# CosmoLex review (2026): is it worth $49 a month per user, billed yearly?

> Law practice management with trust and business accounting built in

Checked Oct 24, 2026 · graded Oct 24, 2026 by ToolGPA.

CosmoLex is cloud practice management software for law firms that puts trust accounting, billing and matter management in one application. Every plan includes trust ledgers, compliance reports, online payments and a client portal, and the Pro plan adds a full general ledger with bank feeds. It is part of ProfitSolv and serves firms in the US and Canada.

- **Category:** Law Practice Software
- **Made by:** ProfitSolv Purchaser, Inc. (since 2013)
- **Website:** https://www.cosmolex.com
- **Runs on:** Web, iOS, Android
- **Who should skip it:** Tight if you're on Launch, which has no bank reconciliation, LEDES or split billing, intake forms, document assembly or AI.
- **Facts last checked:** Oct 24, 2026

## Pricing

As of Oct 24, 2026, CosmoLex is a paid product with a free trial, starting at $49 per user / month, billed yearly ($59 billed monthly).

- **Pricing model:** Free trial
- **Free plan:** None.
- **Free trial:** 10-day free trial, no credit card; limited to one bank feed, without the CRM or LexShare and LexSign add-ons.

| Plan | Price | What you get |
| --- | --- | --- |
| 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. |

Read from https://www.cosmolex.com/pricing/ on Oct 24, 2026. Prices change, so confirm with CosmoLex before buying.

## Ways to pay less

- **Save $120 per user with yearly billing** (Annual discount): 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. Source: https://www.cosmolex.com/pricing/
- **Lifetime discounts for bar association members** (Other savings): CosmoLex says members of its state and regional bar association partners get lifetime member discounts; the page does not give the amounts. Source: https://www.cosmolex.com/partners/bar-associations/

## Key features

- **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.

## Good for

- Solo and small firms that hold client money in trust
- Firms that want trust and business accounting in the same app as billing
- Firms in the US and Canada

## Worth knowing

- 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.

## ToolGPA grades

**GPA: 2.2 out of 4**, graded Oct 24, 2026. CosmoLex puts trust ledgers, billing, payments and matters in one app, from $49 a user a month billed yearly, and Pro adds a full general ledger. But Launch has no bank reconciliation, LEDES billing, intake forms or AI, which start on Core at $99, and the CRM, eSignatures and document sharing are paid add-ons.

- **Value for money: C.** Launch is $49 a user a month billed yearly, $59 monthly, where this category's cheaper quarter and middle both sit. Bank reconciliation, LEDES billing and intake forms need Core at $99, about twice the middle, and the general ledger needs Pro at $129.
- **Free plan and trial: C.** A 10-day trial with no card. It's limited to one bank feed and leaves out the CRM and the LexShare and LexSign add-ons, and there's no free plan after it.
- **Features: C.** Trust ledgers with compliance reports, time, billing, payments, matters and a client portal on every plan, and a general ledger with bank feeds on Pro. The gaps the listing shows: card payments on invoices are US only, though it sells in Canada, and sharing and eSignatures are paid add-ons.
- **Ease of use: C.** We have no store rating on file for it. Trust accounts, bank feeds and the books need setting up, and calendar sync with Outlook and Google waits until Pro.
- **Platforms and integrations: B.** Web, iPhone and Android, with Microsoft 365, Outlook, Google Calendar, QuickBooks Online, Dropbox and Zapier. No desktop app, and the open API is on Pro only.

These are ToolGPA's own grades. Graded from this listing, whose facts were read from CosmoLex's own pages on 24 October 2026. Not based on using the product, and shorter than our full reviews.

## Where it stands among law practice software

- CosmoLex's GPA of 2.2 is higher than 6 of the 9 other law practice software we grade, and level with 2.
- It stands best on platforms and integrations (B, above 0 of 9) and worst on features (C, above 0).
- Its paid plans start at $49 a month for each person, against a middle price of $49 for the category: 0 of the 4 others that charge start lower.
- On features, ease of use and platforms it scores 2.3 out of 4. Nothing scores higher for less, though at least one tool matches that score at a lower price.

## Keep it, or make your own?

**Keep it.** To replace CosmoLex you would be making client trust accounts kept the way bar rules require. That is not a weekend's work, with an AI app builder or without one. It is one of the better ones too: its GPA of 2.2 is higher than 6 of the 9 other law practice software we grade. It costs $588 a year.

- You could make: Case management, time tracking and invoicing: an app builder makes these well.
- You could not: Client trust accounts kept the way bar rules require.
- You could not: Live feeds from your bank, which take an agreement with each bank or a service that has them.
- You could not: A real app for iOS and Android. Something home-made would be a web page.
- You could not: It is priced for each person, which means accounts and billing for a team.
- You could not: It plugs into other products, Microsoft 365, Microsoft Outlook and Google Calendar among them, and has an API.
- You could not: AI features, unless you pay a model provider for each request yourself.

A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it.

## Works with

Microsoft 365, Microsoft Outlook, Google Calendar, QuickBooks Online, Dropbox, Zapier

**Tags:** Case management, Trust accounting, Bookkeeping, Time tracking, Invoicing, AI features, Public API

## Alternatives

- [Clio](https://toolgpa.com/tools/clio): Practice management, legal accounting and legal AI for law firms. [Compare](https://toolgpa.com/compare/clio-vs-cosmolex)
- [MyCase](https://toolgpa.com/tools/mycase): Case management, billing and client portal for small law firms. [Compare](https://toolgpa.com/compare/cosmolex-vs-mycase)
- [PracticePanther](https://toolgpa.com/tools/practicepanther): Law practice management with built-in payments and accounting. [Compare](https://toolgpa.com/compare/cosmolex-vs-practicepanther)
- [Rocket Matter](https://toolgpa.com/tools/rocket-matter): Legal billing, trust accounting and matter management in the cloud. [Compare](https://toolgpa.com/compare/cosmolex-vs-rocket-matter)
- [Centerbase](https://toolgpa.com/tools/centerbase): Practice management, billing and firm accounting for midsize firms. [Compare](https://toolgpa.com/compare/centerbase-vs-cosmolex)

## Sources

The prices, plans, platforms and features above were read from these pages on Oct 24, 2026:

- https://www.cosmolex.com/pricing/
- https://www.cosmolex.com/partners/bar-associations/
- https://apps.apple.com/us/app/cosmolex/id1240250492
- https://play.google.com/store/apps/details?id=com.cosmolex&gl=US

Page: https://toolgpa.com/tools/cosmolex
Listed by ToolGPA (toolgpa.com).