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 ease of use is a plus but client secure portal alerts need to be made more clearly so that communication flows both ways without delay
Read full review Pros Bookkeeping and billing Overall practice management Responsiveness and support Read full review Time tracking. Billing. Easy access to Westlaw. 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 ease of portal access form bank being easier to modify integrations with other programs 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 I have not had to use support
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 we actually switched to
Clio for better document management and overall billing and accounting features which have worked out very well
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 Tracking time was positive. Cost us money to switch document management systems. Loss of time/work product with document management functions. Read full review ScreenShots