
CosmoLex
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317 avis

- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
Overall I am very satisfied.
Publié le 26/04/2019
Avantages
It is Easy to use and has logical organization.
Inconvénients
Certain features are very difficult to correct mistakes in, and the existing videos and articles are not helpful to me in resolving.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Thank you CosmoLex!
Publié le 01/12/2022
Great experience to support our law firm's needs!
Avantages
CosmoLex has provided practice management support for Suresh Law to client our with with their technology, business and real estate law needs.
Inconvénients
Plaid integration fails at times and needs resetting for bank feed.
Alternatives envisagées
SolunoPourquoi choisir CosmoLex
Did not meet trust accounting requirement.Logiciel antérieur
ClioPourquoi passer à CosmoLex
Off the shelf- Secteur d'activité : Services juridiques
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 0.0 /10
Duped by Cosmolex - Only Cost-Efficient if Solo
Publié le 03/09/2019
I initially recommended CosmoLex because even with the lack of integrations, I found it user friendly. And I still would recommend it to solos who know they will never expand because of ease of use.
But if you are a solo who aspires to add staff, a larger or growing law firm, or someone who uses an outside accounting firm, I would say to just use Quickbooks. Transferring after a year because CosmoLex decided to jack up the price considerably is such a hassle, and we want to continue to grow without continuing to worry that we'll outgrow CosmoLex's functionality or that the price will continue to unexpectedly go up. Additionally, our accountant struggled with it, and urged the switch to Quickbooks.
Avantages
I actually liked this software for the most part in my first year of use. There were a lot of bugs. For instance, the email linking doesn't actually do anything, you have to manually sort and link emails. This is disappointing because it was basically sold to me as something that you could customize by adding rules like emails from x email address should be sorted to x client. But I otherwise found it fairly easy to use and I liked the functionality of invoicing, etc.
Inconvénients
I am giving this a poor review for the following reasons: (1) Cosmolex is really only price-efficient if you are a solo attorney. When I added a staff member and tried to add another timekeeper, I was told my price was going to effectively double!! As a result I am now trying to switch programs which is a huge headache, but the added costs made Quickbooks actually cheaper and Quickbooks has way more integrations and a payroll feature. (Plus you can find email archiving for FREE if you are a small business that takes care of that functionality for Cosmolex.) (2) They were not upfront about the pricing issues. I was told that the reason it cost money to add this timekeeper was because my previous timekeeper had been "grandfathered in" and that I should have learned about this pretty drastic change in an "update section." First, why wouldn't I have received this in an email? Changing the price and price structure of a product should require actual notice! Second, when I chatted someone to find this "update" they could not find it or direct me to it. (3) The lack of integrations (and the integrations they are getting) is really problematic. For instance, they now integrate with Net Documents, which is pretty expensive. For a product that must be targeted almost exclusively to solos as a result of the pricing structure, that doesn't make sense. Why not integrate with Box or Dropbox? And to not have a payroll integration or to work with existing payroll companies is difficult.
Réponse de ProfitSolv Traduire en Français
Hi Samantha,
We're sorry to hear that your experience with CosmoLex was poor, but we appreciate your feedback. Please let us know if we can be of any help during your transition process. We regret that our support and training teams were unable to show you our long-standing integrations with Box, DropBox, OneDrive, etc. In regard to our pricing, our customer base ranges from solos to 50-lawyer firms. We respect your opinion and will pass your comments for improvements on to our Client Communications department. We wish you the best.
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
The staff is really helpful and friendly.
Publié le 12/07/2017
Three software packages for billing, client accounting and back-end was TOO MUCH!
Avantages
Everything was in one place. I didn't have to generate bills in one package, enter them in another for tracking income, and then pay them in two places as well. It is also great to be able to write a cost check in a case and have the expense "attached" to the client's accounting file/bill in a seamless matter with just an additional click or two. We were promised an easy migration with all the support we needed, and that is what the team at Cosmolex delivered!
Our accountant was also able to access the system for his end of the year work and add all of his journal entires and such and close out the books quickly and easily. The ability for us to generate P&L reports and other important accounting documents literally on demand is also pretty awesome.
