Great for control freaks or those who like building RTA furniture with those picture directions
November 21, 2020

Great for control freaks or those who like building RTA furniture with those picture directions

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with CosmoLex

I use CosmoLex as my one and only practice management, timekeeping, and accounting software. I am a solo practice and a solo user. I began using it after a successful trial when I started my practice. It addresses planning, trust accounting, billing, business reporting, client portal communications, and mobile tracking through its app.
  • Bookkeeping and billing
  • Overall practice management
  • Responsiveness and support
  • Sometimes difficult to find what you want on the clunky interface.
  • Would be beneficial to offer a pared down version for solo practitioners
  • Accounts payable function is weak.
  • Billing piece is good for capture of billables.
  • The accounting piece is good for planning and Y-O-Y cost analysis.
  • The price is a little high for a solo but the bookkeeping side makes it worth it.
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.
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.

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CosmoLex is very well suited for the solo or small practice where you just need a little more backup to keep you organized, or where you still intend to do your own taxes or like to have a lot of control over your activity and your output. It may also be well suited for a larger practice where the task management pieces would be more useful but, a lot of those pieces get in the way in a solo practice. It is also great for anyone who wants a strong trust accounting program built into their daily activities.