Sobre o CosmoLex

CosmoLex is the ONLY total solution that includes billing, practice management AND compliant law office accounting (No QuickBooks Needed). CosmoLex’s One Price - One Login system ends the daily struggle of using a hodgepodge of practice management, billing and accounting systems forever. CosmoLex even has built-in LawPay with no fixed monthly fee. Learn why 1000s of law firms have switched to CosmoLex. Try CosmoLex free today!

Principais benefícios do CosmoLex

Five Ways CosmoLex Will Raise the Bar at Your Firm:

1. Total Solution. CosmoLex lets you manage your entire practice in one login. No more fiddling with multiple incompatible programs, failed imports, duplicate data entry.

2. Improved Cash Flow. Automated time & expense tracking, a “money finder” to spot unbilled items, one-click batch billing, automated reminder notices, and built-in, end-to-end credit card payment processing all work to bring money in the door faster..

3. Full-service Legal Business Accounting. Eliminate the endless hassles of trying to customize your general accounting software. CosmoLex’s built-in, fully integrated Accounting keeps your firm’s books current & compliant.

4. Always “Audit-Ready”. Built-in attorney Trust (IOLTA) Accounting, electronic bank data feeds, and one-click, 3-way bank reconciliations keep your trust accounts spotless..

5. Business Process Management. With practice management, billing, and accounting under one roof, CosmoLex helps you keep a pulse on your entire practice by providing dozens of performance data and financial management reports -- all on your dashboard.

Dispositivos

Porte da empresa

P M G

Mercados

Canadá, Estados Unidos

Idiomas

inglês

Imagens

CosmoLex activities
CosmoLex accounting
CosmoLex dashboard
CosmoLex calendar
Ver mais 5
CosmoLex - Vídeo CosmoLex - Vídeo Captura de tela do CosmoLex: CosmoLex activities Captura de tela do CosmoLex: CosmoLex accounting Captura de tela do CosmoLex: CosmoLex dashboard Captura de tela do CosmoLex: CosmoLex calendar

Recursos

Total de recursos do CosmoLex: 79

  • API
  • Acompanhamento de atividades
  • Administração de impostos
  • Agendamento baseado em regras
  • Agendamento de tarefas
  • Alertas/notificações
  • Armazenamento de dados seguros
  • Armazenamento de documentos
  • Arquivo morto e retenção
  • Autenticação
  • Autenticação de dois fatores
  • Backup automático
  • Banco de dados de contatos
  • Banco de dados do cliente
  • Bate-papo ao vivo
  • CRM
  • Calendário do pessoal
  • Calendários de equipe
  • Classificação de documentos
  • Cobrança e faturamento
  • Conciliação bancária
  • Contabilidade
  • Contabilidade de Ativos
  • Contabilidade de exercício
  • Contabilidade fiduciária
  • Contabilidade incorporada
  • Contas a pagar
  • Contas a receber
  • Controle de despesas
  • Controle de horas
  • Controle de horas e despesas
  • Controle de versões
  • Controle do andamento
  • Controle do progresso de tarefas
  • Controles/permissões de acesso
  • Conversão do banco de dados
  • Coordenação de contas
  • Cronometragem por caso
  • Cronômetro
  • Cálculo e validação de tarifas
  • Depoimentos do cliente
  • Faturação automática
  • Ferramentas de colaboração
  • Geração de documentos
  • Geração de relatórios financeiros
  • Gerenciamento de documentos
  • Gerenciamento de e-mails
  • Gestão de auditorias
  • Gestão de calendários
  • Gestão de casos
  • Gestão de clientes
  • Gestão de conflitos
  • Gestão de conformidade
  • Gestão de contratos e licenças
  • Gestão de processos judiciais
  • Gestão de processos recursórios
  • Gestão de projetos
  • Gestão de recibos
  • Gestão de tarefas
  • Integração da contabilidade
  • Lembretes
  • Múltiplas moedas
  • Notas de caso
  • Organizações sem fins lucrativos
  • Painel de atividades
  • Pesquisa de texto completo
  • Portal do cliente
  • Preenchimento de cheques
  • Processamento de cartões de crédito
  • Rastreamento de itens faturáveis
  • Razão geral
  • Receitas e balanço
  • Relatórios de resumos
  • Relatórios e análise de dados
  • Seguimento de status
  • Segurança de SSL
  • Sincronização de calendários
  • Validação cruzada do livro razão
  • Várias localizações

