything that I wish were different.
CosmoLex for Law Firms
Pluspunten:
CosmoLex is a very helpful software to have in a law firm. It has been perhaps my favorite software throughout the handful of law firms I have worked at. The case management feature is great as is keeping tasks available to see in order to follow up on time-sensitive items.
Minpunten:
There really is not much I dislike about CosmoLex.
Cosmolex works well
Opmerkingen: I like Cosmolex in most ways better than my old software but Cosmolex could still take some steps to improve the functionality and robustness of the software.
Pluspunten:
I like the online nature of the software and how easy it is to use.
Minpunten:
There are some serious deficiencies with the functionality of Cosmolex especially for use in Canada. There are many reports that it won't generate. Trying to deal with GST is extremely difficult.
Reactie ProfitSolv
6 jaar geleden
Hello - Thank you for your response and candid feedback. There is a full deck of tax reporting as well as Law Society Compliance Reports available for use in the reports section. Our users' experience is our top priority so please reach out to us at [email protected] to further discuss, or receive assistance in navigating the various reports we provide.
Noah's Review of Cosmolex
Opmerkingen: Overall, Cosmolex is easier to use than TABS. Certain elements are great, but the slowness of the website and lack of features regarding specialized billing can be frustrating. The single best part of Cosmolex is their customer support staff that is always quick to help.
Pluspunten:
The best features of cosmolex are A) The intuitive nature of the platform. The categorization makes sense, and makes searching matters, seeing outstanding balances owed, and viewing trust fund balances easy. B) The accounts payable section is well put together and easy to use. C) Customer service is great.
Minpunten:
I don't like how slow it runs - seems as if the website could run faster, also there are occasionally glitches and I need to close the browser and restart. Also, there is no feature for running bills for outstanding amounts due for clients without billable time for the month, and there is no feature for running courtesy bills for clients with no active time or amount due, but monies in trust.
Eerder overwogen alternatieven:
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.
Reactie ProfitSolv
8 jaar geleden
Hi Michele, We appreciate your feedback related to your experience with CosmoLex. In regards to the issues you are having, please reach out to our support team directly at 732-595-9015 so that they can see first hand the issues you are experiencing, and assist with resolving. I will be entering the requests you have made as well, so that we can keep you up to date on their progress. As an additional note, we will be releasing Document Assembly within the next few months and are always open to hear your suggestions on improving our current reporting. Thank you again for your feedback, and we look forward to hearing from you.
By far a much better experience in legal software than previous program
Opmerkingen: I am practicing law more than I am fighting with accounting software for lawyers!
Pluspunten:
It does front and back office and IT WORKS. Very little technical support needed on a regular basis. It allows clients to make payments online through an invoice link and cosmolex is partnered with LawPay. Also integrates well with outlook exchange and all programs like google, onedrive, dropbox ; allows all emails to be saved to the associated matters for easy access. billing process is fairly simple the invoice links are keeping receivables down as client's can pay their bills 24/7. bills are able to be emailed easily and in bulk; invoice reminders and trust deposit requests are easily sent out without the need to draft letters individually to the clients. I could go on and on......
Minpunten:
Hard to complain about much with this program. It depends on your needs. For me there are still some features I am used to from my server based program that are not availableyet in this cloud based software, but there are lots of things in the works. It seems each month a new feature is released that I had learned to live without or work around. The things I am missing right now are invoices saved automatically to a matter in a hard pdf when initially generated. The original invoice cannot be recreated unless you physically print or save a downloaded copy at the time they are generated.
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.
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).
DO NOT DO IT
Opmerkingen: The company is basically developing this software and charging you to be their testers. Basic features (like Relationships) have odd limitations rendering the feature useless. Example: you can only have a single opposing party and only a single person as opposing counsel. I have cases with 10 Defendants and we end up with 27 opposing attorneys. There is simply not a way to catalog this in the system. Renders the case management ability almost useless.
Pluspunten:
Loved the sales pitch. Wish it worked as well as salesman sold it. Invoicing and expense tracking does work.
Minpunten:
Chat for help. Not there most of the time. When it is functioning, Cosmolex can't answer basic questions and requires someone else to get back with you (weeks later!). Most of the things it is supposed to be able to accomplish, do not work at all or require you to know "hidden" steps to complete.
It is very clunky to use.
Opmerkingen: I just plain don't like it. I also use Soluno, it is a far better software. You can easily make changes from the screen you are on. The visuals are far simpler as well. Plus it is very Canadian, and outstanding chat service.
Pluspunten:
It is better than PC Law was. Other than that, I would rather not use it.
