Opiniones de CosmoLex

I am glad I found CosmoLex, I could not get through a day without it.

Puntos a favor:

It's easy to use, intuitive, and the customer support is outstanding. I've occasionally contacted them with feature suggestions and they usually end up incorporating those suggestions - or they might show me how I missed something that accomplishes the same thing. The product works as advertised and I have no regrets.

Contras:

It had a little bit of a learning curve but I had nothing to compare it to. I now find it intuitive, so it's hard to say. Customer support is awesome, though, and they also have videos you can watch that explain most of the problems and issues I experienced along the way.

Great Program!

Comentarios: It's made reconciling accounts much easier and faster for me. I love the layout. It's also been a breeze to create invoices in (minus needing to edit them afterwards because the customization doesn't do what we'd like it to do).

Puntos a favor:

It's extremely user friendly! I love that I can print all the cheques I need on a file at the same time, or all the cheques I'm using to pay invoices at the same time.

Contras:

The invoice customization tool is the only non user thing about this program.

CosmoLex Review

Comentarios: In short, while CosmoLox is easy to use, it is not as comprehensive or feature-rich as some of the other legal case management software programs available on the market. If you are just starting out in the legal field, I would recommend looking for a less expensive product that offers more features and flexibility.

Puntos a favor:

I found it to be easy to use and the interface was nice to look at.

Contras:

I was disappointed that it did not have the features of some of its competitors and it cost more.

Great All in One Solution

Comentarios: Both lawyers & support staff are very satisfied with the switch to CosmoLex.

Puntos a favor:

Onboarding/migration process was quite smooth; great team to work with.Easy to use all aspects of firm and trust accounting, quarterly reporting, Love the integration with Microsoft 365; getting closer to becoming 'paperless'.Can't wait to get the client portal in full use.The Live Support portal is the best I've ever used. They usually have the answer but if not the matter is immediately escalated and responded to.

Contras:

A bit of a learning curve moving from previous software. Don't switch during a busy period.Would like to see a client ledger which incorporates both trust and general expense entries on single page.

Overall, I enjoy using Cosmolex.

Comentarios: Superb. I definitely have and will continue to recommend cosmolex to my colleagues.

Puntos a favor:

On a lighter note, aside from the very important features. I like the soft display interface. It is easy on the eyes, the monthly graph and pie chart is very great for keeping track of income.

Contras:

Accounting, but that was an issue with my personal knowledge rather than the software itself. Cosmolex care assisted.

Time to Switch to a New Service

Comentarios: I regret everyday not simply using Quickbooks and Clio like a lot of other law firms do. We are going to try a demo with a few other products, Abacus and CaseManager, but I really don't think you can go wrong with Quickbooks especially if you want the payroll integrations. We're basically paying twice the price of Clio and other time-management options for accounting software that does not work.

Puntos a favor:

We liked that it appeared to have a bunch of services wrapped up into one--time-keeping for billing, accounting software similar to Quickbooks with an automatic feed into our accounts, and email archiving/practice management. The time-keeping component works well although you would think it would be easier to do mixed-fee or alternative fee arrangements given that these are the fastest growing in the legal industry.

Contras:

The accounting system is a joke. The bank-feed regularly just stops syncing with no notification. We have spent so much time reconciling our books this year as a result of issues that Cosmolex refuses to address claiming its the result of their third-party vendor. We recently needed to transfer a file, and in going to export the emails, we learned that we would need to go into each email, print to PDF, and manually save! When I asked why this wasn't explained in the marketing materials as we would never have used Cosmolex for email storage if we knew that it would require this much work to actually use or access the emails, I was given instructions for how to download the emails from my Outlook account directly. Then why am I paying to use Cosmolex? Lastly, the customer service has been consistently terrible. The chat function used to be helpful--but it appears they outsource it now, and it's no longer a benefit as the users can only refer you to articles. Additionally, we are constantly being told that they will make changes in response to our feedback (and presumably the feedback of others) but the only changes that have been made in the past few years have made the program less helpful. Where were the increased integrations we were promised? Why can't they figure out the syncing with their vendor?

Leaving CosmoLex after 60 frustrating days

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

2 Years Wasted

Comentarios: Cosmolex ended up being a major disappointment. Too many of the supposedly great features turned out to be practically useless. Clients can only upload one document at a time and then only if the name is 64 or less characters. Clients can only download one document at a time. The API is closed so automation is much more difficult and expensive. Email communications cannot be shared through the portal. The platform whereby custom invoices are created/modified is archaic and difficult to use.

Puntos a favor:

Document Integration with OneDrive and integrated billing

Contras:

The most important components of the software were rendered useless due to lack of most obvious features.

