Public page comparisons for CosmoLex. Each vendor figure uses the median across the five most named vendors in the frozen category release, including zero counts. Adjacency compares distinct source answers for the same criterion; page coverage compares criteria for the same page state. Medians are descriptive and have no confidence interval.
Prepared by the Broadcastwell team. Team review: in progress. Zero analyst verified criteria.
Observed source answer frequencies. Wilson intervals describe the calculation, not independent population inference. Repeated runs are not independent performance tests. Page comparisons cover only the dated page and stated scope. An unstated claim is not an absent product feature.
Any named company may request one no-cost re-run at index@broadcastwell.com; both results are published.
Fit with the firm’s practice, size or operating needs
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Multi-user support, advanced financial reporting, role-based access, and custom workflows with a platform built to handle the demands of mid-sized teams and high case volumes.
Rival favoured in the observed answers: 8am MyCase (6 of 150; 4.0%; Wilson 95% interval 1.8% to 8.5%; Category median 6 of 150; 4.0%); Clio (11 of 150; 7.3%; Wilson 95% interval 4.1% to 12.7%; Category median 6 of 150; 4.0%); Filevine (12 of 150; 8.0%; Wilson 95% interval 4.6% to 13.5%; Category median 6 of 150; 4.0%); PracticePanther (3 of 150; 2.0%; Wilson 95% interval 0.7% to 5.7%; Category median 6 of 150; 4.0%). This label records at least two distinct answers, not product quality.
Billing and invoicing
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Get paid faster with built-in billing and trust accounting
Use our custom invoices to get paid faster in just a few clicks.
Matter and case management
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
The only fully built-in matter management and firm accounting solution for small and mid-sized law firms.
Time capture and tracking
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Capture every billable hour automatically
Trust and IOLTA accounting controls
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Get paid faster with built-in billing and trust accounting
Client communication
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Spend less time managing your firm and more time growing it with automation, built-in billing and trust accounting, document management, and secure client communication.
Document management
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Grow your firm and elevate your client experience. Build AI-powered intake forms, strengthen your online presence, and manage documents securely.
Document templates or generation
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Client portal
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Client payment workflows
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex is designed to be intuitive, even for firms transitioning from manual processes or multiple systems. You can manage matters, track time, generate invoices, reconcile trust accounts, and accept payments from a single dashboard.
Connections to other business tools
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
It also supports integrations with key tools like email and payment processing, helping you maintain continuity while improving efficiency.
Secure client communications
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Spend less time managing your firm and more time growing it with automation, built-in billing and trust accounting, document management, and secure client communication.
Support for the firm’s billing arrangements
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Connected or centralized practice workflows
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
The only fully built-in matter management and firm accounting solution for small and mid-sized law firms.
Document sharing
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Encryption for stored or transmitted data
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Privacy or professional compliance controls
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex includes built-in trust accounting tools designed to support compliance with legal and ethical requirements, including three-way reconciliation and detailed audit trails.
Data security and confidentiality controls
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Manageable software and administrative overhead
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Up and running in weeks, no IT required
Rival favoured in the observed answers: 8am MyCase (4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%; Category median 3 of 150; 2.0%); PracticePanther (4 of 150; 2.7%; Wilson 95% interval 1.0% to 6.7%; Category median 3 of 150; 2.0%). This label records at least two distinct answers, not product quality.
Mobile access to practice workflows
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Calendars and appointments
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.
Document version history
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Ease of use
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex is designed to be intuitive, even for firms transitioning from manual processes or multiple systems. You can manage matters, track time, generate invoices, reconcile trust accounts, and accept payments from a single dashboard.
Rival favoured in the observed answers: Clio (2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%; Category median 0 of 150; 0.0%). This label records at least two distinct answers, not product quality.
Matter deadline tracking
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Reminders and follow up prompts
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Secure or controlled document sharing
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Task or matter workflow management
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.
Access controls
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Multi-user support, advanced financial reporting, role-based access, and custom workflows with a platform built to handle the demands of mid-sized teams and high case volumes.
Automation of routine matter workflows
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex is designed to automate many of the time-consuming tasks that law firms traditionally handle manually, allowing them to save time, reduce errors, and improve overall efficiency.
Client intake forms
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Grow your firm and elevate your client experience. Build AI-powered intake forms, strengthen your online presence, and manage documents securely.
Build AI-powered intake forms, strengthen your online presence, and manage documents securely.
Court rule based scheduling or deadline calculations
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Reporting or analytics
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Multi-user support, advanced financial reporting, role-based access, and custom workflows with a platform built to handle the demands of mid-sized teams and high case volumes.
Customer support
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex provides onboarding, training resources, and ongoing customer support to help your firm get up and running quickly.
Practice specific configuration
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Custom workflows and user roles built for complex teams
Secure client portal
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Conflict checks across relevant parties
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Shared or firm wide calendar visibility
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Training resources
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex provides onboarding, training resources, and ongoing customer support to help your firm get up and running quickly.
Client intake
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
AI intake and lead tracking that closes gaps automatically
Ease of use for clients
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Electronic document signatures
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Expense tracking
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Time tracking timers
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Activity or audit logs
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Full audit trails built in, no extra tools required
CosmoLex includes built-in trust accounting tools designed to support compliance with legal and ethical requirements, including three-way reconciliation and detailed audit trails.
Cloud based architecture
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Coordinate casework, track billable time, manage trust accounting, and collaborate in real time on one cloud platform designed for teams who need more without the complexity.
Costs beyond the base subscription
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Implementation or onboarding assistance
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Up and running in weeks, no IT required
CosmoLex provides onboarding, training resources, and ongoing customer support to help your firm get up and running quickly.
