CosmoLex Setup & Optimization CosmoLex Certified Consultant
One system for your whole firm. Configured to actually work that way.
CosmoLex includes full trust and general accounting built in: no QuickBooks, no Xero, no duplicate entry. But that only works when it's set up correctly. ClearPoint configures CosmoLex to match how your firm actually operates, so the all-in-one promise becomes a reality.
Which one are you?
New to CosmoLex or already using it? We help both.
The problems are different. So is the work. Tell us where you are and we'll focus on what matters most for your situation.
Set up right the first time.
From blank slate to billing, fully configured for your practice area, law society compliant, and with your chart of accounts set up correctly from day one.
- → Months of DIY configuration become a clean setup in weeks
- → Chart of accounts built wrong becomes proper structure from the start
- → Trust accounting errors become compliant from day one
- → No workflows built becomes practice-specific automation ready to use
- → Staff unsure how to use it becomes trained and confident on day one
Make the all-in-one work as one.
A full audit of what's misconfigured, what's underused, and where your accounting and matter management aren't working together.
- → Trust reconciliation issues become clean monthly closes every time
- → General ledger not balanced becomes accurate firm financials you can rely on
- → Law society reports hard to generate become audit-ready records on demand
- → Billing and accounting out of sync becomes one seamless workflow end to end
- → Features sitting unused become a targeted training plan for your team
How it works
Three steps from assessment to optimized.
No lengthy onboarding. No vague timelines. Here's exactly what happens when you work with ClearPoint on your CosmoLex setup.
Discovery call
A focused 45-minute conversation about your practice area, team size, current workflows, and what's not working. We come in with specific questions, and you leave with a clear picture of what the engagement will look like.
Assessment & plan
We assess your current CosmoLex configuration, or map out what a new setup needs to include. You receive a prioritized plan with specific deliverables, timelines, and what we need from you to move forward.
Implementation
We configure, train, and optimize, working around your schedule, for a fixed fee quoted up front. New setups are typically live within 2 to 4 weeks, and every build ends with a written playbook. Most firms see measurable improvements to their billing and accounting workflows within 30 days.
What makes CosmoLex different
Everything your firm needs. One system. No add-ons required.
CosmoLex was built with full trust and general accounting from the start: no QuickBooks subscription, no duplicate data entry, no financial records scattered across two systems.
Full accounting included
Trust and general ledger accounting are built into the platform: no separate subscription, no sync failures, no reconciling between two systems at month end.
Law society compliance built in
CosmoLex produces the trust records your law society expects, including three-way reconciliations and client trust listings, and in Ontario, Form 9A records, directly from the platform.
Matter and money in one place
Time, billing, trust, and general accounting all live in the same system. What you docket flows directly to billing, invoicing, and your financial reports, without manual transfers.
CosmoLex works best when it's configured to match how your firm actually operates. That's exactly what ClearPoint does, and it starts with a free 45-minute assessment.
Book a free assessmentWhy ClearPoint for CosmoLex
Any consultant can click through a setup guide. We configure it like a law firm operator.
CosmoLex's power is in how its accounting, billing, and matter management connect. Getting that right requires someone who understands trust accounting, law society compliance, and how Canadian law firms actually run day to day.
What you get that a general consultant can't provide:
- Trust accounting configuration that meets your law society's trust rules, including By-Law 9 in Ontario: not just technically functional, but audit-ready
- Chart of accounts structured for a law firm, not a generic small business template that creates problems at year end
- Accounting setup from a CosmoLex Certified Consultant with the CosmoLex Accounting Partner designation, with trust, general ledger and HST configured to tie out
- Billing workflow setup based on how Canadian firms actually docket, bill, and collect, including trust-to-general transfer protocols
- Staff training grounded in legal operations context, so your team learns the why behind the workflow, not just the buttons to click
- Post-implementation support from someone who will still answer the phone when something needs adjusting
Ready to get CosmoLex working the way it should?
Book a free 45-minute CosmoLex assessment. We'll review your current setup, identify the gaps, and tell you exactly what needs to change, with no obligation to engage further.
New setup or existing user, the assessment is the same. Free, focused, and no sales pitch.
ClearPoint holds partner certifications with several legal technology providers, and some pay ClearPoint a referral fee when a client subscribes through us. This never affects the price you pay.