Likelihood to Recommend 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.
Read full review Law firms needing an easy to use billing and accounting systems. [SurePoint Legal Management System (LMS)] would work for law firms of all sizes. It does not work well for matter pricing or profitability analysis.
Read full review Pros Bookkeeping and billing Overall practice management Responsiveness and support Read full review The interface is fairly well designed, making it fairly easy to enter data or to create information visualizations. The software supports a robust set of features that can all be accessed through a single portal or site. There are analysis functions that help show patterns or trends based on time sensitive information. Read full review Cons 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. Read full review No case management system to speak of. No able to create multiple cost rates for attorneys to use in profitability analysis Accounting system does not integrate well with e-billing vendors Read full review Usability 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.
Read full review Support Rating 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.
Read full review Alternatives Considered 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.
Read full review LMS Practice Management provides a wealth of features not often found in one package. Its information visualization tools and client management tools are extremely helpful in providing oversight on client billing matters. Its reporting tools were also fairly robust, providing more features than competitor products on the markets. While not perfect, its clean interface and number of components help make it stand out among the competition
Read full review Return on Investment Time is the greatest factor when it comes to managing and creating documents and client accounts. Tracking client data. Read full review It easy to use to respond to questions relating to time entry, billing and collections Read full review ScreenShots