CosmoLex vs SurePoint (2026): which should you pick?

Pick CosmoLex if

• Fits if you're a solo or small firm that holds client money in trust
• Works for firms in the US or Canada that want billing and the books in one app

Look elsewhere if

• Tight if you're on Launch, which has no bank reconciliation, LEDES or split billing, intake forms, document assembly or AI
• Pricey if you want the general ledger, bank feeds, calendar sync or the open API, which are Pro only at $129 a user
• Watch out: the CRM, websites, Google Ads management and LexShare and LexSign are paid add-ons, and eSignatures may carry fees
• Not for you if you're in Canada and want card payments on invoices, which the pricing page marks as US only
• Skip it if you want a full trial, as the 10 days come with one bank feed and no CRM, LexShare or LexSign

Pick SurePoint if

• Fits if you run a mid-sized firm that needs practice and finance tools
• Works for firms already on Microsoft 365 or NetDocuments

Look elsewhere if

• Too light for nothing, but too big for solo lawyers and very small firms
• Skip it if you want a price first, as every page points to a demo
• Watch out: it's split into Practice Pro, Finance Pro, Finance Core and Finance Enterprise
• Watch out: the pages don't list operating systems or mobile apps

CosmoLex

• Launch leaves out bank reconciliation, LEDES billing, intake forms, document assembly and the AI tools, which start on Core at $99 per user / month.
• The general ledger, bank feeds, calendar sync with Outlook and Google, intake automation and the open API are on Pro only.
• The CRM, websites, Google Ads management and LexShare and LexSign are paid add-ons; eSignatures may carry extra fees.
• Card payments on invoices are marked as US only on the pricing page; eCheck is the other option listed.

SurePoint

• No prices are published; every product page points to a demo request.
• The suite is split into products such as Practice Pro, Finance Pro, Finance Core and Finance Enterprise, so a firm must work out which mix it needs.
• The vendor aims at mid-sized firms, so solo practitioners and very small firms may find the suite larger than they need.
• The pages read do not list supported operating systems or mobile apps.

CosmoLex

Trust and business accounting

Trust ledgers with automatic transfers and holds and built-in compliance reports on every plan. Pro adds a general ledger and payables across trust, operating and business accounts.

Time, billing and payments

Capture time and expenses, bill against retainers or recurring payments, and take card and eCheck payments on invoices. LEDES and split billing start on Core.

Matters and client portal

Matter management and a secure client portal on every plan. Core adds per-matter budgets, document editing and assembly, and dashboards.

Intake forms

Logic-based intake forms capture leads and turn them into matters from Core; Pro automates intake workflows. A CRM add-on adds email and text drip campaigns.

AI tools

From Core, AI writes summaries of documents, answers plain-English questions to filter matter data, and drafts client intake forms.

Growth add-ons

Paid extras include a firm website built and hosted by CosmoLex, managed Google Ads campaigns, and LexShare and LexSign for document sharing and eSignatures.

SurePoint

Practice management

Time, documents, deadlines, caseloads and tasks in a cloud-based platform that covers a matter from intake to billing and collections.

Time entry

Attorneys can capture billable time from the office or on the go and manage their caseload from a dashboard.

Finance products

Finance Pro covers each stage of the billing cycle. Finance Core is aimed at firms with small accounting teams, and Finance Enterprise at firms with distributed accounting.

Legal Insights

Formerly Leopard Solutions, it supplies competitive data used for recruiting, business development and strategy, and is combined with a firm's own data in SurePoint Pro.

Payments and CRM

SurePoint Payment Services helps clients pay the firm, and SurePoint CRM (ContactEase) covers client relationships and marketing.

Security and access

The vendor lists SOC 2 compliance, two-factor authentication and per-person or per-group access rights for ZenCase, the product behind SurePoint Pro.

CosmoLex

• Launch$49

  per user / month, billed yearly ($59 billed monthly)

  Time and billing, retainers, online payments, trust ledgers with compliance reports, matter management and a client portal.

• Core$99

  per user / month, billed yearly ($109 billed monthly)

  Adds bank reconciliation, LEDES and split billing, matter budgets, intake forms, document assembly, dashboards and the AI tools.

• Pro$129

  per user / month, billed yearly ($139 billed monthly)

  Adds the general ledger and payables, bank feeds, advanced compliance reports, intake automation, calendar sync and the open API.

SurePoint

Pricing could not be confirmed. See surepoint.com.

CosmoLex

• Annual discount

  Save $120 per user with yearly billing

  CosmoLex's pricing page shows each plan $10 a month cheaper per user when billed yearly, which it states as a $120 saving per user.

• Other savings

  Lifetime discounts for bar association members

  CosmoLex says members of its state and regional bar association partners get lifetime member discounts; the page does not give the amounts.

SurePoint

No public discounts listed.