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Über CosmoLex

CosmoLex ist ein cloudbasiertes, vollständiges Kanzleimanagement-, Abrechnungs- und Buchhaltungssystem (kein QuickBooks® erforderlich).

Erfahre mehr über CosmoLex

Vorteile:

We used another system before and Cosmolex is more economical and user friendly.

Nachteile:

No way to track date of loss and statutes of limitation. Takes a great deal of time to manage task lists.

Bewertungen zu CosmoLex

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,6
Kundenservice
4,8
Funktionen
4,4
Preis-Leistungs-Verhältnis
4,6

Weiterempfehlungsquote

9,1/10

CosmoLex hat eine Gesamtbewertung von 4,7 von 5 Sternen basierend auf 335 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (335)

Pete
Pete
Attorney in USA
Verifizierter Nutzer auf LinkedIn
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

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

5,0 vor 2 Jahren

Vorteile:

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.

Nachteile:

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.

Jennifer
Attorney in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Best Attorney Software

5,0 vor 4 Jahren

Kommentare: Great program with easy customer support (even a chat feature). The prior legal platform software we used constantly had issues with an expensive yearly update that was required. Cosmolex is cloud-based so no need for updates. there is no need for an additional bookkeeping program for your office expenses as the program will handle that along with your trust accounting.

Vorteile:

I like that you can handle your everyday office accounting in the same program as your trust accounting. There is no need for a separate program. Our clients love the client portal and they can upload documents directly to the client portal instead of having to bring them into our physical office. Cosmolex keeps each of your client files organized where you can save all of your emails, documents, and share the ones that you need to share with your clients through the client portal.

Nachteile:

We would like to be able to make one bulk deposit at one time instead of having to go through by individual dates and make individual deposits.

Samantha
Partner/Owner in USA
Rechtsberatung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Duped by Cosmolex - Only Cost-Efficient if Solo

1,0 vor 5 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von ProfitSolv

vor 5 Jahren

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.

Kristen
Legal Assistant in USA
Rechtsberatung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

CosmoLex for Law Firms

5,0 vor 3 Monaten

Vorteile:

CosmoLex is a very helpful software to have in a law firm. It has been perhaps my favorite software throughout the handful of law firms I have worked at. The case management feature is great as is keeping tasks available to see in order to follow up on time-sensitive items.

Nachteile:

There really is not much I dislike about CosmoLex.

Karin
Office Manager/Bookkeeper in Kanada
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great All in One Solution

5,0 letztes Jahr

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

Vorteile:

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.

Nachteile:

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.

Shawn
Lawyer in Kanada
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Best Legal Management Software

5,0 vor 4 Jahren

Kommentare: Cosmolex has increased the efficiency of my firm dramatically. From standard client letters to accounting, to tasks, the program has made all aspects of my practice easier. It is easy to learn and efficient.

Vorteile:

Cosmolex is by far the best Legal Management Software on the market. The accounting is superior and specific to the legal industry and the client management options are unmatched.

Nachteile:

There are sometimes delays as information is being entered. It is relatively minor but something I expect they will improve on.

Miranda
Office Manager in Kanada
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great Program!

5,0 letztes Jahr

Kommentare: It's made reconciling accounts much easier and faster for me. I love the layout. It's also been a breeze to create invoices in (minus needing to edit them afterwards because the customization doesn't do what we'd like it to do).

Vorteile:

It's extremely user friendly! I love that I can print all the cheques I need on a file at the same time, or all the cheques I'm using to pay invoices at the same time.

Nachteile:

The invoice customization tool is the only non user thing about this program.

Michael
Attorney in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great Software. Can be a learning curve.

5,0 vor 4 Jahren

Vorteile:

The built in efficiency. Great accounting system. Easy to generate invoices, apply payments, and print checks.

Nachteile:

It takes a bit to learn how to do everything and fully utilize the software. That being said, the customer service is excellent. The software is pricey and I wish there was a discounted rate for firm members who only have limited access.

Kristen
Lawyer in Kanada
Rechtsberatung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Best decision I made for my business

5,0 vor 3 Jahren

Vorteile:

What I like the most is that virtually everything is in one program and it is super easy to use. It was a smooth transition to migrate files and data over (CosmoLex took this over for me)

Nachteile:

Used to have a feature where you could sort documents according to tabs (such as date modified, name, etc). This feature was disabled which makes it difficult to find documents within a folder, particularly if there is a high volume of documents. Please bring this feature back!

