CosmoLex

4,7 (340)
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Webbasierte Verwaltung der Rechtspraxis- und Buchhaltungssoftware.

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4,7 /5
(340)
Preis-Leistungs-Verhältnis
4,5/5
Funktionen
4,4/5
Bedienkomfort
4,6/5
Kundenbetreuung
4,7/5

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340 Bewertungen

Ulrich
Ulrich
Gesamtbewertung
  • Branche: Medizinische Praxis
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Wonderful CosmoLex

Bewertet am 19.11.2023

My experience with CosmoLex is just incredible. But what a program! Very intuitive and easy to use,...

My experience with CosmoLex is just incredible. But what a program! Very intuitive and easy to use, it's very practical, especially when it comes to creating invoices. It's the best I've used and I highly recommend it.

Vorteile

I like this software. It's high quality, as evidenced by the ease with which it ensures compatibility and better billing management. I can propose accounting ideas to my employees after well-done calculations, all thanks to Cosmolex.

Nachteile

The software works great, no problems to report and no regrets. I highly recommend it

Suresh
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Thank you CosmoLex!

Bewertet am 1.12.2022

Great experience to support our law firm's needs!

Great experience to support our law firm's needs!

Vorteile

CosmoLex has provided practice management support for Suresh Law to client our with with their technology, business and real estate law needs.

Nachteile

Plaid integration fails at times and needs resetting for bank feed.

Amy
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 0.0 /10

Leaving CosmoLex after 60 frustrating days

Bewertet am 8.8.2020

I manage 3 small law firms. One of my firms moved from Prolaw to CosmoLex 60 days ago because...

I manage 3 small law firms. One of my firms moved from Prolaw to CosmoLex 60 days ago because management wanted to be 100% cloud-based, which Prolaw is not. Unfortunately, my CosmoLex experience has been really frustrating, to say the least.

As background, I have used Prolaw for over 20 years, which performs back and front office tasks (like CosmoLex). At another firm, I have used Clio with QBs for about 7 years with lots of success. At a 3rd firm, I use Bill4Time with QBs with lots of success.

I really tried to make CosmoLex work for the last 60 days. As the manager of 3 small law firms, I am a stickler for efficiency and productivity. Making small firms competitive with larger firms is a big part of my job. But unfortunately CosmoLex was a huge step backwards in that goal.

Vorteile

You ALWAYS get a live person in customer service and they are GREAT! I have spent hours and hours on the phone, chat and email with many people in customer service in the last 60 days. It is really easy to get a live person, which is great! And I have been impressed with every single one of them. But unfortunately their answer is almost always: "I'm so sorry, CosmoLex cannot do that, I will add it to the list of features we could add." I haven't been around long enough to know if suggestions are actually ever incorporated into the software. Truthfully, so many features would have to be added to make this a viable program, I just can't wait to see.

There is a robust filter / search mechanism. Literally, those are the only good things.

Nachteile

Everything else. CosmoLex is a great idea, but the execution completely fails at both the accounting and practice management components.

Entering data in the software is ridiculously inefficient - from simple time entries, which you have to choose from pulldown, scrolling menus rather than entering data quickly and tabbing through (there is NO tabbing through any data!), to an accounting system that is set up in inflexible, awkward components that make no accounting sense (not a debit or credit to be found), it just doesn't lend itself to efficiency or intuitiveness like most online billing programs. If you are used to customizable columns (who isn't?); screens in which you can edit, print, manipulate multiple items at one time; check boxes to select all or multiple items; or screens that show you totals like hours billed in a day, week or month, account balances, CosmoLex is gonna drive you crazy. It doesn't allow any of the above. There are so many downfalls, I truthfully don't know where to start.

Additionally, we purchased the migration service. Each person I worked with was amazingly knowledgeable and professional, but the actual migration was a disaster. After hours of work on my and CosmoLex's migration team's part, my non-financial data migrated into ComsoLex very unusable. Also, they do not actually migrate financial data. I was hoping to move at least 7 years of accounting, as well as, historical invoices from open matters, but that is not possible.

Lynda
Gesamtbewertung
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

The staff is really helpful and friendly.

Bewertet am 12.7.2017

Three software packages for billing, client accounting and back-end was TOO MUCH!

