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333 Reviews

- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Streamlined Access Anywhere!
Reviewed on 13/12/2019
It is enjoyable to work with, and has been an easy transition. The staff are friendly and helpful....
It is enjoyable to work with, and has been an easy transition. The staff are friendly and helpful. While I haven't had much in the way of issues, any that I have were quickly resolved.
Pros
I was previously using PC Law, provided by LexisNexis, and had nothing but problems. I wanted more elegant software that I could access anywhere, with reliable data storage. CosmoLex is exactly that. It is cloud-based, which allows me to access it from court, home, or the office. It manages all of my billing and accounting, and is elegant to use. I am a huge fan!
Cons
I frankly don't have much of anything to offer in the way of complaints!
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best product
Reviewed on 14/12/2019
CosmoLex has been a great product for Bing Law. Customer service is beyond helpful.
CosmoLex has been a great product for Bing Law. Customer service is beyond helpful.
Pros
Bing Law loves this program. User friendly and easy to navigate through. Beyond helpful for accounting.
Cons
Bing Law would like to see more options in the pull down menus for billing matters and for the case matters.
Alternatives Considered
QuickBooks Online AdvancedReasons for Switching to CosmoLex
CosmoLex had far more to offer for our office and out needs that Quickbooks could.- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Duped by Cosmolex - Only Cost-Efficient if Solo
Reviewed on 03/09/2019
I initially recommended CosmoLex because even with the lack of integrations, I found it user...
I initially recommended CosmoLex because even with the lack of integrations, I found it user friendly. And I still would recommend it to solos who know they will never expand because of ease of use.
But if you are a solo who aspires to add staff, a larger or growing law firm, or someone who uses an outside accounting firm, I would say to just use Quickbooks. Transferring after a year because CosmoLex decided to jack up the price considerably is such a hassle, and we want to continue to grow without continuing to worry that we'll outgrow CosmoLex's functionality or that the price will continue to unexpectedly go up. Additionally, our accountant struggled with it, and urged the switch to Quickbooks.
Pros
I actually liked this software for the most part in my first year of use. There were a lot of bugs. For instance, the email linking doesn't actually do anything, you have to manually sort and link emails. This is disappointing because it was basically sold to me as something that you could customize by adding rules like emails from x email address should be sorted to x client. But I otherwise found it fairly easy to use and I liked the functionality of invoicing, etc.
Cons
I am giving this a poor review for the following reasons: (1) Cosmolex is really only price-efficient if you are a solo attorney. When I added a staff member and tried to add another timekeeper, I was told my price was going to effectively double!! As a result I am now trying to switch programs which is a huge headache, but the added costs made Quickbooks actually cheaper and Quickbooks has way more integrations and a payroll feature. (Plus you can find email archiving for FREE if you are a small business that takes care of that functionality for Cosmolex.) (2) They were not upfront about the pricing issues. I was told that the reason it cost money to add this timekeeper was because my previous timekeeper had been "grandfathered in" and that I should have learned about this pretty drastic change in an "update section." First, why wouldn't I have received this in an email? Changing the price and price structure of a product should require actual notice! Second, when I chatted someone to find this "update" they could not find it or direct me to it. (3) The lack of integrations (and the integrations they are getting) is really problematic. For instance, they now integrate with Net Documents, which is pretty expensive. For a product that must be targeted almost exclusively to solos as a result of the pricing structure, that doesn't make sense. Why not integrate with Box or Dropbox? And to not have a payroll integration or to work with existing payroll companies is difficult.
Response from ProfitSolv
Hi Samantha,
We're sorry to hear that your experience with CosmoLex was poor, but we appreciate your feedback. Please let us know if we can be of any help during your transition process. We regret that our support and training teams were unable to show you our long-standing integrations with Box, DropBox, OneDrive, etc. In regard to our pricing, our customer base ranges from solos to 50-lawyer firms. We respect your opinion and will pass your comments for improvements on to our Client Communications department. We wish you the best.
