The CosmoLex Insider’s Guide
Everything we know about CosmoLex in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
CosmoLex
The Insider’s Guide
Law practice management with trust and business accounting built in
Every plan, grade, refund rule and rival among law practice software, read from CosmoLex’s own pages.
Made by ProfitSolv Purchaser, Inc. · checked Oct 24, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from CosmoLex’s own pages, its app-store listings and our grades. Every fact in it is on CosmoLex’s page too, where it is kept up to date. Checked Oct 24, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.2
GPA, above 6 of the 9 other law practice software we grade
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.
To get you started, here are 9 things to know about CosmoLex, taken from its own pages and our grades.
Trust accounts, bank feeds and the books need setting up, and calendar sync with Outlook and Google waits until Pro.
- 1
Best for small firms that hold client money in trust
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.
- 2
Paid plans start at $49 a month for each person
As its pricing page puts it: $49 per user / month, billed yearly ($59 billed monthly).
- 3
You can try it first
10-day free trial, no credit card; limited to one bank feed, without the CRM or LexShare and LexSign add-ons
- 4
It runs on 3 platforms
Web, iOS and Android.
- 5
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.
- 6
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.
- 7
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.
- 8
A 2.2 GPA, above 6 of 9
That is against the other law practice software we grade, on value, the free plan, features, ease of use and platforms.
- 9
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.
CosmoLex at a glance
- Pricing
- Free trial, from $49 per user / month, billed yearly ($59 billed monthly)
- Free plan
- No
- Free trial
- 10-day free trial, no credit card; limited to one bank feed, without the CRM or LexShare and LexSign add-ons
- Runs on
- Web, iOS, Android
- Made by
- ProfitSolv Purchaser, Inc., since 2013
- Category
- Law Practice Software
- Our grade
- 2.2 GPA, fair
The report card
Best for small firms that hold client money in trust
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.
| Subject | Grade | Comment |
|---|---|---|
| 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. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who CosmoLex is for
- 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
Who it is not for
- 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
Good to know
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.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$49
A month to start, for each person
CosmoLex is a paid product with a free trial, starting at $49 per user / month, billed yearly ($59 billed monthly).
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.
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.
Trying it first
10-day free trial, no credit card; limited to one bank feed, without the CRM or LexShare and LexSign add-ons
Read from cosmolex.com on Oct 24, 2026.
Ways to pay less
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.
Stated on cosmolex.comOther 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.
Stated on cosmolex.com
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
3
Places it runs: Web, iOS and Android
Law practice management with trust and business accounting built in. Here is what it does, as its own site describes it, and what it covers: public API, AI features, time tracking, invoicing, bookkeeping, case management, trust accounting.
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.
- 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.
Where it runs
- Web
- iOS
- Android
What it works with
- Microsoft 365
- Microsoft Outlook
- Google Calendar
- QuickBooks Online
- Dropbox
- Zapier
CosmoLex is made by ProfitSolv Purchaser, Inc., and has been around since 2013.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
6/9
Other law practice software it is graded above
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.
Each grade against the category
Every bar is all 10 law practice software we grade, cut by the letter each got. CosmoLex’s own letter is outlined.
- CValue for moneyAbove 1 of 9
- CFree plan and trialAbove 5 of 9
- CFeaturesAbove 0 of 9
- CEase of useAbove 0 of 9
- BPlatforms and integrationsAbove 0 of 9
Price against what you get
Each dot is one of 5 law practice software. Further left costs less; higher up scores better on features, ease of use and platforms. CosmoLex is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
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.
What you could make
- Case management, time tracking and invoicing: an app builder makes these well.
What you could not
- Client trust accounts kept the way bar rules require.
- Live feeds from your bank, which take an agreement with each bank or a service that has them.
- A real app for iOS and Android. Something home-made would be a web page.
- It is priced for each person, which means accounts and billing for a team.
- It plugs into other products, Microsoft 365, Microsoft Outlook and Google Calendar among them, and has an API.
- AI features, unless you pay a model provider for each request yourself.