Three software packages for billing, client accounting and back-end was TOO MUCH!

Vorteile

Everything was in one place. I didn't have to generate bills in one package, enter them in another for tracking income, and then pay them in two places as well. It is also great to be able to write a cost check in a case and have the expense "attached" to the client's accounting file/bill in a seamless matter with just an additional click or two. We were promised an easy migration with all the support we needed, and that is what the team at Cosmolex delivered!

Our accountant was also able to access the system for his end of the year work and add all of his journal entires and such and close out the books quickly and easily. The ability for us to generate P&L reports and other important accounting documents literally on demand is also pretty awesome.

But the best part about Cosmolex, by far, is their incredible support team. They have never been stumped, and I've done my best to do just that! Every time I have a question, I get a prompt and complete answer, generally by phone, from one of their support staff who know me and my firm on a first-name basis. I don't think I could be nearly as effective in a dual-role position without this software!

Nachteile

I can't think of anything additional at this point; they have added all MY wishlist items! I think the only thing they could add at this point is a "hotline" 24/7!

Susan
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

CosmoLex does everything needed to keep our firm under control

Bewertet am 19.10.2022

We saw the biggest impact in time and billing -- it's easy to mark down the "tiny" slices of time...

We saw the biggest impact in time and billing -- it's easy to mark down the "tiny" slices of time because you are already in the file. Less chance of not documenting phone conversation or expense as you don't have to exit one program to enter into another.

Vorteile

Billing/Invoicing/Payment management and Account reconciliation features are what I like best -- easy to stay on top of the flow

Nachteile

I don't have a "least" -- I find CosmoLex easy to use and it does everything I need to keep our office well managed!

In Betracht gezogene Alternativen

Cleo Integration Cloud

Warum CosmoLex gewählt wurde

Our time and billing program became obsolete and just STOPPED working.

Gründe für den Wechsel zu CosmoLex

Cost was the biggest factor.
William
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great Product

Bewertet am 24.4.2020

My experience with Cosmolex has exceeded my expectations. I did a lot of research on what is out...

My experience with Cosmolex has exceeded my expectations. I did a lot of research on what is out there in the market and Cosmolex came out on top, primarily because of the integrated backend accounting so that I did not have to deal with QuickBooks. Over the last couple of years, using Cosmolex, has been awesome. Being able to keep track of my time with the timer, bulk entry of Timeslips, ease of sending out invoices, invoices with a link to pay electronically, inclusion of law pay as a part of the subscription, etc., etc., etc., are all wonderful parts of the experience.

Vorteile

Super easy to use. Billing with a timer, bulk billing (was added after I requested), super responsive customer support/chat, great reports, full back-end accounting

Nachteile

I can often think of new features I would love to see but obviously they cannot add everything I want immediately.

Tiffany
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

CosmoLex is a one-stop shop

Bewertet am 3.2.2023

My overall experience with CosmoLex has been positive. I like that it is one product for Law...

My overall experience with CosmoLex has been positive. I like that it is one product for Law Practice Management and Accounting with one price for all features.

Vorteile

The accounting software in CosmoLex helps me reconcile my trust account, operating account, and credit cards. The accounting software also helps me provide proper reports for tax purposes. CosmoLex makes case management easy and integrates well with Microsoft Office 365.

Nachteile

It takes a bit of effort to create document templates and intake forms. The creation of the intake forms has limitations on the amount of characters you may use as a name for a text box. Also, when creating intake forms, certain blocks on the forms will move to different places and have to be manually adjusted to get them to the right place.

Danny
Danny
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Overall I am very satisfied.

Bewertet am 26.4.2019

Vorteile

It is Easy to use and has logical organization.

Nachteile

Certain features are very difficult to correct mistakes in, and the existing videos and articles are not helpful to me in resolving.

Deborah
Deborah
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Cosmolex was an easy choice

Bewertet am 9.10.2017

Vorteile

Cosmolex lets me have the bigger picture in one piece of software. I can easily see how my business is doing from the dashboard.

Nachteile

I would like to have a report that shows trends and exports to excel so I could create graph charts. It would also be nice to be able to produce an invoice showing the work put into a fixed fee matter.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Excellent Cloud Based Software

Bewertet am 21.12.2018

Vorteile

I most like that the accounting software is integrated.

