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Firm Management Functionality
| 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 and eSignatures (Additional fees may apply) | |||
| Integrate with Outlook, O365, Google CalendarIncludes OneDrive, iCal, Zapier, NetDocs, and more | |||
| CosmoLex Website | 
Time & Billing Functionality
| Time and expense tracking | |||
| Auto trust transfer and trust holds | |||
| LEDES Billing | |||
| Split Billing | |||
| Online Payments Credit and debit (US), eCheck | |||
| Recurring Payments | |||
| Secure Client Portal and SMS Message Invoicing | 
Accounting Functionality
| Trust Compliance and Reconciliation | |||
| Full Accounting (Trust/Operating/Business) | |||
| Bank Data Feed | |||
| Financial and Productivity Reporting | |||
| Law Society Compliance Docs (Canada Only) | 
Support Functionality
| Phone, Email, Chat Support | |||
| Dedicated Account Manager | |||
| Live Onboarding Training and Guided Data Migration | 
Game-changing add-ons to accelerate your law firm’s growth.
CosmoLex CRM
- Customizable Logic-based Intake Forms
- Automated Workflows
- Email and Text Drip Campaigns
- Streamlined e-Signature
- Seamless Conversion from Lead to Matter
CosmoLex Websites
- Fast and easy setup
- Practice-specific Pages
- SEO Optimization
- Client Convenience Tools
- Safe, Reliable, and Compliant Hosting
CosmoLexPay
- Payment links embedded in invoices
- Next-day funding
- Securely store payment information
- Surcharging available (US firms only)
- Automatic payment allocation
Frequently asked questions.
What is law firm accounting?
Law firm accounting refers to the specialized processes used to manage a law firm’s financial activities. It involves tracking and organizing finances, maintaining compliance with legal and regulatory requirements, and providing accurate financial reporting to partners and stakeholders.
What is the difference between law firm accounting and trust accounting?
Law firm accounting covers all aspects of financial management within a firm. Trust accounting focuses specifically on managing client funds held in trust, ensuring every transaction complies with ethical and legal standards.
How do I start a free trial?
Your account manager can help you start your free trial or simply visit the Try for Free page to get started instantly.
Is functionality limited in the trial account?
No. The CosmoLex practice management trial includes the same functionality as a paid subscription, with one exception: you’re limited to a single bank feed connection. (CosmoLex CRM and LexShare/LexSign add-ons are not included in the trial.)
Will CosmoLex work on my Mac?
Yes. CosmoLex is 100% cloud-based. No installation required. Just visit law.cosmolex.com from any device.
Where is my data stored?
Depending on your firm’s location, your data is securely stored in our U.S. or Canadian data centers.
Can I control system access at the user-level?
Yes. Administrators can define access by role or even more granularly by individual user.
Simplify your practice with one tool.
Book a demo.
Book a personalized demo with a CosmoLex specialist and see the platform in action.









