Law office trust account software

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Religious Institutions. Security and Investigations. Staffing and Recruiting. Translation and Localization. Wine and Spirits. Your Company Size Self-Employed. Sort by Recommendations : Sorts listings by the number of recommendations our advisors have made over the past 30 days. Vendors pay Software Advice for these referrals. It is particularly effective for the lawyers who are traveling. Moreover, this software can integrate with the external programs that include Xero and QuickBooks Online.

Users can also export their accounting data to other software by using the accounting export feature. All the features that your growing law firm needs are present in this software. It has different pricing options; you can scale the software as your firm grows; you have to pay for only those features you need.

It provides you a complete overview of your complete case information. It perfectly keeps the record of all your activities, calendar events, contacts, documents, bills, notes, communication history, time entries, financial, and much more. With the custom field feature, you can choose the feature you want to adopt and ignore the others.

The task management of this best accounting software for law firms helps in managing workload and improving productivity. For different members, you can assign different tasks and to-do lists for every member. You can also track the progress of every task and get an idea of all upcoming tasks.

It will automatically set the deadline according to the starting date. Clio helps you in tracking time and expenses completely.

You can directly add time to the tasks, calendar events, notes, and documents. Furthermore, it also allows you to track the time that you have to spend with your clients. Clio Manage feature also includes billing and invoicing features. It supports hourly, flat fees, and contingency. You can also add particular items to billing like custom rates, discounts, or grace periods.

It also receives credit card payments from your client, making the payments easy to transfer. For all the professionals looking for a cloud-based all-in-one solution, the Zola Suite is the best option.

It is one of the best accounting software for law firms as it comes with all advanced features. This software promises to give you all fantastic features at the least price. This law firm case management software includes a complete accounting platform. It helps you in staying more and more organized.

The best thing about this software is that it offers you a free trial of 10 days. CosmoLex met all my reqs. The combination of … billing, including operating and trust accounts, and accounting all in one piece of software allows me to use one system for all of my needs.

I found Quickbooks very difficult to use and I had to have a separate time and billing program. All in … one solution for time, billing and accounting is fantastic and very easy to use. Also syncs with common calendars, email and LawPay. Best product I have found for a small law firm. Ease of timekeeping and billing, trust accounting is … simpler, three-way reconciliation is very helpful.

I explored multiple options and ultimately selected CosmoLex … because of its price and integrated law practice and accounting.

I also love how CosmoLex is willing to hear suggestions for improvements and am willing to grow with you as you improve. Not needing to integrate outside accounting software, like Quickbooks, … was the most important factor in the decision to get CosmoLex. New solo practice after 20 years at a large firm. I needed something that I could use immediately. I Like … the customer support and the functionality. I needed a new software to keep track of all of the clients.

What I like the most is how … organized everything is and how easy it is to use. It is very user-friendly and keeps things organized. The combination of accounting and billing in … one software package is fantastic.

Being able to import bulk time is very helpful. I started my own practice and needed practice management and accounting software. I like using one application for practice management … and accounting purposes. Other applications did not have those combined functions or were substantially more expensive.

I wanted a cloud-based system that also handled basic accounting functions and trust transactions. I like the cloud-based functionality and … the mobile app. Also, the program has been rock-solid in terms of reliability, which is always a concern with a web-based system. I went on my own in January and needed to find my own practice management software.

One of my … favorite features about CosmoLex is that the accounting system is already built into the software. I found the CosmoLex accounting system to be far easier to use than Quickbooks. Specifically, I enjoy the ease of the trust accounting within CosmoLex. It is nice to have accounting software that is set up to handle trust accounts. We chose CosmoLex because … we wanted software that had both time-keeping and accounting GL functions. Needed this because I left my firm of 16 years and needed a way to bill my clients and track … my time.

I liked the time tracking and the integration with firm accounting — avoided the cost of QuickBooks. We used TimeSlips for years. Software is bad. Cosmolex is very simple and does so much. It does everything I … need it to do. The other products do not. I needed a product that was easy to learn and easy to use.

I just started my own practice after working in a law firm and wanted an all-in-one practice management program that … required little upkeep on my end. CosmoLex had everything I wanted in one program. I like that it is cloud based so I never lose information. Once you master an understanding of and gain familiarity with the program, it is fairly simple to use.

I am … pleased with the program and like that it is linked up with my calendars. The customer service is fantastic as well. It includes all aspects of the practice- from case and file management, documentation filing, billing and trust accounting.

