Skip To main content

Clio vs. MyCase Comparison

A 3-way comparison 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
OverviewClioMyCaseZola Suite
Cloud-based
iPhone and Android apps
Create one or more configurable matter views
Onsite training
Personalized remote training
Matter budgeting
(coming Q3 2022)
SOC 2 compliant
Two-factor authentication
Billing & Accounting
Billing & AccountingClioMyCaseZola Suite
Trust accounting
Trust checks
3-way reconciliation of trust accounts
Accounts payable management
Cash and accrual business accounting
Chart of Accounts, General Ledger, Profit & Loss report, Balance Sheet & more
Split Originating/ Responsible report
Rate cards
Download bank and credit card activity from major financial institutions to reconcile and convert to billable expense
Apply trust funds in bulk
LEDES billing
Advanced productivity reports
Bulk email invoices
WIP-Trust-AR report
Referral Tracking report
Complete business accounting
Location accounting
Departmental accounting
Split billing
Firm budgeting
Consolidated billing
Timekeeper Goals report
(Billable hours only)
Customizable billing increments
LEDES budgeting
Settlement Management tools
Email
EmailClioMyCaseZola Suite
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.
Outlook plugin and native email client directly connects to your existing account.
Built-in email client
Smart Suggest™ compose feature shows matter-related contacts
*Patented
Convert email to task/event
Auto create time entry when drafting email messages
Microsoft Outlook® plugin
Sent messages uses your actual account and show in your sent items
Tasks
TasksClioMyCaseZola Suite
Assign to more than one recipient
Ability to tag tasks
QuickTask “mind-dump”
SMS reminders
Alerts for assignor when deadline missed
Due time
Recurrence
Task templates
Rich text descriptions
Smart filters including view of overdue tasks you’ve delegated
Attach documents
Calendar
CalendarClioMyCaseZola Suite
Custom event categories
Ability to send real invites that can be “accepted”
Invites sent using users’ actual email account
SMS reminders
Clio vs. MyCase Comparison
Support for recurring events
True 2-way sync with Google and Office 365/Microsoft 365 calendars
Does not sync invitee data
Subscribe to other users' calendars
Location suggestion
Date calculator
Notes
NotesClioMyCaseZola Suite
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 AppsClioMyCaseZola Suite
Built-in multi-page PDF scanner
Business card scanner with OCR
Send and receive email using your actual account
Built-in email client with auto-timer and ability to save to matter
Apple Watch application
Document Management & Assembly
Document Management & AssemblyClioMyCaseZola Suite
Drag & drop into folders
Open/save documents directly to Microsoft Word® for Windows
Document assembly
Native in-browser DOCX editor
Clio vs. MyCase Comparison
Clio vs. MyCase Comparison
Document versioning, tagging, commenting
(versioning and tagging only)
In-document searching
(text search only)
(coming soon)
Open, edit and automatically save documents back to the respective matter; no uploading required
Portal
PortalClioMyCaseZola Suite
Client Portal
Native, branded portal for your firm
(available)
Native, branded portal mobile apps for your firm
(available)
Two-factor authentication on initial invite
Process credit card payments
Portal invites and messaging from users’ account
CRM
CRMClioMyCaseZola Suite
Manage prospects and automate intake
(additional purchase required)
(basic lead management only)
Pricing
PricingClioMyCaseZola Suite
Monthly per-user fee (based on annual prepayment)
$39-$99
$39
$59-$99

*Certain features are available only on Enterprise and EnterprisePlus plans.

Zola Suite offers efficient and affordable data migration for both Clio and MyCase users. Contact us for more information.

Comparison last updated 1/6/2021. Clio is a trademark of Themis Solutions Inc. MyCase is a Trademark of Appfolio.

Ready to supercharge your law practice?

X