- Industry: Legal Services
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Still new to the software but really happy with it!
Reviewed on 30/05/2022
Pros
I like how easy it was to integrate into my business. I was using a different software before and it was very easy to make the switch.
Cons
I currently have not come across anything that I wish were different.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Thank you CosmoLex!
Reviewed on 01/12/2022
Great experience to support our law firm's needs!
Great experience to support our law firm's needs!
Pros
CosmoLex has provided practice management support for Suresh Law to client our with with their technology, business and real estate law needs.
Cons
Plaid integration fails at times and needs resetting for bank feed.
Alternatives Considered
SolunoReasons for Choosing CosmoLex
Did not meet trust accounting requirement.Switched From
ClioReasons for Switching to CosmoLex
Off the shelf- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
CosmoLex is a one-stop shop
Reviewed on 03/02/2023
My overall experience with CosmoLex has been positive. I like that it is one product for Law...
My overall experience with CosmoLex has been positive. I like that it is one product for Law Practice Management and Accounting with one price for all features.
Pros
The accounting software in CosmoLex helps me reconcile my trust account, operating account, and credit cards. The accounting software also helps me provide proper reports for tax purposes. CosmoLex makes case management easy and integrates well with Microsoft Office 365.
Cons
It takes a bit of effort to create document templates and intake forms. The creation of the intake forms has limitations on the amount of characters you may use as a name for a text box. Also, when creating intake forms, certain blocks on the forms will move to different places and have to be manually adjusted to get them to the right place.

- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Overall I am very satisfied.
Reviewed on 26/04/2019
Pros
It is Easy to use and has logical organization.
Cons
Certain features are very difficult to correct mistakes in, and the existing videos and articles are not helpful to me in resolving.
- Industry: Internet
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
CosmoLex review
Reviewed on 08/02/2023
Pros
Easy to use accounting software with a smooth and friendly display interface
Cons
Often quirks but over time will be fixed

- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Cosmolex was an easy choice
Reviewed on 09/10/2017
Pros
Cosmolex lets me have the bigger picture in one piece of software. I can easily see how my business is doing from the dashboard.
Cons
I would like to have a report that shows trends and exports to excel so I could create graph charts. It would also be nice to be able to produce an invoice showing the work put into a fixed fee matter.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Excellent Cloud Based Software
Reviewed on 21/12/2018
Pros
I most like that the accounting software is integrated.
Cons
I least like that I cannot create word documents or any documents within the software.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Time to Switch to a New Service
Reviewed on 22/03/2021
I regret everyday not simply using Quickbooks and Clio like a lot of other law firms do. We are...
I regret everyday not simply using Quickbooks and Clio like a lot of other law firms do. We are going to try a demo with a few other products, Abacus and CaseManager, but I really don't think you can go wrong with Quickbooks especially if you want the payroll integrations. We're basically paying twice the price of Clio and other time-management options for accounting software that does not work.
Pros
We liked that it appeared to have a bunch of services wrapped up into one--time-keeping for billing, accounting software similar to Quickbooks with an automatic feed into our accounts, and email archiving/practice management. The time-keeping component works well although you would think it would be easier to do mixed-fee or alternative fee arrangements given that these are the fastest growing in the legal industry.
Cons
The accounting system is a joke. The bank-feed regularly just stops syncing with no notification. We have spent so much time reconciling our books this year as a result of issues that Cosmolex refuses to address claiming its the result of their third-party vendor. We recently needed to transfer a file, and in going to export the emails, we learned that we would need to go into each email, print to PDF, and manually save! When I asked why this wasn't explained in the marketing materials as we would never have used Cosmolex for email storage if we knew that it would require this much work to actually use or access the emails, I was given instructions for how to download the emails from my Outlook account directly. Then why am I paying to use Cosmolex?
