Platform Integration

Your all-in-one system.
Still needs you for everything.

CosmoLex handles practice management, billing, and accounting in one place. But someone still has to enter the time, chase the invoices, and reconcile the trust accounts. OpenClaw does that part now.

OpenClaw connects to CosmoLex's API. Contacts, matters, time entries, billing, trust transactions. All of it.

100%

IOLTA compliance monitoring, every transaction

24/7

intake response, including nights and weekends

0 hrs

spent on manual time entry per week

Full API

matters, billing, trust, contacts, time entries

You picked the all-in-one. You're still doing it all.

CosmoLex puts everything under one roof. But the data doesn't enter itself.

Time tracking depends on your memory

You spent 22 minutes on a call with a client Tuesday morning. You meant to log it. You got pulled into three other things. By Friday, you're reconstructing your week from memory and calendar entries, knowing you're leaving billable hours on the table. CosmoLex tracks time beautifully. It just can't remind your brain to hit the timer.

Trust accounting is one mistake from a bar complaint

IOLTA compliance isn't optional. CosmoLex has the tools to manage trust accounts properly. But someone still has to verify every deposit matches the expected retainer, check that balances never dip below what's owed to each client, and reconcile monthly. One missed entry, one wrong amount, and you're explaining yourself to the disciplinary board.

Client intake happens somewhere else

A potential client emails at 8 PM asking about your services. That email sits in your inbox until morning. Maybe you respond by lunch. Maybe the next day. By then they've called two other firms. CosmoLex is great once someone is a client. Getting them there? That's still on you, and you're slow at it because you're busy practicing law.

Invoices go out late, payments come in later

You know you should bill monthly. In practice, invoices go out whenever you find time to review the unbilled entries, clean up descriptions, and hit send. Then the follow-up on unpaid invoices? That's another task you'll get to "soon." Meanwhile, your accounts receivable grows and your cash flow suffers.

OpenClaw + CosmoLex Integration

OpenClaw connects to CosmoLex through the API. It reads your matters, logs your time, watches your trust accounts, and handles the admin work that keeps falling behind.

Automatic time entry from emails and calls

OpenClaw reads your emails and calendar events, matches them to the right matter in CosmoLex, and creates time entries with accurate descriptions. A 14-minute client call becomes a billable entry within minutes. No timer. No end-of-week reconstruction. No lost revenue.

Trust account monitoring for IOLTA compliance

OpenClaw watches your CosmoLex trust accounts around the clock. If a client's trust balance drops below what's required, you get an alert before it becomes a problem. It verifies deposits against expected retainer amounts and flags discrepancies. Compliance monitoring that never takes a day off.

Instant intake response

A potential client reaches out at 9 PM. OpenClaw responds within minutes, asks about their situation, and qualifies them against your criteria (practice area, location, case type). If they're a fit, it creates the contact in CosmoLex and books a consultation. If not, it directs them elsewhere. No leads sitting unanswered overnight.

Invoices generated and sent on schedule

OpenClaw reviews unbilled time entries in CosmoLex, cleans up descriptions, groups them by matter, and generates invoices on whatever schedule you set. Weekly, biweekly, monthly. Invoices go out on time, every time. You review and approve. The grunt work is already done.

Payment follow-up on overdue invoices

Invoice unpaid after 30 days? OpenClaw sends a polite reminder. Still unpaid at 45? Another follow-up, slightly firmer. It tracks payment status in CosmoLex and keeps you informed without you having to chase anyone. Collecting what you're owed shouldn't require awkward phone calls you keep postponing.

Matter records that stay current

OpenClaw updates matter notes and contact records in CosmoLex as things happen. New email from opposing counsel? Logged. Client call with status update? Noted with a summary. When you open a matter, the record reflects what's actually going on. Not what you remembered to type in last week.

What is OpenClaw?

OpenClaw is an open-source AI assistant that connects to the tools you already use and operates them for you. Email, calendar, CRM, practice management. It reads, it responds, it takes action. It runs on your own devices, so your data stays yours.

It's not a chatbot you paste into a website. It's an operator that works behind the scenes, handling the tasks you keep putting off because there aren't enough hours in the day.

What this looks like in practice

Three real scenarios where OpenClaw and CosmoLex work together.