Very great Practice Management software

Comentarios: It has been very easy for me to create a matter, do my billing and invoicing, and the client portal is a nice touch that makes my clients believe that our office is sophisticated.

Puntos a favor:

I love the instant live support chat function. It helps a lot when i have absolutely no idea how to navigate

Contras:

The pricing is very high compared to the Canadian counterparts

Cosmolex review

Puntos a favor:

Lots of options to get to various points of use

Contras:

A lot to learn, only ongoing use will improve it

Cosmolex Review

Comentarios: I became a Cosmolex customer after being a customer of another practice management system and a customer of a widely known accounting software. My law practice incorporates general practice areas ranging from real estate/title agency, personal injury, litigation, family law, to probate and estate planning. With a variety of practice areas such as my firm, the challenges of practice management are complex because each area of the law has its own set of individual policies and procedures. The program I was using didn't capture my time spent on cases, nor created a detailed bill for my clients' review that completely captured all of the work my staff and I performed on their case. Cosmolex produces an invoice for the client that justifies my legal fee, which is essential to client satisfaction, and critical for ethical compliance purposes for cases that are accepted on a retainer or hourly basis. Not only do I earn more money because I'm able to quickly track time and expenses, but I also deliver a better product. Less time is spent telling my client what I did on their case but instead, allows me to focus on the particular legal matter the client hired me to solve. Further, the biggest hurdle to launching a successful law firm (I've only had my own law firm for seven months), is bookkeeping, and I have an in-house, nearly full-time bookkeeper which is also an accountant and is even qualified as an expert in a common accounting software system. However, with all of that knowledge and expertise, so much of my time was spent on accounting, and now it's spent on practicing law and a deeper concentration on my cases. This was not and could not have been possible with other accounting software systems on the market. Trust me, I tried them, and they only created problems. The other systems in the market (even those that are tailored for law firms) simply make the law firm work for the system, and not the system work for the law firm. Cosmolex is comprehensive. It takes care of the daily task delegation, case progress, and time tracking, accounting, employee performance, and reports. My experience has been an eye-opening one. My experience is mostly a relief because without Cosmolex I would still be living in the dark-ages of unproductivity and frustration.

Puntos a favor:

Ease of use, the simplicity of timecards, layout/design, price, functionality across multiple practice areas, ethical compliance considerations, cyber security protection, and mobility.

Contras:

Lack of knowledge by customer support, inability of 24/7 customer support access, inadequate and burdensome contact importing process, access to library of forms and templates with incorporated merge fields, failure of bank integration for purposes of deposits, no app available, not synced with lexicata or another CRM service, doc mgmt could use some navigational ease of use improvement, no place for employees to insert their time for purposes of payroll, no spell checker, inability to make a matter designated as anything other than inactive or active (nice if had more options, such as closed cases, prospective lead, consultation only, referred out), migration of emails into cosmolex, lack of automatic matching of emails to correct corresponding client file (doesn't exist retroactive to joining Cosmolex at all, and once joined, the automatic email matching is rare but is much more usually manual entry, automatic base fee for commonly used tasks and expenses that would automatically be applied to each type of case's invoice for example, fax $2.50, copy cost 30 cents per page, courier fee $5.00, postage cost of $10.00, generate and open file $15, $10 document retention fee, and legal research $20.00, additional permissions for each user based on more than is listed under "role," label generator, sync with efax and adobe sign and google for work, ability to mark certain case documents as confidential and/or only for internal viewing purposes.

This App is Geared More Towards Transactional Law Practices

Puntos a favor:

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.

Contras:

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.

Billing is great! Case management, not so much.

Comentarios: We are a two attorney firm with one paralegal. We chose Cosmolex for the trust accounting feature. We were looking for a program that could do it all - keep the books and manage the cases.

Puntos a favor:

I love the billing and trust accounting features. Cosmolex really shines with maintaining the operating and trust accounts separately as well as generating invoices for our billable work.

Contras:

The software is cumbersome, taking several clicks to get to information. The features I need most on the case management side are contacts and notes. The contacts drive me nuts! If I'm in Bob Jones' case, I want to see a list of all the other people involved such as other attorneys, witnesses, or other relevant parties. With Cosmolex, one has to go to a separate contacts page and link them rather than entering the information directly into the matter. The note taking feature is improving now that more characters are allowed, but it still leaves much to be desired for those who are answering client calls and wanting to log the information right away. It seems like it would be fine for a transactional practice but it's less than ideal for litigation.

2 year Cosmolex User

Comentarios: Having a cloud based system during Covid and into the future allows our firm to be flexible and current. Although pricey, the value is still there and we enjoy using this software.

Puntos a favor:

Cosmolex integrates the accounting software and features we needed with the management of our law practice. Support takes care of any issues that arise quickly and efficiently.

