MyMedLeads vs. CosmoLex

Even though at this stage I have been using MyMedLeads for several years, I honestly couldn't recommend it for any use case. We have actively been looking for a new CRM to replace it and should be moving away from MML in the near future. You can find a better CRM solution, even if you are using Nextech as your EMR

Incentivized

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.

Incentivized

• Ability to create a patient record within Nextech directly from MyMedLeads
• HIPPA-Compliant
• Good support team

Incentivized

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

Incentivized

• In my opinion, horribly underdeveloped platform and feature set
• Bare-Bones CRM Functions
• I believe it is broken, untrustworthy reporting
• SMS marketing features recently shut down due to carrier issues
• I think it is difficult to use, inefficient UI
• No customization options
• Lead source not mapped to Nextech when converting leads
• I believe it is cumbersome, low-quality solutions for VOIP and Live Chat Integration
• Closed API

Incentivized

• 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.

I think it is cumbersome, underdeveloped and outdated user interface with zero customization options.

Incentivized

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.

Incentivized

Good support from their team.

Incentivized

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.

Incentivized

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.

Incentivized

• Lack of integrations with our other systems and closed API makes for a cumbersome and fragmented tech-stack at out practice
• Able to track ROAS of basic campaigns (Google Ads, Meta Ads)
• Barebones CRM features helps to support the staff
• I think it is barebones Marketing Automation helps with lead nurturing
• SMS Marketing was useful until it was shut down

Incentivized

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