CosmoLex vs CASEpeer

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Our analysts compared CosmoLex vs CASEpeer based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

CosmoLex is an end-to-end practice management solution that combines CRM, case management and accounting workflows. It helps maintain complete visibility over legal matters by connecting active cases to associated calendar entries, documents, contacts and emails. Businesses can automatically track time and expenses and create digital invoices with a single click. Uncover missed payments and commissions with purpose-built reports. It can manage trust and operating accounts in compliance with state and federal regulations.

Other capabilities include task management, a legal calendar with automated notifications, and a public calendar to send out firm-wide notifications, meeting announcements and alerts.
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CASEpeer allows lawyers to manage their cases and clients in one place. It’s a cloud-based software that users can access from anywhere, anytime. It offers various features, including case, client, document and task management. Automated workflows, reporting options and task management modules support improved settlement metrics. It helps prioritize client experience with built-in self-service offerings and client portals.
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$89/User, Monthly
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Tailored to your specific needs
$79/User, Monthly
Get a free price quote
Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Flexible Contracts: Avoid long-term contracts and cancel subscriptions without any hassle. 
  • In-House Accounting: Offers robust accounting capabilities, and subscribers don’t need to integrate additional services. 
  • Seamless Accessibility: Access the cloud-based platform from any device with an internet connection. 
  • Prompt Customer Support: Get almost instantaneous live chat responses during support hours. 
  • Data Security: Safeguard the firm from potential malpractice suits with a secure and centralized data repository. 
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  • Minimize Time to Market: Transition to the platform faster with purpose-built integrations and no necessary customizations. 
  • 24/7 Available Support: Offers continuous customer support to improve resolution rates. Ensure availability in case of emergency with multiple support channels. 
  • Simple User Interface: Make transitions quickly through an easy-to-use interface and unlimited user training. 
  • Easy Reporting: Access multiple checklists and reports designed to evaluate and record case details. 
  • Ensure Scalability: Introduces new features and regular patches to keep the platform up-to-date and scalable. 
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  • Time and Expense Capture: Add timecards to relevant activities and automatically scan case records of unbilled events. Use a single timesheet to track daily billable tasks and activities. Instantly log direct and indirect expenses in compliance with regulations. 
  • Legal Billing: Create and mail bulk invoices. Customize built-in invoice templates with relevant information, including last payment, billing cycle, legal services, the total balance due, firm’s logo and additional financial information. Supports UTBMS codes and actions. 
  • Payments: The CosmoLexPay portal facilitates credit card processing for online invoice and trust retainer payments. Send automated reminders when the retainer balance falls below the minimum amount and add replenishment amount to invoices. 
  • Law Office Accounting: General ledger accounting supports direct and indirect matter expenses. Automatically assign invoice payments to related general ledger accounts and create custom charts of receivables. Import bank statements and track accounts payable and write-offs. Generate preconfigured management and financial reports. 
  • Credit Card Processing: Process payments for a flat fee. Offers bookkeeping services associated with credit card transactions. Allow clients to pay via credit card for trust retainers, fee prepayments and ongoing invoice payments. 
  • Bank Reconciliations: Get real-time access to bank feeds and automatically match new transactions with book transactions. Automatically import and log credit card statements. Leverage adaptive mapping rules to correct payee names and post matter-cost related transactions. 
  • Accounts Payable: A central dashboard tracks all payees, including office bills and vendor credits. Set up recurring payments for rents and utilities and differentiate client-related expenses from firm bills. Link vendor bills to associated client matters. 
  • Fee Collection and Revenue Distribution: Specify the distribution percentage to automate payments to billers, matter owners, working attorneys and originating attorneys. Run finance productivity reports based on billing and collection data. 
  • Calendar and Task Management: Create custom workflows with specific due dates and assign them to new or existing legal matters. Delegate tasks to team members and connect calendar entries to associated cases. 
  • Email Management: Automatically file emails in respective client-matter folders. Set up permission-based access to safeguard sensitive information. Group billable emails into relevant categories to declutter the inbox. 
