Clio vs. MyCase vs. Zola Suite Comparison Review

A 3-way review of select features of Clio, MyCase and Zola Suite. While both Clio and My Case have been around for a while, they have done relatively little in the way of new major feature releases in the recent past.

Overview
Overview Clio MyCase
Cloud Based
iPhone App
Android App
Billing & Accounting
Billing & Accounting Clio MyCase
Trust Accounting
Trust Checks
3-Way Reconciliation of Trust Accounts
Business Accounting
Accounts Payable Checks
General Ledger
Profit & Loss Report
Chart of Accounts
LawPay® Support
LEDES Invoices
Email
Email Clio MyCase
Method Uses special forwarding address for each matter. Have to manually forward or BCC each email. Uses special forwarding address for each matter. Have to manually forward or BCC each email. Native email client directly connects to your existing account.
Sent messages use your actual account and show in your sent items
Smart Suggest Compose feature shows matter related contacts
Convert Email to Task
Auto create time entry when drafting email messages
True email client
Tasks
Tasks Clio MyCase
QuickTask “mind-dump”
SMS Reminders
Alerts for assignor when deadline blown
Due Time
Recurrence
Task Templates
Rich Text descriptions
Smart filters including view of overdue tasks you’ve delegated
Calendar
Calendar Clio MyCase
Custom event categories
Ability to import events including recurrences (doesn’t import recurrence rule) (doesn’t import recurrence rule)
Ability to send real invites that can be “Accepted”
Invites sent using users’ actual email account
SMS Reminders
Notes
Notes Clio MyCase
Foldering
Drag and drop
Rich text editing with ability to add images (rich text only)
Export to PDF
Auto Save
Meta Data Create Date and Subject only Create Date and Subject only Create Date, Subject, Created By, Last Edited By, Last Edited Date
Mobile Apps
Built-in multi-page PDF Scanner
Business Card Scanner with OCR
Send mail using your actual account
TouchID (iOS)
Document Management & Assembly
Document Management & Assembly Clio MyCase
Open/Save documents directly to Microsoft Word 2013/2017
Document Assembly
Drag and Drop Form Builder for Data Collection
Document versioning, tagging, commenting, and ability to drag and drop between folders (versioning and tagging only)
Portal
Portal Clio MyCase
Portal invites and messaging from user’s account
Native, Branded Portal Apps for your firm
Double factor authentication on initial invite
Monthly Price (based on annual prepayment) $39 to $99/User $39/User $49 for Solo Attorneys $48/Support Staff $58/Attorney

Comparison review last updated 7/5/2017. Clio is a trademark of Themis Solutions Inc. MyCase is a Trademark of Appfolio.

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