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CosmoLex

by CosmoLex

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CosmoLex's own site

What CosmoLex is

CosmoLex is cloud-based law practice management software for small and mid-sized firms. It combines matter management, trust and business accounting, time tracking, billing, payments, email and document management, tasks, and calendaring in one application. Emails, tasks, events, documents, billable items, and transactions are linked to client matters. The built-in portal supports secure client collaboration, and team features include multi-user access, role-based permissions, custom workflows, and real-time collaboration. Trust accounting includes three-way reconciliation and audit trails; the software also provides more than 100 real-time reports. Integrations include Microsoft 365, QuickBooks Online, Dropbox, and Zapier, which can connect CosmoLex to over 4,000 applications. Plans include encryption and two-factor authentication, and the company states it has SOC 2 Type 2 certification. CosmoLex runs on the web, Android, and iOS. Pricing starts at $49 a month per user. A 10-day trial requires no credit card, but excludes CRM and LexShare/LexSign add-ons and allows one bank-feed connection.

Who it suits

CosmoLex is built for small and mid-sized law firms that want matter management, accounting, billing, and collaboration in one application. Its client portal and role-based team tools also suit firms working with multiple users and clients.

What it does well

  • Matter-linked records keep firm work organized.
  • Includes trust accounting and three-way reconciliation.
  • Client portal is included in every plan.
  • Offers more than 100 real-time reports.
  • Available on web, Android, and iOS.

What to know first

  • No free plan is listed.
  • Trial excludes CRM and LexShare/LexSign add-ons.
  • Trial permits one bank-feed connection.
  • One web and one mobile session per login.

Limits

The 10-day trial excludes CosmoLex CRM and LexShare/LexSign add-ons and permits one bank-feed connection. Launch is listed at $49 per user per month, billed monthly; the provided plan details do not state what features it lacks compared with higher plans.

Plans

PlanBilled and limitsPrice
Launchbilled monthly · Time tracking and invoicing · Online payments · Trust accounting and ledgers · Compliance reporting · Bank reconciliation$49 a month
Corebilled monthly · Time tracking and invoicing · Flexible billing and retainers · Online payments · Trust accounting and ledgers · General ledger and payables · Bank feeds$99 a month
Probilled monthly · Time tracking and invoicing · Flexible billing and retainers · Online payments · Trust accounting and ledgers · General ledger and payables · Advanced compliance reporting$129 a month

As cosmolex.com lists them, read 28 Sept 2026. The maker's own page has the final word.

Getting started

  1. Visit the CosmoLex website
  2. Choose a plan or start the 10-day trial
  3. Use the web platform or install the Android or iOS app
  4. Use onboarding and training resources included with every plan

Verdict

CosmoLex brings practice management and firm accounting together, with matter-linked records, client collaboration, and reporting. The 10-day trial requires no credit card, though it has add-on and bank-feed limits.

Questions

How much does CosmoLex cost?

Launch is $49 per user per month, Core is 99.00 USD, and Pro is $129 per user per month. All are listed as billed monthly.

Is there a free plan or trial?

There is no free plan. A 10-day trial is available and requires no credit card.

Which platforms does CosmoLex support?

CosmoLex is available on the web, Android, and iOS.

What integrations are available?

Listed integrations include Microsoft 365, QuickBooks Online, Dropbox, Zapier, email, and payment processing. The official integration list also names email, storage, and calendar services; Zapier connects with over 4,000 applications.

What does the trial exclude?

The trial excludes CosmoLex CRM and LexShare/LexSign add-ons, and allows one bank-feed connection.

Who makes CosmoLex?

CosmoLex is the maker name, and the company is part of ProfitSolv. It was founded in 2013 and is headquartered in West Palm Beach, Florida, United States.

Facts from CosmoLex's own pages

Account security
CosmoLex provides SMS two-factor authentication plus user-level security levels, roles, and access privileges. · cosmolex.com, 28 Sept 2026
Backups and hosting
Data is backed up automatically every few hours with encrypted redundant copies, and data is stored in U.S.-based data centers. · cosmolex.com, 28 Sept 2026
Built-In Accounting
The platform combines matter management, billing, payments, and firm accounting in one system. · cosmolex.com, 28 Sept 2026
Billing and payments
Yes · cosmolex.com, 21 Sept 2026
Client Collaboration
Every plan includes secure client collaboration through a built-in client portal. · cosmolex.com, 28 Sept 2026
Client intake
Yes · cosmolex.com, 21 Sept 2026
Client portal
The secure client portal supports two-way messaging, document uploads, invoice viewing and payment, and permission controls. · cosmolex.com, 28 Sept 2026
Company Experience
CosmoLex says it has been trusted by law firms since 2013 and has over 13 years of experience. · cosmolex.com, 28 Sept 2026
Parent Company
CosmoLex is part of ProfitSolv. · cosmolex.com, 28 Sept 2026
Document automation
Yes · cosmolex.com, 21 Sept 2026
Encryption
Traffic is protected by 256-bit SSL encryption and stored data is encrypted at rest. · cosmolex.com, 28 Sept 2026
Established
CosmoLex was developed in 2013 and is headquartered in West Palm Beach, Florida. · cosmolex.com, 28 Sept 2026
Founded
2013 · cosmolex.com, 23 Sept 2026
Free plan
No · cosmolex.com, 21 Sept 2026
Free Trial
A free trial is available before committing. · cosmolex.com, 28 Sept 2026
Headquarters
West Palm Beach, Florida, United States · cosmolex.com, 23 Sept 2026
Integrations
Official integrations cover Gmail, GSuite, Apple Mail, Yahoo Mail, Outlook, Box, Dropbox, Google Drive, NetDocuments, OneDrive, Google Calendar, Office 365 Calendar, LawPay, and Zapier. · support.cosmolex.com, 28 Sept 2026
Matter-centric records
Every email, task, event, document, billable item, and transaction is tagged to its proper client matter. · cosmolex.com, 28 Sept 2026
Mobile access
A subscription or trial includes native CosmoLex mobile apps for iOS and Android, and CosmoLex can also be accessed through a browser on any internet-connected mobile device. · support.cosmolex.com, 28 Sept 2026
Mobile apps
Yes · cosmolex.com, 21 Sept 2026
Subscription Pricing
Subscription-based pricing varies by features and firm needs. · cosmolex.com, 28 Sept 2026
Product
CosmoLex is cloud-based law practice management software combining trust and business accounting, time tracking, billing, email and document management, tasks, and calendaring in one application. · cosmolex.com, 28 Sept 2026
Reporting Options
The platform provides more than 100 real-time reports for financial visibility. · cosmolex.com, 28 Sept 2026
Security certification
CosmoLex states that it has SOC 2 Type 2 certification and undergoes recurring third-party examination of its infrastructure, processes, and security protocols. · cosmolex.com, 28 Sept 2026

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