CosmoLex review

CosmoLex built its reputation on putting legal accounting next to practice management, and the plans still lead with it. Launch, at $49 per user per month billed yearly, includes time tracking and invoicing, retainers and recurring payments, LEDES and split billing, online card and eCheck payments, trust accounting with automatic transfers and holds, trust compliance reporting and bank reconciliation, plus matter management and a client portal. Core at $99 adds the general ledger and payables, bank feeds, matter budgets, logic-based intake forms, document assembly and AI document summaries, so a firm can drop separate bookkeeping software. Pro at $129 adds online scheduling with Outlook and Google sync, intake workflow automation and an open REST API. Growth tools such as the CRM, websites, Google Ads management and LexShare e-signature cost extra. The jump from Launch to Core is large, but for a firm that would otherwise pay for QuickBooks and a trust ledger, Core replaces both.

Who it is for

Solo and small firms that want trust and business accounting in the same system as their matters.

Price

Launch from $49 per user per month billed yearly; Core $99, Pro $129.

Launch $49 user/mo
Quoted from the vendor pricing page on November 7, 2026.

Key features

• Trust accounting with automatic trust transfers, holds and compliance reporting
• Bank reconciliation for trust and operating accounts
• Time tracking, invoicing, retainers, LEDES and split billing
• Matter management with a built-in client portal
• Logic-based intake forms and AI document summaries on Core

Strengths and weaknesses

• Strength: Trust compliance reporting is on the cheapest plan
• Strength: Free trial with no credit card
• Strength: Phone, email and chat support on every plan
• Weakness: General ledger, payables and bank feeds need Core at $99
• Weakness: Calendar sync and intake automation need Pro
• Weakness: CRM and e-signature are separate add-ons

Key facts

• Plans: Launch, Core, Pro
• Yearly saving: $120 per user versus monthly
• Security: SOC 2 Type 2, PCI DSS

Where it ranks

CosmoLex is No. 4 in our Best Law Practice Management Software verdict.