Multifactor authentication
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Search for matter information or documents
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Support for growth in users, matters and firm needs
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Mid sized and high volume fit does not explicitly establish ongoing growth support.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Accounting functionality
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
The only fully built-in matter management and firm accounting solution for small and mid-sized law firms.
Accurate billable time capture
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Automatic capture of billable hours is claimed, without an explicit accuracy test.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Data migration assistance
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Document assembly populated from client or matter records
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Filing email and correspondence against matters
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Invoice editing or customization
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
LEDES electronic billing
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Role based access controls
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Multi-user support, advanced financial reporting, role-based access, and custom workflows with a platform built to handle the demands of mid-sized teams and high case volumes.
Three way trust reconciliation
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex includes built-in trust accounting tools designed to support compliance with legal and ethical requirements, including three-way reconciliation and detailed audit trails.
Auditable security
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Financial audit trails are not security access auditability.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Automated time capture
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Capture every billable hour automatically
Browser access without local software installation
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Browser based operation is stated, without explicit no installation wording.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Clarity about pricing and included features
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Plans and a quote route are described, without the requested price/features disclosure on this page.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Client text messaging
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Client level trust ledgers
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Cloud document storage or access
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Contract, renewal or cancellation conditions
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Cancellation terms are deferred to the agreement; no clear specific conditions are supplied.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Data backups
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Defined support availability
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Demonstrated utility of AI functions for the firm’s workflow
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
AI intake and modeled savings do not demonstrate utility in the buyer’s actual workflow.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Demonstrations or hands on workflow testing
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Yes, CosmoLex offers a free trial so you can explore its features before committing. This allows your firm to test workflows, evaluate usability, and see how it supports compliance and billing processes in real-world scenarios.
Full accounting through native functionality or a suitable separate system
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex is the only fully built-in practice management and firm accounting platform for law firms, so you can focus on practicing law.
Implementation or onboarding timing
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Up and running in weeks, no IT required
Multi entity accounting
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Online appointment booking
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Prospective client and lead tracking
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
AI intake and lead tracking that closes gaps automatically
Real time time capture with multiple timers
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Remote access to matter information
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Statute of limitations calendaring
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Support for multiple offices
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Synchronization with existing calendars
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Team collaboration
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Coordinate casework, track billable time, manage trust accounting, and collaborate in real time on one cloud platform designed for teams who need more without the complexity.
Trust fund reconciliation without a specified reconciliation method
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex is designed to be intuitive, even for firms transitioning from manual processes or multiple systems. You can manage matters, track time, generate invoices, reconcile trust accounts, and accept payments from a single dashboard.
Usable data export
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Visibility into team workloads
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
AI intake classification
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
AI enabled practice features
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Build AI-powered intake forms, strengthen your online presence, and manage documents securely.
Automated personal injury demand generation
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Automatic or easy manual time capture
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Capture every billable hour automatically
Built in accounting
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex is the only fully built-in practice management and firm accounting platform for law firms, so you can focus on practicing law.
Continued data access and retrieval after cancellation
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Conversion from intake or prospect to active matter
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
AI intake and lead tracking do not expressly say conversion into a matter.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Cost appropriate to the firm’s budget
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Avoiding overpayment and variable plans do not establish fit with an actual buyer budget.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Rival favoured in the observed answers: 8am MyCase (2 of 150; 1.3%; Wilson 95% interval 0.4% to 4.7%; Category median 0 of 150; 0.0%). This label records at least two distinct answers, not product quality.
Data recovery procedures
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Disclosure of who can access the firm’s data
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Documentation and evidence of security controls
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Independent certification is claimed, without its report or control documentation on this page.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Engagement or retainer workflows
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Invoice approval
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Custom invoices are described; approvals are not.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Outstanding balance tracking
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Personal injury lien management
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Personal injury medical treatment tracking
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Responsive customer support
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Responsiveness appears in customer reviews only.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Access restricted to authorized matters and documents
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Role based access is stated, without matter level permissions.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Accounting system connections
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Yes, CosmoLex offers a QuickBooks Online integration for law firms on Core and Pro pricing tiers.
Automatic software updates
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Bank reconciliation
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Built in three way trust reconciliation or specialized legal accounting integration
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
CosmoLex includes built-in trust accounting tools designed to support compliance with legal and ethical requirements, including three-way reconciliation and detailed audit trails.
Complete usable export including matter and financial records
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Complete usable matter file export
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Data ownership and control
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Cancellation options are described without ownership/control rights.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Defined migration scope and responsibility for accuracy checks
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Disclosure of subcontractor access to data
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Operating account management
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Personal injury demand package workflows
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Personal injury medical chronology workflows
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Progress of matters through their lifecycle
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Reliable data exchange between connected systems
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Reliable financial information
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Security incident handling
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Security incident notification procedures
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Security or compliance certification evidence
Stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
SOC 2 TYPE 2
Security independently verified
Settlement distribution calculations
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Software simplicity
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Support for multiple currencies
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Support for multiple entities
Not stated on the dated page. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.
Training for attorneys and support staff roles
Unknown within the saved page scope. Team review: in progress.
Only the dated vendor page identified here. A quoted claim or feature label is not a tested capability. No inference about unread pages, plan inclusion, independent validation or actual functionality. Complete saved page reconciliation by CAPSTONE; no capability testing or human analyst review is asserted. The page markets firm size offerings and pricing tiers. The QBO connector is expressly Core/Pro only and disables native Business Accounting and Matter Budgets when enabled; these alternatives are not simultaneous entitlements. SOC2 and compliance statements remain vendor claims, with the page’s firm responsibility disclaimer.
Training resources do not specify both attorney and support staff roles.
Dated vendor page, read 2026-10-08T19:15:03.655199+00:00.