COSMOLEX VS. Clio

Law firms across Canada choose CosmoLex over Clio. The difference is clear.

Fully Built-In Accounting – No need for third-party tools like QuickBooks. Designed with over 15 years of legal accounting experience and built-in compliance with Canadian trust regulations, including IOLTA and provincial Law Society rules.

Trusted by Canadian Firms – Thousands of law firms rely on CosmoLex daily for complete matter management and accounting. More and more firms are switching from Clio for a better, simpler experience.

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CosmoLex Wins Over Clio

Why choose CosmoLex over Clio

Accounting

Fully integrated legal accounting.

Includes general ledger and trust accounting that complies with Law Society rules across Canada.

Revenue

Find missing revenue.

CosmoLex’s Money Finder tool automatically surfaces missed billable time and expenses; helping firms across provinces recover what they’re owed.

Onboarding

Free training and support.

CosmoLex offers complimentary onboarding and ongoing support so your team can start strong and scale confidently; at no extra cost.

Clio

Accounting

Additional subscription required.

Requires a separate QuickBooks subscription for accounting; adding costs and introducing sync issues across platforms.

Revenue

Missed opportunities.

Without a built-in system to flag missed entries or incomplete invoices, firms may lose revenue and underperform financially.

Onboarding

Longer implementation.

Paid onboarding and training model may delay adoption, especially for smaller firms looking to minimize costs and ramp up quickly.

CosmoLex is purpose-built to meet the unique needs of Canadian law firms. It prioritizes compliance with provincial law society rules, offering a full suite of reporting tools and trust reconciliation features. As the exclusive practice management partner of the Canadian Bar Association (CBA), it also stores all data securely in Canadian-based data centres and maintains SOC 2 Type 2 certification for data security. Additionally, CosmoLex supports province-specific tax rules and accounting configurations for accurate local compliance.

Get the right plan for your firm’s needs.

Plans & features

Standard

Elite

Elite + Website

Firm Management

Conflict Check
Calendaring and Task Management
Matter Custom Fields and Templates
Matter Status Board
Matter Workflows with Status Automation
Dependent Task and Event Logic
Matter Budgets
Customized Data Views
Mobile App
Document Management
Secure Document Sharing & eSignatures**Additional Fees May Apply
Integrate with Outlook, O365, Google CalendarIncludes OneDrive, iCal, Zapier, NetDocs, and more
CosmoLex Website

Time & Billing

Time & Expense Tracking
Auto Trust Transfer & Trust Holds
LEDES Billing
Split Billing
Online Payments Credit and debit (US), eCheck
Recurring Payments
Secure Client Portal and SMS Message Invoicing

Accounting

Trust Compliance and Reconciliation
Full Accounting (Trust/Operating/Business)
Bank Data Feed
Financial and Productivity Reporting
Law Society Compliance Docs (Canada Only)

Support

Phone, Email, Chat Support
Dedicated Account Manager
Live Onboarding Training and Guided Data Migration

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The combined functions of bookkeeping and time and billing is awesome, I don’t need two different programs anymore…I feel so much more in control and the online video learning is the best.

Troy Hunter

British Columbia

I am now able to practice from anywhere. Remote login issues are no longer dominating my practice and my life! I can operate from anywhere in the world to service my client’s needs! Cloud-based is now a must for my practice. I am so much more efficient and effective now that I can practice when and wherever works for me.

Tyler Pollock

Alberta

It has helped overall managing client trust funds, keeping a record of expenses, dockets etc…Easier to use than PC Law

Anisa Dattu

Ontario

Streamlined everything…Invoice, docketing, client and billing management are easy!

Jason Wong

Ontario

The ease of having everything in one place. All of your matters are easily accessible, creating dockets, doing billing directly in CosmoLex is a breeze. There’s no concerns on needing to find another program for billing since it as included within CosmoLex, unlike some other programs. A simple 1-point solution, no need to try and locate parts or a file from other programs because it’s all saved in one location and is easily acceptable by our entire office team.

Sarah Pothier

Ontario

I chose CosmoLex because it came on great recommendation from another law firm and has functionalities that other accounting software does not have (i.e. iOS application for docketing).

Molly Warwick

Ontario

CosmoLex provides an ‘all in one’ solution to our docketing, accounting, financial reporting, and cloud storage requirements. Customer support for getting started has been amazing, with ongoing assistance at pretty much any time. Each of our lawyers is now fully integrated into the administration of the firm. We have total transparency amongst the partners, and no one has to take on the burden of the accounting by themselves.

Peter Liston

Ontario

The fact that is is hosted online and has every feature I think I made need moving forward…I’m positive it will make my practice well managed.

Sebastien Lapointe

Quebec

The efficiency of the program saves time every day. Having used other programs that have limited functionality, CosmoLex is a pleasure to work with. It is a very comprehensive program that allows you to have one program to achieve your Practice Management tasks. I also appreciate the customer service provided by CosmoLex. I have found that each and every issue that I have come across has been resolved in an efficient and courteous way.

Terra Vetter

Alberta

It’s a great tool and an all in one system. User-friendly. Organised. Easy to use. Great features.

Sherine Abdi

Ontario

I’ve had a fantastic experience with CosmoLex. It’s streamlined our bookkeeping and accounting practices and given me peace of mind knowing that I’m in full LSO compliance.

Deepa Tailor

Ontario

Cosmolex does my reporting for me and makes the accounting portion of things easier for me and my accountant. I can print cheques straight from the program which is nice. I am no expert on these programs but if you’ve just opened your own practice like me you will want to choose this one over the competition. LawPay has made my life so much easier too. It’s not like the other services that will draw service fees from your trust account- a big no no.

Norm Lundale

Ontario

ONE END-TO-END solution

All the tools your firm needs
to run your business.

Built with the needs of modern small and mid-sized law firms in mind, CosmoLex’s legal practice management software increases efficiency and profitability.

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Legal Time & Billing

Access on-the-go time capture and easy legal billing software.

Integrations

Work with tools you already use like Office 365 and Dropbox.

Secure Client Portal

Collaborate with your clients including file sharing and eSignature.

Calendaring & Task Management

Automate workflows and prioritize your tasks.

Legal Time & Billing

Access on-the-go time capture and easy legal billing software.

Integrations

Work with tools you already use like Office 365 and Dropbox.

Secure Client Portal

Collaborate with your clients including file sharing and eSignature.

Calendaring & Task Management

Automate workflows and prioritize your tasks.

Ready to get started?

Schedule a personal one-on-one demo with our team.

Law firms across Canada choose CosmoLex over Clio. The difference is clear.

CosmoLex Wins Over Clio

Why choose CosmoLex over Clio

Get the right plan for your firm’s needs.

Simplify your practice with one tool.

Book a demo.

Try for free.

All the tools your firm needs to run your business.

All the tools your firm needs
to run your business.