Docketing, Billing & Payments
With easy billing options and on-the-go time capturing, your firm’s time and money won’t fall through the cracks
Time & Expense Capture
Mobile Capture
Record time and expenses from any mobile device; ideal for lawyers working remotely or between courthouses in places like Toronto, Calgary, or Montréal.
Money Finder
This smart feature scans your matter history for unbilled events and alerts you directly from your CosmoLex dashboard, so no billable time goes unnoticed.
Disbursements & Out-of-Pocket Costs
Record disbursements the moment they happen. Keep your invoices compliant with Law Society rules in provinces like British Columbia and Manitoba.
Contextual Billing
Tag time entries to specific categories so you can quickly resolve any client questions or internal confusion later.
Taxability Tracking
Tax rules vary from province to province. CosmoLex tracks GST, HST, PST, and QST in real time, so you get the right application from the start and reduce risk at audit time.
Rapid Docketing Across Matters
Log time faster with a single timesheet that can manage multiple matters. One timer at a time, on desktop or mobile, means precise, organized entries every time.
Legal Billing
One-click Billing
Generate all your client invoices in one go. Batch print if you’re mailing or exporting directly to email.
Batch Email Invoices
Email multiple clients at once, each with a personalized note and a detailed invoice attached.
Customizable Invoices for Canada
Use our ready-to-go invoice templates built for Canadian provinces; complete with GST/HST numbers, disbursement breakdowns, and previous payment info. Add your logo and firm details for a professional, branded look.
Retainer Management
Keep trust accounts compliant and cash flow healthy. CosmoLex handles retainers by the book, including replenishment tracking and transaction logging.
eBilling Support (UTBMS)
Enable or restrict UTBMS codes at the firm or matter level. If you’re managing a litigation file in Alberta or a trademark matter in Ontario, CosmoLex ensures every code is compliant and consistent.
Invoice & Retainer Payments
Invoice Payment Management
Track everything from time and expenses to payments and client funds in one real-time dashboard.
Online Payments with CosmoPay
Clients can pay retainers or invoices by credit card using CosmoPay, powered by LawPay. Funds are securely deposited and reconciled in compliance with Canadian trust regulations.
Automatic Past-due Reminders
Include past-due balances with current invoices or send reminder emails to multiple clients with one click.
Evergreen Retainer Support
Auto-add retainer replenishment amounts to invoices to maintain evergreen balances. These are important for firms with ongoing matters in Quebec or British Columbia.
Low Retainer Alerts
Notify clients when balances drop below a preset threshold. Filter and send reminders to multiple clients at once for faster follow-ups.
CosmoLex is purpose-built to meet the unique needs of Canadian law firms. It prioritizes compliance with provincial law society rules, offering a full suite of reporting tools and trust reconciliation features. As the exclusive practice management partner of the Canadian Bar Association (CBA), it also stores all data securely in Canadian-based data centres and maintains SOC 2 Type 2 certification for data security. Additionally, CosmoLex supports province-specific tax rules and accounting configurations for accurate local compliance.
Built for Canadian Firms
From time capture to trust accounting, CosmoLex keeps your billing compliant, consistent, and easy to manage; no matter which province you practise in.
Simplify your practice with one tool.
