CosmoLex: Case Management software
The end-to-end platform built for the business of law.
CosmoLex is a legal practice management platform that combines client engagement, firm management, legal automation, billing and payments, and accounting and finance in one product. It is designed for law firms, covering matter management, time tracking, billing, trust accounting and document management. It is positioned for solo, small and mid-sized firms, with firm-size specific versions for each.
Product
CosmoLex
Use cases
Founded
2013
Headquarters
United States
Last updated
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What CosmoLex does
CosmoLex is positioned as a fully built-in practice management and firm accounting platform, so firms can handle intake, matters, billing and accounting without separate tools. Its modules cover AI-powered intake forms and lead tracking, matter tracking and reporting, automation of time-consuming manual tasks, custom invoices, built-in trust accounting, and real-time financial reports. Automatic capture of billable hours and secure document management are also described. The product is described as cloud and browser-based. The site lists separate offerings by firm size: solo lawyers, small firms and mid-sized firms, the latter with multi-user support, role-based access and custom workflows. Security is described as independently verified under SOC 2 Type 2. Vendor-stated figures include 18+ hours saved weekly on admin work, and reporting options of 100+. Setup is described as taking weeks with no IT required for solo firms. The site also references listings on review platforms including G2, Capterra, GetApp and Software Advice, and presents user reviews.
What it does
CosmoLex core capabilities
Client Engagement
AI-powered intake forms, online presence and secure document management.
Firm Management
Matter tracking, report generation and practice productivity tools.
Legal Automation
Automates time-consuming manual tasks to save time and reduce errors.
Billing & Payments
Custom invoices for faster payment collection.
Accounting & Finance
Built-in trust accounting, financial management and real-time reports.
Technical specifications
- Cloud and browser-based platform
- 100+ reporting options
- Role-based access (mid-sized plan)
- Custom workflows and user roles
Who it is for
Who CosmoLex is built for
Target audience
- Mid-Sized Law Firm
Team size
- 1-10
- 11-50
- 51-200
Case studies
No case studies yet
CosmoLex doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
CosmoLex security at a glance
Security certifications
Named enterprise customers
Pricing details
CosmoLex pricing
Starting price
Pricing model
Free version
Pricing is listed on the vendor's pricing page, and a free trial is offered via a 'Try for free' option.
Product videos & screenshots
See CosmoLex in action
Product interface
CosmoLex Interface
Comparisons
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Transparency
CosmoLex sources
Pages used to generate and verify this profile.
FAQs
Frequently asked questions about CosmoLex
The website offers a 'Try for free' option, which links to a registration page. The source does not state whether a permanently free tier exists or the trial length.
The site presents separate offerings for solo lawyers, small law firms and mid-sized law firms. Mid-sized offerings cover multi-user support, advanced financial reporting, role-based access and custom workflows for high case volumes.
Yes. The site describes built-in trust accounting, firm accounting and real-time financial reports as part of the platform, with billing and matter management in one product.
The site states that security is independently verified under SOC 2 Type 2. It also describes full audit trails built in, role-based access and enterprise-grade security for mid-sized firms.
For solo firms the site says CosmoLex is up and running in weeks, with no IT required. The source does not provide further setup or deployment details.
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