For information about viewing or changing your subscription plan, see the Manage Your Subscription or Upgrade to a Subscription articles. To learn more about plans, visit the pricing page on our website.

Available Plan Features

When subscribing to CosmoLex, users select from the Track, Launch, Core, or Pro plans. Here is a list of features available in each plan.

Feature	Track	Launch	Core	Pro
CLIENTS & MATTERS
Client Records Management	✓	✓	✓	✓
Matter Management	✓	✓	✓	✓
Conflict Check	✓	✓	✓	✓
CLIENT INTAKE & AI
Intake Form Builder (AI + Manual)	x	x	✓	✓
Lead Management	x	x	✓	✓
Intake Workflow Builder	x	x	x	✓
AI-Based Document Summaries	x	x	✓	✓
AI Filtering	x	x	✓	✓
AI Doc. Search	x	x	✓	✓
TIME & BILLING
Time Tracking	✓	✓	✓	✓
Desktop Passive Time Tracker	✓	x	✓	✓
Hard & Soft Expense Tracking	✓	✓	✓	✓
Batch Invoicing	✓	✓	✓	✓
Flexible Billing Rates	✓	✓	✓	✓
Built-in Payments	✓	✓	✓	✓
LawPay Integration	✓	✓	✓	✓
Recurring Payments	✓	✓	✓	✓
Bulk Payments	✓	✓	✓	✓
Evergreen Retainer	✓	✓	✓	✓
Pre-bill (Matter Billing) Report	✓	✓	✓	✓
Timesheet Entry	✓	✓	✓	✓
Bulk Action in Timesheet	✓	x	✓	✓
Multiple Timers	✓	x	✓	✓
Bulk Timecard & Expense Options	✓	x	✓	✓
Write-Off on Invoices	✓	x	✓	✓
Matter Budgets	✓	x	✓	✓
Money Finder	x	x	✓	✓
LEDES Billing	✓	x	✓	✓
Flexible Billing Templates	✓	x	✓	✓
SMS Billing (Invoice Send)	x	x	✓	✓
Split Billing	✓	x	✓	✓
Configurable Taxes	✓	x	✓	✓
Choose Default Currency	✓	x	✓	✓
Payment Allocation	✓	x	x	✓
Pre-bill Workflow	✓	x	x	✓
Report Presets & Scheduling	✓	x	x	✓
Fee Allocation	x	x	x	✓
Automated Billing Communication	✓	x	x	✓
Timekeeper Targets	✓	x	x	x
ACCOUNTING
Trust Accounting	✓	✓	✓	✓
Trust Ledgers by Matter (Report)	✓	✓	✓	✓
Comprehensive Financial & Trust Compliance Reporting	x	✓	✓	✓
Accounts Receivable Report	✓	✓	✓	✓
QuickBooks Integration	✓	✓	✓	✓
Reconciliation for Compliance Reporting (Canada Only)	x	✓	✓	✓
Reconciliation for Trust and Operating (Report)	x	x	✓	✓
Reconciliation: Trust/Operating/Credit Banks	x	x	✓	✓
Compliance-ready Reporting	x	x	✓	✓
Deposit Slips	x	x	✓	✓
Class Based Reporting	x	x	x	✓
Hard Cost Firm Expense	x	x	x	✓
Trust Holds	x	x	x	✓
Auto Apply Operating Retainer	x	x	x	✓
Auto-Trust Transfer	x	x	x	✓
Chart of Accounts	x	x	x	✓
Journal Entries	x	x	x	✓
Accounts Payable	x	x	x	✓
3rd-Party Bills	x	x	x	✓
Bank Data Feed	x	x	x	✓
Check Printing	x	x	x	✓
Import Transactions / Payee Mapping Rules	x	x	x	✓
Accounting Reports	x	x	x	✓
FIRM MANAGEMENT
Matter Templates	x	✓	✓	✓
Matter Workflows	x	x	✓	✓
Task Management	x	✓	✓	✓
Status/Kanban Management	x	✓	✓	✓
Role / Permission Management	✓	✓	✓	✓
Native Calendar View	✓	✓	✓	✓
Calendar Integration (Google)	x	✓	✓	✓
Calendar Integration (Office 365)	x	✓	✓	✓
Email Integration	x	✓	✓	✓
Outlook Add-in	x	x	✓	✓
Client Portal	x	✓	✓	✓
Built-in Document Management	✓	✓	✓	✓
NetDocs Integration	✓	✓	✓	✓
Unlimited Storage	✓	✓	✓	✓
Firm Dashboard	✓	✓	✓	✓
Me Dashboard	✓	✓	✓	✓
Change Layout (Dashboards)	✓	✓	✓	✓
Recent Activities Dashboard	x	x	✓	✓
Custom Dashboards	x	x	✓	✓
Custom Fields	x	x	✓	✓
Custom Views	✓	x	✓	✓
Custom Role	x	x	x	✓
Multi-Party Client Portal	x	x	✓	✓
Document Merging / Assembly	x	x	✓	✓
In-App Document Editing	x	x	✓	✓
Drag-and-Drop Files & Folder Management	x	x	✓	✓
Matter-Level Legal Folder Structures	x	x	✓	✓
