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CosmoLex

Practice management with built-in billing and trust accounting, plus AI Document Summaries, plain-English AI filtering across matters and an AI Intake Form Builder.

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What the AI doesAI Document Summaries, AI Filters (AI-Powered Filtering), AI Intake Form Builder, AI Workflows (announced), AI-driven bank reconciliation (announced)
Who it servesSolo attorneys, Small law firms
Starting price$49/user/mo (Launch); Core $99/user/mo; Pro $129/user/mo; Custom plan by quote; add-ons priced separately
Pricing modelPer user/month
Free trialYes
Best fitSolo attorney, Small firm
CategoryPractice Management & Workflow with AI
Also fitsBilling, Timekeeping & Trust Accounting with AI
ConfidentialityPosted on the vendor's site: client data is not used to train AI models; SOC 2 Type II named.
Checked2026-10-31, against the vendor's own page

Who it's for

CosmoLex is listed as a fit for solo attorneys and small firms, and the vendor names solo attorneys and small law firms on its own site. The job it gets hired for: running matters, documents, deadlines and billing in one place, with AI built into the workflow. It also fits the Billing, Timekeeping & Trust Accounting with AI category.

What it costs

CosmoLex starts at $49/user/mo (Launch); Core $99/user/mo; Pro $129/user/mo; Custom plan by quote; add-ons priced separately, per user/month. There is a free trial.

Good to know

CosmoLex adds AI document summaries, plain-English filtering and an AI intake form builder to a suite that already includes legal and trust accounting. Plans post at $49, $99 and $129 per user per month, with a 10-day free trial, and CosmoLex states that client data is not used to train AI models under SOC 2 Type II.

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