CosmoLex vs. Shape Software

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

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Shape Software is well suited when using "mainstream" ad platforms that have robust integrations. It also works well when budgets are set less frequently and are allowed to run unchanged for a set period of time. Shape Software gets less accurate when frequent budget changes need to be made and when using ad platforms with little to no support built into Shape Software.

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

Incentivized

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• Platform integrations
• Pacing accuracy
• Automated notifications

• 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.

• Automated budget pacing could be more sophisticated - it tends to conflict with platform best-practices in my opinion.
• Integration with LinkedIn leads would give more accurate picture of conversion volume I believe.
• More customizable alerts

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

Independently Invited by TrustRadius

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Shape Software is very easy to set up and use. The core functions and features require little explanation. The options and settings are easy to find and the capabilities of the platform are apparent to the user after just a few minutes of use.

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I never had the need or opportunity to work with support.

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Shape Software is very user-friendly and easy to set up. The controls and settings are very straightforward and the core functions (onboarding new accounts, creating new budgets, managing budgets, etc) are easily understood. The customizable alerts and budget intervals provide modularity for different situations and provide significant peace-of-mind. The automations are less impressive in that they generally conflict with ad platform automation in my opinion. Automated bidding and budgeting is hindered by third-party automations like Shape Software and the performance Shape Software features provide doesn't justify forgoing that technology in the ad platforms in my opinion.

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

• Reliable protection against overspend
• Precise budget control
• Cross-platform visibility