#1 CRM Software for Lawyers
Automate client intake and marketing for your firm

CosmoLex CRM is intuitive, legal CRM (Client Relationship Management) software designed to help grow your profits by tracking prospective clients and keeping your current clients engaged and returning for services.

CosmoLex CRM is built to enhance your daily use of CosmoLex practice management software and gives you the additional tools you need to grow your law firm and maintain strong client relationships.

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Legal Accounting Made Easy with Built-In Compliance

Legal Practice Management

A matter-centric approach connects every entry to the appropriate client matter, while optimized calendar, document, and email management keep everyone on the same page.

Legal Billing and Payments

Prevent leakage with on-the-go capture and Money Finder, while one-click billing and online payments make it easier than ever to get paid.

Law Office Accounting

Built-in legal-specific accounting automatically keeps you current and compliance worries at ease. Over 100 reporting options help you analyze your firm’s performance and boost your bottom line.

CosmoLex Has The Solutions For Your Legal Practice Challenges

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Designed For The Way
The Law Firms Work

CosmoLex CRM features are built to integrate the work of your entire firm, from office managers and paralegals to senior partners.

Built-in Payment Processing for Convenience & Compliance

CosmoLexPay is end-to-end electronic payment processing that makes it easier for you to get paid! Improve your cash flow & run a better practice – with no compliance worries and no strings attached!

Cost effective & transparent pricing

No monthly fee. No hidden costs. Plus, competitive processing rates mean it’s economical for you to provide the great service that your clients expect!

Client Relationship Management Software for Lawyers

Built with the Right Tools

Building a successful law firm starts by building strong client relationships. Having the right legal CRM tools in place is critical. Standard practice management software is not designed with lead management or client interactions in mind and generic CRM tools are simply not built for the way law firms work.

Automated Workflows & Reporting

Create a more efficient and effective marketing process by using automated workflows. From lead to successful client, you'll be able to track the progress of every contact at a glance. View reports of your productivity, case metrics, and new sign-ups in a single tool with CosmoLex CRM.

Email Drip Campaigns

Be your clients' first choice for legal services by staying top-of-mind. With CosmoLex CRM, you can establish automated email drip campaigns that send personalized messages directly to multiple contacts. Keep your leads warm with customizable emails and guide them on the journey to becoming happy, returning clients.

One-Click Electronic Signature

Simplify your signature process with CosmoLex CRM. Utilize your legal CRM software to send documents and signature requests directly to clients. Streamlining the process for your staff and clients means you'll never have to waste time hunting down clients for a signature again, and signed documents are securely stored and sorted for easy recordkeeping.

Eliminate Wasted Time on Data Entry

CosmoLex CRM handles tedious client entry data entry tasks automatically so your staff can focus on billable work and client priorities. Save money and time by letting your legal CRM software manage your data entry.