But the best part about Cosmolex, by far, is their incredible support team. They have never been stumped, and I've done my best to do just that! Every time I have a question, I get a prompt and complete answer, generally by phone, from one of their support staff who know me and my firm on a first-name basis. I don't think I could be nearly as effective in a dual-role position without this software!
Inconvénients
I can't think of anything additional at this point; they have added all MY wishlist items! I think the only thing they could add at this point is a "hotline" 24/7!
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
CosmoLex does everything needed to keep our firm under control
Publié le 19/10/2022
We saw the biggest impact in time and billing -- it's easy to mark down the "tiny" slices of time because you are already in the file. Less chance of not documenting phone conversation or expense as you don't have to exit one program to enter into another.
Avantages
Billing/Invoicing/Payment management and Account reconciliation features are what I like best -- easy to stay on top of the flow
Inconvénients
I don't have a "least" -- I find CosmoLex easy to use and it does everything I need to keep our office well managed!
Alternatives envisagées
Cleo Integration CloudPourquoi choisir CosmoLex
Our time and billing program became obsolete and just STOPPED working.Pourquoi passer à CosmoLex
Cost was the biggest factor.- Secteur d'activité : Services juridiques
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 0.0 /10
It is very clunky to use.
Publié le 28/03/2023
I just plain don't like it. I also use Soluno, it is a far better software. You can easily make changes from the screen you are on. The visuals are far simpler as well. Plus it is very Canadian, and outstanding chat service.
Avantages
It is better than PC Law was. Other than that, I would rather not use it.
Inconvénients
you can't easily correct or edit entries. There is no clicking on when you are on a journal, you need to leave the screen and go somewhere else. Very time consuming. I also don't like that you can't just "view" reports, everything has to be downloaded and it takes time. When I contacted support as to why there were lines running through my view report, I was told it was a glitch...like really!! I don't find it at all intitutive . The downloading of bank statements for reconciliations is very painful, and quite frankly doesn't work.
- Secteur d'activité : Services juridiques
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 1.0 /10
2 Years Wasted
Publié le 05/01/2022
Cosmolex ended up being a major disappointment. Too many of the supposedly great features turned out to be practically useless. Clients can only upload one document at a time and then only if the name is 64 or less characters. Clients can only download one document at a time. The API is closed so automation is much more difficult and expensive. Email communications cannot be shared through the portal. The platform whereby custom invoices are created/modified is archaic and difficult to use.
Avantages
Document Integration with OneDrive and integrated billing
Inconvénients
The most important components of the software were rendered useless due to lack of most obvious features.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
CosmoLex is a one-stop shop
Publié le 03/02/2023
My overall experience with CosmoLex has been positive. I like that it is one product for Law Practice Management and Accounting with one price for all features.
Avantages
The accounting software in CosmoLex helps me reconcile my trust account, operating account, and credit cards. The accounting software also helps me provide proper reports for tax purposes. CosmoLex makes case management easy and integrates well with Microsoft Office 365.
Inconvénients
It takes a bit of effort to create document templates and intake forms. The creation of the intake forms has limitations on the amount of characters you may use as a name for a text box. Also, when creating intake forms, certain blocks on the forms will move to different places and have to be manually adjusted to get them to the right place.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Billing made simple
Publié le 12/12/2022
Avantages
I love using CosmoLex for invoices / billing!
Inconvénients
I haven't had any negative experiences at this point.

- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Cosmolex was an easy choice
Publié le 09/10/2017
Avantages
Cosmolex lets me have the bigger picture in one piece of software. I can easily see how my business is doing from the dashboard.
Inconvénients
I would like to have a report that shows trends and exports to excel so I could create graph charts. It would also be nice to be able to produce an invoice showing the work put into a fixed fee matter.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 0.0 /10
Leaving CosmoLex after 60 frustrating days
Publié le 08/08/2020
I manage 3 small law firms. One of my firms moved from Prolaw to CosmoLex 60 days ago because management wanted to be 100% cloud-based, which Prolaw is not. Unfortunately, my CosmoLex experience has been really frustrating, to say the least.
As background, I have used Prolaw for over 20 years, which performs back and front office tasks (like CosmoLex). At another firm, I have used Clio with QBs for about 7 years with lots of success. At a 3rd firm, I use Bill4Time with QBs with lots of success.