Lastly, the customer service has been consistently terrible. The chat function used to be helpful--but it appears they outsource it now, and it's no longer a benefit as the users can only refer you to articles. Additionally, we are constantly being told that they will make changes in response to our feedback (and presumably the feedback of others) but the only changes that have been made in the past few years have made the program less helpful. Where were the increased integrations we were promised? Why can't they figure out the syncing with their vendor?
Reasons for Switching to CosmoLex
The ability to have accounting and billing in one place.- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Noah's Review of Cosmolex
Reviewed on 10/01/2020
Overall, Cosmolex is easier to use than TABS. Certain elements are great, but the slowness of the...
Overall, Cosmolex is easier to use than TABS. Certain elements are great, but the slowness of the website and lack of features regarding specialized billing can be frustrating. The single best part of Cosmolex is their customer support staff that is always quick to help.
Pros
The best features of cosmolex are A) The intuitive nature of the platform. The categorization makes sense, and makes searching matters, seeing outstanding balances owed, and viewing trust fund balances easy. B) The accounts payable section is well put together and easy to use. C) Customer service is great.
Cons
I don't like how slow it runs - seems as if the website could run faster, also there are occasionally glitches and I need to close the browser and restart. Also, there is no feature for running bills for outstanding amounts due for clients without billable time for the month, and there is no feature for running courtesy bills for clients with no active time or amount due, but monies in trust.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Overall Review of Product- Our THoughts
Reviewed on 26/03/2017
Pros: One program for almost everything.
Cons: No document assembly; you can only link one...
Pros: One program for almost everything.
Cons: No document assembly; you can only link one person to the client portal; glitches in program- the program emailed an invoice to the wrong person; can not email through program; glitch- I had to give access to everyone for everything because the limited access features did not work; customer service is not the best; calandar portion has glitches when it interfaces with gmail and office 365.
Pros
It is a comprehensive software. Its like having Quickbooks and a practice management program in one. This is the best feature.
Cons
Lots of glitches: (a) it emailed an invoice to the wrong person; (b) user restrictions do not work in my office; (c) calendar is not on the main page- usability is difficult for some tasks; (d) you can only have one person assigned to the client portal.
Does not have email capabilities
Does not have document assembly
Does not have automatic assignment of matter numbers.
Limited reporting features- you can not tailor reports (financial)- very limited.
Response from ProfitSolv
Hi Michele,
We appreciate your feedback related to your experience with CosmoLex. In regards to the issues you are having, please reach out to our support team directly at 732-595-9015 so that they can see first hand the issues you are experiencing, and assist with resolving. I will be entering the requests you have made as well, so that we can keep you up to date on their progress. As an additional note, we will be releasing Document Assembly within the next few months and are always open to hear your suggestions on improving our current reporting. Thank you again for your feedback, and we look forward to hearing from you.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
By far a much better experience in legal software than previous program
Reviewed on 01/11/2017
I am practicing law more than I am fighting with accounting software for lawyers!
I am practicing law more than I am fighting with accounting software for lawyers!
Pros
It does front and back office and IT WORKS. Very little technical support needed on a regular basis. It allows clients to make payments online through an invoice link and cosmolex is partnered with LawPay.
Also integrates well with outlook exchange and all programs like google, onedrive, dropbox ;
allows all emails to be saved to the associated matters for easy access.
billing process is fairly simple
the invoice links are keeping receivables down as client's can pay their bills 24/7.
bills are able to be emailed easily and in bulk;
invoice reminders and trust deposit requests are easily sent out without the need to draft letters individually to the clients.
I could go on and on......
Cons
Hard to complain about much with this program. It depends on your needs. For me there are still some features I am used to from my server based program that are not availableyet in this cloud based software, but there are lots of things in the works. It seems each month a new feature is released that I had learned to live without or work around. The things I am missing right now are invoices saved automatically to a matter in a hard pdf when initially generated. The original invoice cannot be recreated unless you physically print or save a downloaded copy at the time they are generated.
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
It is easy to get around the program
Reviewed on 07/07/2017
Pros
I like that it is easy to get around the program and many things are self-explanatory. I also appreciate the tutorials that are available.
