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Clio vs. MyCase vs. Zola Suite Comparison Review

A 3-way review of select features of Clio vs. MyCase vs. Zola Suite. While both Clio and MyCase have been around for a while, they both rely on integrations with 3rd party applications for much of their functionality such as email and accounting. While evaluating Clio vs. MyCase, also consider Zola Suite’s next generation practice management software that relies on features that are built-in, not tacked-on.




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
Cash and Accrual Business Accounting
Bulk Apply Trust Funds
Accounts Payable Management
Split Originating/ Responsible Report
Rate Cards
Download bank and credit card activity from Major Financial Institutions to reconcile and convert to billable expense
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.
SmartSuggest Compose feature shows matter related contacts
Convert Email to Tasks or Events
Auto create time entry when drafting email messages
Built-in 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
2-way Sync with Outlook and Gmail
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)
Auto Save
Note Fields Create Date and Subject only Create Date and Subject only Create Date, Subject, Created By, Last Edited By, Last Edited Date
Mobile Apps
Mobile Apps Clio MyCase
Built-in multi-page PDF Scanner
Business Card Scanner with OCR
Send mail using your actual account
Document Management & Assembly
Document Management & Assembly Clio MyCase
Open/Save documents directly to Microsoft Word 2013/2016
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
Client 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 $59 to $89/month

Zola Suite offers free migration for both Clio and MyCase users. Contact us for more information.

Comparison review last updated 1/7/2018. Clio is a trademark of Themis Solutions Inc. MyCase is a Trademark of Appfolio.

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