Contras:

Some parts of customization are not intuitive and assistance from customer support is sometimes required. Luckily, customer support is quick and easy to access.

This is a time and money saver for any firm.

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

Puntos a favor:

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.

Contras:

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.

By far a much better experience in legal software than previous program

Comentarios: I am practicing law more than I am fighting with accounting software for lawyers!

Puntos a favor:

It does front and back office and IT WORKS. Very little technical support needed on a regular basis. It allows clients to make payments online through an invoice link and cosmolex is partnered with LawPay. Also integrates well with outlook exchange and all programs like google, onedrive, dropbox ; allows all emails to be saved to the associated matters for easy access. billing process is fairly simple the invoice links are keeping receivables down as client's can pay their bills 24/7. bills are able to be emailed easily and in bulk; invoice reminders and trust deposit requests are easily sent out without the need to draft letters individually to the clients. I could go on and on......

Contras:

Hard to complain about much with this program. It depends on your needs. For me there are still some features I am used to from my server based program that are not availableyet in this cloud based software, but there are lots of things in the works. It seems each month a new feature is released that I had learned to live without or work around. The things I am missing right now are invoices saved automatically to a matter in a hard pdf when initially generated. The original invoice cannot be recreated unless you physically print or save a downloaded copy at the time they are generated.

Love it!

Comentarios: Very well. Customer service is excellent. Very user -friendly.

Puntos a favor:

We swapped from Abacus to Cosmolex a few years ago and its a MAJOR improvement. I love how it is continuously updated to better the program. It is very user-friendly and I love how customizable it is. I also LOVE the upgrade with the new spell check!

Contras:

Nothing right now. We are loving the latest updates!

Cosmolex works well

Comentarios: I like Cosmolex in most ways better than my old software but Cosmolex could still take some steps to improve the functionality and robustness of the software.

Puntos a favor:

I like the online nature of the software and how easy it is to use.

Contras:

There are some serious deficiencies with the functionality of Cosmolex especially for use in Canada. There are many reports that it won't generate. Trying to deal with GST is extremely difficult.

Cosmolex is the best solution for a small law office.

Comentarios: Time keeping, calendar, scheduling and accounting.

Puntos a favor:

Cloud based; access from anywhere. I can access my calendar from an iPad or iPhone.

Contras:

Some reports are not intuitive. But the knowledge base is easily accessed and will answer most questions.

Decent functionality, UI needs improvement

Comentarios: I switched away from Cosmolex after a few months. There are better products out there at the same price point.

Puntos a favor:

The top feature for Cosmolex is the integrated accounting functions, and it is really nice to have this built-in.

Contras:

The User Interface is not as intuitive as it needs to be for users to work in the platform efficiently. A few big missing features are the universal search bar, and bulk changes.

Best User Friendly Interface

Comentarios: I have a great experience with the program and use it most of the day every day.

Puntos a favor:

I appreciate most the ability to correct errors in accounting when they are noticed and the integration with the trust account.

Contras:

Some of the deep user options are difficult to find but this is necessary with the level of customization allowed.

Steep learning curve but worth it

Comentarios: Great tech support and onboarding help.

Puntos a favor:

Integrated trust and general accounting and easy bank recs make it a winner.

Contras:

Almost too many features so a steep a learning curve.

Easy and Complete Legal Accounting Software.

Comentarios: I am collecting fees and costs more easily and without having to see the client or talk to them on the phone. They can pay directly through their invoice or reminder emails sent by the program. Same for the trust retainer. Links are easily sent to clients to deposit directly to trust. The program makes the accounting entries for you on in the general ledger and the bank accounts.

Puntos a favor:

It does both front and back office capabilities. It is easy to access everything about a client. All time, billing and any other information needing to be entered is in one software application. No need to have Quick Books and some other legal software. Invoicing is easy to facilitate and clients can pay through links on the invoices. This program interacts with Microsoft Office, Outlook, Google, LawPay and many others.

Contras:

There are some reporting functions that are not yet available. This program still does not have a function for collecting Judgments on behalf of clients.

CosmoLex has made running our office easier than ever.

Comentarios: I cannot imagine how much work we would need to duplicate if we didn't have CosmoLex. I would recommend it to any practitioner, but especially to those who are solos or small firms.

Puntos a favor:

We chose CosmoLex for our firm because we liked the bookkeeping integration. The system is extremely easy to use and more intuitive than QuickBooks.

Contras:

Sometimes getting a call back on troubleshooting items can take a day or two. Usually my questions are not urgent, but if we ever needed something immediately, my worry is that it might not happen in time.

Made specifically for law firms - cool!

Comentarios: 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.

Puntos a favor:

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.

Contras:

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?