Clio Grow vs CosmoLex

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Our analysts compared Clio Grow vs CosmoLex based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Clio Grow is a cloud-based solution for firms to attract and retain clients. Users can manage all aspects of their client relationships with its secure contact database, email lists, alerts and secure communication modules. It automates appointment scheduling, with reminders and follow-ups to minimize no-shows and cancellations. Users can accept payments upfront with a Clio Manage integration. It also handles the entire client intake process with customizable intake forms and e-signatures.

Users can utilize its intuitive dashboards to get actionable intelligence on client intake, leads, revenue and productivity. Cloud-based and compliant, it provides robust cybersecurity for teams to securely collaborate from anywhere. Firms can leverage its exceptional support and referral network to enrich client intake.
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CosmoLex is an end-to-end practice management solution that combines CRM, case management and accounting workflows. It helps maintain complete visibility over legal matters by connecting active cases to associated calendar entries, documents, contacts and emails. Businesses can automatically track time and expenses and create digital invoices with a single click. Uncover missed payments and commissions with purpose-built reports. It can manage trust and operating accounts in compliance with state and federal regulations.

Other capabilities include task management, a legal calendar with automated notifications, and a public calendar to send out firm-wide notifications, meeting announcements and alerts.
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$49/User, Monthly
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Tailored to your specific needs
$89/User, Monthly
Get a free price quote
Tailored to your specific needs
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Windows
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Android
Chromebook
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Mobile
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Product Assistance

Documentation
In Person
Live Online
Videos
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Documentation
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Videos
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Email
Phone
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FAQ
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Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

