CosmoLex vs Wise Owl Legal

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.

Wise Owl Legal is practice management software designed for law firms managing cases, clients, and teams. Its Matters module can handle multiple clients per matter, custom fields, status updates, document creation, time and fee records, invoicing, and trust accounting. Time entries can use hours, minutes, or units, and fixed fees can use preset rates. The Documents module merges matter data into custom Word templates, with template packs available for multiple jurisdictions; Documents and Outlook Helper require Office 2016 or later. Workflow tracks tasks and events for assigned files, and the Outlook Helper saves email into the system. The product also includes a client portal, billing and payments, and integrations with Microsoft Outlook, Microsoft 365, QuickBooks Online, and Xero. Invoices and receipts can pass to QuickBooks Online or Xero. It runs in a browser on Windows, Mac, iOS, and Android devices, though the maker advises against phones or tablets for bulk data entry. The maker specifies Windows 11 or later, at least 8 GB of RAM, and an Intel i5 or equivalent for user computers. Pricing is available on request and based on simultaneous users; all modules are included. Two-factor authentication is used for login.