COSMOLEX VS. Clio
Law firms know CosmoLex is better than Clio. The answer is obvious.
Fully Built-In Accounting – CosmoLex offers robust firm and trust accounting at no extra cost and is state bar and IOLA compliant. Trust the tool that’s been doing legal accounting for over 15 years.
Trusted & Reliable Software – CosmoLex is used by thousands of law firms for reliable matter management and accounting software. See why firms are choosing CosmoLex over Clio.
CosmoLex Wins Over Clio
Why choose CosmoLex over Clio
Accounting
Built-in accounting software.
With incorporated trust and general firm accounting, firms using CosmoLex can eliminate the need for QuickBooks, reducing costs and removing the frustrations of duplicate data entry and scattered financial data.
Revenue
Find opportunities with our money revenue finder tool.
Prevent leakage with a custom tool to identify potential revenue opportunities based on your firm’s timekeeping and invoicing. This can boost your firm’s bottom line and overage profitability.
Onboarding
Complimentary onboarding and fast support.
Using legal practice management software shouldn’t cause frustration, nor should it cost the firm money. With free, ongoing training and priority support, users can easily navigate and optimize their processes.
Clio
Accounting
Additional subscription required.
An additional monthly subscription for QuickBooks Pro is required to run your firm accounting operations with Clio, adding to the overall cost of your firm’s software and creating disparate systems.
Revenue
Missed opportunities.
Missing out on potential revenue not only hurts law firm finances, but it also limits how law firms expand. Without tools that contribute to financial growth, practices are stuck with underestimated budgets and missed opportunities.
Onboarding
Longer implementation.
Getting started and accessing support should be standard service offerings with legal practice management software. With a tiered, paid approach for training and support, implementation is longer and providing help is deprioritized with Clio.
Get the right plan for your firm’s needs.
What’s Included
Standard
Elite
Elite + Website
Firm Management Functionality
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Conflict Check
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Calendaring and Task Management
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Matter Custom Fields and Templates
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Matter Status Board
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Matter Workflows with Status Automation
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Dependent Task and Event Logic
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Matter Budgets
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Customized Data Views
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Mobile App
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Document Management
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Secure document sharing and eSignatures (Additional fees may apply)
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Integrate with Outlook, O365, Google CalendarIncludes OneDrive, iCal, Zapier, NetDocs, and more
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CosmoLex Website
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Time & Billing Functionality
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Time and expense tracking
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Auto trust transfer and trust holds
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LEDES Billing
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Split Billing
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Online Payments Credit and debit (US), eCheck
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Recurring Payments
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Secure Client Portal and SMS Message Invoicing
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Accounting Functionality
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Trust Compliance and Reconciliation
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Full Accounting (Trust/Operating/Business)
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Bank Data Feed
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Financial and Productivity Reporting
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Law Society Compliance Docs (Canada Only)
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Support Functionality
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Phone, Email, Chat Support
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Dedicated Account Manager
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Live Onboarding Training and Guided Data Migration
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Ready to dive deeper?
Simplify your practice with one tool.
Book a demo.
Book a personalized demo with a CosmoLex specialist and see the platform in action.
ONE END-TO-END solution
All the tools your firm needs
to run your business.
Built with the needs of modern small and mid-sized law firms in mind, CosmoLex’s legal practice management software increases efficiency and profitability.
Ready to get started?
Schedule a personal one-on-one demo with our team.