Product Insights

  • Strategic Automation: Leverage automated workflows for engagement agreements, emails and CRM. Pick and choose from a range of templates and customize them according to requirements. 
  • Easy Firm Collaboration: Connect with other legal practitioners through the Clio Referral Network. Refer cases to other lawyers and accept referrals while building a professional network. 
  • Seamless Data Sync: Sync with Clio Manage to directly access legal matters, contacts, bills, payments and time. Avoid repeatedly switching between platforms to save time and reduce errors. 
  • Streamlined Intake: Simplify the intake process using smart templates via the Quick Intake option. 
  • Multiple Integration Options: Strengthen CRM by integrating with Smith.ai and Lawlytics. 
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  • Flexible Contracts: Avoid long-term contracts and cancel subscriptions without any hassle. 
  • In-House Accounting: Offers robust accounting capabilities, and subscribers don’t need to integrate additional services. 
  • Seamless Accessibility: Access the cloud-based platform from any device with an internet connection. 
  • Prompt Customer Support: Get almost instantaneous live chat responses during support hours. 
  • Data Security: Safeguard the firm from potential malpractice suits with a secure and centralized data repository. 
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  • Client Management: Improve customer experience for existing clients and follow up with potential customers via the legal customer relationship management portal. Always keep track of tasks, client requirements and opportunities. 
    • Contact Management: Tag and organize retained clients, professional contacts and potential customers to get an organized overview of their contact and matter details on the dashboard. Encourage potential contacts to show up for consultations with a simplified scheduling process and automated reminders. 
    • Client Services: Choose from a variety of customizable intake forms and create documents instantly. Automatically set up tasks, reminders and personalized multi-step email campaigns to keep clients up-to-date about case proceedings, increase engagement and convert potential leads. 
    • Client Insights: Get detailed reports on client referrals, high-value contacts, conversion rates and profitable practice areas to improve client retention rates and advertise efficiently. 
  • Intake Management: Streamline the intake process with a completely digital client intake portal. Eliminate paper usage, redundant PDF forms and in-person consultations, organize important details about new clients and track their status in real time. 
    • Intake Processing: Create a public intake form, link it to the firm website and share it with clients via email or SMS. Automatically create to-do lists, documents and emails to speed up the intake process. All contact and matter information is automatically categorized in the client relationship management portal. 
    • Lead Tracking: Get status updates and matter overviews of potential clients in the Lead Inbox and Matter Pipeline portals. Identify exactly which prospective clients require a follow-up and when in order to sign retainers. 
    • Intake Tasks: Schedule appointments and follow up on meetings with the Scheduler extension. Check potential contacts against the firm’s records to identify conflicts of interest and repeat clients. 
    • Synchronization: After completion of the intake process, synchronize all documents, notes, events, intake form details, and related contacts with the firm database through the cloud. 
  • E-signature: Automatically prepare documents with integrated e-signature capabilities. Send and approve e-signatures securely in order to speed up business processes and remove bottlenecks. 
  • Document Management: Prepare and send documents and retainers for e-signatures. Clients can even sign the legal documents securely from their phones and tablets without ever having to download, print or mail them. 
  • Task Automation: Stay on top of matter updates, client appointments and pending requests with real-time tracking and alerts. Keep current and prospective clients in the loop with timed-delivery email scheduling, unlimited email templates and automated reminders. 
  • Client Intake Insights: Identify the most successful practice areas, matter types, referral sources and top-performing firm members and clients with advanced reporting and analytics modules. Organize client intake reports and lead sources to improve financial forecasting and eliminate redundancies. 
  • Calendar Management: Optimize schedules to prevent same day, back-to-back and last minute appointments. Book meetings and appointments online with the easy-to-use, calendar extension that automatically sends event reminders and appointment confirmation alerts and provides firm-wide visibility. 
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  • Time and Expense Capture: Add timecards to relevant activities and automatically scan case records of unbilled events. Use a single timesheet to track daily billable tasks and activities. Instantly log direct and indirect expenses in compliance with regulations. 
  • Legal Billing: Create and mail bulk invoices. Customize built-in invoice templates with relevant information, including last payment, billing cycle, legal services, the total balance due, firm’s logo and additional financial information. Supports UTBMS codes and actions. 
  • Payments: The CosmoLexPay portal facilitates credit card processing for online invoice and trust retainer payments. Send automated reminders when the retainer balance falls below the minimum amount and add replenishment amount to invoices. 
  • Law Office Accounting: General ledger accounting supports direct and indirect matter expenses. Automatically assign invoice payments to related general ledger accounts and create custom charts of receivables. Import bank statements and track accounts payable and write-offs. Generate preconfigured management and financial reports. 
  • Credit Card Processing: Process payments for a flat fee. Offers bookkeeping services associated with credit card transactions. Allow clients to pay via credit card for trust retainers, fee prepayments and ongoing invoice payments. 
  • Bank Reconciliations: Get real-time access to bank feeds and automatically match new transactions with book transactions. Automatically import and log credit card statements. Leverage adaptive mapping rules to correct payee names and post matter-cost related transactions. 
  • Accounts Payable: A central dashboard tracks all payees, including office bills and vendor credits. Set up recurring payments for rents and utilities and differentiate client-related expenses from firm bills. Link vendor bills to associated client matters. 
  • Fee Collection and Revenue Distribution: Specify the distribution percentage to automate payments to billers, matter owners, working attorneys and originating attorneys. Run finance productivity reports based on billing and collection data. 
  • Calendar and Task Management: Create custom workflows with specific due dates and assign them to new or existing legal matters. Delegate tasks to team members and connect calendar entries to associated cases. 
  • Email Management: Automatically file emails in respective client-matter folders. Set up permission-based access to safeguard sensitive information. Group billable emails into relevant categories to declutter the inbox. 
  • Document Management: Securely store case-related documents in compliance with data protection laws. Assign role-based permissions at the matter level to protect confidential documents. Create folders with custom labels to aid document searching capabilities. 
  • Integrations: Featured integrations include OneDrive, Google Drive, Box, NetDocuments and Dropbox. 
  • Client Portal: Provide clients with a secure two-way communication channel. Request specific documents and get automated notifications when a document is uploaded. Send digital invoices and accept credit card payments. Add, edit and revoke viewing permissions based on requirements. 
  • Trust Accounting: Use the built-in trust accounting feature to manage individual client ledgers and bulk invoice payments. Automatically import bank statements and perform three-way reconciliations. Run in-depth accounting reports and track third-party payments. Transfer funds from trust to general accounts and print disbursement checks. 
  • Audit-Ready Reconciliations: Run monthly reconciliations. Maintain complete oversight over bank statements and transactions. 
  • Trust Reports: Access numerous trust reports, including trust ledger balance, trust activity, trust client balance and more. 
  • Security: Employs bank-grade 256-bit SSL encryption for data during transit and at rest. Secures user accounts with username and password and two-factor authentication. Assign security levels and roles at the user level. 
    • Data Backups: Backs up firm data every few hours. Encrypts and stores information in multiple physical locations. 
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Product Ranking

#8

among all
Legal Software

#16

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 100 80 75 54 69 89 82 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 1165 reviews
Excellent User Sentiment 620 reviews
94%
of users recommend this product

Clio Grow has a 'excellent' User Satisfaction Rating of 94% when considering 1165 user reviews from 2 recognized software review sites.

94%
of users recommend this product

CosmoLex has a 'excellent' User Satisfaction Rating of 94% when considering 620 user reviews from 4 recognized software review sites.

