BenchmarkONE vs. CosmoLex

Hatchbuck is great for small to mid size businesses that are really looking to keep track of their progress with their sales leads as well as their existing customers, as well as tracking the activity their customers are taking from their communications, and automate their sales and marketing funnel as much as possible. We are a SaaS company (software as a service), with sales that range from teeny tiny to very big fish so it's been an easy tool to work with to make sure we are communicating with clients based on their size and needs.

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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.

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• The product is simple to use but can be as complex as you would like it to be.
• Customer service and support are great. Always responsive and quick to find a solution.
• The email templates and instructional videos have been helpful.
• They definitely understand marketing and have created a simple system to support content delivery.

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

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• Glitchy editor - powerful drag and drop features, but precise formatting can have issues.
• Stagnant platform - few notable features or fixes over the past two years.
• Delivery Success - anecdotal customer reports suggest high percent of emails are diverted by spam filters.

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• 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.

In case you can't tell, we are in love with Hatchbuck software. Could it be improved? Of course it could, but, based on our current needs, and the needs of our existing and targeted clients so far, Hatchbuck presents the best fit option available. As a partner we are looking to grow with Hacthbuck into the future.

Hatchbuck offers on-boarding, training, and has a suite of videos, which makes it super easy to get started. As with any software that is the key. Have a plan, stay focused, and get started. Once, you begin to play with Hatchbuck you will see that it is very user friendly.

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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

There has never been any downtime for Hatchbuck, which is very reassuring for me as I market and recruit strenuously for the University at Albany's executive Weekend MBA Program. Hatchbuck team members have also been available when I have reached out to them with questions or issues. With one exception, where one of my e-mails became lost in the Internet "black hole," they have gotten back to me in very timely fashion!

I always get a response within 24 hours, unless I ask on a weekend. The team seems to work together to resolve my issues, answer my questions, and update me on changes. In fact, they have even connected [with] me to ask how they can improve the Hatchbuck software and their service. This is why I love them so much.

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.

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Overall very satisfied. More sample please.

In the past, I have used Getresponse. I found it very handy for Affiliate Marketing but not good enough for Corporate Marketing. I then incorporated Benchmark Email into my arsenal because it is good enough for both Affiliate Marketing and Corporate Marketing. With the upgrade costs on Benchmark Email not sustainable to a growing entrepreneur like me, I had to get SENDIO. I am learning to use SENDIO and I am discovering it's very cost-effective apart from giving me unlimited space for my contact lists. While SENDIO is the best for bulk emailing, Benchmark Email remains the best for Corporate Emailing, though I am keeping all three software.

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.

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Independently Invited by TrustRadius

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• I personally experience approximately 10-12 positive prospect interactions due to Hatchbuck.
• It makes it easy to see how many times attachments are viewed, and projects a prospects interest.
• It guides you to some degree as to when to reach out again.

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