Easy to use and can be accessed from anywhere. Also, to have the help features so easily available is a … definite plus as well as calling for assistance any time. Extremely user friendly and easy to use especially for a solo practitioner. The time keeping system is wonderful as is … the billing component of the software.

Makes my record keeping and administrative work incredibly easy. CosmoLex has reduced the time for billing clients down from days to hours. The ability to add charges … on the go is a huge plus for the attorney. He can bill his time while in court. I started my own firm in January and had to implement an accounting system. The invoices can be customized as … so many of the clients have very specific billing requirements.

I am happy with the customer support. They call me back ASAP and fix the issues. A practice management software is essential to any practice of law and CosmoLex knows that very well. We liked CosmoLex … over other similar software because it integrated an accounting software great feature and had tags and labels similar to our areas of practice: real property, estate planning, probate and not just litigation tags.

It does more than other programs, is user friendly and the customer support is amazing. I like having all of … my work in one place, it backs up to my outlook calendar on a cloud based program so I can access it anywhere.

We were just starting out when we selected CosmoLex. I wanted something that combined both the accounting and matter management … in one place. What I like the most is the Customer Support.

I started my own practice and needed a system to keep everything in one place. Great training, onboarding, videos and knowledge base. Prior software did not allow for as much customization as CosmoLex. I love having all of my billing and accounting … information in one place!! It is so nice to be able to track my expenses and my client billing in one software. I really needed one! All in one is the most bang … for your buck! Accounting and Timekeeping in one. Easy to use. Assistance with data migration without the added cost.

The how to videos … within CosmoLex interface and on the support page made it easy to learn on your own. The support staff respond quickly and ensure the problem gets resolved. CosmoLex had the features I was looking for-user friendly, cost effective and generated great reports. Terrific — reports are concise, reader friendly and can withstand that pesky BAR audit!

When started my new firm, an all inclusive software was a must. CosmoLex was an easy choice. CosmoLex lets me … have the bigger picture in one piece of software. I can easily see how my business is doing from the dashboard. We were using PCLaw, but had a flaw in the basic program which produced inaccurate data. As we have accounts in various banks, we are able to manage each account separately.

I was spending too much time doing tasks in too many different programs and needed to streamline. I like how … easy it is to learn how to use [CosmoLex] and the support provided is priceless in allowing us to learn the program.

We wanted to jump to the cloud, and our old practice management software was not an option. Also liked that it had what seemed like all of the practice management basics…Having all of our documents accessible via the cloud is also nice. The software is super user-friendly. The customer support is fantastic and very personalized and you get a real employee to … talk to. Love this company. I am a new solo start up. I reviewed several products and Cosmolex seemed to have the most to offer: … matter management, integration with LawPay, excellent support and accessibility to answers, ease of use and being able to easily undo errors or omissions.

We had been using old software. Needed something more recent and intuitive to streamline our process. We loved that there was a huge database of information online, as well as the option to ALWAYS speak with a representative, any time of any day.

With our prior billing software, it was expensive and inconvenient to try to reach anyone on the support staff. It was always a hassle to get support from our old company, and CosmoLex has been a breath of fresh air with your patient and attentive support staff. I just started my solo firm and needed a cloud based software to meet my needs.

I like that CosmoLex … has integrated accounting software, so I only pay one subscription for both services. I also love that it is cloud based and I can access the software from nearly anywhere. I no longer have to be at my office to get work done, which is great because I am always on the go. We started a new law firm. 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.

CosmoLex is a web-based system that … gives me full flexibility of where I work and on what device I access my data. Moreover, the fact that CosmoLex is a fully integrated billing, accounting and trust accounting system makes it the ideal system for my purposes. Easy transition. Great customer service! Cosmolex offers links to your bank, documents, emails, … calendar and offers a client portal where you can determine what the client sees.

Cosmolex consolidates multiple office functions into one easy-to-access portal where attorneys, clerks, and staff can find what they are looking for without having to dig through a mine-field of paperwork. Any questions I had regarding processes were answered by a competent and friendly customer service rep — in a manner which made it easy for me to understand and implement.

With CosmoLex everything was in one place. We were promised an easy migration with all the support we needed, and that is what the team at Cosmolex delivered! Our accountant was also able to access the system for his end of the year work and add all of his journal entires and such and close out the books quickly and easily.