What this rests on. CosmoLex’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Clio, MyCase, PracticePanther, Rocket Matter and Centerbase
The 5 tools CosmoLex is most often weighed against, with where each one differs from it.
- 2.8GPA
Clio
Free trial · from $49/mo
- 2.2GPA
MyCase
Free trial · from $50/mo
Case management, billing and client portal for small law firms.
- CosmoLex also covers bookkeeping.
- MyCase also covers forms and business texting.
- 2.2GPA
PracticePanther
Free trial · from $49/mo
Law practice management with built-in payments and accounting.
- CosmoLex also covers bookkeeping.
- PracticePanther also covers forms and business texting.
- 2.0GPA
Rocket Matter
Free trial · from $59/mo
Legal billing, trust accounting and matter management in the cloud.
- 2.0GPA
Centerbase
Paid
Practice management, billing and firm accounting for midsize firms.
- Centerbase also covers reports.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
14
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is CosmoLex free?
No, CosmoLex is a paid product, but you can try it first. 10-day free trial, no credit card; limited to one bank feed, without the CRM or LexShare and LexSign add-ons.
How much does CosmoLex cost?
CosmoLex lists 3 plans. Launch: $49 per user / month, billed yearly ($59 billed monthly).
What platforms does CosmoLex work on?
CosmoLex is available on Web, iOS and Android.
Does CosmoLex offer any discounts?
CosmoLex publicly lists the following: Save $120 per user with yearly billing; Lifetime discounts for bar association members.
Does CosmoLex have a Windows app?
No Windows app was listed when its pages were read on Oct 24, 2026. CosmoLex is listed for Web, iOS and Android.
Does CosmoLex have a macOS app?
No macOS app was listed when its pages were read on Oct 24, 2026. CosmoLex is listed for Web, iOS and Android.
Is CosmoLex open source?
CosmoLex is not described as open source on its own site, as read on Oct 24, 2026.
Does CosmoLex have an API?
Yes. CosmoLex offers a public API, according to its own site.
What does CosmoLex integrate with?
CosmoLex's listing names Microsoft 365, Microsoft Outlook, Google Calendar, QuickBooks Online, Dropbox and Zapier.
Who makes CosmoLex?
CosmoLex is made by ProfitSolv Purchaser, Inc. It dates from 2013.
What are the alternatives to CosmoLex?
The closest alternatives to CosmoLex in our directory are Clio, MyCase, PracticePanther, Rocket Matter and Centerbase.
How does CosmoLex compare with other 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.
Is CosmoLex good value for money?
ToolGPA grades CosmoLex C for value for money. 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.
Could I make my own version of CosmoLex?
To replace CosmoLex you would be making client trust accounts kept the way bar rules require.
Where this guide comes from
The prices, plans, platforms and features were read from CosmoLex’s own pages on Oct 24, 2026, and the grades were given on Oct 24, 2026. 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.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by ProfitSolv Purchaser, Inc. Prices change, so check cosmolex.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
3,189
Tools graded, in 94 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
3,189
tools graded
94
categories
426
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- CosmoLex, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/cosmolex
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "CosmoLex: The Insider's Guide", checked Oct 24, 2026. https://toolgpa.com/tools/cosmolex
Know someone choosing between law practice software?
Send them this guide: toolgpa.com/tools/cosmolex/guide
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See our other guides
The best-graded law practice software after CosmoLex, each with an Insider's Guide of its own.
- Law Practice Software Insider's GuideEvery one of the 10 law practice software we grade, compared
- Clio Insider's GuidePractice management, legal accounting and legal AI for law firms2.8 GPA
- MyCase Insider's GuideCase management, billing and client portal for small law firms2.2 GPA
- PracticePanther Insider's GuideLaw practice management with built-in payments and accounting2.2 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what CosmoLex’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. CosmoLex is a trademark of its owner, and this guide is not made, paid for or approved by ProfitSolv Purchaser, Inc. Prices and plans change: check cosmolex.com before you buy.