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 at https://www.cosmolex.com/register/ 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.

Choose a plan built for your firm

Start for free, no credit card needed.

4.6 out of 5

Trusted by thousands of users

We have become far more efficient, and billing is much easier, as is trust accounting!

Joshua DubsNew York

Customize your plan

A tailored solution built around your firm with the right mix of features and add-ons. Learn more →

Schedule a demo

Select any plan and bundle your add-ons:

Grow your pipeline with a CRM

Get found online with a website

Attract new clients with Google Ads

Sign and share documents securely

Have pricing or fit questions?
Our team is here to help. +1 (866) 878-6798

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Built into every plan

From enterprise-grade security to payments, support, and integrations, every plan includes the essentials modern law firms rely on.

Onboarding

Start with confidence. Live onboarding and guided migration help your firm get up and running quickly without the disruption of moving systems alone.

Built-in payments

Get paid faster without adding another system. Accept credit card, debit, and pre-authorized debit (PAD) payments, directly through CosmoLex.

Integrations

Connect the tools your firm already relies on, from Microsoft 365 to Dropbox, Zapier, and more, so your work stays connected.

Security & compliance

Enterprise-grade security comes standard, including SOC 2 Type 2 controls, encryption in transit and at rest, two-factor authentication, and more.

Practice management

Every plan includes the tools to manage matters, organize documents, and collaborate securely with clients through a built-in client portal.

Expert support

Reach a real person by phone, chat, or email when you need help—because support should never feel out of reach.

Try for freeSchedule a demo

More ways to grow your firm

Enhance your plan with additional features, integrations, and professional services.

CosmoLex Pay

Get paid faster, right from your invoice

Securely accept credit cards, debit cards, and EFT payments with a fully integrated payment processor.

Payment links embedded in invoices
Next-day funding
Securely store payment information

View details

Invoice with a balance due in CAD and a Pay now button

CosmoLex CRM

Turn more leads into clients

Manage your firm’s growth with marketing automation, client intake, and contact management.

Easily convert leads to matters
Streamlined e-signature
Email and text drip campaigns

View details

Lead pipeline listing new, in review, and signed leads

CosmoLex Websites

Win clients with a website that works

Give your business a powerful, mobile-friendly website that enhances credibility and client convenience.

Fast and easy setup
Custom pages enhanced with SEO
Client convenience tools

View details

Law firm website homepage with a schedule a consultation button

Google Ads Services

New

Turn more leads into clients

Get professionally managed ad campaigns that drive qualified leads to your firm.

Custom campaigns built for your firm
Ongoing ad optimization
Monthly reporting and guidance

Campaign dashboard with impressions, clicks, conversions, and a weekly leads chart

Everything your firm needs, all in one place.

Try for freeSchedule a demo

Plans and features

See how CosmoLex helps firms like yours run smarter and grow confidently.

Save $120 per user with yearly

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Save $120 per user with yearly

Launch

$49 user/mo

Try for free

Core

$99 user/mo

Try for free

Pro

$129 user/mo

Try for free

Billing & Payments

Time tracking & invoicing

Flexible billing & retainers

Online payments

LEDES & split billing

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Legal Accounting

Trust accounting & ledgers

Compliance reporting

Bank reconciliation

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Audit-ready insights

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General Ledger & Payables

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Bank feeds

—

Advanced Compliance Reporting

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Client & Matter Management

Matter Management

Client Portal

Matter budgets

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Lead capture & intake

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Document editing & assembly

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Dashboards

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Intake workflow automation

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Online scheduling & calendar sync

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AI-powered work

AI Document Summaries

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AI Filters

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AI Intake Form Builder

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Integrations & Platform

Open API

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Growth Add-ons

CRM

Websites

Google Ads

LexShare / LexSign

Security & Compliance

SOC 2 Type 2

PCI DSS

Data encryption at rest & in transit

Onboarding & Support

Support

Onboarding

Dedicated Success Rep

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The hours add up

On average, CosmoLex gives your firm 18+ hours back every week.

Most firms lose hours to admin, billing chases, and tools that don't talk. CosmoLex hands them back.

Try our ROI calculator

Modelled from third-party research for a 5-10 lawyer firm. Actual results may vary.

5 hours

Saved on billing & invoicing

2.5 hours

Reclaimed from payment chasing

5 hours

Cut from accounting & ops admin

1.5 hours

Freed from matter & doc admin

4 hours

Recovered with automated tracking

15.3x ROI

Multiplied on your investment

Trusted by thousands of users

When CosmoLex was fully implemented in 2019, the change was transformative.
The platform’s fully integrated approach to legal practice management and accounting immediately streamlined our workflows, improved accuracy, and freed up valuable time.

Adolfo MoraisCanada (Ontario)

A simple 1-point solution.
The ease of having everything in one place...matters are easily accessible, creating dockets, doing billing directly in CosmoLex is a breeze.

Sarah PothierOntario

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!

Tyler PollockOntario

Before you book, here is what firms often ask

What's the difference between the Standard and Elite plans?

Both plans include CosmoLex's full accounting, time and billing, and matter management features. Elite adds more advanced firm management tools, including matter workflows with status automation, dependent task and event logic, matter budgets, and customized data views. For firms that want to automate routine processes and get deeper visibility into how matters are progressing, Elite is the better choice. If you're unsure which plan is right for your firm, our team is happy to help you decide.

Does CosmoLex support Law Society compliance requirements in Canada?

Yes. CosmoLex includes built-in Law Society Compliance Documents specifically for Canadian firms, helping you meet your provincial reporting obligations without needing separate tools or manual processes. Trust accounting is fully integrated, so every transaction is tracked, reconciled, and audit-ready. If you have questions about compliance for your specific province, our team can help with the requirements for your specific jurisdiction

Is CosmoLex pricing in USD or CAD?

CosmoLex pricing is currently listed in USD. Canadian firms are billed in USD. If you have questions about this, our team is happy to help.

What happens when my trial ends?

Nothing automatic. When your 10-day trial ends, your account will pause and you won't be charged unless you choose to subscribe. Your data stays intact, so if you decide to continue, you can continue from where you stopped. Your account manager can help you choose the right plan when you're ready.

Can I switch from my current software? How does data migration work?

Yes, and we make the process as straightforward as possible. All Elite plans include live onboarding training and guided data migration support. Your dedicated account manager will work with you to understand which software you are migrating from and help you get your matters, contacts, and financial history into CosmoLex. Most firms are fully operational within a few weeks.