Clio vs. Rocket Matter vs. Zola Suite Comparison

A comparison of select features of Clio vs. Rocket Matter vs. Zola Suite. While both Clio (based in Canada) and Rocket Matter are first-generation cloud-based practice management applications, many observers have commented that they have been slow to innovate in recent years.  Zola Suite is a next generation practice management application that puts greater emphasis on built-in features as opposed to reliance on integrations with third-party applications.

Although we are biased, we’ve created what we hope to be a useful comparison between Zola Suite vs. Clio vs. Rocket Matter.

 

Overview
OverviewClioRocket Matter
Cloud-basedcheck markcheck markcheck mark
iPhone and Android appscheck markcheck markcheck mark
Create one or more configurable matter viewscheck markcheck markcheck mark
Two-factor authenticationcheck markcheck markcheck mark
Billing & Accounting
Billing & AccountingClioRocket Matter
Trust accountingcheck markcheck markcheck mark
Trust checkscheck markcheck markcheck mark
3-way reconciliation of trust accountscheck markcheck markcheck mark
Accounts payable managementcheck markcheck markcheck mark
Cash and accrual business accountingcheck markcheck markcheck mark
Chart of Accounts, General Ledger, Profit & Loss report, Balance Sheet & morecheck markcheck markcheck mark
Split Originating/ Responsible reportcheck markcheck markcheck mark
Rate cardscheck markcheck markcheck mark
Download bank and credit card activity from major financial institutions to reconcile and convert to billable expensecheck markcheck markcheck mark
Apply trust funds in bulkcheck markcheck markcheck mark
LawPay® supportcheck markcheck markcheck mark
LEDES billingcheck markcheck markcheck mark
LEDES budgetingcheck markcheck markcheck mark
Advanced productivity reportscheck markcheck markcheck mark
Bulk email invoicescheck markcheck markcheck mark
WIP-Trust-AR reportcheck markcheck markcheck mark
Referral Tracking reportcheck markcheck markcheck mark
Complete business accountingcheck markcheck markcheck mark
Location accountingcheck markcheck markcheck mark
Departmental accountingcheck markcheck markcheck mark
Split billingcheck markcheck markcheck mark
Firm budgetingcheck markcheck mark
(coming Q2 2020)
Consolidated billingcheck markcheck markcheck mark
Timekeeper Goals reportcheck mark
(Billable hours only)
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Customizable billing incrementscheck markcheck markcheck mark
Email
EmailClioRocket Matter
Method
Uses special forwarding address for each matter. Have to manually forward or BCC each email.
Outlook plugin only
Outlook plugin and native email client directly connects to your existing account.
Built-in email clientcheck markcheck markcheck mark
Smart Suggest™ compose feature shows matter-related contactscheck markcheck markcheck mark
*Patented
Convert email to task/eventcheck markcheck markcheck mark
Auto create time entry when drafting email messagescheck markcheck markcheck mark
Microsoft Outlook® plugincheck markcheck markcheck mark
Sent messages uses your actual account and show in your sent itemscheck markcheck markcheck mark
Tasks
TasksClioRocket Matter
Assign to more than one recipientcheck markcheck markcheck mark
Ability to tag taskscheck markcheck markcheck mark
QuickTask “mind-dump”check markcheck markcheck mark
SMS reminderscheck markcheck markcheck mark
Alerts for assignor when deadline missedcheck markcheck markcheck mark
Due timecheck markcheck markcheck mark
Recurrencecheck markcheck markcheck mark
Task templatescheck markcheck markcheck mark
Rich text descriptionscheck markcheck markcheck mark
Smart filters including view of overdue tasks you’ve delegatedcheck markcheck markcheck mark
Attach documentscheck markcheck markcheck mark
Calendar
CalendarClioRocket Matter
Custom event categoriescheck markcheck markcheck mark
Ability to send real invites that can be “accepted”check markcheck markcheck mark
Invites sent using users’ actual email accountcheck markcheck markcheck mark
SMS reminderscheck markcheck markcheck mark
Auto-suggest addresses from Google Mapscheck markcheck markcheck mark
Support for recurring eventscheck markcheck markcheck mark
True 2-way sync with Google and Office 365 calendars
Does not sync invitee data
check markcheck mark
Subscribe to other users' calendarscheck markcheck markcheck mark
Location suggestioncheck markcheck markcheck mark
Date calculatorcheck markcheck markcheck mark
Notes
NotesClioRocket Matter
Folderingcheck markcheck markcheck mark
Drag and dropcheck markcheck markcheck mark
Rich text editing with ability to add imagescheck markcheck markcheck mark
Auto savecheck markcheck markcheck mark
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 AppsClioRocket Matter
Built-in multi-page PDF scannercheck markcheck markcheck mark
Business card scanner with OCRcheck markcheck markcheck mark
Send and receive email using your actual accountcheck markcheck markcheck mark
Built-in email client with auto-timer and ability to save to mattercheck markcheck markcheck mark
Apple Watch applicationcheck markcheck markcheck mark
Document Management & Assembly
Document Management & AssemblyClioRocket Matter
Drag & drop into folderscheck markcheck markcheck mark
Open/save documents directly to Microsoft Word for Windowscheck markcheck markcheck mark
Document assemblycheck markcheck markcheck mark
Drag and drop form builder for data collectioncheck markcheck markcheck mark
Document assembly can generate pronouns to avoid awkwardly-worded contentcheck markcheck markcheck mark
Integrations with Box, DropBox, GDrive, OneDrivecheck mark
(Box and Dropbox only)
check mark
Document versioning, tagging, commenting
(versioning and tagging only)
(tagging only)
check mark
In-document searching with AI enabled search
(text search only)
check mark
(coming soon)
Open, edit and automatically save documents back to the respective matter; no uploading requiredcheck markcheck markcheck mark
Portal
PortalClioRocket Matter
Client Portalcheck markcheck markcheck mark
Native, branded portal apps for your firmcheck markcheck mark
(available)
Two-factor authentication on initial invitecheck markcheck markcheck mark
Process credit card paymentscheck markcheck markcheck mark
Portal invites and messaging from users’ accountcheck markcheck markcheck mark
CRM
CRMClioRocket Matter
Manage prospects and automate intake
(additional purchase required)
check markcheck mark
Pricing
PricingClioRocket Matter
Monthly per-user fee (based on annual prepayment)
$39-$99
$55
$59-$99

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

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

Comparison last updated 1/9/2020. Clio is a trademark of Themis Solutions Inc. Rocket Matter is a trademark of Rocket Matter, LLC.

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