But the best part about Cosmolex, by far, is their incredible support team. Every time I have a question, I get a prompt and complete answer, generally by phone, from one of their support staff who know me and my firm on a first-name basis. We were just starting our firm. I found your software to be the most useful. It allowed us to email … bills and it showed the trust account balance on the bill.

I also liked the idea that we might not have to go with quickbooks for the business accounting…we found the handling of the trust account on the balance sheet to be well done. I love the fact that the calendar in CosmoLex syncs with our Office calendar. Anyway so far we are happy with our choice.

We were using TimeSlips and were not getting the customer support we needed. With CosmoLex, that is easily available and … accessible through the site and if not, there is always someone there to help. The knowledge database is my favorite. Most, if not all, of my questions have been answered through it.

The quickness of entering time and ease of the dashboard are also great. The staff is really helpful and friendly.

They helped work with us on a template for our invoices and got one set up specifically for our needs. As a sole practitioner with no administrative support, I needed a one-stop solution for intake, time and expense entry, billing, … accounting, and other tasks. The customer support at CosmoLex is superb — someone always responds to an inquiry promptly, and they will always explain the solution to my problem in simple terms.

I decided to hang up my own shingle, so I needed software to handle the management of my office, especially … since it was going to be just me by myself to start out. I also think the interface is user-friendly, and I love how everything can be tied back to a matter. I also really like how my bank accounts are linked with CosmoLex, so reconciliation is easy to complete, and I also appreciate how the software works with Casemaker for tracking research for a specific matter.

The best thing about CosmoLex, however, is the customer support. Not only are there humans available to help whenever I need assistance, but CosmoLex also provides a fantastic library of videos and FAQs, as well as weekly live training sessions. I like the integration between the accounting and billing, something that was lacking with the program at my prior firm.

I looked at a variety of programs when I opened my own practice and CosmoLex seemed to be the most user friendly. It was less expensive than other programs I looked at while still having all of the features I need. I like the fact that it is cloud based which allows me to access it from anywhere.

I live 20 miles from my office and can do my accounting work from home [on] an evening rather than take away from billable time to do so or drive back to the office after hours. The training videos are great. Our former practice management software was outdated and no longer supported by the developer.

We were looking for something that … would allow us the features we were used to in our personal technologies, such as cloud based storage and usability on multiple platforms, not just desktop PC as our old software required. Built in accounting was the biggest deal maker for our choosing CosmoLex. As the bookkeeper, fed up with our clunky old software, I was looking for a new system that would be a modern and practical take on practice management and CosmoLex was the only one I found that had accounting built in.

Being cloud based allows us to bill time or check in when out of the office and though we had looked at another program that was cloud based, CosmoLex offered greater flexibility and it looks great, to boot. I needed to replace Timeslips. The financial accounting features were an added bonus. The practice management features streamline my practice … and give me a client centric organization that gives me a different perspective on my cases and allows me to cut down on wasted time. I like the billing and financial accounting features the most.

The tasks are helpful and I like the fact that they are organized by client. Plus the biggest draw for me was the fact that there is unlimited help. Everyone is very knowledgeable and always ready to assist you. I elected to use it for some complicated trust and billing matters. This program does everything I need.

I just … sent out my first batch of invoices and it went smoothly. Therefore, I often need help from CosmoLex agents to fix my errors. I also use the help screens on their website. I was always frustrated by the need to use a separate accounting software in addition to my billing software; and … the two software systems never were never fully compatible. I was looking for practice management software that combined both functions: billing and accounting. Cosmolex was the answer. Cosmolex has exceeded my expectations by: combining billing and accounting functionality in one software package; making accounting functions easy-to-use for non-accountants; providing convenient access from smart phones and other devices; and cloud storage of data.

I knew I needed a software that could assist me in staying compliant with trust account reconciliation. I like that … I am able to easily reconcile my trust accounts and also have access to other features, like time-keeping.

Easily seeing what I need to bill, and creating customized invoices are also features I find attractive in CosmoLex. For many years our firm used a number of different back office software products. For example, we used Easy Trust … for trust accounting, Quick Books for financial accounting and payroll, and Timeslips for time and billing. These are all products that run on individual computers. About 3 years ago, the company that produced EasyTrust quit supporting that product.

For the last 3 years we have basically been on our own regarding trust accounting. When we started looking for new trust accounting software, we saw that your product was made specifically for law firms — cool! It also combined trust accounting, financial accounting, time and billing, which was the most appealing aspect. But the fact that Cosmolex is cloud-based, cinched it for us. Because our office manager who oversees and reconciles the trust accounting — that is, the software is on her computer telecommutes from her house.

