cosmolex cloud
CosmoLex Cloud provides cloud-based law practice management software with integrated matter management, trust accounting, billing, and document automation for solo, small, and mid-sized law firms across the U.S. and Canada, operating as part of the ProfitSolv portfolio.
- Company typePrivate
- Founded2013
- HeadquartersWest Palm Beach, United States
- Headcount—
- GTM typeB2B
- OfferingSoftware
What cosmolex cloud does
CosmoLex Cloud, LLC is a cloud-based legal practice management software provider founded in 2013 and headquartered in West Palm Beach, Florida. The company serves solo practitioners, small law firms, and mid-sized law firms across the United States and Canada with an integrated matter management platform. It operates as a subsidiary of ProfitSolv, a portfolio of professional-services software brands that also includes TimeSolv and Rocket Matter serving adjacent legal-vertical needs.
The CosmoLex platform is built around a matter-centric architecture that consolidates practice management, client engagement, legal automation, billing and payments, and trust-compliant accounting in a single system. Core technical components include a documented API supporting 1,000 calls per user per month, deep integrations with QuickBooks Online, Plaid, Dropbox, Box, NetDocuments, Outlook, and Google Workspace, plus add-on integrations with Microsoft Copilot, Groupdocs Signature, and HelloSign. The platform holds GDPR, SOC 2 Type 1, and ISO 27001 certifications. Recent product evolution includes the AI Legal Intake module launched in 2024 across multiple practice areas (family law, criminal defense, estate planning, IP and business law), Mobile Time Tracking and Money Finder features in 2024, and CosmoLex NextGen, a full platform refresh released in 2025.
The business model is primarily subscription-based, structured around Standard and Elite tiers with usage-based add-ons and professional services revenue. Go-to-market combines self-serve product-led trial onboarding with sales-led demos for larger firms, augmented by channel partnerships with the American Bar Association, an exclusive legal practice management partnership with the Canadian Bar Association, and relationships with 19+ state bar associations. Pricing scales by user count and feature tier, positioning CosmoLex in the SMB segment of the legal practice management market, which independent market sizing places at $3.2B in 2024 growing to $5.3B by 2030 (8.7% CAGR). The company reports thousands of users and a G2 rating of 4.6/5.
cosmolex cloud firmographics
Firmographics- Name
- cosmolex cloud
- Legal name
- CosmoLex Cloud, LLC
- Website
- https://cosmolex.ca
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Short description
- CosmoLex Cloud provides cloud-based law practice management software with integrated matter management, trust accounting, billing, and document automation for solo, small, and mid-sized law firms across the U.S. and Canada, operating as part of the ProfitSolv portfolio.
- Ownership category
- akta.pro rank
Where cosmolex cloud is headquartered
LocationHeadquarters
- HQ city
- West Palm Beach
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
cosmolex cloud business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Licensing: Subscription-based pricing with tiered plans (Standard and Elite) designed for small and mid-sized law firms. Plans vary based on features and firm needs. Offers month-to-month and annual options with no long-term contracts. All-inclusive pricing model.
- Usage-Based Services: Additional charges apply for tracking lines, SMS/MMS messages, task routing, e-signature requests, and email beyond plan limits. Each user license includes 2500 emails per month with overage charges at $0.02 per additional email.
- Professional Services: Additional professional services available for customization, implementation, integration with other software solutions, and training beyond standard onboarding.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard Tier |
| Subscription | Monthly | Elite Tier |
| Subscription | Annual | Enterprise Options |
| Usage-based | Pay-as-you-go | Usage-Based Add-Ons |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
cosmolex cloud product offering
Product offeringCore offering
CosmoLex Cloud provides a cloud-based legal practice management platform that combines matter management, built-in firm accounting, trust accounting (with three-way reconciliation and IOLTA compliance), legal billing, payments (CosmoLexPay), document management, workflow automation, and AI-powered client intake in a single integrated system. The product is sold on a subscription basis to solo, small, and mid-sized law firms in the U.S. and Canada, and is supported by bar affinity partnerships with the ABA, Canadian Bar Association, and numerous state bar associations.