Cole
Practice Manager and Surrogacy Program Director in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Outstanding Practice Management Software

5,0 vor 4 Jahren

Kommentare: The greatest benefit is the inclusion of accounting functions such that the we can readily prepare the necessary reports for our CPA.

Vorteile:

The software is intuitive and straightforward. All necessary options are readily accessible from a simple menu structure, and the inclusion of detailed accounting functions is truly unparalleled.

Nachteile:

The only difficulty our firm has had has been in discerning how to remove or amend charges to clients once they have been billed and once payment has been received. However, via help and reading on the forums, we now understand this process and it is not difficult.

Noah
Legal Assisstant in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Noah's Review of Cosmolex

3,0 vor 4 Jahren

Kommentare: Overall, Cosmolex is easier to use than TABS. Certain elements are great, but the slowness of the website and lack of features regarding specialized billing can be frustrating. The single best part of Cosmolex is their customer support staff that is always quick to help.

Vorteile:

The best features of cosmolex are A) The intuitive nature of the platform. The categorization makes sense, and makes searching matters, seeing outstanding balances owed, and viewing trust fund balances easy. B) The accounts payable section is well put together and easy to use. C) Customer service is great.

Nachteile:

I don't like how slow it runs - seems as if the website could run faster, also there are occasionally glitches and I need to close the browser and restart. Also, there is no feature for running bills for outstanding amounts due for clients without billable time for the month, and there is no feature for running courtesy bills for clients with no active time or amount due, but monies in trust.

Ana
Attorney at Law in USA
Rechtsberatung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Cosmolex Review

4,0 vor 8 Jahren

Kommentare: I became a Cosmolex customer after being a customer of another practice management system and a customer of a widely known accounting software. My law practice incorporates general practice areas ranging from real estate/title agency, personal injury, litigation, family law, to probate and estate planning. With a variety of practice areas such as my firm, the challenges of practice management are complex because each area of the law has its own set of individual policies and procedures. The program I was using didn't capture my time spent on cases, nor created a detailed bill for my clients' review that completely captured all of the work my staff and I performed on their case. Cosmolex produces an invoice for the client that justifies my legal fee, which is essential to client satisfaction, and critical for ethical compliance purposes for cases that are accepted on a retainer or hourly basis. Not only do I earn more money because I'm able to quickly track time and expenses, but I also deliver a better product. Less time is spent telling my client what I did on their case but instead, allows me to focus on the particular legal matter the client hired me to solve. Further, the biggest hurdle to launching a successful law firm (I've only had my own law firm for seven months), is bookkeeping, and I have an in-house, nearly full-time bookkeeper which is also an accountant and is even qualified as an expert in a common accounting software system. However, with all of that knowledge and expertise, so much of my time was spent on accounting, and now it's spent on practicing law and a deeper concentration on my cases. This was not and could not have been possible with other accounting software systems on the market. Trust me, I tried them, and they only created problems. The other systems in the market (even those that are tailored for law firms) simply make the law firm work for the system, and not the system work for the law firm. Cosmolex is comprehensive. It takes care of the daily task delegation, case progress, and time tracking, accounting, employee performance, and reports. My experience has been an eye-opening one. My experience is mostly a relief because without Cosmolex I would still be living in the dark-ages of unproductivity and frustration.

Vorteile:

Ease of use, the simplicity of timecards, layout/design, price, functionality across multiple practice areas, ethical compliance considerations, cyber security protection, and mobility.

Nachteile:

Lack of knowledge by customer support, inability of 24/7 customer support access, inadequate and burdensome contact importing process, access to library of forms and templates with incorporated merge fields, failure of bank integration for purposes of deposits, no app available, not synced with lexicata or another CRM service, doc mgmt could use some navigational ease of use improvement, no place for employees to insert their time for purposes of payroll, no spell checker, inability to make a matter designated as anything other than inactive or active (nice if had more options, such as closed cases, prospective lead, consultation only, referred out), migration of emails into cosmolex, lack of automatic matching of emails to correct corresponding client file (doesn't exist retroactive to joining Cosmolex at all, and once joined, the automatic email matching is rare but is much more usually manual entry, automatic base fee for commonly used tasks and expenses that would automatically be applied to each type of case's invoice for example, fax $2.50, copy cost 30 cents per page, courier fee $5.00, postage cost of $10.00, generate and open file $15, $10 document retention fee, and legal research $20.00, additional permissions for each user based on more than is listed under "role," label generator, sync with efax and adobe sign and google for work, ability to mark certain case documents as confidential and/or only for internal viewing purposes.

