CosmoLex API
CosmoLex is a cloud-based, end-to-end legal practice management platform that combines matter management, time tracking, billing, and built-in trust and business accounting for small and mid-sized law firms. An unofficial API lets you programmatically pull matters, contacts, time entries, invoices, payments, and trust transactions—and push updates like new matters, time entries, and invoices back into CosmoLex.
What is CosmoLex?
CosmoLex is a cloud-based, end-to-end legal practice management platform that combines practice management with built-in trust and business accounting in a single system. Small and mid-sized law firms across the United States and Canada use CosmoLex to manage matters, capture and bill time, run trust and operating accounting, store and assemble documents, and engage clients through a secure portal—without bolting on a separate accounting product.
Core product areas include:
- Matter & Practice Management (matter-centric filing of every email, task, event, document, and transaction)
- Time Tracking & Legal Billing (on-the-go time capture and invoicing)
- Trust & Business Accounting (built-in trust accounting and firm bookkeeping)
- Document Management (storage, retrieval, and document assembly)
- Client Portal (secure messaging, document exchange, and online payments)
- Calendar & Task Management plus 100+ reporting options for firm analytics
Common data entities:
- Matters, Clients, Contacts
- Time Entries, Expenses, Activities
- Invoices, Payments, Credit Notes
- Trust Accounts, Trust Transactions, Ledgers
- Documents, Tasks, Calendar Events
The CosmoLex Integration Challenge
Firms run daily billing, trust accounting, and matter workflows in CosmoLex, but turning its portal-driven workflows into API-driven automation is non-trivial:
- No public API: CosmoLex does not publish a developer REST API, API keys, or webhooks, so there is no documented programmatic surface to build against
- Partner-gated integrations: Connectivity flows through pre-built integrations (Office 365, Dropbox, Box, NetDocuments, QuickBooks Online) rather than open developer access
- One-directional sync limits: The QuickBooks Online connector is one-directional and tier-gated, leaving accounting data hard to round-trip
- Trust accounting compliance: Trust ledgers and three-way reconciliation require precise, auditable handling—screen-scraping carries reliability and compliance risk in a legal accounting context
- Authenticated, session-based access: Data lives behind login, so any automation must manage authenticated sessions and credential security
- Matter-centric filing model: Every record is tagged to a matter, so integrations must preserve that filing protocol to keep data consistent
How Supergood Creates CosmoLex APIs
Supergood reverse-engineers CosmoLex's authenticated browser flows to deliver a resilient, REST-style API layer for your firm's account—without waiting for an official developer program.
- Handles username/password and MFA securely in a managed session
- Maintains session continuity with automated refresh and change detection
- Normalizes responses across matters, time entries, invoices, payments, and trust transactions so you integrate once against consistent objects
- Preserves the matter-centric filing model so created records land against the correct client matter
Use CosmoLex with AI agents: CosmoLex MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, data entities, and authentication model.
- Supergood Generates and Validates Your API
We deliver a production-ready CosmoLex adapter tailored to your firm's account and workflows.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as CosmoLex evolves.
API Endpoints
Authentication
/authenticateAuthenticate to a CosmoLex firm account using username/password, or MFA, and obtain a session token for downstream calls.
Matters
/mattersList matters with filters for client, practice area, responsible attorney, and status.
Matters
/create_matterCreate a new matter tagged to a client, preserving CosmoLex's matter-centric filing protocol.
Time & Billing
/time_entriesRetrieve time entries and expenses with filters for matter, timekeeper, and date range.
Time & Billing
/create_time_entryPost a billable time entry or expense against a matter and timekeeper.
Billing
/invoicesPull invoices, payments, and balances across matters and clients for AR and reporting.
Use Cases
Sync matters and contacts into your systems
- Pull matters, clients, and contacts into a CRM, data warehouse, or BI tool - Keep responsible attorney, practice area, and matter status in sync - Reconcile client records across CosmoLex and downstream systems
Automate time capture and billing
- Push billable time and expenses from external timers into the correct matter - Pull invoices, payments, and balances for AR dashboards - Trigger reminders on unbilled time and overdue invoices
Reconcile trust and business accounting
- Sync trust transactions and ledger balances into accounting and audit tools - Support three-way trust reconciliation with consistent, normalized records - Stream operating payments and disbursements to general ledger systems
Power client portal and document workflows
- Sync documents and matter records to external document or DMS platforms - Surface invoice and payment status to client-facing portals - Automate matter intake by creating matters and contacts from web forms
Technical Specifications
Authentication
Username/password and MFA handled in a managed, encrypted session
Connectivity
Authenticated browser flows against CosmoLex's web application, since no public API is exposed
Response format
Normalized JSON across matters, time entries, invoices, payments, and trust transactions
Rate limits
Adaptive throttling tuned to your firm account to avoid application-side limits
Session management
Automatic session refresh, MFA replay handling, and credential rotation
Data freshness
Near real-time pulls for matters, time, and billing with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, SOC 2-aligned controls, and audit logging
Webhooks
Event-style callbacks for new matters, posted time entries, invoice issuance, and payments
Latency
Sub-second reads on cached entities; multi-second writes when posting time, invoices, and trust transactions
Throughput
Horizontally scaled workers sized to firm-level matter, time, and billing volume
Reliability
Retry, backoff, and idempotency keys for time entries, invoices, and trust postings
Adaptation
Continuous monitoring of CosmoLex application changes and automatic adapter adjustments
Frequently asked questions
No. CosmoLex does not publish a public developer REST API, API keys, or webhooks—connectivity is limited to its pre-built integrations. Supergood works against your authenticated CosmoLex account to deliver a programmatic API surface without an official developer program.
Yes. Trust accounts, trust transactions, and ledger balances are exposed through the same normalized API surface, with idempotent writes so trust postings stay consistent and auditable for three-way reconciliation.
Yes. Every created record—time entries, documents, invoices—is tagged to the correct client matter, preserving CosmoLex's matter-centric filing protocol so data stays consistent across the firm.
Supergood manages username/password and MFA inside an encrypted session with automatic refresh and credential rotation, so your automations run headlessly without storing raw credentials in your own systems.
Supergood continuously monitors the CosmoLex web application for changes and automatically adjusts the adapter, so your integration keeps working as the product evolves.