Filevine is a project management and workflow automation platform for law firms from the company of the same name in Utah.
N/A
CosmoLex
Score 9.0 out of 10
N/A
CosmoLex in New Jersey offers their legal practice management application which supports all business administration needs, as well as accounting and billing internally, without needing to integrate with accounting software.
Filevine is well suited if you want to have a practice management program that is not Clio and that is difficult to use, lacks essential features, and is overpromised. It is not suitable for heavy litigation. What kind of legal practice system refers to the core elements as "projects"? Not matters or cases?
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.
In my opinion, customer service is as bad as I have ever experienced anywhere. Even the IRS is more responsive than Filevine.
In my experience, their staffing and personnel changes so frequently that even if you do find someone who is responsive they either leave the company or are reassigned.
I think the layout is easy to navigate. There are just a few small things I wish were easier, like making contacts directly from the app, or utilizing the search bar for a specific case rather than all cases
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.
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.
Filevine is much easier to learn and use, the user interface is more appealing (with bigger fonts and easy-to-understand icons), and its customization feature is easier to use and understand.
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.