I really tried to make CosmoLex work for the last 60 days. As the manager of 3 small law firms, I am a stickler for efficiency and productivity. Making small firms competitive with larger firms is a big part of my job. But unfortunately CosmoLex was a huge step backwards in that goal.
Avantages
You ALWAYS get a live person in customer service and they are GREAT! I have spent hours and hours on the phone, chat and email with many people in customer service in the last 60 days. It is really easy to get a live person, which is great! And I have been impressed with every single one of them. But unfortunately their answer is almost always: "I'm so sorry, CosmoLex cannot do that, I will add it to the list of features we could add." I haven't been around long enough to know if suggestions are actually ever incorporated into the software. Truthfully, so many features would have to be added to make this a viable program, I just can't wait to see.
There is a robust filter / search mechanism. Literally, those are the only good things.
Inconvénients
Everything else. CosmoLex is a great idea, but the execution completely fails at both the accounting and practice management components.
Entering data in the software is ridiculously inefficient - from simple time entries, which you have to choose from pulldown, scrolling menus rather than entering data quickly and tabbing through (there is NO tabbing through any data!), to an accounting system that is set up in inflexible, awkward components that make no accounting sense (not a debit or credit to be found), it just doesn't lend itself to efficiency or intuitiveness like most online billing programs. If you are used to customizable columns (who isn't?); screens in which you can edit, print, manipulate multiple items at one time; check boxes to select all or multiple items; or screens that show you totals like hours billed in a day, week or month, account balances, CosmoLex is gonna drive you crazy. It doesn't allow any of the above. There are so many downfalls, I truthfully don't know where to start.
Additionally, we purchased the migration service. Each person I worked with was amazingly knowledgeable and professional, but the actual migration was a disaster. After hours of work on my and CosmoLex's migration team's part, my non-financial data migrated into ComsoLex very unusable. Also, they do not actually migrate financial data. I was hoping to move at least 7 years of accounting, as well as, historical invoices from open matters, but that is not possible.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
This is a time and money saver for any firm.
Publié le 09/08/2017
I was looking for a complete solution to my practice management and accounting needs.
Avantages
I tried various other platforms including PCLaw and Clio, but they lacked in usability or functionality compared to CosmoLex. PCLaw is outdated, slow and not cloud based, while Clio lacks firm accounting functionality and though they advertise quickbooks syncing, there are major issues with the syncing that requires a great deal of work by the end user.
CosmoLex is able to do virtually everything Clio can do with respect to practice management and even has a few unique features. However, where CosmoLex really shines is with its built in accounting system. As a Canadian Lawyer we require certain functionality that our American counterparts do not and CosmoLex has done a great job of meeting our needs. CosmoLex can properly deal with our HST/GST/PST issues and payments as well as offer us accrual based accounting as we are required to use by law.
There is NO other cloud based platform with an all-in-one solution for Canadian Lawyers. This is a time and money saver for any firm.
Inconvénients
I would like to see document generation (of all sorts), multiple clients per matter, the ability to generate Client I.D. Forms from the contact information.
Also helpful would be the ability to attach scanned receipts, cheques, and bills to accounting entries similar to the functionality in QuickBooks.
Some minor efficiency changes like being able to select certain options when creating an entry rather than having to re-open it afterwards.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
Great for Small Firms
Publié le 19/12/2019
Very satisfied.
Avantages
Comprehensive client management, including accounting.
Inconvénients
Sometimes a little hard to use some of the features, but they are always listening to feature requests.
Alternatives envisagées
ClioPourquoi choisir CosmoLex
They did not have all of the features.Logiciel antérieur
ClioPourquoi passer à CosmoLex
PCLaw is not available for Macs.- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Probabilité de recommander le produit 10.0 /10
We chose Cosmolex because of the accounting feature
Publié le 25/06/2019
Avantages
We chose Cosmolex because of the accounting feature along with the other case management features as well as its interplay with Lawpay.
Inconvénients
I would like to be able to search the calendar for a particular name. For example, if I am trying to determine when I met with a potential client, I would like to be able to search their name. To add to this, I would like to be able to add the potential client to the calendar entry when I add a consult so I can search the PC and determine when I met with them.
