Likelihood to Recommend It is perfect for law management as it has integrations with Lawpay, which is specific for operating and trust account billing. I am able to create custom intakes for a client to fill out, automated with a task when submitted, and then review and response. I am also able to use the forms for internal use to enter information and use templates to populate those fields onto documents that I create.
Read full review 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 Pros Invoicing with Ease Customization Customer Support Cost Efficient Read full review Bookkeeping and billing Overall practice management Responsiveness and support Read full review Cons There are some features that are available on one part of the software but not on others. E.g., when creating a task, you can add and make new tags. But during the creation of a workflow, when making a task, you can't make new tags. You have to make the task outside of the workflow space. An event whereby you can invite outside users/clients without creating a client portal. If the client portal was a bit more robust, I would like to use it. See the first item; I am unable to make tasks through workflows with links to be populated for my clients to make client task easier when I need to direct them to a different webpage to complete an item. Read full review 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 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 love the Support team. Available through chat on any screen on your practice panther. They say they respond within 24 hours but it's usually at most 3 hours and they direct you a solution or that confirm no available solution. The team at PP is always helpful and know how to follow up with issues in a timely manner.
Read full review 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 PracticePanther is much easier and much more user friendly for what I need.
Read full review 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 Return on Investment It has allowed me to keep up with my time and billing. It has allowed me to keep client information all in one place. It has allowed me to keep up with money that I am owed. Read full review Time is the greatest factor when it comes to managing and creating documents and client accounts. Tracking client data. Read full review ScreenShots PracticePanther Screenshots