Complete Law Practice Management Software

CosmoLex puts individual legal matters at the heart of your law practice management. That means every email, task, event, form, billable item, and transaction—every single record—is always tagged to its proper client matter. CosmoLex is complete legal practice management software for modern law firms.

Grow Your Firm with the Right
Law Practice Management Platform

Streamline Your Legal Operations

Stop juggling between different tabs, products, and programs. With CosmoLex’s latest legal technology and all-in-one practice management software, your law practice’s internal processes—from client intake to invoicing—are accessible within a few clicks

Set Up Better Workflows and Make More Time for Billable Hours

Reduce legal professionals’ workload by automating administrative tasks, connecting client and matter information in one place, enhancing efficiency, and guaranteeing that your entire law practice is on the same page.

Deliver Experiences for Better Client Satisfaction

Send client communication quickly, secure file sharing, set up reminders and appointments, and make generating, sending, and collecting on invoices simpler than ever with web-based client portal.

Make Business Operations Decisions Easier

Generate reports to understand revenue flow, gain valuable insight into matter management activities, and stay in compliance. Pinpoint profit centers and understand relationships between them to make informed decisions about your firm's growth, whether you’re a solo or small law firm, a midsize law firm, or a large firm.

CosmoLex legal practice management software includes all the following key features...

Calendar & Task Management

Matter-centric organization

With document storage and automation, automatically connect every entry to the appropriate client matter, so your paper trail is solid and able to demonstrate compliance or settle client conflicts.

Billing for Tasks & Meetings

Set up tasks and events to be billable items or track time automatically. Our Money Finder billing feature checks any billable events and tasks where time hasn't been set to be tracked so you can review it as possible billable time. Enter timecards and attach them to a task or event to mitigate potential client billing disputes.

Custom Workflows

Create workflows for manual tasks and load them into new or existing matters. Custom workflow management and basic task management allows you to control what gets done by whom and when for excellent client management, collaboration, and deliverability.

Optimized Email Management

Matter-based Management

Matter management impacts every part of your legal practice, even email. With our Outlook add-in, you can run timers, link to matters, or manually enter time on the email and submit. Everything will be sent to your CosmoLex account.

Billable Email Communications

Individual emails can be grouped into categories like Client Discussion or Discovery—you can also create your own list of categories that apply to your legal files. As emails are categorized, they’re automatically removed from your inbox to keep you organized and decluttered.

Two-Way Client Communication

Stay connected with clients through two-way text messaging (SMS), allowing quick responses and updates. CosmoLex links all conversations to specific matters, keeping communication organized and easily accessible for both you and your clients. Efficient, direct communication with your clients—right at your fingertips.

Viewing Permissions

Our email feature allows complete control over who has permission to view your communications within the firm, you can ensure that sensitive content is never compromised, and you always protect the privacy rights of your clients.

Document Generation & Management

Trusted Storage

With a built-in cloud storage option, we make it easy to streamline productivity and case management information, legal files, and compliance requirements from our legal practice management software. Drag and drop makes uploading documents a breeze. We’re also integrated with leading storage providers, including OneDrive, Google Drive, NetDocuments, Dropbox, and Box.

Secure File Sharing & eSignature

With LexShare and LexSign you have a foolproof way to easily share documents with your clients and attain important document signatures. All from your Outlook email.

Simple Retrieval

Access client documents and find any file you need intuitively and instantly—simply go to the folder labeled with your client’s name and legal matter. With mobile cloud-based access on iPhone or Android, you can search for, locate, retrieve, and work with any piece of case information, 24/7.

Advanced Security

Security is a top priority in the legal industry—not all lawyers or legal team members should have access to every case file. Matter-level permissions and privilege settings allow you to easily assign access levels for specific team members.

Easy Assembly

Create original templates by designing them once in Microsoft Word and downloading your database of merged fields (including custom fields) from CosmoLex. Use Word “mail merge” function and our document automation software for easy document assembly.

Secure
Client Portal

Document sharing made easy

Clients can also upload documents to the web-based client portal, which are then automatically stored in the correct CosmoLex matter. You’ll receive an alert when a file is uploaded as part of a daily summary of activities.

Online bill payments help clients pay fast

Online billing is a recommended solution for law firms of every type. Your clients can view and make online payments if you accept credit cards.

Messaging improves client communication

You and your legal teams can use CosmoLex’s contact management CRM features to communicate with old and new clients alike using a web-based two-way messaging system within the security of the CosmoLex Cloud environment. All communication is logged within your CosmoLex Matter Records.

Customize privacy and permissions controls

The best law practice management software controls every aspect of privacy and permissions to avoid revealing matter records to the wrong person. Clients can only access documents that belong to them, for example, and they don't have editing permissions. If necessary, you can revoke access to a single record, a targeted group of items, or even the entire portal.