As to the documents, I would like a way to search all the documents in the system. For example, I would like to be able to search for "Motion for Guardian ad Litem" and have all documents with that title, regardless of whose matter it is connected to.
I would like to be able to pull matter balances from the app.
Réponse de ProfitSolv Traduire en Français
Thanks for your feedback, Kristal! We're thrilled to hear that you're enjoying the advantages of an integrated accounting and practice management system. We're always looking to optimize our solution, so please feel free to make a feature request on our support site. Thank you!
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 8.0 /10
They are always innovating
Publié le 09/10/2017
Avantages
I wanted something that combined both the accounting and matter management in one place. What I like the most is the Customer Support. If I'm having a problem with taking a payment from a client, I can get on the phone and have them resolve the issue without delaying the client. I also like that they constantly ask us what other new functions we'd like to see. They are always innovating, and don't "drop" you once they've got your payment.
Inconvénients
I wish it would remember matter names and auto-populate that when adding a new client--then i'd like to be able to run reports based on the kinds of matters. I'd also like to be able to bulk mail using our clients' mailing addresses. Finally, I'd like to be able to add in court dates to the matters so that when I run reports, I can filter and organize them according to court dates, rather than client name. I like Cosmolex, but it's clearly set up for civil or other slow-moving firms, and not for traffic, which adds up to 10 clients a day and has many matter subject options.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Love it!
Publié le 18/12/2019
Very well. Customer service is excellent. Very user -friendly.
Avantages
We swapped from Abacus to Cosmolex a few years ago and its a MAJOR improvement. I love how it is continuously updated to better the program. It is very user-friendly and I love how customizable it is. I also LOVE the upgrade with the new spell check!
Inconvénients
Nothing right now. We are loving the latest updates!
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Probabilité de recommander le produit 10.0 /10
CosmoLex staff know law and also know accounting.
Publié le 24/05/2019
Avantages
We simply have not found anything else that integrates true accounting with timekeeping and related legal process workflow. Everything else we've used (I could make a list) fell short in terms of features or else required integration among multiple platforms (at a higher cost).
Inconvénients
There is a bug in the reporting of accounts receivable that is causing us problems. We are eager to see that fixed. CosmoLex does not seem to have an internationally focused law practice in mind. We work with clients in 70 countries, in multiple currencies. We struggle a bit to make that work well--there are some hiccups.
Most other issues arise because our knowledge of accounting is poor, so we want to do things that should not be done (from an accounting perspective) or we don't know how to do them. Response time on our requests for help is sometimes slow. Our requests for additional features have not happened.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
CosmoLex Review
Publié le 21/03/2022
Great.
Avantages
The accounting features for trust account and integrated credit card processing.
Inconvénients
This software has met expectations and performed well. It has done about everything that a small law firm could ask.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
The switchover was a challenge, but I am very pleased that we did this!
Publié le 29/04/2019
Very positive.... and sooo much better than the primary competitor in the Canadian market. The cost is a little high (particularly for licenses for support staff who are only using the software for a few minutes every day).
Avantages
Web based; Ease of use right from the start; Excellent training tools; Excellent customer service;
Most of my clients really appreciate the customer portal - I expect that as my clients are, as a group, more inclined to use technology to manage their legal affairs, they will be using it more.
The reconciliation of trust accounts with the option to simply download and compare entries is very simple and helpful.
Inconvénients
Some of the more advance functionalities still need work. As an example, we still haven't figured out how to create several template invoices for fixed rate matters (the fixed rate will vary based on the type of matter); there have also been some challenges with the coding of our letterhead (which works fine in a Word document) so we have had to use a work-around.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Best User Friendly Interface
Publié le 30/12/2019
I have a great experience with the program and use it most of the day every day.
Avantages
I appreciate most the ability to correct errors in accounting when they are noticed and the integration with the trust account.
Inconvénients
Some of the deep user options are difficult to find but this is necessary with the level of customization allowed.
Réponse de ProfitSolv Traduire en Français
Thank you for your review, Kyle! Your honest feedback regarding our accounting functionality is sincerely appreciated. We've spent countless hours working on our accounting features to make sure we provide everything you need in a single platform and to eliminate compliance worries, and continue to develop its functionality every day.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Client information and billing all in one place
Publié le 22/10/2019
It's made our overall processes more efficient, having client information and billing all in one place.
