Comprehensive, Compliant, Complete

Trust Accounting

Always current, compliant, and completely automatic.



Trust Accounting

Comprehensive, Compliant, Complete

Trust accounting is built-in, right alongside practice management, billing, and general accounting. CosmoLex will do all of your trust bookkeeping — automatically, in the background, in real-time.

  • Manage individual client ledgers
  • Prevent common trust mistakes like ledger overdrafts or co-mingling
  • Individual or bulk invoice payments using trust funds
  • Automatic trust-to-general transfer
  • Print disbursement cheques
  • Track & disburse third-party lien claims
  • Import electronic bank statements and auto-reconcile books
  • Generate three-way reconciliation reports in one click
  • Generate a comprehensive set of trust recordkeeping reports

What Our Clients Are Saying

Reasons Law Firms Choose CosmoLex

Built-in Legal Accounting

Legal time and billing and law practice management, plus fully compliant law office accounting. That's what makes CosmoLex a true solution for your law firm.

Credit Card Processing Included,
No Fixed Monthly Fees

Credit card challenges are a thing of the past. Get the security and convenience of online invoice and retainer payments at a simple, low cost.

Customer Support is Always Free

All support, training, and on-boarding are provided by our local in-house team. There's never an extra charge and we’re always here to help.

Top Reasons Why You Can Trust CosmoLex

No Long-term Contracts

Change happens, we get it. And that’s why we don’t lock you into a long-term contract, so you can cancel at any time, for any reason, hassle-free.

Simple, All-inclusive Pricing

Every client gets all of our state-of-the-art features. As new features are added, you automatically get access to them.

Used By Thousands Of Firms

CosmoLex solves the practice management needs of law firms of all sizes and practice areas.

Ready To Get Started? Try Free For 14 Days!

All-inclusive Practice Management, Legal Billing, and Accounting. No QuickBooks® Required!
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