Clio Manage vs CosmoLex
Clio Manage
clio.com
CosmoLex
cosmolex.comSide by side
| Figure | Clio Manage | CosmoLex |
|---|---|---|
| Price from | — | $49/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 8 | 3 |
| Spec score · Legal Practice Management Software | 9.3 (#2) | 9.1 (#9) |
| Spec score · Legal Client Portal Software | 9.1 (#5) | 8.9 (#6) |
| Billing and payments | Yes | Yes |
| Client intake | No | Yes |
| Client portal | Yes | The secure client portal supports two-way messaging, document uploads, invoice viewing and payment, and permission controls. |
| Company founded | Jack Newton and Rian Gauvreau co-founded Clio in 2008. | CosmoLex says it has been trusted by law firms since 2013 and has over 13 years of experience. |
| Document automation | Yes | Yes |
| Founded | 2008 | 2013 |
| Free plan | No | No |
| Headquarters | Vancouver, British Columbia, Canada | West Palm Beach, Florida, United States |
| Integrations | Clio advertises more than 300 integrations spanning calendar, email, accounting and document-storage tools. | Official integrations cover Gmail, GSuite, Apple Mail, Yahoo Mail, Outlook, Box, Dropbox, Google Drive, NetDocuments, OneDrive, Google Calendar, Office 365 Calendar, LawPay, and Zapier. |
| Mobile apps | Yes | Yes |
| Time tracking | Yes | Yes |
| Trust accounting | Yes | Yes |
Plans
Clio Manage
- EasyStartPrice not published
- EssentialsPrice not published
- AdvancedPrice not published
- CompletePrice not published
- Starter$49 a month
- CorePriced on request
- ElitePriced on request
- SignaturePriced on request
In their own words
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.