CosmoLex

Founded by Rakesh Kabra in 2013

Manage legal cases, bill clients, and handle accounting

Pricing model

Free Trial

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use CosmoLex to manage your law practice without switching between separate billing and bookkeeping programs. It brings together matter tracking, calendars, automated document creation, and client communication into a central system. You can log billable hours directly from emails or tasks, generate detailed legal invoices, and accept electronic payments from clients. It also handles IOLTA and trust accounting compliance, complete with three-way bank reconciliation and full audit trails. Law firms can run financial reports to monitor revenue, billings, and trust account balances accurately.

What CosmoLex does

Reconcile trust bank accounts against client matter ledgersGenerate and email monthly client billing statementsRecord billable and non-billable time entries on open casesRequest electronic signatures on client engagement agreementsProcess credit card and electronic payments from clientsCreate new client matters and assign casework to staff membersGenerate financial profit and loss reports for the firmBuilt-in business and IOLTA trust accounting with three-way reconciliationAutomatic time capture and docketing directly from emails and tasksElectronic billing with LEDES invoicing format supportOnline client portal for document sharing and invoice paymentsReal-time matter tracking and case management recordsBuilt-in eSignatures for digital document approvalIntake forms for tracking new client leadsFinancial reporting with over one hundred standard reports

Pricing breakdown

Pricing model: Free trial

PlanList price

Launch (per user)$49 / mo

Core (per user)$99 / mo

Pro (per user)$129 / mo

Tutorials & Demos

Frequently asked

QuickBooks

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