When CosmoLex first arrived on the Case Management scene there were a lot of newcomers. All fighting for their unique angle and place in the market. At the time, their flag in the sand was to free you from Quickbooks, to consolidate two cumbersome but necessary pieces of technology into one elegant platform. I am happy to say, that a few years later… CosmoLex has found their niche.

At first glance of the dashboard it’s clear to see the primary goal of this feature-packed platform.




To find, sort, reconcile, collect, and report on. Almost every feature, screen, and line item is tied to one goal. Getting paid.

Which is no small task when you really think about it. If the average American reaches for their phone 150 times per day, how many tasks, meetings, documents, emails or phone calls do you think you’ve missed out on billing for?

A thought process the CosmoLex team clearly went through when the “Money Finder”™ tool was created. Which is located both on the main dashboard, and at the user level. It pulls every activity logged in the system that you forgot to bill for, into one easy to read list. One click for each, and you’re capturing hundreds, potentially thousands of dollars in what would have been lost revenue.

Now, let’s talk about reports. Whenever I ask about reports, there’s usually a pregnant pause… followed by a standard run down of time recorded, trust balances, and the ever popular… “oh that’s coming in our next release.”


Not here.


In true Money Finder™ form, CosmoLex will not only show you where the money is. But also provide you with a Three Way Reconciliation report, and safeguards so that you can never overdraft your IOLTA Account.

Allocate Fees to an associated attorney by case, then run a report on the payouts. A request made by those in the CosmoLex Accounting Partner Network, and oh yeah… they get to log into their client’s accounts for free. Because proper reconciliation, funds tracking and balanced accounts aren’t an option when you run a law firm. If you don’t watch your money, and have a professional set of eyes keeping things in check… neglect of this area can break a business.

View revenue by case in the following segments: Unpaid Balance, Unbilled Balance, Operating, and IOLTA. So you always know where in the funnel of payment(s) the client’s cash lives.

Import your credit card transactions, and cut checks for expenses routing those costs directly into the next invoice. Hallelujah.

The same check cutting feature also acts as a safeguard, preventing an IOLTA overdraft if the balance is less than the check amount. Saving you a time consuming, costly and stressful call from the notorious IOLTA Police.

Integrations come standard. Connect Box, Dropbox, OneDrive, even your email and calendar bringing more and more information into the central case file. A recently announced bonus, CosmoLex has built-in LawPay integration with no monthly fee! For all new LawPay users, CosmoLex will cover the $20 monthly cost.


Last but not least, let’s chat.


CosmoLex’s client portal includes a live chat. Converse with clients in a convenient real time, and confidential space. Share documents, send invoices to be paid online, and keep private conversations out of the ever-vulnerable email system.

Chelsey Lambert

Chelsey Lambert

Chelsey Lambert is a Legal Technology Specialist, published Author and CLE Speaker. As a former Practice Management Advisor for the Chicago Bar Association, and Vice President of Marketing for a leading case management provider she has seen our industry from many angles. Today, she works with vendors to bring their products or emerging technologies into the marketplace. And, teaches legal technology courses to lawyers all over the country sharing different ways technology can benefit their law firm. As Founder of Lex Tech Review and Lex Tech Media Group she welcomes the opportunity to chat!