Access Legal vs. CosmoLex

When you need to have effective communication and records of it with coworkers and/or clients. Calendar function sends a notification 15 minutes prior [to] an appointment or event and at the specific time of the appointment. Is not as well suited on calendar as it is not [very] intuitive.

Incentivized

Because it is cloud based, CosmoLex is well suited for a lawyer starting up a practice as there is no need for a server. It is also very easy to use from home as it doesn't require a remote session to login, but can be used from any device. It is not well suited for a practice that requires a very fast pace for accounting as it takes a bit of time for each transaction to load, frustrating the user and causing them to lose momentum. On the other hand, if time is taken to set things up, there are a few tools that make importing expenses much quicker, and time can be made up by just taking some time to set things up.

Incentivized

• Having everything centrally located is very convenient.
• I really like how I can deal with accounting and billing within the program.

Incentivized

• Bookkeeping and billing
• Overall practice management
• Responsiveness and support

Incentivized

• Notifications when you receive an email on filtered folders.
• Give extra time when you want to cancel an email recently sent.
• Improve calendar to be more intuitive.

Incentivized

• File separation and security like ethical was to prevent opposing council in the same company from having open access to other clients.
• More detailed user management.

There is far too much reliance on symbols versus words, and it is sometimes difficult to navigate to the function you need. CosmoLex offers great support, knowledge base, and training, but sometimes you just don't have an hour to spend learning how to do a basic function that you have forgotten, and you just need it to WORK. It would be great to have the option of having word labels instead of picture symbols. It would also be great to have full functionality in the smartphone app. It just is not good. Not good. Pretty much everything keeping me tied to CosmoLex is on the money management side.

Incentivized

I think that CosmoLex actually relies so much on its stellar support infrastructure that it forgets we don't actually want to have to use it. Just make the darn thing easier to navigate and understand, and you won't need all that client-facing support. You can choose chat, email, phone, knowledge base, embedded training videos within the different pages, but darn it all, I just want it to be more intuitive instead.

Incentivized

Clio provides a web-based practice management, time and billing, and client collaboration platform for small to mid-sized law firms.

Incentivized

I used CosmoLex over PC Law mostly because it was cloud-based, and I used it over Clio because the accounting for Clio required the use of both Clio and QuickBooks which made for very inefficient data entry. CosmoLex is slower than PCLaw when inputting entries, but I believe that in the long run, it will be better as CosmoLex is better situated to move forward with new technology.

Incentivized

• Communication with coworkers.
• Communication with other departments.
• Communication with clients.
• Filters a lot of spam.

Incentivized

• Time is the greatest factor when it comes to managing and creating documents and client accounts.
• Tracking client data.