Assembly vs CosmoLex
Assembly
assembly.com
CosmoLex
cosmolex.comSide by side
| Figure | Assembly | CosmoLex |
|---|---|---|
| Price from | $29/mo | $49/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | — |
| Plans published | 5 | 3 |
| Spec score · Legal Client Portal Software | 9.3 (#1) | 8.9 (#6) |
| Client portal | The portal centralizes client messaging, file sharing, e-signature contracts, invoices, forms and tasks under the firm's branding. | The secure client portal supports two-way messaging, document uploads, invoice viewing and payment, and permission controls. |
| Integrations | Assembly supports embedded third-party tools and connects to more than 1,000 apps through Zapier, Make and similar no-code services. | Official integrations cover Gmail, GSuite, Apple Mail, Yahoo Mail, Outlook, Box, Dropbox, Google Drive, NetDocuments, OneDrive, Google Calendar, Office 365 Calendar, LawPay, and Zapier. |
| Product | Assembly combines an AI app builder with a CRM and branded client experience for building client-facing apps and internal tools. | CosmoLex is cloud-based law practice management software combining trust and business accounting, time tracking, billing, email and document management, tasks, and calendaring in one application. |
| Support | Support ranges from community support on Free to email support on Starter and priority email support on Professional and Advanced. | Every plan includes onboarding, a knowledge base, group training classes, and support by phone, chat, or email. |
Plans
Assembly
- FreeFree
- Starter$29 a month
- Professional$99 a month
- Advanced$499 a month
- EnterprisePriced on request
In their own words
Assembly
Assembly combines an AI app builder with a CRM and branded client experience for creating client-facing apps and internal tools. Users describe an app in plain language, review a proposed plan, publish it, and refine it in conversation. More than 30 templates cover workflows such as document collection, project tracking, proposals, and client support. Apps can connect to third-party services through authentication or an API key, and an MCP connector links the workspace to AI tools including ChatGPT and Claude. Workspaces include a branded client experience where published apps appear together. Assembly's platform handles client authentication, roles, permissions, and data scoping. The maker says it is SOC 2 Type II certified, stores customer data in the United States, encrypts it in transit with TLS and at rest with AES-256, and does not use workspace or client data to train AI models. It is not suited to public-facing websites, directories, or consumer apps. A free plan is available; Starter costs $29/mo billed annually.
CosmoLex
CosmoLex is cloud-based law practice management software for small and mid-sized firms. It brings matter management, trust and business accounting, time tracking, billing, payments, email and document management, tasks, and calendaring into one application. Emails, tasks, events, documents, billable items, and transactions are attached to their client matter. Each plan includes a secure client portal, and teams can use multiple accounts, role-based permissions, custom workflows, and real-time collaboration. Trust accounting includes three-way reconciliation and audit trails, alongside more than 100 real-time reports. Security provisions include SOC 2 Type 2 certification, encryption in transit and at rest, and SMS two-factor authentication. CosmoLex integrates with services including Microsoft 365, QuickBooks Online, Dropbox, and Zapier; Zapier connects it with over 4,000 applications. It runs on the web, Android, and iOS. Plans start at $49 a month per user. The 10-day trial requires no credit card, but has one bank-feed connection and excludes CRM and LexShare/LexSign add-ons.