CosmoLex is cloud-based legal practice management software that builds full double-entry accounting, including trust accounting, directly into the platform, rather than leaning on a separate accounting product for that side of the books. We don't sell, implement, or configure CosmoLex. We build automation and integrations on top of it, so the accounting and matter data CosmoLex already keeps clean actually reaches the rest of your firm's systems.
Trust accounting is native, but the rest of the firm's tools can't use that data without a connection.
Got a CosmoLex problem? Let's solve it →Because CosmoLex keeps trust accounting and general accounting inside the same platform as matter management, a firm running it already has cleaner source data than most. The gap is usually what happens to that data once it needs to go somewhere else.
Reporting outside CosmoLex. Pulling CosmoLex's accounting and matter data into a dashboard or report your partners actually look at regularly, instead of exporting and reassembling spreadsheets every month.
Trust-to-operating transfers, checked automatically. A disbursement or earned-fee transfer between trust and operating accounts gets flagged for review against the matter's own records before it posts, adding a check on top of CosmoLex's native trust ledger rather than replacing it.
Client and intake handoffs. New client or intake data captured somewhere else, a web form, a CRM, a referral source, creates the matter in CosmoLex automatically instead of someone re-typing the same client details a second time.
Document and email filing. Matching incoming documents and correspondence to the right matter in CosmoLex automatically, so filing isn't a manual step after every email.
Before an earned-fee transfer from trust to operating posts, it gets checked against the matter's own billing records, catching a mismatch before it becomes the kind of trust accounting error that shows up in an audit.
A new client fills out an intake form or comes in through a referral source, and the matter and contact record get created in CosmoLex directly, instead of a staff member transcribing the same details in by hand.
Tell us what you're exporting, re-entering, or double-checking around CosmoLex, and we'll look at whether it's worth automating.
CosmoLex with native trust accounting.
The problemEarned-fee transfers from trust to operating are approved after a manual look at the matter's billing, and errors are caught late.
Each transfer is checked against the matter's own billing records before it posts. A mismatch is caught before it becomes a compliance problem.
Specific integration and automation topics for CosmoLex, covered in depth.
Tell us what leaves CosmoLex as a spreadsheet, a reporting pull, a client detail someone re-types. We'll look at what's actually worth connecting. And if CosmoLex isn't where the real friction is, that's fine too, we build on top of whatever your firm runs, not just this one platform.
Let's talk →Yes, and it's the main thing that sets CosmoLex apart from most competitors in the category: full double-entry accounting, trust accounting included, is built into the platform itself, instead of being handled through a separate connected accounting product. That's reflected in real searches too, people look for "cosmolex accounting" specifically, not just the practice management side.
CosmoLex prices per user per month, typically on a single all-in plan that bundles practice management, billing, and accounting together rather than splitting accounting into a separate add-on. Confirm current pricing on CosmoLex's own site, since published rates do change.
It's commonly chosen by solo attorneys and small firms specifically because they don't want to run a separate accounting product alongside their practice management software. The built-in accounting is the draw regardless of firm size, but it's especially appealing when there's no dedicated bookkeeper to manage two systems.
No, implementation, setup, and support for CosmoLex itself come from CosmoLex directly. We work on top of it once it's running, connecting its accounting and matter data to whatever else your firm uses.
CosmoLex includes basic contact and lead tracking tied to matters and intake, rather than a full standalone CRM. If a firm needs deeper marketing or pipeline features than that, we can connect CosmoLex to a dedicated CRM instead of asking it to do a CRM's job.