Great for control freaks or those who like building RTA furniture with those picture directions
November 21, 2020
Great for control freaks or those who like building RTA furniture with those picture directions
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with CosmoLex
I use CosmoLex as my one and only practice management, timekeeping, and accounting software. I am a solo practice and a solo user. I began using it after a successful trial when I started my practice. It addresses planning, trust accounting, billing, business reporting, client portal communications, and mobile tracking through its app.
Pros
- Bookkeeping and billing
- Overall practice management
- Responsiveness and support
Cons
- Sometimes difficult to find what you want on the clunky interface.
- Would be beneficial to offer a pared down version for solo practitioners
- Accounts payable function is weak.
- Billing piece is good for capture of billables.
- The accounting piece is good for planning and Y-O-Y cost analysis.
- The price is a little high for a solo but the bookkeeping side makes it worth it.
I did a Clio trial and have looked into them in-depth with their sales and training department. Even at a now-much-lower intro price, Clio just does not have the strength in reporting and trust management that CosmoLex offers. In a side by side comparison, Clio's interface is much easier to navigate and is more intuitive, but the two are even in terms of offered features for general practice management and billing. Clio has a stronger app with portal messaging available—this is a HUGE weakness in CosmoLex and you can only secure-message on the desktop application. Still, the fact that you have to add bookkeeping/accounting on top of Clio to get the same results over the management of finances continues to make CosmoLex the better choice for those who need that control.
Do you think CosmoLex delivers good value for the price?
Not sure
Are you happy with CosmoLex's feature set?
No
Did CosmoLex live up to sales and marketing promises?
Yes
Did implementation of CosmoLex go as expected?
Yes
Would you buy CosmoLex again?
Yes
Comments
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