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4.2 (7)
4.7 (1147)
4.71 (305)
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4.7 (293)
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3.8 (15)
4.7 (18)
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Awards

Clio Grow stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

SelectHub research analysts have evaluated CosmoLex and concluded it earns best-in-class honors for Billing and Payments and Platform, Security, and Compliances. CosmoLex stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Billing and Payments Award
Platform, Security, and Compliances Award

Synopsis of User Ratings and Reviews

Simplified Intake: Clio Grow makes it easier for legal professionals to manage the often cumbersome client intake process.
Lead Management: Users praise the software for its effectiveness in managing leads, enabling them to track and nurture potential clients.
Seamless Integrations: Clio Grow receives positive feedback for its ability to integrate with other tools, streamlining workflows for legal professionals.
Excellent Support: Users consistently highlight the strong customer support provided by Clio Grow, ensuring they receive assistance when needed.
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Billing & Invoicing: CosmoLex streamlines the billing process, allowing users to easily generate invoices, track payments, and manage trust accounts. It also offers integrations with popular payment processors, making it easy for clients to pay their bills online.
Client Management: CosmoLex provides a centralized location for managing client information, including contact details, case files, and billing records. This can help law firms stay organized and efficient.
Time Tracking & Expense Management: CosmoLex makes it easy for lawyers to track their time and expenses, ensuring that they are accurately billing clients for their services. The software also offers features for managing reimbursements and generating reports.
Reporting & Analytics: CosmoLex provides a variety of reports that can help law firms track their performance and identify areas for improvement. These reports can be customized to meet the specific needs of each firm.
Business Accounting: CosmoLex includes features for managing a law firm's finances, such as accounts payable, accounts receivable, and general ledger. This can help firms save time and money by eliminating the need for separate accounting software.
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Price: Some users find the pricing structure of Clio Grow to be expensive, especially for smaller law firms or solo practitioners with limited budgets.
Learning Curve: New users unfamiliar with legal practice management software may face a learning curve when adapting to Clio Grow's features and interface, potentially requiring additional time for training and adjustment.
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Billing Issues: Some users report problems with generating bills, particularly with LEDES billing, which can cause delays and frustration.
Customer Support Concerns: There are reports of slow response times from customer support, leaving users feeling stuck with unresolved issues.
Learning Curve: The software's interface and features can be complex, requiring a significant investment of time and effort to learn effectively.
Limited Integrations: CosmoLex may not integrate seamlessly with all the tools and services a law firm uses, potentially leading to workflow disruptions.
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Will Clio Grow help your law firm grow its client base? Many users say yes. Clio Grow is lauded for its user-friendly interface and seamless integrations, which simplify the often-cumbersome client intake process. For instance, users praise its ability to automate tasks like sending engagement letters and collecting information through online forms, saving them valuable time and reducing errors. This streamlined approach not only enhances efficiency but also allows lawyers to focus on what matters most: their clients. However, some users have pointed out that Clio Grow can be a bit pricey, especially for smaller firms or solo practitioners. Additionally, occasional bugs and feature limitations have been reported, though these appear to be relatively infrequent. Think of it like a well-maintained car: it might have a few minor hiccups now and then, but overall, it gets you where you need to go reliably. Clio Grow's emphasis on automation and client relationship management makes it stand out from the crowd. Unlike some competitors that focus primarily on case management, Clio Grow prioritizes nurturing leads and converting them into paying clients. This is achieved through features like automated email sequences, appointment scheduling, and personalized communication tools, all designed to enhance the client experience from the very first interaction. This makes it an ideal solution for firms looking to boost their client acquisition efforts and build stronger relationships that translate into long-term success. In conclusion, Clio Grow is best suited for law firms that place a premium on efficiency, automation, and providing a stellar client experience. While it may not be the cheapest option on the market, its robust features and user-friendly design make it a worthwhile investment for those looking to streamline their intake process and grow their client base effectively.

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Is your law firm stuck in a legal black hole, struggling to keep up with the demands of modern practice? CosmoLex might just be the legal tech savior you've been searching for. CosmoLex has garnered a reputation as a comprehensive, cloud-based legal practice management solution that streamlines operations for law firms of all sizes. Users frequently praise its robust features, including time tracking, billing, accounting, calendaring, task management, and document management, all seamlessly integrated into one platform. This eliminates the need for multiple, disparate systems, saving time and reducing errors. However, some users find the extensive functionality overwhelming, especially during the initial setup and learning curve. The interface, while generally considered user-friendly, can feel cluttered at times due to the sheer number of features. Additionally, several users have expressed a desire for more customization options to tailor the software to their specific workflows. CosmoLex stands out from its competitors by offering built-in accounting features, a rarity in the legal practice management software market. This integration simplifies financial management for law firms, eliminating the need for separate accounting software and ensuring compliance with trust accounting regulations. CosmoLex is best suited for small to mid-sized law firms seeking an all-in-one solution to manage their practice efficiently. Its comprehensive features, ease of use, and competitive pricing make it an attractive option for firms looking to streamline operations and improve productivity.

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