Captorra Intake vs CosmoLex
Captorra Intake
captorra.com
CosmoLex
cosmolex.comSide by side
| Figure | Captorra Intake | CosmoLex |
|---|---|---|
| Price from | $200/mo | $49/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | — |
| Plans published | 3 | 3 |
| Spec score · Legal CRM Software | 8.6 (#4) | 9.0 (#2) |
| Integrations | The vendor lists more than 45 partners, including Microsoft, Twilio, Google, Needles, Filevine, ProLaw, SmartAdvocate, Gmail, Outlook and Microsoft Teams. | Official integrations cover Gmail, GSuite, Apple Mail, Yahoo Mail, Outlook, Box, Dropbox, Google Drive, NetDocuments, OneDrive, Google Calendar, Office 365 Calendar, LawPay, and Zapier. |
| Reporting | Reporting covers prospect and client status, employee utilization and realization rates in real time. | The platform provides more than 100 real-time reports for financial visibility. |
| Support | GetApp lists email/help-desk and chat support, with in-person, live-online, documentation and video training options. | Every plan includes onboarding, a knowledge base, group training classes, and support by phone, chat, or email. |
| Zapier | Captorra provides a Zapier integration with a Create Intake action that returns success status and an intake ID. | CosmoLex can integrate with over 4000 applications through Zapier. |
Plans
Captorra Intake
- Basic$200 a month
- Captorra EnterprisePriced on request
- Captorra ReadyPriced on request
In their own words
Captorra Intake
Captorra Intake is a web and API application for law-firm case intake and lead conversion. It can send automatic text or email replies when prospects appear and recurring alerts to prompt follow-up. Firms may use standard intake forms or create scripts with questions tailored to their practice and client criteria. Built-in phone and SMS functionality, powered by Twilio, can show the matching contact record for an incoming call. The system tracks prospect history, contacts and milestones, with conditional automated workflows. Firms can add unlimited custom fields and configure user roles. Captorra can prepare turn-down emails or merge turn-down letters for prospects a firm will not accept. Real-time dashboards and reports show lead sources, follow-up status and the cost to retain leads and clients. Electronic signing works by email, text, or a prospect’s phone, desktop or mobile device. Integrations include more than 45 partners, such as Microsoft, Twilio, Google, lead providers, call centres and case-management systems. Zapier and a JSON POST API can send lead data into Captorra. Ready supports up to five users; Enterprise supports unlimited users. Pricing is on request.
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.