Nachteile

I least like that I cannot create word documents or any documents within the software.

Pierce
Gesamtbewertung
  • Branche: Rechtsberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 6.0 /10

This App is Geared More Towards Transactional Law Practices

Bewertet am 23.7.2018

Vorteile

Cosmolex is easy to use and to implement. Initially, Customer Support was great, but now not so much. Customer support is still better than any other legal accounting product I have used from Lexis or Westlaw, even Clio. The company is generally pretty good about responding to its customers inquiries; but, you typically have to wait about 4 to 6 hours or the next day or two for a technical support person to call you back and sometimes they don't. The billing features are great for a small transactional law practice or family law practice, but not so much for a firm that handles heavy amounts of civil litigation for commercial clients, which requires reporting and data feed back. Trust accounting on Cosmolex is fantastic and allows for contingency fees in PI cases. Overall, its ease of use and simple interface is why we continue to use it.
Compared to most legal accounting and billing software, training employees is easy and they offer tons of opportunities to attend free webinar classes and are great at assisting you in getting your employees up and running. Altogether, it is not bad if you have other software or services to cover document and case management, but is expensive considering its deficiencies in this area.

Nachteile

The biggest Con is that there is a clear the lack of usable reports, no way to export client data for analysis and forecasting, third party integrations with Office is a work in progress for 2+ years and Cosmolex should absolutely not be relied on for Case Management in a litigation practice. If you are going to use Cosmolex, I would suggest doing so only for the accounting (w/ trust features) and billing for noncommercial clients. Cosmolex provides linking with your Drobox Account but is very limited when it comes to document management and your space is dependent what you purchase from other third-party companies for storage. We use the client portal for our clients to upload new case documents securely, but that is absolutely those are the only documents “managed” by Cosmolex. Docketing for litigation would be a nightmare if you depended on this software (especially for those that have midsize firms or handle multiple cases for companies). Reporting and data analysis is nonexistent. Cosmolex is absolutely not Microsoft Office friendly and has little to no integration with Microsoft products, despite the way it appears on their website. It will not integrate with on premises Exchange Server 2016, SQL or Power BI so you have to enter everything twice and have other software or services to cover its deficiencies. Calendaring features are worthless unless your firm uses Gmail as your firm email and calendaring system. The calendar may now integrate with 365 but does not have a way to customize jurisdictional presets for counting deadlines like most case management software that integrates with your calendar through Exchange. Altogether, the lack of even usable Excel or .PDF reports is the worst thing about Cosmolex. Report features, including AR ledgers and Invoice listing reports for a client with multiple ongoing cases is worthless. There is also no way to segregate your fees for fee recoverable causes of action, which is required in Texas when you are seeking attorney’s fees from the opposing side. Reports in Cosmolex could not be more unorganized. Trying to pull usable billing data over a period of time longer than one year is virtually impossible unless you want to do it by cutting and pasting from poorly formatted excel spreadsheets, which makes it difficult as hell to analyze client data over a period of time. Overall, all legal accounting software I have seen is terrible, Cosmolex is just less terrible than most. I think we are going to be moving on shortly to something else.

Marc
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

This is a time and money saver for any firm.

Bewertet am 9.8.2017

I was looking for a complete solution to my practice management and accounting needs.

I was looking for a complete solution to my practice management and accounting needs.

Vorteile

I tried various other platforms including PCLaw and Clio, but they lacked in usability or functionality compared to CosmoLex. PCLaw is outdated, slow and not cloud based, while Clio lacks firm accounting functionality and though they advertise quickbooks syncing, there are major issues with the syncing that requires a great deal of work by the end user.

CosmoLex is able to do virtually everything Clio can do with respect to practice management and even has a few unique features. However, where CosmoLex really shines is with its built in accounting system. As a Canadian Lawyer we require certain functionality that our American counterparts do not and CosmoLex has done a great job of meeting our needs. CosmoLex can properly deal with our HST/GST/PST issues and payments as well as offer us accrual based accounting as we are required to use by law.

There is NO other cloud based platform with an all-in-one solution for Canadian Lawyers. This is a time and money saver for any firm.

