Features of CosmoLex include:

Client Intake and Relationship Management (CRM)

CosmoLex CRM is legal-specific CRM (Client Relationship Management) software designed to help you grow your profits by streamlining client intake, tracking prospective clients, and keeping current clients engaged and returning for services.

Timekeeping Tools 

Billable time leakage is virtually eliminated thanks to CosmoLex’s fully integrated approach. Mobile timers encourage you to capture time in the moment, wherever you are, before you forget about it! Even time for calendared meetings & phone calls can be added to the matter automatically.

Document Management 

Robust document tools let you assemble, store, share and secure electronic signatures -- all within CosmoLex. Adjustable templates make document construction a snap – and eliminate redundant effort. 

Calendar Management 

CosmoLex’s all-in-one solution brings calendar management & matter workflows directly in line with your case management – where it belongs. Meetings get automatically invoiced to the correct matter and workflows are easily customized for each case.

Trust Accounting Tools 

CosmoLex built-in accounting eliminates the tedious work & compliance worries that come with managing trust accounts. CosmoLex “knows” where & how funds need to be posted, and how expenses must be allocated. Even complex reports, like 3-way reconciliations, are a simple process.

CosmoLex was acquired by Tabs3 in 2018, and both companies were acquired by ProfitSolv in 2021. CosmoLex continues to exist under its own brand, differentiated from Tabs3 in that it is cloud-based, whereas Tabs3 is an on-premise solution.