CosmoLex

Founded by Rakesh Kabra in 2013

Manage law firm cases, billing, and accounting from one place

Cost

Free Trial

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use CosmoLex to run your entire law firm from a single cloud-based system. It handles case and matter management, time tracking, client billing, invoicing, trust accounting (IOLTA), document management, and financial reporting. It replaces the need for separate accounting software like QuickBooks by building legal accounting directly into the system. You can also automate client intake, set up workflows, accept online payments, and give clients access to a secure client portal.

What CosmoLex does

Track billable time and attach it to specific client mattersGenerate and send custom invoices to clientsReconcile trust accounts with three-way bank statement matchingCreate AI-powered intake forms to capture new client leadsSet up role-based user access for different staff membersRun real-time financial reports across all active mattersAccept online payments directly through the billing systemManage case documents and store them linked to specific mattersBuilt-in legal accounting that replaces QuickBooks for law firmsTrust account reconciliation with three-way reconciliation and audit trailsAI-powered client intake forms to capture leads automaticallyMatter-centric dashboard connecting cases, billing, and finances in one viewReal-time financial reports with 100+ reporting optionsClient portal where clients can view bills, documents, and schedule appointmentsRole-based user access and custom workflows for mid-sized teamsTime tracking that logs hours directly from emails sent