Nachteile

I would like to see document generation (of all sorts), multiple clients per matter, the ability to generate Client I.D. Forms from the contact information.

Also helpful would be the ability to attach scanned receipts, cheques, and bills to accounting entries similar to the functionality in QuickBooks.

Some minor efficiency changes like being able to select certain options when creating an entry rather than having to re-open it afterwards.

Denise
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 0.0 /10

Save yourself a headache

Bewertet am 18.6.2024

I regret migrating to this software. not happy with the product, there's a lot of limitations.

I regret migrating to this software. not happy with the product, there's a lot of limitations.

Vorteile

easy to use. but i do not recommend it, there's a lot of limitations.

Nachteile

-Does not proportionally apply payments to fees, taxes, disbursements which is a serious problem. Cosmolex priorities the taxes and hard cost. So if invoice balance are written off, taxes are overpaid which is not compliant to Canadian tax act and lawyers are underpaid.
-The system doesn’t have a report for client introducing lawyer, which is common as most firms pay out referral fees.
-Payments for multiple clients is also limited
-Users who have timekeeper restrictions are unable to access reports. PC Law is an old system but had this feature. Cosmolex is supposed to be a more sophisticated software. So, 1 person is responsible for generating reports to lawyers.
-Having reports downloaded as documents is inefficient. Instead of double-clicking the numbers on the report and the transaction and the transaction opens up, you’ll need to do more steps and find the transaction itself if editing is required. QuickBooks is cloud base and it has this feature.

Laura
Gesamtbewertung
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

It is easy to get around the program

Bewertet am 7.7.2017

Vorteile

I like that it is easy to get around the program and many things are self-explanatory. I also appreciate the tutorials that are available.

Nachteile

1. I sat down with our accountant and went through the chart of accounts - we wanted to erase some of the accounts that we wouldn't be using, but the system prevents it. There are so many similarly named accounts, that I am concerned about how I will make sure I am using the ones that my accountant prefers (as an example, there are at least 3 or 4 options for accounts related to payroll).

2. I don't like that I can't select the option to not allow duplicate checks for our business checking account

3. I don't like that when I click "save and next" when entering checks that the program does not automatically bring up the next check number. I have to hit "save" and then go back in and "add" another transaction in order for that to happen

Antwort von ProfitSolv

Hi Laura. We appreciate your review and feedback. I wanted to take some time to respond to the concerns that you listed

1- Chart of Accounts - While our GL account list is quite flexible, given that we have built-in automated accounting, certain accounts are core to that process and therefore cannot be deleted (fee income, trust funds, reimbursable client costs etc.). In terms of account options, only keep the accounts you wish to use. we offer 4 payroll accounts to cover the various deductions which need to be disbursed.
2- Duplicate checks - you are correct in that our operating accounts do not include the same safeguards as the trust accounts given there is no requirement, however I will enter this request on your behalf.
3- Check Numbers- I assume you are entering manual checks instead of printing them. I do see the issue you are experiencing and will report to our dev team to resolve.

Thanks again for your feedback. Any other questions, please let us know.

Tony
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: Selbstständig
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

CosmoLex Review

Bewertet am 22.10.2019

I'm not sure that it's changed anything, since I started out with cloud based services, but it's...

I'm not sure that it's changed anything, since I started out with cloud based services, but it's better than Clio because it doesn't screw up in a major fashion once a quarter or more.

Vorteile

Stability, integrated accounting, and better support staff. I used Clio for a couple years at my last firm, and I have zero intention of switching back.

Nachteile

The UI is not exactly intuitive. The search functionality, while robust, is also a bit awkward. Certain things that seem like they might be no-brainer search field options aren't present, and certain items that I would expect to be heavily used by most users aren't as quickly and easily accessed as I would like (for example - the calendar, in my opinion, deserves its own direct access sidebar button).

Deborah
Gesamtbewertung
  • Branche: Rechtsberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 1.0 /10

DO NOT DO IT

Bewertet am 11.4.2024

The company is basically developing this software and charging you to be their testers. Basic...

The company is basically developing this software and charging you to be their testers. Basic features (like Relationships) have odd limitations rendering the feature useless. Example: you can only have a single opposing party and only a single person as opposing counsel. I have cases with 10 Defendants and we end up with 27 opposing attorneys. There is simply not a way to catalog this in the system. Renders the case management ability almost useless.