Cons
1. I sat down with our accountant and went through the chart of accounts - we wanted to erase some of the accounts that we wouldn't be using, but the system prevents it. There are so many similarly named accounts, that I am concerned about how I will make sure I am using the ones that my accountant prefers (as an example, there are at least 3 or 4 options for accounts related to payroll).
2. I don't like that I can't select the option to not allow duplicate checks for our business checking account
3. I don't like that when I click "save and next" when entering checks that the program does not automatically bring up the next check number. I have to hit "save" and then go back in and "add" another transaction in order for that to happen
Response from ProfitSolv
Hi Laura. We appreciate your review and feedback. I wanted to take some time to respond to the concerns that you listed
1- Chart of Accounts - While our GL account list is quite flexible, given that we have built-in automated accounting, certain accounts are core to that process and therefore cannot be deleted (fee income, trust funds, reimbursable client costs etc.). In terms of account options, only keep the accounts you wish to use. we offer 4 payroll accounts to cover the various deductions which need to be disbursed.
2- Duplicate checks - you are correct in that our operating accounts do not include the same safeguards as the trust accounts given there is no requirement, however I will enter this request on your behalf.
3- Check Numbers- I assume you are entering manual checks instead of printing them. I do see the issue you are experiencing and will report to our dev team to resolve.
Thanks again for your feedback. Any other questions, please let us know.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
They are always innovating
Reviewed on 09/10/2017
Pros
I wanted something that combined both the accounting and matter management in one place. What I like the most is the Customer Support. If I'm having a problem with taking a payment from a client, I can get on the phone and have them resolve the issue without delaying the client. I also like that they constantly ask us what other new functions we'd like to see. They are always innovating, and don't "drop" you once they've got your payment.
Cons
I wish it would remember matter names and auto-populate that when adding a new client--then i'd like to be able to run reports based on the kinds of matters. I'd also like to be able to bulk mail using our clients' mailing addresses. Finally, I'd like to be able to add in court dates to the matters so that when I run reports, I can filter and organize them according to court dates, rather than client name. I like Cosmolex, but it's clearly set up for civil or other slow-moving firms, and not for traffic, which adds up to 10 clients a day and has many matter subject options.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great Product
Reviewed on 18/12/2019
Great experience so far!
Great experience so far!
Pros
Cosmolex is extremely user friendly and I love the help videos!
Cons
I have not found anything I would say I liked "least" about Cosmolex.
- Industry: Legal Services
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
It is very clunky to use.
Reviewed on 28/03/2023
I just plain don't like it. I also use Soluno, it is a far better software. You can easily make...
I just plain don't like it. I also use Soluno, it is a far better software. You can easily make changes from the screen you are on. The visuals are far simpler as well. Plus it is very Canadian, and outstanding chat service.
Pros
It is better than PC Law was. Other than that, I would rather not use it.
Cons
you can't easily correct or edit entries. There is no clicking on when you are on a journal, you need to leave the screen and go somewhere else. Very time consuming. I also don't like that you can't just "view" reports, everything has to be downloaded and it takes time. When I contacted support as to why there were lines running through my view report, I was told it was a glitch...like really!! I don't find it at all intitutive . The downloading of bank statements for reconciliations is very painful, and quite frankly doesn't work.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Easy and Complete Legal Accounting Software.
Reviewed on 10/10/2018
I am collecting fees and costs more easily and without having to see the client or talk to them on...
I am collecting fees and costs more easily and without having to see the client or talk to them on the phone. They can pay directly through their invoice or reminder emails sent by the program. Same for the trust retainer. Links are easily sent to clients to deposit directly to trust.
The program makes the accounting entries for you on in the general ledger and the bank accounts.
Pros
It does both front and back office capabilities. It is easy to access everything about a client. All time, billing and any other information needing to be entered is in one software application. No need to have Quick Books and some other legal software. Invoicing is easy to facilitate and clients can pay through links on the invoices.
