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CosmoLex vs Referent

CosmoLex logo

CosmoLex

8.5#6 in legal practice management softwareFrom $49 a month
AndroidiOSWeb
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Referent

6.6#17 in legal crm softwareFree plan
Free planAndroidiOSWeb
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What both publish

FactCosmoLexReferent
Client intakeYesIts intake workflow screens inquiries, opens matters, and prepares engagement materials for lawyer approval.
HeadquartersWest Palm Beach, Florida, United StatesRadom, Poland
IntegrationsOfficial integrations cover Gmail, GSuite, Apple Mail, Yahoo Mail, Outlook, Box, Dropbox, Google Drive, NetDocuments, OneDrive, Google Calendar, Office 365 Calendar, LawPay, and Zapier.The platform works with Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365; Outlook and Microsoft 365 are marked Soon on the homepage.
Mobile appsYesReferent offers iPhone and Android apps for reviewing agent work, approving actions, and checking matters.
ProductCosmoLex is cloud-based law practice management software combining trust and business accounting, time tracking, billing, email and document management, tasks, and calendaring in one application.Referent is AI-native practice management software for law firms.

CosmoLex plans

  • Launch$49 a month
  • Core$99 a month
  • Pro$129 a month

Referent plans

  • FreeFree

Pick CosmoLex if…

CosmoLex is aimed at small and mid-sized law firms looking to manage matters, accounting, billing, and client collaboration in one platform. Mobile apps are included with a subscription or trial.

Pick Referent if…

Referent is intended for solo and small law firms looking to manage matters and delegate routine practice work to AI agents. It is currently in private beta or invitation-only access, and it does not serve as an accounting system.

Charts they share