What users are saying about
2 Ratings
3 Ratings
2 Ratings
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Score 8.4 out of 100
3 Ratings
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Score 9.6 out of 100

Attribute Ratings

  • CosmoLex is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.0

Actionstep

90%
1 Rating
9.6

CosmoLex

96%
2 Ratings

Usability

Actionstep

N/A
0 Ratings
7.0

CosmoLex

70%
1 Rating

Support Rating

Actionstep

N/A
0 Ratings
8.0

CosmoLex

80%
1 Rating

Likelihood to Recommend

Actionstep

ActionStep is a powerful CRM and matter management tool. It provides many other good benefits too. For example powerful accounting and billing, time tracking and document management. Only in highly specific areas, like multiple many to many contact relations has it fallen short. But even in this highly specialized area, so many other benefits are provided that it hardly matters.
Anonymous | TrustRadius Reviewer

CosmoLex

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.
Anonymous | TrustRadius Reviewer

Pros

Actionstep

  • The workflows are great to automate simple tasks like notifying people when an engagement letter is signed.
  • Mobility. Because it's in the cloud it's easy to access from anywhere.
  • The scratch pad is a good way to take quick notes.
  • ActionStep lets you create custom fields so you can make sure the data you need is collected.
Anonymous | TrustRadius Reviewer

CosmoLex

  • Bookkeeping and billing
  • Overall practice management
  • Responsiveness and support
Anonymous | TrustRadius Reviewer

Cons

Actionstep

  • ActionStep is difficult to setup. I suggest working with a consultant which increases cost.
  • Needs mobile app.
  • One of our practice areas, Property Law, request we have a many to many contact relation. ActionStep cannot accommodate this. However, no other software I have reviewed can do this either. ActionStep is the most robust that I have seen and comes closest to making this work.
Anonymous | TrustRadius Reviewer

CosmoLex

  • Multiple line data entry - when adding multiple expenses manually, you have to wait for the software to load after each entry.
  • Loading can be slow - this includes generating reports, preparing checks, inputting data entries, moving from matter to matter - you have to wait a few moments with each action.
  • Cost - more costly than some other software options (similar in price to Clio).
  • Rather than pay for licenses, you pay per user, so you can't just purchase 3 licenses for 4 users without having some issues. When one user logs in and someone is already logged in under that username, the first user is logged out, even if they are in the middle of doing something.
Anonymous | TrustRadius Reviewer

Pricing Details

Actionstep

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Starting Price

Actionstep Editions & Modules

Additional Pricing Details

CosmoLex

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Starting Price

$89 per user/per month

CosmoLex Editions & Modules

Edition
CosmoLex$891
  1. per user/per month
Additional Pricing Details

Usability

Actionstep

No score
No answers yet
No answers on this topic

CosmoLex

CosmoLex 7.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

Support Rating

Actionstep

No score
No answers yet
No answers on this topic

CosmoLex

CosmoLex 8.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Actionstep

I have worked with a lot of software. Each one has a different focus. ActionStep is better at workflow and task automation that the items above, in my opinion. However, having gone through many different deployments, what really matters is identifying your key requirements and needs. Then evaluation software against those. Once you have your requirements and software, focus on using that software to fix issues in existing workflow. This, when compared with ongoing training, is what it means to invest in software. Simply purchasing ActionStep or any software without identifying needs, problems in workflow or an investment in training is not a good plan. Neither is comparing the vendors to one another without knowing all of your specific needs.
Anonymous | TrustRadius Reviewer

CosmoLex

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.
Anonymous | TrustRadius Reviewer

Return on Investment

Actionstep

  • I love the workflows that can be deployed for practice areas to ensure consistency. This has reduced new employee onboarding time and increased the speed at which we can complete matters.
  • Since ActionStep lives in the cloud, and we have O365 our firm is very mobile without spending lots of money in TS or other such infrastructure.
  • Creating the workflows is a bit complex, so this increases the overall cost and makes an ROI take longer. I suggest spending a bit more initially to get everything setup and working with a consultant to learn how to do this on your own during that initial setup.
Anonymous | TrustRadius Reviewer

CosmoLex

  • Took a lot of headache out of accounting (I started with Clio which integrates with QuickBooks and it was a nightmare dealing with it until I switched to CosmoLex).
  • An approved trust accounting software is required in my jurisdiction, and CosmoLex allowed me to get started with very little delay.
  • When transitioning to a different office, CosmoLex was new to my new assistants, and they were set in their ways. There are currently few legal assistants in the area with any familiarity with CosmoLex, so there is always a preference for PCLaw or EsiLaw among the staff. CosmoLex ruffled a few feathers when my staff were forced to learn something new.
Anonymous | TrustRadius Reviewer

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