Solo Practitioner

Billable hours you actually capture

You take a 17-minute call with a client about their custody case. You hop into a meeting right after. Normally that time entry gets forgotten. With OpenClaw, the call is matched to the matter in CosmoLex, a time entry is created with a summary of what was discussed, and it's ready for billing. You review it later and approve. That's $85 you would have lost.

Small Firm

Trust reconciliation without the stress

Your firm holds IOLTA funds for 40 active clients. OpenClaw monitors every trust transaction in CosmoLex, verifies that each client's balance matches what it should, and sends you a daily summary. On the 28th, it flags that two clients are below their retainer threshold. You top them up before month-end. No late-night reconciliation panic.

Personal Injury Firm

Intake that responds in minutes, not days

Someone fills out your website contact form at 11 PM after a car accident. OpenClaw responds within minutes, asks about the incident, injuries, and insurance situation. It qualifies them based on your case criteria. By morning, the contact is in CosmoLex with a new matter created, notes from the conversation attached, and a consultation booked on your calendar.

How setup works

Three steps. We handle the technical work.

1

We connect OpenClaw to your CosmoLex account

We set up API access so OpenClaw can read and write to your CosmoLex data: contacts, matters, time entries, billing, and trust transactions. This happens on day one.

2

We configure the AI for your practice

Your practice areas. Your billing rates. Your intake criteria. Your trust accounting rules. We train OpenClaw on how your firm operates so it logs time accurately, qualifies leads correctly, and monitors the accounts that matter to you.

3

OpenClaw starts operating your CosmoLex

Time entries get logged. Intake leads get responses. Trust balances get monitored. Invoices go out on schedule. You review the first few days, tell us what to adjust, and we fine-tune. Within a week, it's running on its own.

Simple pricing

One-time setup. No monthly fees from us. No contracts.

Discovery Call

See if this makes sense for your firm.

Free

  • 15-minute video call
  • Review your CosmoLex setup and goals
  • Honest recommendation on next steps
Book a Call
Most Popular

Remote Setup

Full CosmoLex integration over screen share.

$1,200

  • Full OpenClaw + CosmoLex API integration
  • Time tracking, billing, and trust monitoring configured
  • AI configured for your practice areas and intake
  • 14 days of post-setup support
Book a Call

In-Person Setup

We come to your office. NYC area.

$2,400

  • Everything in Remote, plus
  • On-site at your office in NYC
  • Full team training session
  • 30 days of post-setup support
Book a Call

Common questions

Does OpenClaw replace CosmoLex?
No. OpenClaw connects to CosmoLex through its API and operates it for you. Your matters, contacts, trust accounts, and billing data stay exactly where they are. OpenClaw handles the repetitive work (time entry, invoice generation, intake response, trust monitoring) so you don't have to.
What CosmoLex features can OpenClaw access?
OpenClaw connects to CosmoLex's API for contacts, matters, time entries, billing, trust transactions, and general accounting. It can create time entries, generate invoices, monitor trust balances, update matter records, and manage contact data. If CosmoLex exposes it through the API, OpenClaw can work with it.
How long does the integration setup take?
Most CosmoLex integrations are fully running within 3 to 5 days. The API connection goes live on day one. The remaining time is spent configuring OpenClaw for your specific practice areas, billing rates, trust accounting rules, and intake criteria. Within a week, it's handling the admin work on its own.
Will OpenClaw mess up my trust accounts?
OpenClaw monitors trust account balances and flags issues. It doesn't move money without your approval. For IOLTA compliance, it watches for low balances, verifies that deposits match expected retainer amounts, and alerts you before problems happen. You stay in control of every transaction.
Do I need CosmoLex's built-in accounting for this to work?
CosmoLex includes accounting by default, so yes, it's already part of your setup. That's actually one of the advantages. Because everything lives in one system, OpenClaw can connect time entries directly to invoices and trust transactions without juggling data between separate platforms.

OpenClaw + CosmoLex works across legal verticals. See setup details for yours:

Ready to stop doing your system's job for it?

Book a free 15-minute call. We'll look at your CosmoLex setup together and figure out where OpenClaw can take the admin work off your plate.

Book a Free Discovery Call