  • Document Management: Securely store case-related documents in compliance with data protection laws. Assign role-based permissions at the matter level to protect confidential documents. Create folders with custom labels to aid document searching capabilities. 
  • Integrations: Featured integrations include OneDrive, Google Drive, Box, NetDocuments and Dropbox. 
  • Client Portal: Provide clients with a secure two-way communication channel. Request specific documents and get automated notifications when a document is uploaded. Send digital invoices and accept credit card payments. Add, edit and revoke viewing permissions based on requirements. 
  • Trust Accounting: Use the built-in trust accounting feature to manage individual client ledgers and bulk invoice payments. Automatically import bank statements and perform three-way reconciliations. Run in-depth accounting reports and track third-party payments. Transfer funds from trust to general accounts and print disbursement checks. 
  • Audit-Ready Reconciliations: Run monthly reconciliations. Maintain complete oversight over bank statements and transactions. 
  • Trust Reports: Access numerous trust reports, including trust ledger balance, trust activity, trust client balance and more. 
  • Security: Employs bank-grade 256-bit SSL encryption for data during transit and at rest. Secures user accounts with username and password and two-factor authentication. Assign security levels and roles at the user level. 
    • Data Backups: Backs up firm data every few hours. Encrypts and stores information in multiple physical locations. 
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  • Personal Injury Case Management: Track everything case-related, from timelines and tasks to litigation and documentation. 
    • Case Timelines: Follow case timelines to monitor and evaluate case progression and team communication. 
    • Tasks: Assign responsibilities to team members with clear-cut deadlines, priority levels and reminders. Notify all relevant parties when a task is assigned and completed. Set up trigger-based workflows to dictate case assignments. 
    • Litigation: Best practice litigation tools provide visibility into deadlines, discovery requests, defense counsels and expert witnesses. 
    • Medical Treatment: Maintain a detailed record of injuries, doctor’s appointments, payments, bills and more. 
  • Security: Secure confidential information with rolling backups and server redundancy controls. Hosted on Amazon Web Services for maximum protection. 
  • Client Experience: Channel all customer interaction and communication through one place. Clients can view the firm’s contact information and send emails to caseworkers. Attorneys can send images, messages, documents and notes whenever required. 
    • eSignature: Electronically sign contracts, intake forms and fee agreements. Choose from a variety of e-signature templates and get real-time progress reports. 
    • Client Portal: Control access to the client portal and critical information. Attach client contact details and documents to related cases. 
  • Practice Management: Simplify practice management with automated processes. Implement workflows for document management, status updates, task assignments, notes, accounting and more. 
  • Legal Calendar: Manage reminders, important events, deadlines, litigation and more in real time. Automatically sync with pre-existing calendars, including Outlook, Google, Office 365, Exchange and iCal. Access relevant case files directly from calendar entries. 
  • Accounting: Communicate with the accounting department to recover all case-related expenses. Integrate with external accounting applications, such as QuickBooks Online and Soluno. Simultaneously manage both trust and operating accounts and log all trust transactions. 
  • Documentation: Store an unlimited number of files and flag faulty documents. Manage editing permissions and file access on the go. Integrates with Onedrive and Dropbox. 
  • Case Leads: Leverage best practice intake forms to record lead data. Automatically collect relevant details, including incident type, referral source and injury checklist. Assign lead values based on intake checklists and prioritize follow-ups accordingly. 
    • Intake Window: Track the performance of intake managers and marketing campaigns. 
  • Automation: Implement automated workflows to synchronize litigation deadlines with jurisdictional court rules. Set up custom workflows to assign tasks based on client information and case status. 
  • Reporting: Choose from various tried and tested reports to monitor the firm’s financial health. Access latest data-driven insights, including team performance, conversion rates, personal injury KPIs, marketing ROI, turnaround time and more. 
    • Marketing ROI: Get in-depth insights into the firm’s ROI. Evaluate leads obtained from marketing campaigns, referrals and other sources and compare them against retention and resolution rates. 
    • Resource Optimization: Run reports on leads, costs, productivity, statutes and more. Get real-time visibility into financial and administrative processes. Use cloud-searching capabilities to locate the right information at the right time. 
    • Performance Benchmarking: Monitor team performance metrics and compare them against industry benchmarks. Identify high-performing attorneys, track engagement rates and set individual performance goals. Provide additional support to employees with recurring issues. 
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Product Ranking

