CosmoLex vs SimpleLaw Document Automation

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.

SimpleLaw Document Automation helps law firms complete documents using custom fields and client-intake data. It supports Word and PDF files, with reusable templates that can be filled using stored case, custom-field, and intake information. Firms can create text, date, number, and paragraph fields, along with as many intake forms as needed. Clients complete forms through the portal or by email. SimpleLaw presents the web-based product as legal case-management software for law firms and attorneys, and lists client intake, messaging, secure document exchange, electronic signatures, online payments, and matter status updates. Its free Law Firm plan is described as a way to connect with potential leads. The two-week free trial precedes paid annual plans, listed at $59 a month for up to 39 users and $56 a month for 40 or more users; both include unlimited matters. The company offers personalized live web-based training, a video training library, and user support. SimpleLaw says customer data is segregated without a shared database and that files and data are encrypted. Its AWS hosting is described as ISO 27001-certified and SOC2 compliant; the company also states that its portal complies with HIPAA requirements and that communications are encrypted according to GDPR legislation.