CosmoLex
CosmoLex is a comprehensive, cloud-based legal practice management platform designed specifically for small and mid-sized law firms.
Our verdict
Who it's for
End-to-end practice management, billing, and accounting for law firms.
Who should look elsewhere
CRM and Website add-ons incur additional monthly fees.
Pros
- +Comprehensive all-in-one solution eliminates the need for multiple software.
- +Built-in trust accounting ensures compliance and simplifies financial management.
- +Automation of legal tasks saves time and reduces errors.
- +Cloud-based and browser-accessible from any device, including Mac.
- +Robust reporting provides insights for enhanced decision-making.
Cons
- −CRM and Website add-ons incur additional monthly fees.
- −Limited to a single bank feed connection during the free trial.
Key features
- ✓Client Intake and Contact Management
- ✓Matter Management with Custom Fields and Workflows
- ✓Time and Expense Tracking
- ✓Custom Invoicing and Online Payments (Credit/Debit/eCheck)
- ✓Full Accounting (Trust, Operating, Business) with Bank Data Feed
- ✓Secure Client Portal and Document Management
- ✓Legal Automation for routine tasks
- ✓Reporting Options (100+ reports)
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| CosmoLex CRM | $147 | month | Grow your law firm and improve your client experience with marketing automation, client intake, and contact management.; Customizable Logic-based Intake Forms; Automated Workflows |
| CosmoLex CRM (month-to-month) | $177 | month | Grow your law firm and improve your client experience with marketing automation, client intake, and contact management.; Customizable Logic-based Intake Forms; Automated Workflows |
| CosmoLex Websites | $149 | month | Grow your business with a powerful, mobile-friendly website that enhances credibility and client convenience.; Fast and easy setup; Practice-specific Pages |
| CosmoLex Websites (month-to-month) | $159 | month | Grow your business with a powerful, mobile-friendly website that enhances credibility and client convenience.; Fast and easy setup; Practice-specific Pages |
| CosmoLexPay | — | month | Securely accept credit cards, debit cards, and ACH payments directly in CosmoLex using our fully integrated payment processor.; Payment links embedded in invoices; Next-day funding |