#16

among all
Legal Software

#36

among all
Legal Software

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Analyst Rating Summary

83
64
100
43
80
87
75
57
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Billing and Payments
Time and Expense Management
Platform, Security, and Compliances
Mobile Capabilities
Client and Contact Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

CosmoLex
CASEpeer
+ Add Product + Add Product
Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 100 80 75 54 69 89 82 100 43 87 57 58 77 65 82 54 0 25 50 75 100
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18%
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82%
100%
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75%
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25%
83%
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17%
60%
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40%
60%
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40%
54%
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46%
50%
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50%
67%
0%
33%
78%
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22%
89%
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67%
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33%
83%
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17%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

71%
0%
29%
57%
0%
43%
92%
0%
8%
58%
0%
42%

User Sentiment Summary

Excellent User Sentiment 620 reviews
Excellent User Sentiment 77 reviews
94%
of users recommend this product

CosmoLex has a 'excellent' User Satisfaction Rating of 94% when considering 620 user reviews from 4 recognized software review sites.

97%
of users recommend this product

CASEpeer has a 'excellent' User Satisfaction Rating of 97% when considering 77 user reviews from 2 recognized software review sites.

4.2 (7)
n/a
4.71 (305)
4.81 (47)
4.7 (293)
n/a
3.8 (15)
4.9 (30)

Awards

SelectHub research analysts have evaluated CosmoLex and concluded it earns best-in-class honors for Billing and Payments and Platform, Security, and Compliances. CosmoLex stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Billing and Payments Award
Platform, Security, and Compliances Award

CASEpeer stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Billing & Invoicing: CosmoLex streamlines the billing process, allowing users to easily generate invoices, track payments, and manage trust accounts. It also offers integrations with popular payment processors, making it easy for clients to pay their bills online.
Client Management: CosmoLex provides a centralized location for managing client information, including contact details, case files, and billing records. This can help law firms stay organized and efficient.
Time Tracking & Expense Management: CosmoLex makes it easy for lawyers to track their time and expenses, ensuring that they are accurately billing clients for their services. The software also offers features for managing reimbursements and generating reports.
Reporting & Analytics: CosmoLex provides a variety of reports that can help law firms track their performance and identify areas for improvement. These reports can be customized to meet the specific needs of each firm.
Business Accounting: CosmoLex includes features for managing a law firm's finances, such as accounts payable, accounts receivable, and general ledger. This can help firms save time and money by eliminating the need for separate accounting software.
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Intuitive Interface: Users praise CASEpeer's user-friendly design, highlighting its ease of navigation and logical layout, which simplifies case management.
Comprehensive Features: CASEpeer is lauded for its wide array of features, including document management, calendaring, communication tools, and reporting functions, streamlining legal workflows.
Robust Reporting: Users appreciate the detailed reports generated by CASEpeer, providing valuable insights into case progress, staff performance, and overall firm productivity.
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Billing Issues: Some users report problems with generating bills, particularly with LEDES billing, which can cause delays and frustration.
Customer Support Concerns: There are reports of slow response times from customer support, leaving users feeling stuck with unresolved issues.
Learning Curve: The software's interface and features can be complex, requiring a significant investment of time and effort to learn effectively.
Limited Integrations: CosmoLex may not integrate seamlessly with all the tools and services a law firm uses, potentially leading to workflow disruptions.
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Limited Customization: Users express frustration over the inflexibility of templates and the inability to tailor them to specific case types or jurisdictional requirements.
Steep Learning Curve: Navigating the software's features and understanding its functionalities can be challenging, especially for those unfamiliar with legal technology.
Occasional Glitches: While generally reliable, some users report experiencing occasional software glitches or bugs that disrupt their workflow.
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Is your law firm stuck in a legal black hole, struggling to keep up with the demands of modern practice? CosmoLex might just be the legal tech savior you've been searching for. CosmoLex has garnered a reputation as a comprehensive, cloud-based legal practice management solution that streamlines operations for law firms of all sizes. Users frequently praise its robust features, including time tracking, billing, accounting, calendaring, task management, and document management, all seamlessly integrated into one platform. This eliminates the need for multiple, disparate systems, saving time and reducing errors. However, some users find the extensive functionality overwhelming, especially during the initial setup and learning curve. The interface, while generally considered user-friendly, can feel cluttered at times due to the sheer number of features. Additionally, several users have expressed a desire for more customization options to tailor the software to their specific workflows. CosmoLex stands out from its competitors by offering built-in accounting features, a rarity in the legal practice management software market. This integration simplifies financial management for law firms, eliminating the need for separate accounting software and ensuring compliance with trust accounting regulations. CosmoLex is best suited for small to mid-sized law firms seeking an all-in-one solution to manage their practice efficiently. Its comprehensive features, ease of use, and competitive pricing make it an attractive option for firms looking to streamline operations and improve productivity.

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Is CASEpeer the "case closed" solution for your personal injury law firm? Recent user reviews suggest that CASEpeer stands out for its intuitive design and robust reporting features, making it a breeze to track case progress and firm performance. Users rave about the platform's user-friendliness, highlighting its ease of use even for team members who aren't tech-savvy. The comprehensive reporting capabilities provide valuable insights into key performance indicators, empowering firms to make data-driven decisions and optimize their operations. However, some users have pointed out that CASEpeer's feature set, while strong for personal injury law, might not be as extensive as some competitors like Clio or MyCase, which offer a broader range of functionalities. This suggests that CASEpeer is best suited for personal injury law firms seeking a tailored solution that streamlines their specific workflows and provides in-depth reporting for this practice area. While it may not be the "jack of all trades" in the legal software market, CASEpeer's laser focus on personal injury makes it a powerful tool for firms specializing in this field.

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