Vorteile

Loved the sales pitch. Wish it worked as well as salesman sold it. Invoicing and expense tracking does work.

Nachteile

Chat for help. Not there most of the time. When it is functioning, Cosmolex can't answer basic questions and requires someone else to get back with you (weeks later!). Most of the things it is supposed to be able to accomplish, do not work at all or require you to know "hidden" steps to complete.

Roxann
Gesamtbewertung
  • Branche: Rechtsberatung
  • Unternehmensgröße: Selbstständig
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 0.0 /10

It is very clunky to use.

Bewertet am 28.3.2023

I just plain don't like it. I also use Soluno, it is a far better software. You can easily make...

I just plain don't like it. I also use Soluno, it is a far better software. You can easily make changes from the screen you are on. The visuals are far simpler as well. Plus it is very Canadian, and outstanding chat service.

Vorteile

It is better than PC Law was. Other than that, I would rather not use it.

Nachteile

you can't easily correct or edit entries. There is no clicking on when you are on a journal, you need to leave the screen and go somewhere else. Very time consuming. I also don't like that you can't just "view" reports, everything has to be downloaded and it takes time. When I contacted support as to why there were lines running through my view report, I was told it was a glitch...like really!! I don't find it at all intitutive . The downloading of bank statements for reconciliations is very painful, and quite frankly doesn't work.

Nicholas
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

CosmoLex staff know law and also know accounting.

Bewertet am 24.5.2019

Vorteile

We simply have not found anything else that integrates true accounting with timekeeping and related legal process workflow. Everything else we've used (I could make a list) fell short in terms of features or else required integration among multiple platforms (at a higher cost).

Nachteile

There is a bug in the reporting of accounts receivable that is causing us problems. We are eager to see that fixed. CosmoLex does not seem to have an internationally focused law practice in mind. We work with clients in 70 countries, in multiple currencies. We struggle a bit to make that work well--there are some hiccups.
Most other issues arise because our knowledge of accounting is poor, so we want to do things that should not be done (from an accounting perspective) or we don't know how to do them. Response time on our requests for help is sometimes slow. Our requests for additional features have not happened.

Mark
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

CosmoLex Review

Bewertet am 21.3.2022

Great.

Great.

Vorteile

The accounting features for trust account and integrated credit card processing.

Nachteile

This software has met expectations and performed well. It has done about everything that a small law firm could ask.

In Betracht gezogene Alternativen

PracticePanther Legal Software und Clio
Rebekah
Gesamtbewertung
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Made specifically for law firms - cool!

Bewertet am 25.1.2017

For many years our firm used a number of different back office software products. For example, we...

For many years our firm used a number of different back office software products. For example, we used Easy Trust for trust accounting, Quick Books for financial accounting and payroll, and Timeslips for time and billing. These are all products that run on individual computers. About 3 years ago, the company that produced EasyTrust quit supporting that product. For the last 3 years we have basically been on our own regarding trust accounting. It has worked out okay to date, but at some point we knew that we would encounter an operating system problem or something and we would have had a substantial problem and the program would've stopped working and we would've had no support or help.

Vorteile

When we started looking for new trust accounting software, we saw that your product was made specifically for law firms - cool! It also combined trust accounting, financial accounting, time and billing, which was the most appealing aspect. But the fact that Cosmolex is cloud-based, cinched it for us. Because our office manager (who oversees and reconciles the trust accounting -- that is, the software is on her computer) telecommutes from her house. So every time I needed to enter credit card payments, Trust deposits, write checks, etc., I had to drive 3 miles to her house. So being able to do a lot of that work from the office, has been wonderful.

Nachteile

Your product is intimidating! It encompasses several different departments and getting everyone on the same page took (and will continue to take) a good amount of time. But your training videos and free support have really helped us. As a suggestion, perhaps transcribing the training videos might be useful for a quick reference?

Jeanne
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

CosmoLex was the only one I found that had accounting built in

Bewertet am 2.6.2017

Our former practice management software was outdated and no longer supported by the developer. We...

