CosmoLex

Practice Management and Accounting in One

Kommentarer: One of the biggest things Cosmolex has done for us is allow us to bring out bookkeeping in-house. We went through 3 bookkeeping firms in 2 years and spent huge sums of money for our accountants to undo the mess they made. Our first year end with Cosmolex and in-house bookkeeping was a little rough but that was mostly cleaning up past mistakes.

Fordele:

The product is generally pretty simple to use. Sometimes you will encounter a quirk that makes you wonder "why did they do it like this?" but once you understand the logic behind it you pick up quickly. The software is updated quite regularly.

Ulemper:

They were purchased by Tabs3 about a year ago and the fact that they are not independent is a little concerning.

I am glad I found CosmoLex, I could not get through a day without it.

Fordele:

It's easy to use, intuitive, and the customer support is outstanding. I've occasionally contacted them with feature suggestions and they usually end up incorporating those suggestions - or they might show me how I missed something that accomplishes the same thing. The product works as advertised and I have no regrets.

Ulemper:

It had a little bit of a learning curve but I had nothing to compare it to. I now find it intuitive, so it's hard to say. Customer support is awesome, though, and they also have videos you can watch that explain most of the problems and issues I experienced along the way.

Overall, I enjoy using Cosmolex.

Kommentarer: Superb. I definitely have and will continue to recommend cosmolex to my colleagues.

Fordele:

On a lighter note, aside from the very important features. I like the soft display interface. It is easy on the eyes, the monthly graph and pie chart is very great for keeping track of income.

Ulemper:

Accounting, but that was an issue with my personal knowledge rather than the software itself. Cosmolex care assisted.

Decent functionality, UI needs improvement

Kommentarer: I switched away from Cosmolex after a few months. There are better products out there at the same price point.

Fordele:

The top feature for Cosmolex is the integrated accounting functions, and it is really nice to have this built-in.

Ulemper:

The User Interface is not as intuitive as it needs to be for users to work in the platform efficiently. A few big missing features are the universal search bar, and bulk changes.

Great All in One Solution

Kommentarer: Both lawyers & support staff are very satisfied with the switch to CosmoLex.

Fordele:

Onboarding/migration process was quite smooth; great team to work with.Easy to use all aspects of firm and trust accounting, quarterly reporting, Love the integration with Microsoft 365; getting closer to becoming 'paperless'.Can't wait to get the client portal in full use.The Live Support portal is the best I've ever used. They usually have the answer but if not the matter is immediately escalated and responded to.

Ulemper:

A bit of a learning curve moving from previous software. Don't switch during a busy period.Would like to see a client ledger which incorporates both trust and general expense entries on single page.