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 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.

Overview Clio MyCase
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
Download bank and credit card activity from Major Financial Institutions to reconcile and convert to billable expense
LawPay® Support
LEDES Invoices
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
SmartSuggest Compose feature shows matter related contacts
Convert Email to Tasks or Events
Auto create time entry when drafting email messages
True email client
Tasks Clio MyCase
QuickTask “mind-dump”
SMS Reminders
Alerts for assignor when deadline blown
Due Time
Task Templates
Rich Text descriptions
Smart filters including view of overdue tasks you’ve delegated
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 Clio MyCase
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/FaceID (iOS)
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)
Client Portal
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

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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