CosmoLex
Practice management with built-in legal and trust accounting — matters, documents, client portal, time, and payments on every plan. CRM marketing/intake and websites are published add-ons, not the base Launch SKU.
- Best for
- Firms that want practice management and legal accounting in one system
- Price
- From $49/user/mo (Launch); Core $99; Pro $129
- HQ
- United States
- Profile updated
- September 26, 2026
Worth it for your operation?
Pros
- Public Launch/Core/Pro USD pricing with trial (no credit card)
- Trust accounting and compliance reporting native to the product story
- Client portal and practice management included on every plan
- Built-in payments without a separate practice-management login
Watch-outs
- CRM / marketing automation is an add-on — `crm_captacao` stays false
- No Meta WhatsApp inbox
- Less litigation workflow depth than Filevine
- Add-on CRM, websites, and ads raise real total cost
Score by criterion
The dark mark on each bar is the average of the 12 systems in this ranking. Criteria with higher weight pull the overall score more.
Matter intake, case status, and deadline or court-rules calendaring without a parallel spreadsheet.
Time, invoices, trust or client accounting, and collections in the same system as the matter — not a parallel bookkeeping tool.
Client portal, post-engagement updates, and a native path from lead to hired matter — not only a “won” stage.
Native SMS or messaging inbox on the matter or contact card, with team history. WhatsApp Business API also counts. Portal-only chat and marketplace apps do not.
Public plan in USD or GBP, trial, and what sits outside the monthly fee. Mandatory add-ons for day-to-day work lower the score.
English UI, matter and billing vocabulary, and time until a fee earner can work without a long implementation project.
What ships natively
We only mark “yes” when the feature is part of the product — marketplace integrations or third-party apps do not count.
- Yes
Matters & case tracking
Matter intake and case-status tracking inside the product
- Yes
Deadlines & dockets
Deadlines, publications, and notices captured automatically, without a parallel spreadsheet
- Yes
Fees & billing
Fees, invoices, cash, and collections in the same system as the matter
- Yes
Documents & filings
Filing templates, DMS, or document generation in the product, not another editor
- Yes
Client portal
The client follows the case in a vendor-owned login, not only by email
- Yes
Native messaging
Native SMS or messaging inbox on the lead/contact card (history preserved). WhatsApp Business API also counts. Marketplace apps, Zapier, browser extensions, website chat buttons, and sibling-SKU modules do not
- No
Intake CRM
Native intake or sales pipeline, from lead to engagement letter
- No
Vendor mobile app
App published by the vendor itself
Editorial analysis
CosmoLex in detail
CosmoLex is the shortlist when trust and books cannot live in QuickBooks beside a thin matter tool. Launch is $49/user/month; Pro at $129 deepens general ledger and compliance reporting.
Who it is for
US firms whose pain is three-way trust reconciliation and matter-linked billing — not high-volume plaintiff automation.
What drives the score
Fees/billing leads the ranking. Matters strong. Relationship tempered because CRM is an add-on. Messaging is solid for built-in two-way SMS; mobile app flags stay honest.
How we read the sources
Based on cosmolex.com/pricing plans and add-on sections.
Frequently asked questions
Why is CosmoLex strong on fees but weaker on intake?
The public pricing page builds Launch/Core/Pro around billing and legal accounting. “Grow your pipeline with a CRM” is sold as a bundle add-on — so intake CRM stays false under the native-only rule.
Is there a vendor mobile app?
CosmoLex markets cloud access from any device. Without a clearly published first-party lawyer app on the pricing/product pages we reviewed, `app_mobile` stays false.
Sources consulted
Everything on this profile comes from the pages below. We did not lab-test the platform.
Profile updated September 26, 2026. Found something outdated? Corrections are welcome.