The reviews are in. Here's what our clients are saying:

[CosmoLex] helps me keep track of my accounting and time [when] I need to go to court. [I like the]

…

“tab3”

We went with Cosmolex because it was reasonably priced, and was the only company that had Time and Billing, Law

…

“tab2”

Trust Pilot

[CosmoLex] is easy to use. Tried many products related [to] legal practice management, but CosmoLex [has] all features in [a]

…

“Tabs1”

TrustPilot

It helps with keeping time, accessing my files, and keeping track of emails. I love this program. I also like

…

“Laura Davenport”

Laura L. Davenport, LLC

Laura Devenport

Recognized by Industry Leaders

Reasons Law Firms Choose CosmoLex

Built-in legal accounting

Legal time and billing and law practice management applications that include fully compliant law office accounting. That's what makes CosmoLex a true law practice management solution for your firm.

Credit card processing included, with no fixed monthly fees

Credit card challenges are a thing of the past. Get the security and convenience of online invoicing and retainer payments at a simple, low cost.

Customer support is always free

Our local in-house team provides all support, training, and onboarding. There's never an extra charge to grow comfortable with our practice management system—we’re always here to help.

Top Reasons Why You Can Trust CosmoLex

No Long-term Contracts

Change happens, we get it. And that’s why we don’t lock you into a long-term contract. you can cancel any month, for any reason, hassle-free. If you want to try before buying, get started with our free trial on our website

Simple, All-inclusive Pricing

One price for all matter management features. Every client gets all of our state-of-the-art functionalities. As new features are added to our legal software package, you automatically get access to them.

Used By Thousands Of Firms

If you’re into numbers, check out ours—we’re the matter management software used by thousands of law firms due to our extensive experience helping firms manage cases. CosmoLex solves the practice management needs of law firms of all sizes and practice areas.

Law Practice Management Software FAQs

Law practice management software is an application that offers law firms a legal software solution for managing their daily operations, business needs, and workflows.

A robust law practice management solution allows attorneys, paralegals, and other members of legal teams, the ability to easily track and manage:

Legal matters
Contacts
Client intake & Contract management
Calendars and appointments
Client management
Case management & Documents
Tasks and projects
Time tracking
Billing and invoicing
Accounting

Finding legal practice management software with the right key features allows your firm to start working better together. A robust law firm software solution can put client engagement, legal matters, business information, case management, and more at your team's fingertips and facilitate effective coordination to move your cases—and your practice—forward.

Key features for an effective law firm management solution include the following:

Productivity Tools

Contact management features: A legal CRM keeps all your clients and contacts in one accessible location to support positive client relationships.
Email management: Build better client relationships by staying on top of your inbox with an integrated email feature.
Calendaring: Never double book or overbook yourself with an integrated calendaring system that gives you a big-picture view of deadlines, appointments, clients, cases, and more.
Basic Task management: Create actionable to-do lists for everyday tasks, monitor progress, and analyze internal workloads to keep your firm productive and profitable—without overloading your team.

Legal Case Management Tools

Case management features: Keep your attorneys, paralegals, and legal professionals organized and up to date with all easy-to-access case management information.
Legal document management features: Save time on document management with built-in document management capabilities. Edit, store, and organize new and existing legal documents within a secure environment.
Time and expense tracking: Time tracking is one of the most important tasks at law firms. When implemented effectively, a time and expense tracking tool help your law firm correctly bill clients for services, manage time entries, analyze how long tasks take, and increase productivity and profitability.

Financial Management Tools

Legal billing and invoicing features: Automate tedious billing, invoicing, and administrative tasks while offering clients the payment options they prefer. The result? Faster payments, happier clients, and a more profitable legal practice.
Accounting: Skip unnecessary integrations with tools like QuickBooks—unlike other options such as Clio, CosmoLex has a built-in legal accounting solution to support your firm’s operations. CosmoLex offers powerful features to manage trust accounts, reconciliations, and robust reporting features.
Online payments: With CosmoLexPay, your law firm can finally offer easy-to-manage credit card and electronic payments to make it simple and fast to pay—and get paid faster.

Business Development

Analytics and reporting: Having the right legal software gives you the big picture of your firm’s utilization, realization, and collection rates puts informed decision-making at your firm’s fingertips.

There are many options on the market for legal practice management software, as well as tools that support different administrative functions for law firms. Choosing the right platform for your law firm can feel overwhelming, but there are a few key points to keep in mind.

Consider the long-term needs of your firm rather than focusing on specific features
What kind of task management is required at your legal practice and how much time is spent on specific administrative tasks? Look for features that support efficiencies in those areas and curb repetitive tasks
Look at how your attorneys, paralegals, and other staff work. Do you primarily work in-office, or is your team remotely located and could benefit from a cloud-based solution?
What’s your budget for legal practice management software?