Avantages
Ease of use and the checks and balances system - the setup doesn't really allow you to make mistakes, as so many of the accounting features are tied together. That's very helpful.
Inconvénients
The soft cost expense entry is confusing and seems needless - right now, if we have an expense for which we haven't yet written a check, we either enter it as a time entry flat fee or wait to enter it until the check is written so we can avoid the soft cost option all together.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
Cosmolex is very intuitive software.
Publié le 29/04/2019
My assistant and I have enjoyed using Cosmolex, and now feel spoiled by all the great features compared to other file management and accounting software. I have been asked by several lawyers in my city to show them the program, and I wish I was more proficient with it so I could do it justice.
Avantages
It does everything you wish other programs would do. It's easy to fix any mistakes you make in your billing without having to contact the company for a complicated "work around" solution. If you do have an issue or a suggestion, the customer service department is very responsive.
Inconvénients
I would like if bills could be further broken down into taxable disbursements and non-taxable disbursements. My assistant and I registered for the training, but were unable to log on at the assigned time, but became too busy to follow up with this, so we have muddled through on our own for the last year.
- Secteur d'activité : Cabinet d'avocats
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
The ideal system for my purposes
Publié le 19/07/2017
Avantages
Cosmolex is a web based system that gives me full flexibility of where I work and on what device I access my data. Moreover, the fact that Cosmolex is a fully integrated billing, accounting and trust accounting system makes it the ideal system form my purposes
Inconvénients
I would like to see a more robust program for the migration of all of my prior accounting data - at least for the current C/Y of conversion so that I will have a full. accurate and consistently organized set of reports to submit to may accountant at year end. I would also like the migration to cover all of the detail for all of my Trust Accounts from day one forward to date of conversion to Cosmolex. This will facilitate any and all client or other audits of each Trust Account
Réponse de ProfitSolv Traduire en Français
Hi Robert. Thank you for your review and feedback. In regards to your note about migration. Financial Migration is never an 'easy' process. While most firms choose to migrate balances from a particular cut off date (we supply many automated tools to assist with that), you absolutely can migrate all previous transaction history. For your taxes, the current tax year is most relevant, but for your trust account you may wish to import past history. That does require additional time and labor, and cost if outsourced, but it is definitely doable. Any questions, please let me know.
- Secteur d'activité : Immobilier
-
Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
I can't imagine practicing law without this essential tool.
Publié le 24/03/2015
Avantages
My practice is focused primarily on residential real estate in NY and NJ and I represent a lot of lenders, so I have been relying upon Easy Soft’s hud-1 program and their billing/trust accounting program for years, so when I learned about everything CosmoLex had to offer, I was excited to jump in.
What really separates CosmoLex from the others is that it’s completely cloud based and also offers a full IOLA/IOLTA accounting system. I’m able to login from the office, from home, and even on the road from my smart phone to add billable events, log and print checks, or search for anything I need.
Because I’m a sole practitioner, I don’t have an IT department to help me install/upgrade my programs and the people at CosmoLex actually converted my existing data and had me up and running in about 15 minutes. Knowing that my data (and the programs) are off-site means less to worry about if and when a computer at my office should fail - and not having to worry about re-installing and restoring data (just knowing that it’s always safe and ready to access) makes sleeping at night a little easier.
The controls are intuitively setup and searching for matters by client or other keyword or searching transactions by dollar amount, etc., could not be easier. I’ve already watched some of their online tutorials and when those did not help me understand something, I contacted tech support for personalized support and training that did the trick every time!
Inconvénients
Nothing comes to mind so far. It's everything I need.
- Secteur d'activité : Immobilier
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
One of the most intuitive and robust programs out there.
Publié le 31/01/2019
Avantages
Incredibly easy to use. We use it to manage our trust account (although I know it does so much more), and the reporting complies with the multiple states in which we hold licenses.
Inconvénients
Why can't the font be easily changed for the address printing on checks? Due to the font, we cannot use a window envelope when mailing; we have to address another envelope.
Also, would like for it to separate different trust accounts out easier to run reports.