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What is CosmoLex?

CosmoLex recognizes that both efficiency and adherence to regulations are crucial for the longevity of a law firm, a sentiment shared by every legal professional. This platform provides a comprehensive and user-friendly practice management solution, enabling users to seamlessly oversee billing, practice activities, and financial accounting all within one cohesive system. In doing so, CosmoLex streamlines operations, allowing lawyers to focus more on their clients and less on administrative burdens.

What is CaseWare Cloud?

Access real-time, intelligent analytics and insights regarding your clients and practice from any device by utilizing Canada’s leading cloud solutions for auditing and accounting. Elevate client collaboration with our all-encompassing client portal, which provides smooth file sharing, tailored dashboards, and status reports securely maintained in a single location. Achieve a fully integrated document management system featuring centralized data storage, archiving, retention, and backup capabilities to keep all files organized for staff and teams. Effortlessly oversee your time and billing procedures from any internet-connected device, as the cloud service generates draft timesheets automatically based on your calendar and the time dedicated to client engagement files. Collaborating in the cloud enables team members to work simultaneously on the same client file, thereby simplifying the review and approval process regardless of their geographical location. This cutting-edge strategy not only boosts productivity but also ensures that all team members stay connected and well-informed, ultimately resulting in enhanced service quality for clients. In this way, the use of cloud technology transforms the operational landscape, making it easier for firms to adapt and thrive in a fast-paced environment.

Media

Media

Integrations Supported

AdminPulse
Box
Dropbox
Gmail
Google Calendar
Google Drive
Microsoft 365
Microsoft OneDrive
Octopus Accountancy
ProfitCents
ScoreDetect
Shift
Stackreaction

Integrations Supported

AdminPulse
Box
Dropbox
Gmail
Google Calendar
Google Drive
Microsoft 365
Microsoft OneDrive
Octopus Accountancy
ProfitCents
ScoreDetect
Shift
Stackreaction

API Availability

Has API

API Availability

Has API

Pricing Information

$99/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ProfitSolv

Date Founded

2020

Company Location

United States

Company Website

www.cosmolex.com

Company Facts

Organization Name

CaseWare

Date Founded

1988

Company Location

Canada

Company Website

www.caseware.com/products/cloud

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Categories and Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

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