This program interacts with Microsoft Office, Outlook, Google, LawPay and many others.
Cons
There are some reporting functions that are not yet available. This program still does not have a function for collecting Judgments on behalf of clients.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Cosmolex is the best solution for a small law office.
Reviewed on 01/08/2019
Time keeping, calendar, scheduling and accounting.
Time keeping, calendar, scheduling and accounting.
Pros
Cloud based; access from anywhere. I can access my calendar from an iPad or iPhone.
Cons
Some reports are not intuitive. But the knowledge base is easily accessed and will answer most questions.
Response from ProfitSolv
Thanks for your feedback, Herbert! It's great to hear that you're enjoying the flexibility of the cloud. If you ever need help from our support team, please don't hesitate to reach out!
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The switchover was a challenge, but I am very pleased that we did this!
Reviewed on 29/04/2019
Very positive.... and sooo much better than the primary competitor in the Canadian market. The cost...
Very positive.... and sooo much better than the primary competitor in the Canadian market. The cost is a little high (particularly for licenses for support staff who are only using the software for a few minutes every day).
Pros
Web based; Ease of use right from the start; Excellent training tools; Excellent customer service;
Most of my clients really appreciate the customer portal - I expect that as my clients are, as a group, more inclined to use technology to manage their legal affairs, they will be using it more.
The reconciliation of trust accounts with the option to simply download and compare entries is very simple and helpful.
Cons
Some of the more advance functionalities still need work. As an example, we still haven't figured out how to create several template invoices for fixed rate matters (the fixed rate will vary based on the type of matter); there have also been some challenges with the coding of our letterhead (which works fine in a Word document) so we have had to use a work-around.
- Industry: Legal Services
- Company size: Self Employed
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Love it!
Reviewed on 23/12/2019
I didn't have LMP software before although I did have QuickBooks for awhile. Thus, there is nothing...
I didn't have LMP software before although I did have QuickBooks for awhile. Thus, there is nothing to compare to but it fills the bill for what I need. I think it was thoughtfully designed, and I find it straightforward and easy to use.
Pros
I have enjoyed the ease of learning and using this software. I like the Dashboard that tells you many useful things at a glance. Customer service is also very good. I like that it integrates with several other applications, such as LawPay and Casemaker (although I no longer use Casemaker). I also found a CL knowledgeable accountant through the site, which was very useful for getting set up my first year.
Cons
I really don't have cons. They did go up in price by $10/month without warning (one time in 18 months) but I still think it is a fair value.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Love this product
Reviewed on 02/01/2020
Love it
Love it
Pros
I like the Ease of use and customer service.
Cons
This product is not widely used by accountants.
Response from ProfitSolv
Thank you for leaving your review, Laura! Your honest feedback is invaluable to the continued development of our product.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great leap forward
Reviewed on 14/10/2020
Saves time, and allows use seamlessly from work, home, and mobile
Saves time, and allows use seamlessly from work, home, and mobile
Pros
A great leap forward from our previous (non-cloud) software.
Cons
None. It's at least as good as the prior software in every way.
- Industry: Law Practice
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
It is a very stable product that is continually getting better.
Reviewed on 21/01/2019
Some of the shortcomings that I initially identified as possible deal-breakers have been remedied...
Some of the shortcomings that I initially identified as possible deal-breakers have been remedied within the short time that I have been using the product (ex. the failure of multi-day events to properly appear on the calendar system). I am hopeful that the "ease of use" issues are addressed over time (quickly). Again, a very nice product overall, that has demonstrated an ability and inclination to get better.
Pros
The integration of accounting and check preparation into the law practice package.
Cons
The calendar is not easy to view and use. Quite frankly, I merely have linked to to my Outlook Calendar and avoid using the Cosmo calendar entirely. The other "con" which surfaces each time I use it, is that when you cycle to matters or clients, you cannot simply begin to type a name and have the system go to the name in the list. Being forced to do a search each time you want to go to a listing is really a time waste.