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CaseFlow vs CosmoLex

Both stand on legal trust accounting software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

CaseFlow

Free trial Web

CaseFlow covers practice management and trust accounting, with defined plan-based seat limits and client portal access. Its AI assistance has stated boundaries and requires human review and approval.

Visit CaseFlow

CosmoLex

Free trial AndroidiPhoneWeb

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.

Visit CosmoLex

The facts

CaseFlowCosmoLex
Free planA free trialA free trial
Open sourceNot publishedNot published
Runs onWebAndroid, iPhone, Web
Lowest paid planSolo Practitioner: $49 a monthLaunch: $49 a month
Plans published43
MakerCaseFlowCosmoLex
Websitecaseflow.lawcosmolex.com
On legal trust accounting software#10 of 40#6 of 40

CaseFlow: what it does well

  • Supports IOLTA ledger history and reconciliation.
  • Growth and higher plans include a client portal.
  • All plans include two-factor authentication.
  • Guided migration and onboarding are included on every plan.
  • 24/7 support from real people is offered.

What to know first

  • No free plan.
  • Solo Practitioner supports up to two seats.
  • Client portal starts at Firm Growth.
  • Google Calendar and Outlook sync vary by plan.

CosmoLex: 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.

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