So every time I needed to enter credit card payments, Trust deposits, write checks, etc. So being able to do a lot of that work from the office, has been wonderful. I specifically like the way I can integrate entering in an expense and link it to the matter, I like using the [timekeeper] reports so that I can keep up with calculating Withholdings.

Also, just having a system with set rules on how to input data keeps our financial data clean and accurate for auditing. I like the dedicated phone app. Customer service and integration with LawPay, and Casemaker is a bonus!

My previous software was constantly requiring me to contact engineering support for data integrity issues. I spent too much time … getting the system fixed instead of working. Credit card challenges are a thing of the past. Get the security and convenience of online invoice and retainer payments at a simple, low cost. Legal Trust Accounting. Always current, compliant, and completely automatic. Try For Free. Built-in Trust Accounting Comprehensive , Compliant, Complete Trust accounting is built-in, right alongside practice management, billing, and general accounting.

Audit-ready Trust Reconciliations Effortless Reconciliations Keeping your trust accounts reconciled monthly is mandatory and typically the first thing an auditor will review. Three-way Client Ledger Reconciliation With built-in trust account management functions, CosmoLex makes it easy to generate reconciliation reports.

Comprehensive Trust Reports CosmoLex offers a complete list of trust reports, so staying on top of your accounting and avoiding compliance issues is easy and automatic.

What Our Clients Are Saying. Laura L. Davenport, LLC. Laura Davenport It helps with keeping time, accessing my files, and keeping track of emails.

Dell P. Ford Jones IV Cosmolex provides a familiar and simple user interface that allows our firm to quickly and efficiently manage billing and times. The Law Offices of Jeffrey D.

James Rippeon CosmoLex helps me efficiently track my time. Only positive experiences so far! Amy Rotering Cosmolex offered its services to me for free while I was in an incubator program, and I like that Cosmolex … supports incubators.

Mikhail Lopez Very feature-rich. Murphy's Law LLC. Kiswani Law. Stephanie Gilbert I really enjoy how uniform my office has become with CosmoLex. On Point Legal. Caldwell Intellectual Property Law. Micah Drayton It is useful for keeping track of time for billing, and generation of retainer requests and invoices.

Law Office of Sarah M. Sarah Cox I enjoy having my billing and timekeeping in one software. Bachman Law. Lori Radke CosmoLex has drastically changed our office in the way that we can check our calendar outside of the office on … the mobile app so we never miss an appointment! Malka Gross I like that it has both client billing and back-office accounting. Manoel Martinez It has forced our office to be a bit more organized based upon how the app is set up.

The Law Office of Brannon R. Brannon Gary I love CosmoLex. David G. Brisendine, III, P. Misty Pitts Our office is becoming more streamlined and everything is at our fingertips!!

Holly Chapman CosmoLex has a lot of great features, including bill pay, document organization and creation, accounting, and cloud access. Fidea Law Corporation. Sujung Park Easy to use and good customer support. Building Families LLC. Samuel McNair We chose CosmoLex because of its integration of both practice management and accounting functions, and we have found it to … be a stellar solution for both attorneys and paralegals, allowing all individuals to input time and manage their workflow.

Caroline Ritchey CosmoLex is easier to use and faster than other[s]. Woodburn Law. Brett Woodburn I went from working in a firm environment for 20 years to being a solo.

Dean L. Virginia Family Law Center, P. Anthony Herrera CosmoLex has reports and features that convenience a firm for multiple assignments. Coastal Legal Counsel. Aaron Lindquist [CosmoLex] has made it far easier to keep everything in order administratively…it is an all-in-one program that simplifies the accounting, CRM, … and payment processing. Mari Kelly I chose Cosmolex because of the accounting features, bank account integration, Lawpay integration, Box integration, and overall easy viewing.

Bowleg McKenzie Associates. Sheala Felix Things are running smoothly, I am able to work from anywhere at any time of the day. Dell, P. Rebecca Bashore The ease of adding new custom fields and the improvements in the billing area have been so much nicer!

Diane Oka The ability to accomplish so many tasks from one program. Gina Richardson LC. The program does exactly what I want it to do, without fail. And the support, when needed, is over the top. Thank you for a great product. Well worth the money.

It manages my trust account. My data stays local where I know it is safe. I have control over it. Works great. The program is easy to learn, use, and supports all of my needs.