Case Management · Platform Profile
CosmoLex is cloud practice management with trust and business accounting built into the same application — no QuickBooks required — a ProfitSolv brand with core pricing available by quote.
CosmoLex, established in 2013 and now headquartered in West Palm Beach, is a cloud practice management platform whose defining architecture is accounting: legal-specific trust (IOLTA) accounting and full business general-ledger accounting built into the same application as matter management, time and billing, email, and document management — so firms do not run QuickBooks or other separate accounting software. It has been part of the ProfitSolv portfolio since 2021.
Around that core sit conflict checking, calendaring, document management with two-way Office 365 and Dropbox sync, e-signature, secure file sharing, and CosmoLexPay, its integrated payments service launched in July 2021. In April 2025 it added workflow automation — a matter status board, status triggers, dependent task logic, matter budgets — on its Elite tier, in a joint release with sibling Rocket Matter. Company figures cite $25.5 billion in dollars billed and 4.8 million active matters.
Core plan pricing (Standard, Elite, Elite + Website) is not published on the live site — the page directs to sales — though add-ons are: CosmoLex CRM at $147/month annual for up to three users, and CosmoLex Websites at $149/month. Third-party listings cite starting prices of $119 to $139 per user/month, unverified against the vendor. No AI features appear on vendor pages as of July 2026.
General-practice tool for solo and small firms whose accounting-first design suits practices wanting one system for compliance-grade trust accounting. For plaintiff firms the relevant pieces are trust accounting for settlement funds, the CRM add-on for intake, and workflow automation; no dedicated PI or settlement module is documented. Compare-shopped against PracticePanther, Rocket Matter, and Clio.
| Vendor | ProfitSolv, LLC — Lightyear Capital (2020), FTV co-investment June 2025; CosmoLex via the Tabs3 acquisition, March 2021 (Tabs3 had owned CosmoLex since 2018) |
|---|---|
| Founded / HQ | 2013; West Palm Beach, FL (historically New Jersey) |
| Category | Cloud practice management with built-in accounting |
| Differentiator | Native trust + business accounting; no separate accounting software |
| Scale | $25.5B billed, 4.8M active matters (company figures) |
| Pricing model | Core plans quote-based (not published); CRM add-on $147/mo (3 users), Websites $149/mo; third-party listings cite $119-139/user/mo, unverified |
| AI | No AI features on vendor pages as of July 2026 |
| Website | cosmolex.com |
CosmoLex's bet is subtraction: fold the accounting stack into the practice management system and remove QuickBooks, its fees, and its reconciliation seams. For contingency practices, compliance-grade trust accounting around settlement funds is the piece that maps directly to PI operations; the rest of the PI workflow — medical records, liens, demands — lives outside its documented scope.
Within the ProfitSolv family it is the accounting-centric sibling to Rocket Matter's billing-centric platform, with Law Ruler available in front for intake. The unpublished core pricing makes budgeting a sales conversation — worth knowing before comparing it against the published-price tier of PracticePanther, MyCase, and Rocket Matter.
No — trust and business accounting are native to the platform. That is the product's core differentiator.
Core plan prices are not published on the live site; contact sales. Third-party listings cite $119 to $139 per user/month, unverified against the vendor.
Yes — CosmoLex CRM is a separately priced add-on at $147/month annual for up to three users.
No AI capabilities are mentioned on vendor pages as of July 2026. The April 2025 automation release is workflow-rule-based.
Systems firms typically evaluate alongside CosmoLex — competitors, complements, and the adjacent layers of the same stack.
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This page is an independent editorial overview published by Maestro Strategic Partners, an operations and AI consultancy for plaintiff law firms. Maestro is not affiliated with, sponsored by, or endorsed by ProfitSolv, LLC. CosmoLex and related marks are the property of their respective owners; they are used here for identification only. Product details verified as of July 2026 and may have changed — confirm specifics with the vendor.
