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COSMOLEX KNOWS MORE
THAN ITS REPORTS SHOW.

CosmoLex keeps practice management, billing and trust accounting together, so a great deal of useful data already lives there. Getting a specific answer out, such as fees by referral source or the clients due an annual update, takes work its standard reports don’t cover.

We build that reporting and the integrations around it, carefully, because this is where your accounting lives.

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Referral ReportingCosmoLex · read-only sync

Referred matters
79
Invoiced
$836.6K
Paid
$704.3K
Outstanding
$132.3K

Invoiced by referral source

Latest approved invoices for each referred matter.

  • Invoiced
  • Paid
Dr. Anil Mehta$288.4K$234.8K paid
Hollis & Grant LLP$151.9K$135.8K paid
Sutter Law Group$109.5K$97.9K paid
Brightline Physical Therapy$95.7K$78.1K paid
Lakeside Chiropractic$77.8K$73.0K paid
Open the full demo It runs on sample data, and the firm shown is fictional.

What we do
with CosmoLex.

Custom reporting

  • Referral attribution with a review list for exceptions
  • Invoiced, paid and outstanding totals from invoice records
  • Marketing and matter-source dashboards

Integrations

  • The ProfitSolv Open API for CosmoLex
  • Read-only syncs that leave your records untouched
  • Tested, approved writes where an update is genuinely needed

Workflow and data

  • Annual client update campaigns
  • Custom-field clean-up and consistency checks

See it working

Common questions

Will a dashboard change anything in CosmoLex?

Our reporting connections are read-only. Where a project does need to write back, such as a client update, we test it on sample records and switch it on only after you approve.

Can you report on CosmoLex custom fields?

Yes. Some custom-field data doesn’t appear in the standard reports, and we have built extraction that reads it reliably for reporting.

Name the report you have never managed to run in CosmoLex.

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