Email & Invoice Template Customization	x	x	✓	✓
Mobile App	x	x	✓	✓
Productivity Reporting (Billing/Collections/Top Clients)	✓	x	✓	✓
SMS	x	x	✓	✓
Open API	x	x	x	✓
Workflow Templates (Dependency & Event Logic)	x	x	x	✓
REPORTS
Accounting
Accounts Receivable	✓	✓	✓	✓
Invoice Journal	✓	✓	✓	✓
Invoice Change/Write-offs Journal	✓	✓	✓	✓
Invoice Payment Allocations	✓	✓	✓	✓
Operating Retainer By Matter	✓	✓	✓	✓
Operating Transfer Record	✓	✓	✓	✓
Profit & Loss	x	x	x	✓
Balance Sheet	x	x	x	✓
Trial Balance	x	x	x	✓
General Ledger	x	x	x	✓
Accounts Payable Aging Summary	x	x	x	✓
Account Payable Details	x	x	x	✓
Account Payable Payee Ledger	x	x	x	✓
1099 Payee Ledger	x	x	x	✓
Sales Tax	✓	x	x	✓
Banking
Bank Activity Report	✓	✓	✓	✓
Cash Receipts Journal	✓	✓	✓	✓
Cash Disbursement Journal	✓	✓	✓	✓
Payee/Payor Ledger	✓	✓	✓	✓
Reconciliation Report	x	x	✓	✓
Three-Way Reconciliation Report	x	x	✓	✓
Billing
Timekeepers Time Report	✓	✓	✓	✓
Timekeepers Expense Report	✓	✓	✓	✓
Timekeepers Weekly Summary Report	✓	✓	✓	✓
Pre-Bill (Matter Billing Report)	✓	✓	✓	✓
Matter Billing Log	✓	✓	✓	✓
WIP Summary	✓	✓	✓	✓
Client Balance	✓	✓	✓	✓
Client Billing Balance	✓	✓	✓	✓
Balance By Matter Name	✓	✓	✓	✓
Billing Balance By Matter Name	✓	✓	✓	✓
Balance By Expense Name	✓	✓	✓	✓
Matter Billing Rate	✓	✓	✓	✓
Time Expense Flag Report	✓	✓	✓	✓
Invoice Status Report	✓	✓	✓	✓
Split Billing Report	✓	x	✓	✓
Split Billing Verification List	✓	x	✓	✓
Class Based Reporting
P&L by Matter Owner Class	x	x	x	✓
P&L by Area Of Law Class	x	x	x	✓
P&L by Matter Custom Class	x	x	x	✓
Collection
Fixed Fee Billing Reconciliation	✓	✓	✓	✓
Insufficient Retainer Balance	✓	✓	✓	✓
Matter with Receivable & Retainer Balance	✓	✓	✓	✓
Financial Productivity
Billing By Matter Owner	✓	x	x	✓
Billing By Matter Party	x	x	x	✓
Billing By Timekeeper	✓	x	x	✓
Billed Fee Allocation	x	x	x	✓
Collection By Matter Owner	✓	x	x	✓
Collection By Matter Party	x	x	x	✓
Collection By Timekeeper	✓	x	x	✓
Collected Fee Allocation	x	x	x	✓
Financial Productivity Report	✓	x	x	✓
Timekeeper Target Report	✓	x	x	✓
Fee Recovery Report	✓	x	x	✓
Top Clients	✓	x	x	✓
Matter Activity Report	✓	x	x	✓
Matter Activities
Client List	✓	✓	✓	✓
Matter Transactions	✓	✓	✓	✓
Client Transactions	✓	✓	✓	✓
Client-Matter Ledger	✓	✓	✓	✓
Conflict Check	✓	✓	✓	✓
Trust
Trust Ledger Balance	✓	✓	✓	✓
Trust Ledger Activity Summary	✓	✓	✓	✓
Trust Ledger Transactions	✓	✓	✓	✓
Trust Client Balance	✓	✓	✓	✓
Trust Balance By Matter Name	✓	✓	✓	✓
Client's Trust Ledger	✓	x	x	✓
Trust Journal	✓	x	x	✓
Trust Receipts Journal	✓	x	x	✓
Trust Disbursements Journal	✓	x	x	✓
Trust Transfer Record	✓	x	x	✓
Tax Collection/Payments
Billed/Collected GST or HST Taxes	✓	✓	✓	✓
Paid Taxes Report	✓	✓	✓	✓
Law Society Compliance Docs  (Canada only)
Trust Listing	✓	✓	✓	✓
Trust Journal	✓	✓	✓	✓
Trust Receipts Journal	✓	✓	✓	✓
Trust Disbursements Journal	✓	✓	✓	✓
Client's Trust Ledger	✓	✓	✓	✓
Trust Transfer Record	✓	✓	✓	✓
General Journal	✓	✓	✓	✓
General Receipts Journal	✓	✓	✓	✓
General Disbursements Journal	✓	✓	✓	✓
Client's General Journal	✓	✓	✓	✓
Fees Book	✓	✓	✓	✓
Bank Reconciliation Report	x	x	✓	✓
Trust Bank-Client Reconciliation Report	x	x	✓	✓

Existing NextGen Users

Users currently subscribed to NextGen may still be on the Standard or Elite tiers.