Practice management and accounting, in one system.
CosmoLex's bet is simple: most firms don't want to run two separate tools for matters and books. So it builds full legal accounting — including trust/IOLTA — into the practice management product itself.
Pricing benchmark vs. PM + QuickBooks.
We'll come back with realistic numbers and a total-cost comparison — no sales pressure.
Native trust / IOLTA accounting
3-way reconciliation built in
No separate QuickBooks needed
Compliance-first by design
Trust accounting that won't bite you.
Mis-handled trust accounts are one of the fastest ways to draw bar discipline. CosmoLex is designed so the safe path is the default path — built-in 3-way reconciliation, proper ledger separation, and audit trails.
Designed around IOLTA / 3-way reconciliation from day one — not bolted on with a separate accounting tool.
What's actually built in
- General ledger
- A full business accounting layer — not a bolt-on.
- Trust / IOLTA accounting
- Separate ledgers, with bar-friendly safeguards.
- 3-way reconciliation
- Bank, book, and client-ledger reconciliation.
- Billing & invoicing
- LEDES-friendly billing tied directly to matters.
- Bank feeds
- Pull transactions in without manual entry.
- Reports
- Financial and management reporting in one place.
Is CosmoLex the right call?
Best for
- • Firms tired of stitching practice management to QuickBooks
- • Solo and small firms wanting bar-safe trust accounting by default
- • Firms that value compliance posture over the broadest feature set
Compare with other legal software.
See trust accounting in action.
That's the part you actually want to evaluate. We'll line up a focused CosmoLex demo on trust, 3-way reconciliation, and matter-to-invoice flow.
- Walk through 3-way reconciliation live
- Total-cost comparison vs. PM + QuickBooks
- Bar-compliance posture, in plain English