CosmoLex

CosmoLex

ProfitSolv
+
+

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About

What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.

About

CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

All-in-one business management & financial solution for small businesses & self-employed professionals

Audience

A superior solution for Law firms, individual practice, and accounting professionals.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$17 per month
Free Version Not Supported
Free Trial Supported

Pricing

$119/month/user
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Bonsai
Founded: 2016
United States
www.hellobonsai.com/

Company Information

ProfitSolv
Founded: 2020
United States
www.cosmolex.com

Alternatives

Alternatives

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Clio

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AccountEdge

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Priority Software US
PracticePanther Law Practice Software

PracticePanther Law Practice Software

PracticePanther Legal Software

Categories

Accounting Supported
Bookkeeping Supported
CRM Supported
Expense Report Supported
Forms Automation Supported
Project Accounting Supported
Task Management Supported
Tax Planning Supported
Tax Preparation Supported
Time Tracking Supported

Categories

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Supported
Purchase Orders Not Supported
Tax Management Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Not Supported
Contingency Billing Not Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Bookkeeping Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
General Ledger Not Supported
Payroll Not Supported
Revenue Recognition Supported
Spend Management Supported
Tax Management Supported

Business Bank Accounts Features

Bank Wires Not Supported
Bill Pay Not Supported
Billing & Invoicing Supported
Business Credit Cards Supported
Checking Account Supported
Checks Not Supported
Expense Management Supported
Instant Payouts Not Supported
No Fee Payments Supported
Rewards Not Supported
Savings Account Not Supported
Spend Management Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Not Supported
Financial Management Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Not Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Not Supported
Quotes / Proposals Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Not Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Not Supported
Government Contracts Not Supported
Pre-built Templates Supported
Sell Side (Customers) Not Supported
Specialty Contracts Not Supported
Version Control Not Supported
Workflow Management Supported

Expense Report Features

Approval Process Control Not Supported
Invoice Management Supported
Multi-Currency Supported
Receipt Management Supported
Reimbursement Management Not Supported
Spend Control Not Supported
Time Tracking Supported
Workflow Management Supported

Forms Automation Features

Approval Process Control Not Supported
Archiving & Retention Not Supported
Collaboration Supported
Document Indexing Not Supported
Drag & Drop Supported
Full Text Search Not Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Not Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Supported
Templates Supported
Version Control Not Supported

Real Estate Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Commission Management Not Supported
Contract Management Supported
General Ledger Not Supported
Mobile Access Not Supported
Payroll Not Supported
Property Development Management Not Supported
Reporting / Analytics Supported
Work Order Management Not Supported

Task Management Features

Collaboration Supported
Create Subtasks Not Supported
Gamification Not Supported
Gantt Charts Supported
Mobile Access Not Supported
Percent-Complete Tracking Not Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Not Supported
Spreadsheet View Not Supported
Task Board View Not Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Not Supported

Tax Planning Features

Detailed Savings Calculations Supported
Export Branded Proposal Supported
Export Branded Tax Plan Supported
Multi-Entity Planning Not Supported
Multi-Year Planning Not Supported
Proposed Legislation Planning Not Supported
State & Local Planning Supported
Strategy & Scenario Comparison Not Supported
Tax Return Diagnostics Supported
Tax Return Scanning Not Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Not Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Workflow Management Features

Access Controls/Permissions Not Supported
Approval Process Control Not Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Not Supported
Configurable Workflow Not Supported
Customizable Dashboard Not Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Not Supported
No-Code Supported
Task Management Supported
Third Party Integrations Not Supported
Workflow Configuration Supported

Law Practice Management Features

Billing & Invoicing Supported
Calendar Management Supported
Client Portal Supported
Conflict Management Supported
Contract Management Not Supported
CRM Supported
Document Management Supported
Email Management Supported
Legal Case Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Legal Billing Features

Accounting Management Supported
Automatic Billing Supported
Calendar Management Supported
Case Management Supported
Client Portal Supported
Document Management Supported
Expense Tracking Supported
Time Tracking Supported

Legal Calendar Features

Case Defined Timekeepers Supported
Completion Tracking Supported
Conflict Management Supported
Multi-Office Supported
Reminders Supported
Rules-Based Scheduling Supported
Staff Calendar Supported
Status Tracking Supported
Task Management Supported

Legal Case Management Features

Billing Management Supported
Calendar Management Supported
Case Notes Supported
Client Management Supported
Communication Tracking Supported
Conflict Management Supported
Corporations Supported
Court Management Not Supported
Discovery Management Not Supported
Docket Management Supported
Document Management Supported
Expense Tracking Supported
Government Not Supported
Law Firms Supported
Records Management Supported
Task Management Supported
Time Tracking Supported
Trust Accounting Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Not Supported
Document Assembly Not Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Not Supported
Version Control Supported

Trust Accounting Features

Accrual Accounting Supported
Activity Tracking Supported
Asset Gain & Loss Reporting Not Supported
Check Writing Supported
Compliance Management Not Supported
Cross Ledger Posting Supported
Customer Statements Supported
Fee Calculation & Posting Not Supported
Receipt Management Supported
Tax Management Not Supported

Integrations

Gmail Supported
Google Calendar Supported
Google Drive Supported
Stackreaction Supported
AI Agent Builder Supported
Calendly Supported
ClickUp Supported
Google Sheets Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft 365 Not Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
ScoreDetect Not Supported
Shift Not Supported
Slack Supported
Trello Supported
Uptime Legal Not Supported
Xero Supported
Zapier Supported

Integrations

Gmail Supported
Google Calendar Supported
Google Drive Supported
Stackreaction Supported
AI Agent Builder Not Supported
Calendly Not Supported
ClickUp Not Supported
Google Sheets Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft 365 Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
ScoreDetect Supported
Shift Supported
Slack Not Supported
Trello Not Supported
Uptime Legal Supported
Xero Not Supported
Zapier Not Supported
Claim Bonsai and update features and information
Claim Bonsai and update features and information
Claim CosmoLex and update features and information
Claim CosmoLex and update features and information