Opiniones de CosmoLex

Practice Management and Accounting in One

Comentarios: One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house. We went through 3 bookkeeping firms in 2 years and spent huge sums of money for our accountants to undo the mess they made. Our first year end with Cosmolex and in-house bookkeeping was a little rough but that was mostly cleaning up past mistakes.

Puntos a favor:

The product is generally pretty simple to use. Sometimes you will encounter a quirk that makes you wonder "why did they do it like this?" but once you understand the logic behind it you pick up quickly. The software is updated quite regularly.

Puntos en contra:

They were purchased by Tabs3 about a year ago and the fact that they are not independent is a little concerning.

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.

Puntos en contra:

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.

It is very clunky to use.

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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.

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.

Puntos en contra:

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

Best Attorney Software

Comentarios: Great program with easy customer support (even a chat feature). The prior legal platform software we used constantly had issues with an expensive yearly update that was required. Cosmolex is cloud-based so no need for updates. there is no need for an additional bookkeeping program for your office expenses as the program will handle that along with your trust accounting.

Puntos a favor:

I like that you can handle your everyday office accounting in the same program as your trust accounting. There is no need for a separate program. Our clients love the client portal and they can upload documents directly to the client portal instead of having to bring them into our physical office. Cosmolex keeps each of your client files organized where you can save all of your emails, documents, and share the ones that you need to share with your clients through the client portal.

Puntos en contra:

We would like to be able to make one bulk deposit at one time instead of having to go through by individual dates and make individual deposits.

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.

Puntos en contra:

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.

Best Legal Management Software

Comentarios: Cosmolex has increased the efficiency of my firm dramatically. From standard client letters to accounting, to tasks, the program has made all aspects of my practice easier. It is easy to learn and efficient.

Puntos a favor:

Cosmolex is by far the best Legal Management Software on the market. The accounting is superior and specific to the legal industry and the client management options are unmatched.

Puntos en contra:

There are sometimes delays as information is being entered. It is relatively minor but something I expect they will improve on.

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.

Puntos en contra:

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

The best legal accounting software I've ever used

Comentarios: Been working with Cosmolex for 2 years now. It is great and easy to use. I wouldn't ever go back to PCLaw.

Puntos a favor:

It is great and easy to use. It's simple to navigate.

Puntos en contra:

There is nothing about the software that I don't like.

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.

Puntos en contra:

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 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.

Puntos en contra:

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.

Great for small firms, not so great if scaling up

Comentarios: We've been using CosmoLex for 2+ years so they haven't scared us away...yet.

Puntos a favor:

Client portal is a terrific feature (when working), the ease of time entries is terrific. Very simplistic interface for invoicing and collecting fees. Integration with LawPay is cool.

Puntos en contra:

There's lots of bugs and seemingly easy fixes that get overlooked and/or ignored. The portal will shut down unexpectedly and/or clients cannot access multiple matters without additional email addresses. There is no function for recurring billing (i.e., ongoing or payment plan clients). Customer service is a nightmare to deal with and takes weeks to complete simple tasks.

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.

Puntos en contra:

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.

Great Product

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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

CosmoLex Review

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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).

Cosmolex has reduced the time for billing clients...

Comentarios: Cosmolex has reduced the time for billing clients down from 2-3 days to 2-3 hours.

Puntos a favor:

The ability to add charges on the go is a huge plus for the attorney. He can bill his time while in court.

Puntos en contra:

Old client invoices, there needs to be a way to unlock invoices to allow payment on outstanding debt. I've contacted customer service and we had a backdoor way of doing it but the newest update to CL has erased that ability. So now old clients who have no active charges are inconvenienced and must come into the office to pay. Would love to see more functions for old accounts!

Cosmolex

Comentarios: Everyday I learn more with Cosmolex. At first it is kind of confusing but once you learn how to use all the benefits it becomes easier.

Puntos a favor:

The Pros with Cosmolex is once you learn all the features it is really easy to work with. I believe with entering the money portion on Cosmolex has been easier than any other system.

Puntos en contra:

The cons were getting use to usisng Cosmolex. After you go through the webinars they have and learning videos it becomes easier to work with. There is always someone available to actually help you if you do have a question about anything if the teaching videos do not help in figure out your issue.

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.

Puntos en contra:

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 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.

Puntos en contra:

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

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.

Puntos en contra:

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?

Love it!

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Switched from PC Law in December of 2019 and never looked back.

Puntos a favor:

Integration with other software is key to its value.

Puntos en contra:

As they roll out new features, I sometimes encounter bugs. They've got a great response time and great customer service though when that happens.

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.

Puntos en contra:

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.

It is a very stable product that is continually getting better.

Comentarios: Some of the shortcomings that I initially identified as possible deal-breakers have been remedied within the short time that I have been using the product (ex. the failure of multi-day events to properly appear on the calendar system). I am hopeful that the "ease of use" issues are addressed over time (quickly). Again, a very nice product overall, that has demonstrated an ability and inclination to get better.

Puntos a favor:

The integration of accounting and check preparation into the law practice package.

Puntos en contra:

The calendar is not easy to view and use. Quite frankly, I merely have linked to to my Outlook Calendar and avoid using the Cosmo calendar entirely. The other "con" which surfaces each time I use it, is that when you cycle to matters or clients, you cannot simply begin to type a name and have the system go to the name in the list. Being forced to do a search each time you want to go to a listing is really a time waste.

CosmoLex is an easy program once you get going

Comentarios: Our peachtree program, timeslips program, and trust account (old CosmoLex desktop version) were all becoming unsupported, and/or being phased out. We did not use peachtree to its full capacity, timeslips program very slow, and not easy to work with.

Puntos a favor:

After researching we were ready to go with an all in one program for the law firm. Cosmolex is an easy program once you get going. Fast and friendly customer support. Willing to take suggestions on how to improve program. There is more accuracy in the fact that advancements won't be missed when clients pay.

Puntos en contra:

More training videos on the business side of the program. The day to day bills, etc. Show how you would enter a payroll journal. The business side needs improvement - a box that would come up on the memo portion of the check - for your account number for that vendor, and then the invoice that you are paying for. Being able to pay for multiple invoices from one vendor with one check.