Cloud-based software has taken over the market in recent years, thanks to its flexibility and affordability. Cloud-based law practice management software is no exception. But how do they differ from traditional on-premises law practice management software?

Cloud-based Law Practice Management Software

The primary feature of cloud-based law practice management software, at least from a user’s point of view, is that it’s remote-friendly. Cloud-based legal software is hosted through a web browser, making it accessible wherever you work. Because it’s hosted on the web, maintenance, support, and troubleshooting are easier, too.

Another benefit of cloud-based software is its price point. Cloud-based law practice management software tends to be available via a subscription model with either monthly, quarterly, or annual fees. This allows legal practices the option of choosing a predictable price point that meets their budget. This is an especially weighty consideration for small and solo practices, although midsize law firms can also benefit.

In the past, law firms have been concerned about how robust cloud-based software security is compared to on-premises software. Today's cloud-based software security is robust, providing both clients and attorneys with high levels of protection for personal and business information.

On-premises Law Practice Management Software

On-premises software has been the traditional go-to for law practice management software and is widely viewed as reliable, secure, and a smart long-term investment for law firms.

Unlike cloud-based software, on-premises options require users to purchase licenses rather than subscriptions. Licenses are one-time fees, meaning no monthly software costs. However, implementation can be more time-consuming and require greater IT support.

On-premises software does allow for greater control over security. Because the software is hosted on your own servers, your firm can dictate the level of cybersecurity to implement. However, it's important to highlight that providing this security can be an additional cost for your firm.

What's more, for firms that allow for remote or hybrid working, on-premises software doesn't provide the same degree of flexibility as cloud-based solutions. To access the software, staff need to be at the office to access, share, and backup data, or be able to utilize a virtual private network (VPN).

One of the benefits of using legal practice management software is that it reduces the need for multiple tools. Without legal practice management systems, your firm might rely on separate software for client intake, time tracking, expense tracking, client communications and email, calendaring, case management, billing and invoicing, accounting, payment, electronic signatures, and document management. With practice management software like CosmoLex, all of these functionalities are brought together.

That being said, CosmoLex integrates with a wide range of platforms, including:

OneDrive
Google Drive
NetDocuments
Dropbox
Box
Unity
Gmail
Microsoft 365
Google Calendar
Microsoft Outlook
LawPay
Zapier
LexShare
Chrometa
And more

For law practice management software to have a truly positive impact on your law firm, it needs to be user-friendly. The layout, functions, and tools should save your team time, not eat up extra hours.

Today’s legal practice management software is designed with user experience in mind. Key functionalities and insights should be available within a few clicks and common questions should be easy to troubleshoot within an easy-to-understand knowledge base.

That being said, training for your attorneys, paralegals, and other legal professionals can be a huge asset. CosmoLex offers law firms a range of options for live training classes, personalized support, and online learning videos and webinars to guide and support both new and experienced users.

Switching to legal practice management software might seem like a big leap, but it's one that will put your law firm in a better position to improve your legal services and grow your revenue. To successfully implement a new legal practice management solution at your firm, you'll want to take a few key steps to prepare:

Work with a legal software consultant: A legal software consultant will support your attorneys and staff through the process of implementing legal practice management software. They'll help your team understand what to expect, the benefits of switching systems, and answer questions along the way.
Create a plan for change: Changing your legal software doesn’t happen overnight—and you’ll need a plan to transition between old and new systems. By identifying how information needs to be migrated, timelines for the process, and how to address challenges along the way, you’ll de-stress the process significantly.
Train your staff thoroughly: Providing your attorneys and staff with extensive training and support will help everyone feel confident about their ability to use the new practice management system. After all, software only benefits users to the extent that they understand how to use it.

Compliance and security are two primary considerations for law firms when deciding on any kind of software to use in their legal practice. Law firms are bound by strict rules for professional conduct, which include protecting client files and information for safekeeping of property. Moreover, increasing cybersecurity threats have businesses across industries worried about the risk of reputational damage from data breaches.

Law practice management solutions provide both the compliance and security that law firms need. Solutions like CosmoLex are designed to protect client confidentiality through case management and document storage functions. These functions allow legal client intake contracts, client records, and other documents to be stored and accessed as per auditing needs or jurisdictional retention policies.

CosmoLex is unique in its built-in trust accounting features. Unlike other popular law practice management software like Clio, Cosmolex allows law firms to run trust accounting through the software itself, without integrating third-party software like QuickBooks, which is not set up for client trust accounts.

Law practice management software also provides extensive security benefits. Cloud-based software like CosmoLex offers consistent and thorough backup systems, storing your firm’s data with the most advanced security protections. All firm data transfers are protected with encryption so that no unintended eyes can read matter documents or access client information.

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