Antwort von ProfitSolv

vor 8 Jahren

Hi Ana, Thank you for taking the time to detail your thoughts, it is constructive feedback like yours which keeps us grounded. You run a multi-dimensional practice and are a tech enthusiastic, full of ideas. While we currently do not offer 24/7 live customer support as you stated, this is planned for the near future. We also agree that data migration from one system to another can often be very cumbersome. Though we have automated this process quite a bit since you became a customer, we understand that this can be perceived as a major hurdle for some firms, which is why we work hard every day to improve this process. Lastly, we value your comment that "[CosmoLex] is already well beyond its counterparts and is arguably the next big leader in legal tech practice management". We can assure you that we will be relentless in our pursuit of simplifying the practice of law! Erica Birstler, Manager, Client Services Dept.

Morgan
Attorney in USA
Rechtsberatung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Billing is great! Case management, not so much.

3,0 vor 8 Jahren

Kommentare: We are a two attorney firm with one paralegal. We chose Cosmolex for the trust accounting feature. We were looking for a program that could do it all - keep the books and manage the cases.

Vorteile:

I love the billing and trust accounting features. Cosmolex really shines with maintaining the operating and trust accounts separately as well as generating invoices for our billable work.

Nachteile:

The software is cumbersome, taking several clicks to get to information. The features I need most on the case management side are contacts and notes. The contacts drive me nuts! If I'm in Bob Jones' case, I want to see a list of all the other people involved such as other attorneys, witnesses, or other relevant parties. With Cosmolex, one has to go to a separate contacts page and link them rather than entering the information directly into the matter. The note taking feature is improving now that more characters are allowed, but it still leaves much to be desired for those who are answering client calls and wanting to log the information right away. It seems like it would be fine for a transactional practice but it's less than ideal for litigation.

Antwort von ProfitSolv

vor 8 Jahren

Hi Morgan, I am sorry to hear that while you love the billing & accounting functions of CosmoLex, you are not as thrilled with our case management functions. Specifically, it seems like a lot of your suggestions have to do with our contact management functions . If possible, we'd love to take few minutes of your time offline to go over your specific observations and improvement ideas. Also, we can update you on many of the new features and improvements which are currently in the works. At CosmoLex, our sole focus is to provide our clients with a better product each month and your assistance would be greatly appreciated. Erica Birstler, Manager, Client Services Dept.

William
Principal in USA
Anwaltskanzlei, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Product

5,0 vor 4 Jahren

Kommentare: My experience with Cosmolex has exceeded my expectations. I did a lot of research on what is out there in the market and Cosmolex came out on top, primarily because of the integrated backend accounting so that I did not have to deal with QuickBooks. Over the last couple of years, using Cosmolex, has been awesome. Being able to keep track of my time with the timer, bulk entry of Timeslips, ease of sending out invoices, invoices with a link to pay electronically, inclusion of law pay as a part of the subscription, etc., etc., etc., are all wonderful parts of the experience.

Vorteile:

Super easy to use. Billing with a timer, bulk billing (was added after I requested), super responsive customer support/chat, great reports, full back-end accounting

Nachteile:

I can often think of new features I would love to see but obviously they cannot add everything I want immediately.

Tiffany
Attorney in USA
Anwaltskanzlei, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

CosmoLex is a one-stop shop

5,0 letztes Jahr

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Tony
Managing Attorney in USA
Anwaltskanzlei, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

CosmoLex Review

5,0 vor 4 Jahren

Kommentare: I'm not sure that it's changed anything, since I started out with cloud based services, but it's better than Clio because it doesn't screw up in a major fashion once a quarter or more.

Vorteile:

Stability, integrated accounting, and better support staff. I used Clio for a couple years at my last firm, and I have zero intention of switching back.