Product overview
CosmoLex is a comprehensive, cloud-based legal practice management platform that combines practice management and built-in firm accounting in a single integrated system. The core CosmoLex Platform includes multiple integrated modules: Client Engagement (intake and client management), Firm Management/Practice Management (matter tracking and reporting), Legal Automation (workflow automation), Billing & Payments (invoicing and CosmoLexPay), and Accounting & Finance (trust accounting and financial reporting). The platform also includes specialized features like AI Legal Intake for automated client onboarding, Mobile Time Tracking with passive capture capabilities, and Money Finder for revenue recovery. CosmoLex NextGen represents the latest generation of the platform. The system is designed for solo, small, and mid-sized law firms, eliminating the need for separate tools like QuickBooks by providing all-in-one functionality. As part of the ProfitSolv collection of legal software solutions, CosmoLex operates as an integrated platform rather than standalone modules.
Differentiator
Problem solved
Functional benefit
Products and services
- CosmoLex Platform End-to-end cloud-based law firm management platform combining matter-centric practice management with firm accounting, trust accounting (including three-way reconciliation and IOLTA compliance), time tracking, billing, payments (CosmoLexPay), email management, document management, and tasks & calendaring, sold as a subscription to solo, small, and mid-sized law firms in the U.S. and Canada.
- CosmoLex NextGen Next-generation version of the CosmoLex platform featuring a modern interface and enhanced capabilities for improved law firm productivity, including the latest practice management upgrades.
Companies that use cosmolex cloud
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
cosmolex cloud technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability3 records
Feature6 records
cosmolex cloud partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- American Bar Association (ABA)coreABA partnership provides CosmoLex visibility and credibility among ABA member attorneys. CosmoLex is promoted as a trusted partner to the legal community through ABA affinity programs.
- Canadian Bar AssociationcoreCosmoLex is the exclusive legal practice management software partner for the Canadian Bar Association, providing affinity benefits to CBA members.
- QuickBooks OnlinecoreQuickBooks Online integration available for law firms on Standard and Elite pricing tiers. Designed for firms that need to keep existing QuickBooks setup or work with outside accountants using QBO. Data flows from CosmoLex to QuickBooks Online.
- Plaid TechnologiescorePlaid is used to gather End User's data from financial institutions. CosmoLex uses Plaid for secure financial data aggregation within the platform.
- State Bar AssociationscorePartnerships with numerous U.S. state bar associations including Alabama State Bar, Chicago Bar Association, Connecticut Bar Association, Florida Bar, Illinois State Bar Association, Indiana State Bar Association, Kansas Bar Association, Missouri Bar, Maryland State Bar Association, National Association of Consumer Bankruptcy, New Jersey State Bar Association, Oklahoma Bar Association, Philadelphia Bar Association, Rhode Island Bar Association, South Carolina Bar, State Bar of Georgia, State Bar of Arizona, State Bar of Texas, and Washington State Bar Association.
Scale indicators4 records
Recent moves6 records
Expansion highlights7 records
cosmolex cloud competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights7 records
Customer concentration
cosmolex cloud social profiles
Digital presencecosmolex cloud compliance and trust
Trust signalCompliance4 records
cosmolex cloud financial estimates
Financial estimateRevenue estimate
Valuation estimate
cosmolex cloud leadership team
Management profileNumber of profiles
Profiles1 record
cosmolex cloud funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
cosmolex cloud M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about cosmolex cloud
What does cosmolex cloud do?
CosmoLex Cloud provides a cloud-based legal practice management platform that combines matter management, built-in firm accounting, trust accounting (with three-way reconciliation and IOLTA compliance), legal billing, payments (CosmoLexPay), document management, workflow automation, and AI-powered client intake in a single integrated system. The product is sold on a subscription basis to solo, small, and mid-sized law firms in the U.S. and Canada, and is supported by bar affinity partnerships with the ABA, Canadian Bar Association, and numerous state bar associations.
Is cosmolex cloud a public or private company?
cosmolex cloud is a private company. It is classified as corporate owned and is currently operating.
When was cosmolex cloud founded?
cosmolex cloud was founded in 2013.
Where is cosmolex cloud based?
cosmolex cloud is headquartered in West Palm Beach, United States, in the North America region.
How does cosmolex cloud make money?
Three revenue lines are on record. Subscription Licensing is the primary driver. The others are usage-Based Services and professional Services.
Does cosmolex cloud have an API?
Yes. CosmoLex offers a web services API for authorized use. The API allows authorized users to access and use the Services programmatically. Each user license includes a maximum of 1,000 API calls per month. E-Sign integration via API is available with Groupdocs Signature and HelloSign at $1.00 per signature request. The subscription agreement explicitly authorizes API use subject to terms and conditions, with the right to suspend or terminate excessive API usage at CosmoLex's discretion.