Our former practice management software was outdated and no longer supported by the developer. We were looking for something that would allow us the features we were used to in our personal technologies, such as cloud based storage and usability on multiple platforms, not just desktop PC as our old software required. We've been more than impressed with the bells and whistles, many of which we realize are features we now can't live without!

Vorteile

Built in accounting was the biggest deal breaker for our choosing CosmoLex. As the bookkeeper, fed up with our clunky old software, I was looking for a new system that would be a modern and practical take on practice management and CosmoLex was the only one I found that had accounting built in. Being cloud based allows us to bill time or check in when out of the office and though we had looked at another program that was cloud based, CosmoLex offered greater flexibility and it looks great, to boot.

Nachteile

Our office would love to see some updates for the calendar and tasks - specifically a central office calendar that is the default view. We are composed of two attorneys and two support staff where we are all working on the same cases. Short of adding each event to four individual calendars it would great to have everything on one sort of "home" calendar where we can all easily view and comment.

Jordan
Gesamtbewertung
  • Branche: Rechtsberatung
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Love it!

Bewertet am 23.12.2019

I didn't have LMP software before although I did have QuickBooks for awhile. Thus, there is nothing...

I didn't have LMP software before although I did have QuickBooks for awhile. Thus, there is nothing to compare to but it fills the bill for what I need. I think it was thoughtfully designed, and I find it straightforward and easy to use.

Vorteile

I have enjoyed the ease of learning and using this software. I like the Dashboard that tells you many useful things at a glance. Customer service is also very good. I like that it integrates with several other applications, such as LawPay and Casemaker (although I no longer use Casemaker). I also found a CL knowledgeable accountant through the site, which was very useful for getting set up my first year.

Nachteile

I really don't have cons. They did go up in price by $10/month without warning (one time in 18 months) but I still think it is a fair value.

Yaakov
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Great leap forward

Bewertet am 14.10.2020

Saves time, and allows use seamlessly from work, home, and mobile

Saves time, and allows use seamlessly from work, home, and mobile

Vorteile

A great leap forward from our previous (non-cloud) software.

Nachteile

None. It's at least as good as the prior software in every way.

Amber
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: Selbstständig
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Cosmolex is very intuitive software.

Bewertet am 29.4.2019

My assistant and I have enjoyed using Cosmolex, and now feel spoiled by all the great features...

My assistant and I have enjoyed using Cosmolex, and now feel spoiled by all the great features compared to other file management and accounting software. I have been asked by several lawyers in my city to show them the program, and I wish I was more proficient with it so I could do it justice.

Vorteile

It does everything you wish other programs would do. It's easy to fix any mistakes you make in your billing without having to contact the company for a complicated "work around" solution. If you do have an issue or a suggestion, the customer service department is very responsive.

Nachteile

I would like if bills could be further broken down into taxable disbursements and non-taxable disbursements. My assistant and I registered for the training, but were unable to log on at the assigned time, but became too busy to follow up with this, so we have muddled through on our own for the last year.

Pete
Gesamtbewertung
  • Branche: Immobilien
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

I can't imagine practicing law without this essential tool.

Bewertet am 24.3.2015

Vorteile

My practice is focused primarily on residential real estate in NY and NJ and I represent a lot of lenders, so I have been relying upon Easy Soft’s hud-1 program and their billing/trust accounting program for years, so when I learned about everything CosmoLex had to offer, I was excited to jump in.

What really separates CosmoLex from the others is that it’s completely cloud based and also offers a full IOLA/IOLTA accounting system. I’m able to login from the office, from home, and even on the road from my smart phone to add billable events, log and print checks, or search for anything I need.

Because I’m a sole practitioner, I don’t have an IT department to help me install/upgrade my programs and the people at CosmoLex actually converted my existing data and had me up and running in about 15 minutes. Knowing that my data (and the programs) are off-site means less to worry about if and when a computer at my office should fail - and not having to worry about re-installing and restoring data (just knowing that it’s always safe and ready to access) makes sleeping at night a little easier.

The controls are intuitively setup and searching for matters by client or other keyword or searching transactions by dollar amount, etc., could not be easier. I’ve already watched some of their online tutorials and when those did not help me understand something, I contacted tech support for personalized support and training that did the trick every time!

Nachteile

Nothing comes to mind so far. It's everything I need.