The Modern CosmoLex Alternative for U.S. Law Firms
Combine legal billing and trust accounting with modern case management, client intake, document automation, and an intuitive client portal.
We confirm available workflow scope, onboarding, and any provider requirements before a firm begins rollout.
CosmoLex is known for legal accounting, but attorneys frequently desire a modern user experience, faster intake workflows, stronger client portal tools, and integrated AI assistance.
Attorney Core unites robust IOLTA trust accounting and billing with an elegant, modern interface, automated lead intake, client communication, and matter-level document automation.
Give your attorneys, paralegals, and clients an operating system they actually enjoy using every day.
Explore the workflows relevant to your firm
Review the product areas your firm wants to evaluate in a guided walkthrough.
Built for Small U.S. Firms
Attorney Core focuses on practical intake, matters, billing, documents, client portal access, and admin control.
AI-Assisted Workflows
AI features sit beside the practice workflow instead of living in a disconnected chat-only experience.
Billing Visibility
Invoices, payment plans, reminders, reporting, and trust-aware workflows stay connected to clients and matters.
Client Communication
Portal access, communication logs, SMS/WhatsApp paths, and client updates are part of the same operating system.
License and Admin Control
Super-admin tools, license controls, role permissions, and audit logs help owners manage access more deliberately.
Documents and E-Signatures
Document storage, templates, client sharing, and signing workflows support day-to-day legal work.
Why Attorneys Prefer Attorney Core Over CosmoLex
- Clean, modern, and lightning-fast interface designed for high productivity
- IOLTA client trust ledgers with overdraft blocking and a reconciliation worksheet
- Smart intake automation that seamlessly converts web leads into open matters
- Branded, modern client portal with secure messaging and online payments
- Attorney-reviewed AI tools for matter summaries and document drafting
Launch checklist
What buyers should see before booking.
A clear intake-to-matter workflow
Real product screenshots, not abstract illustrations
Transparent pricing and guided onboarding path
Security controls stated without unsupported claims
A focused 15-minute demo option for attorneys
Comparison
Attorney Core vs CosmoLex
A fair high-level comparison. Competitor availability can vary by plan, setup, integrations, or provider roadmap.
Trust without hype
Built for U.S. law firm operations.
Published plans start at $49/user/month · Confirm plan scope, provider requirements, and onboarding during evaluation.
Related guides
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Frequently Asked Questions
Does Attorney Core make my firm IOLTA compliant?
No software can guarantee compliance. Attorney Core keeps individual client trust ledgers, blocks withdrawals that exceed a client balance, and provides a reconciliation worksheet and audit history that support the firm's own review. The firm remains responsible for its jurisdiction's trust-account rules.
How does Attorney Core differ from CosmoLex?
Attorney Core provides a significantly more modern UI, integrated lead intake CRM, client portal communication, and native AI drafting tools alongside comprehensive billing.
Can Attorney Core support a small law firm without an IT team?
Yes. Attorney Core is designed for small U.S. firms that need practical setup, guided onboarding, license-based access, and workflows that do not require a dedicated IT department.