CosmoLex vs Firm Central

I did a Clio trial and have looked into them in-depth with their sales and training department. Even at a now-much-lower intro price, Clio just does not have the strength in reporting and trust management that CosmoLex offers. In a side by side comparison, Clio's interface is much easier to navigate and is more intuitive, but the two are even in terms of offered features for general practice management and billing. Clio has a stronger app with portal messaging available—this is a HUGE weakness in CosmoLex and you can only secure-message on the desktop application. Still, the fact that you have to add bookkeeping/accounting on top of Clio to get the same results over the management of finances continues to make CosmoLex the better choice for those who need that control.

We moved away from Firm Central for document management and are considering these other platforms but have not made a decision yet and instead are using in-house options.