AI-powered practice management
Morepractice.Less process.
Connected intelligence and purpose-built automations handle the busywork
so you have more space for the work that matters most.
Create more space in every workday.
Every conversation in one connected platform
Strong compliance starts with accurate records and consistent processes. CosmoLex keeps matters, finances, and documentation connected, verifiable and easy to manage.
Your practice in one place
Matters, tasks, calendaring, and documents, all connected, so nothing lives in five different tools.
Stay compliant
Built-in trust accounting and audit-ready reporting keep your firm compliant automatically.
Bill faster, get paid faster
Time tracking, flexible billing, and online payments working together, so cash flow keeps moving.
A better client experience
From first inquiry to final invoice, every touchpoint feels professional, connected, and easy.
- Bank-grade security, SOC 2 Type 2 certified.
- One connected practice management platform.
- Try free. No credit card required.
Client intake that automates every lead into an opportunity
Build custom, branded forms faster with AI
AI generates a complete intake form from a simple prompt, or converts your existing PDF and Word forms into editable digital ones.
Automate every next step
Once a form is submitted, scheduling, documents, and reminders move automatically, reviewed and approved by you.
Keep every lead organized and connected
Every submission maps to the right contact in your dashboard, linked instead of duplicated. No copying, no duplicate entry.
- Bank-grade security, SOC 2 Type 2 certified.
- One connected practice management platform.
- Try free. No credit card required.
Everything your firm needs in one place
From building forms to organizing leads, every part of intake works together with CosmoLex,
so your team never has to stitch it together themselves.
The key details, surfaced automatically.
The moment a document lands in your matter, CosmoLex surfaces a structured summary of key terms, deadlines, and obligations, so you can review, respond, and move on faster.
- Executive summary, details, and outline, generated in seconds
- Works across contracts, correspondence, and discovery files
- Stays inside CosmoLex, with privilege safeguards built in
Just ask a question. Skip the filters.
Type what you’re looking for in plain English, whether it’s overdue invoices or unbilled time from last month, and CosmoLex finds it in seconds. No filter dialogs, no saved views, no special syntax.
- Works across Matters, Billing, Calendar, and Tasks
- Understands legal and finance terms out of the box
- Shows exactly what it understood before returning results
Ready to see it for yourself?
- Bank-grade security, SOC 2 Type 2 certified.
- One connected practice management platform.
- Try free. No credit card required.
Coming Soon
The next wave of AI at CosmoLex is on its way. Automated where it helps, and always in your control.
AI-assisted workflow builder
Describe the workflow you want in plain English, and AI assembles it, complete with scheduling, document delivery, and follow-up steps, ready for you to review and publish.
AI voice intake
Clients complete their form by voice. AI asks the questions, confirms each answer, and books the consultation, all before they hang up.
AI-assisted lead management
Manage every lead right from your CosmoLex dashboard, with AI helping draft follow-ups and suggesting next steps, so nothing waits on you.
AI-powered DMS search
Ask a plain-English question and get an instant answer pulled straight from your own documents, cited and accurate, even when the wording doesn’t match. You only ever see what you’re already permitted to.
AI-driven bank reconciliation
AI recommends transaction matches with a confidence score, flags anomalies early, and gets sharper every time you approve or correct a match. You stay in control of every entry.
Make more space with one platform
CosmoLex is one connected system that’s built for everything your firm runs on, from first inquiry to final invoice.
Practice management
Submitted intake data is already organized and ready, so opening the matter takes seconds, not a re-entry process.
Calendars and tasks
Consultations get scheduled and assigned the moment a form comes in, so nothing waits on manual triggers.
Workflow automation
Intake triggers the workflows your firm already runs, from approvals to reminders, without anyone lifting a finger.
Secure client portal
The same portal your clients used for intake becomes where they track documents and updates.
Document management
Intake answers populate the documents your firm needs next, so drafting starts with information already in hand.
Time & expense tracking
Once you open the matter, time and expense tracking are ready to go, nothing gets lost from intake to billing.
Find the plan that fits how you work
Core
Billing, trust accounting, and client management, all in one connected place.
10-day free trial. No credit card required.
Pro
Advanced accounting, AI-powered intake, and deeper billing control.
10-day free trial. No credit card required.
Custom
A tailored solution built around your firm with the right mix of features and add-ons.
Get a personalized quote for your firm.
- Bank-grade security, SOC 2 Type 2 certified.
- One connected practice management platform.
- Try free. No credit card required.
Questions?
Does AI make legal decisions for me?
No. CosmoLex AI is designed to support your work, not replace your judgment. It helps automate repetitive tasks, surface relevant information, and organize your practice so your attorneys can review, decide, and act with confidence.
Is my client data used to train AI models?
No. Your firm’s information remains your firm’s information. CosmoLex AI is built with enterprise-grade security and privacy controls, including SOC 2 Type II compliance and 256-bit SSL encryption, to help protect sensitive client data.
Can I review AI-generated work before it's used?
Absolutely. Whether it’s an intake form, document summary, or future AI recommendation, you stay in control. Review, edit, approve, or ignore AI-generated content before taking action.
What makes AI Client Intake different from a standard online form?
Traditional forms collect answers. CosmoLex AI Client Intake creates a more conversational experience that helps clients share richer information while automatically connecting every response to the right matter. Your team starts every client relationship with greater context and better preparation.
How accurate are AI Document Summaries?
AI Document Summaries quickly surface key terms, deadlines, and obligations to help you review documents faster. Every summary is linked back to the original document so attorneys can verify the information before making decisions.