Minpunten:
you can't easily correct or edit entries. There is no clicking on when you are on a journal, you need to leave the screen and go somewhere else. Very time consuming. I also don't like that you can't just "view" reports, everything has to be downloaded and it takes time. When I contacted support as to why there were lines running through my view report, I was told it was a glitch...like really!! I don't find it at all intitutive . The downloading of bank statements for reconciliations is very painful, and quite frankly doesn't work.
CosmoLex staff know law and also know accounting.
Pluspunten:
We simply have not found anything else that integrates true accounting with timekeeping and related legal process workflow. Everything else we've used (I could make a list) fell short in terms of features or else required integration among multiple platforms (at a higher cost).
Minpunten:
There is a bug in the reporting of accounts receivable that is causing us problems. We are eager to see that fixed. CosmoLex does not seem to have an internationally focused law practice in mind. We work with clients in 70 countries, in multiple currencies. We struggle a bit to make that work well--there are some hiccups. Most other issues arise because our knowledge of accounting is poor, so we want to do things that should not be done (from an accounting perspective) or we don't know how to do them. Response time on our requests for help is sometimes slow. Our requests for additional features have not happened.
Eerder overwogen alternatieven:
CosmoLex Review
Opmerkingen: Great.
Pluspunten:
The accounting features for trust account and integrated credit card processing.
Minpunten:
This software has met expectations and performed well. It has done about everything that a small law firm could ask.
Made specifically for law firms - cool!
Opmerkingen: For many years our firm used a number of different back office software products. For example, we used Easy Trust for trust accounting, Quick Books for financial accounting and payroll, and Timeslips for time and billing. These are all products that run on individual computers. About 3 years ago, the company that produced EasyTrust quit supporting that product. For the last 3 years we have basically been on our own regarding trust accounting. It has worked out okay to date, but at some point we knew that we would encounter an operating system problem or something and we would have had a substantial problem and the program would've stopped working and we would've had no support or help.
Pluspunten:
When we started looking for new trust accounting software, we saw that your product was made specifically for law firms - cool! It also combined trust accounting, financial accounting, time and billing, which was the most appealing aspect. But the fact that Cosmolex is cloud-based, cinched it for us. Because our office manager (who oversees and reconciles the trust accounting -- that is, the software is on her computer) telecommutes from her house. So every time I needed to enter credit card payments, Trust deposits, write checks, etc., I had to drive 3 miles to her house. So being able to do a lot of that work from the office, has been wonderful.
Minpunten:
Your product is intimidating! It encompasses several different departments and getting everyone on the same page took (and will continue to take) a good amount of time. But your training videos and free support have really helped us. As a suggestion, perhaps transcribing the training videos might be useful for a quick reference?
CosmoLex was the only one I found that had accounting built in
Opmerkingen: Our former practice management software was outdated and no longer supported by the developer. We were looking for something that would allow us the features we were used to in our personal technologies, such as cloud based storage and usability on multiple platforms, not just desktop PC as our old software required. We've been more than impressed with the bells and whistles, many of which we realize are features we now can't live without!
Pluspunten:
Built in accounting was the biggest deal breaker for our choosing CosmoLex. As the bookkeeper, fed up with our clunky old software, I was looking for a new system that would be a modern and practical take on practice management and CosmoLex was the only one I found that had accounting built in. Being cloud based allows us to bill time or check in when out of the office and though we had looked at another program that was cloud based, CosmoLex offered greater flexibility and it looks great, to boot.
Minpunten:
Our office would love to see some updates for the calendar and tasks - specifically a central office calendar that is the default view. We are composed of two attorneys and two support staff where we are all working on the same cases. Short of adding each event to four individual calendars it would great to have everything on one sort of "home" calendar where we can all easily view and comment.
Love it!
Opmerkingen: I didn't have LMP software before although I did have QuickBooks for awhile. Thus, there is nothing to compare to but it fills the bill for what I need. I think it was thoughtfully designed, and I find it straightforward and easy to use.
Pluspunten:
I have enjoyed the ease of learning and using this software. I like the Dashboard that tells you many useful things at a glance. Customer service is also very good. I like that it integrates with several other applications, such as LawPay and Casemaker (although I no longer use Casemaker). I also found a CL knowledgeable accountant through the site, which was very useful for getting set up my first year.
Minpunten:
I really don't have cons. They did go up in price by $10/month without warning (one time in 18 months) but I still think it is a fair value.
Great leap forward
Opmerkingen: Saves time, and allows use seamlessly from work, home, and mobile
Pluspunten:
A great leap forward from our previous (non-cloud) software.
Minpunten:
None. It's at least as good as the prior software in every way.
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.