Alternativas

Zola Suite

4,6
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Rocket Matter

4,3
#2 alternativa ao CosmoLex
Rocket Matter is the leading cloud-based law practice management software that helps you run a more efficient law firm,...

Clio

4,7
#3 alternativa ao CosmoLex
O Clio Suite é um software para escritórios de advocacia baseado em nuvem que transformará a maneira como o seu...

Odoo

4,2
#4 alternativa ao CosmoLex
O Odoo é um pacote de aplicativos de negócios de código aberto personalizáveis e integrados. A maioria das necessidades...

Avaliações

Classificação geral

4,7 /5
(294)
Relação qualidade/preço
4,6/5
Recursos
4,4/5
Praticidade
4,6/5
Suporte ao cliente
4,8/5

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Exibindo 5 avaliações de 294
Eric D.
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Practice Management and Accounting in One

Avaliado em 25/03/2020

One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house....

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.

Vantagens

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.

Desvantagens

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

Jennifer K.
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Best Attorney Software

Avaliado em 18/12/2019

Great program with easy customer support (even a chat feature). The prior legal platform software...

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.

Vantagens

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.

Desvantagens

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.

Ed E.
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 9.0 /10

Essential

Avaliado em 25/02/2021

Again, it's essential to my practice, and the built-in accounting is fantastic.

Again, it's essential to my practice, and the built-in accounting is fantastic.

Vantagens

I was reluctant to subscribe to a practice management solution, but now can't envision getting along without it. It has everything I need from time tracking to accounting right at my fingertips.

Desvantagens

I occasionally run into accounting difficulties in terms of writing off charges or editing past transactions, but I'm not sure that's a drawback of CosmoLex as much as it is my ignorance of accounting best practices.

Aaron T.
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: 2-10 funcionários
  • Usado Semanal durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 1.0 /10

Time to Switch to a New Service

Avaliado em 22/03/2021

I regret everyday not simply using Quickbooks and Clio like a lot of other law firms do. We are...

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.

Vantagens

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.

Desvantagens

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?

Janet N.
Classificação geral
  • Setor: Escritório de advocacia
  • Porte da empresa: Profissional autônomo
  • Usado Semanal durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Cosmolex is very helpful for trust accounting

Avaliado em 23/12/2020

Vantagens

Trust accounting is much easier with this software

Desvantagens

The dashboard is not that helpful as I use it mostly for trust accounting and not billing

Exibindo 5 avaliações de 294 Leia todas as avaliações

Perguntas frequentes sobre o CosmoLex

Abaixo estão algumas perguntas frequentes sobre o CosmoLex.

O CosmoLex oferece os seguintes planos de pagamento:

  • A partir de: US$ 79,00/mês
  • Modelo de preços: Assinatura
  • Teste Grátis: Disponível

$79 / User / Month (Billed Annually)

Não temos informações sobre os recursos do CosmoLex.

Os clientes habituais do CosmoLex são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

O CosmoLex está nos seguintes idiomas:

inglês

O CosmoLex é compatível com os seguintes dispositivos:

Android (celular), iPhone (celular), iPad (tablet)

O CosmoLex se integra com os seguintes aplicativos:

Box, Chrometa, Dropbox Business, Gmail, Google Calendar, Google Drive, Microsoft 365, NetDocuments, OneDrive

O CosmoLex oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, 24 horas por dia (representante ao vivo), Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para CosmoLex.