Nachteile:

The UI is not exactly intuitive. The search functionality, while robust, is also a bit awkward. Certain things that seem like they might be no-brainer search field options aren't present, and certain items that I would expect to be heavily used by most users aren't as quickly and easily accessed as I would like (for example - the calendar, in my opinion, deserves its own direct access sidebar button).

Tiffany
Paralegal in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great Product

5,0 vor 4 Jahren

Kommentare: Great experience so far!

Vorteile:

Cosmolex is extremely user friendly and I love the help videos!

Nachteile:

I have not found anything I would say I liked "least" about Cosmolex.

Wendy
Office Manger/Bookkeeper in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Cosmolex

5,0 vor 4 Jahren

Kommentare: Everyday I learn more with Cosmolex. At first it is kind of confusing but once you learn how to use all the benefits it becomes easier.

Vorteile:

The Pros with Cosmolex is once you learn all the features it is really easy to work with. I believe with entering the money portion on Cosmolex has been easier than any other system.

Nachteile:

The cons were getting use to usisng Cosmolex. After you go through the webinars they have and learning videos it becomes easier to work with. There is always someone available to actually help you if you do have a question about anything if the teaching videos do not help in figure out your issue.

Christine
Attorney /Owner in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Easy and Complete Legal Accounting Software.

5,0 vor 6 Jahren

Kommentare: I am collecting fees and costs more easily and without having to see the client or talk to them on the phone. They can pay directly through their invoice or reminder emails sent by the program. Same for the trust retainer. Links are easily sent to clients to deposit directly to trust. The program makes the accounting entries for you on in the general ledger and the bank accounts.

Vorteile:

It does both front and back office capabilities. It is easy to access everything about a client. All time, billing and any other information needing to be entered is in one software application. No need to have Quick Books and some other legal software. Invoicing is easy to facilitate and clients can pay through links on the invoices. This program interacts with Microsoft Office, Outlook, Google, LawPay and many others.

Nachteile:

There are some reporting functions that are not yet available. This program still does not have a function for collecting Judgments on behalf of clients.

Herbert
attorney/president in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Cosmolex is the best solution for a small law office.

5,0 vor 5 Jahren

Kommentare: Time keeping, calendar, scheduling and accounting.

Vorteile:

Cloud based; access from anywhere. I can access my calendar from an iPad or iPhone.

Nachteile:

Some reports are not intuitive. But the knowledge base is easily accessed and will answer most questions.

Antwort von ProfitSolv

vor 5 Jahren

Thanks for your feedback, Herbert! It's great to hear that you're enjoying the flexibility of the cloud. If you ever need help from our support team, please don't hesitate to reach out!

Katrina
Lawyer in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

The switchover was a challenge, but I am very pleased that we did this!

4,0 vor 5 Jahren

Kommentare: 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).

Vorteile:

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.

Nachteile:

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.

Kyle
Office Manager and Law Clerk in Kanada
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Best User Friendly Interface

5,0 vor 4 Jahren

Kommentare: I have a great experience with the program and use it most of the day every day.

Vorteile:

I appreciate most the ability to correct errors in accounting when they are noticed and the integration with the trust account.

Nachteile:

Some of the deep user options are difficult to find but this is necessary with the level of customization allowed.

Antwort von ProfitSolv

vor 4 Jahren

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.

Talon
Lawyer in Kanada
Rechtsberatung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Switched from PC Law in December of 2019 and never looked back.

5,0 vor 3 Jahren

Vorteile:

Integration with other software is key to its value.

Nachteile:

As they roll out new features, I sometimes encounter bugs. They've got a great response time and great customer service though when that happens.

Robert
Principal Owner in USA
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

The ideal system for my purposes

5,0 vor 7 Jahren

Vorteile:

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

Nachteile:

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

Antwort von ProfitSolv

vor 7 Jahren

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.

Ed
Lawyer in USA
Anwaltskanzlei, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Essential

5,0 vor 3 Jahren

Kommentare: Again, it's essential to my practice, and the built-in accounting is fantastic.

Vorteile:

I was reluctant to subscribe to a practice management solution, but now can't envision getting along without it. It has everything I need from time tracking to accounting right at my fingertips.

Nachteile:

I occasionally run into accounting difficulties in terms of writing off charges or editing past transactions, but I'm not sure that's a drawback of CosmoLex as much as it is my ignorance of accounting best practices.