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Overview
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Clio
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CosmoLex
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MyCase
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Practice Panther
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Rocket Matter
-
ProLaw
-
Tabs3/Practice Master
-
PCLaw
-
Time Matters
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Cloud-Based
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iPhone and Android App
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(limited capabilities)
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Create one or more configurable matter views
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SOC 2 Compliant
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Two-Factor Authentication
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Billing & Accounting
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Clio
-
CosmoLex
-
MyCase
-
Practice Panther
-
Rocket Matter
-
ProLaw
-
Tabs3/Practice Master
-
PCLaw
-
Time Matters
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-
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Trust Accounting
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Trust Checks
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3-Way Reconciliation of Trust Accounts
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Accounts Payable Management
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Cash and Accrual Business Accounting
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Chart of Accounts, General Ledger, Profit & Loss Report, Balance Sheet & more
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Consolidated Billing
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Split Billing
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Split Originating/ Responsible Report
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Originating only (no split responsible)
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Rate Cards
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Customizable Billing Increments
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Timekeeper Goals Report
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Billable hours only
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Download bank and credit card activity from major financial institutions to reconcile and convert to billable expense
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(1 account included with subscription)
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Apply Trust Funds in Bulk
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Location and Departmental Accounting
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Departmental only
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LawPay® Support
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LEDES Billing
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(must be custom-written)
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-
LEDES Budgeting
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-
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Firm Budgeting
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-
-
-
Advanced Productivity Reports
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-
-
-
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Scheduled Reports
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-
-
-
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Bulk Email Invoices
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Email
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Clio
-
CosmoLex
-
MyCase
-
Practice Panther
-
Rocket Matter
-
ProLaw
-
Tabs3/Practice Master
-
PCLaw
-
Time Matters
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Method
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Outlook plugin and native email client directly connects to your existing account.
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Uses special forwarding address for each matter. Have to manually forward or BCC each email.
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Add a setting to automatically forward emails to CosmoLex mailbox.
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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 only
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Outlook plugin only
-
Outlook plugin only
-
Uses special forwarding address for each matter. Have to manually forward or BCC each email.
-
Outlook plugin only
-
-
-
-
Built-in Email Client
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Smart Suggest compose feature shows matter related contacts
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* Patented
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Convert Email to Task/Event
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-
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Auto create time entry when drafting email messages
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Mark as “billable” and record time.
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Sent messages use your actual account and show in your sent items
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Microsoft Outlook® Plugin
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Tasks
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-
-
Clio
-
CosmoLex
-
MyCase
-
Practice Panther
-
Rocket Matter
-
ProLaw
-
Tabs3/Practice Master
-
PCLaw
-
Time Matters
-
-
-
-
Assign to more than one recipient
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-
-
-
-
Ability to tag tasks
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-
-
-
-
QuickTask “mind-dump”
-
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-
-
-
SMS Reminders
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-
-
-
-
Alerts for assignor when deadline missed
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-
-
-
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Due Time
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-
-
Recurrence
-
-
-
-
-
Task Templates
-
-
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-
-
Rich Text descriptions
-
-
-
-
-
Smart filters including view of overdue tasks you’ve delegated
-
-
-
-
-
Attach Documents
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-
-
-
-
Calendar
-
-
-
Clio
-
CosmoLex
-
MyCase
-
Practice Panther
-
Rocket Matter
-
ProLaw
-
Tabs3/Practice Master
-
PCLaw
-
Time Matters
-
-
-
-
Custom event categories
-
-
-
-
-
Invites sent using users’ actual email account
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-
-
-
-
SMS Reminders
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-
-
-
-
Auto-suggest addresses from Google Maps
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Subscribe to other users' calendars
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-
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Support for recurring events
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-
-
-
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Date calculator
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-
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-
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Notes
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Clio
-
CosmoLex
-
MyCase
-
Practice Panther
-
Rocket Matter
-
ProLaw
-
Tabs3/Practice Master
-
PCLaw
-
Time Matters
-
-
-
-
Foldering
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-
-
-
-
Drag and drop
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Rich text editing with ability to add images
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(rich text only)
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(text only)
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(text only)
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(text only)
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Auto Save
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Note Fields
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Create Date, Subject, Created By, Last Edited By, Last Edited Date
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Create Date and Subject only
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Create Date and Subject only
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Create Date and Subject only
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Create Date and Subject only
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Create Date and Subject only
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N/A
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Create Date and Subject only
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Subject and Body only
-
Create Date and Subject only
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Mobile Apps
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Clio
-
CosmoLex
-
MyCase
-
Practice Panther
-
Rocket Matter
-
ProLaw
-
Tabs3/Practice Master
-
PCLaw
-
Time Matters
-
-
-
-
Built-in multi-page PDF Scanner
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-
-
-
-
Business Card Scanner with OCR
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-
-
-
-
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
-
-
-
Clio
-
CosmoLex
-
MyCase
-
Practice Panther
-
Rocket Matter
-
ProLaw
-
Tabs3/Practice Master
-
PCLaw
-
Time Matters
-
-
-
-
Drag & drop into folders
-
-
-
-
-
Open/Save documents directly to Microsoft Word for Windows
-
-
-
-
-
Open, edit and automatically save documents back to the respective matter; no uploading required
-
-
-
-
-
Document Assembly
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Drag and Drop Form Builder for Data Collection
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-
-
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Document Assembly can generate pronouns to avoid awkwardly-worded content
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-
-
-
-
Integrations with Box, DropBox, GDrive, OneDrive
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-
(DropBox only)
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(Box and DropBox only)
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-
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Document versioning, tagging, commenting
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-
-
(versioning and tagging only)
-
(versioning and commenting only)
-
(tagging only)
-
(versioning only)
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(versioning only)
-
-
-
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In-document searching with AI enabled search
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(coming soon)
-
-
(text search only)
-
-
-
-
Portal
-
-
-
Clio
-
CosmoLex
-
MyCase
-
Practice Panther
-
Rocket Matter
-
ProLaw
-
Tabs3/Practice Master
-
PCLaw
-
Time Matters
-
-
-
-
Client Portal
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-
-
-
-
Native, Branded Portal Apps for your firm
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(available)
-
-
-
-
Two-factor authentication on initial invite
-
-
-
-
-
CRM
-
-
-
Clio
-
CosmoLex
-
MyCase
-
Practice Panther
-
Rocket Matter
-
ProLaw
-
Tabs3/Practice Master
-
PCLaw
-
Time Matters
-
-
-
-
Manage prospects and automate intake
-
-
-
(additional purchase required)
-
(basic lead management only)
-
(intake form sharing only)
-
-
-
-
Pricing
-
-
-
Clio
-
CosmoLex
-
MyCase
-
Practice Panther
-
Rocket Matter
-
ProLaw
-
Tabs3/Practice Master
-
PCLaw
-
Time Matters
-
-
-
-
Monthly Per-User Fee (based on annual prepayment)
-
$59-$99
-
-
$39-$99
-
$79
-
$39
-
$39-$79
-
$55
-
Complex license pricing + server costs
-
Complex license pricing + server costs
-
Complex license pricing + server costs
-
Complex license pricing + server costs
-
-
-
-
-
-
Clio
-
CosmoLex
-
MyCase
-
Practice Panther
-
Rocket Matter
-
ProLaw
-
Tabs3/Practice Master
-
PCLaw
-
Time Matters
-
-
-
Overview
-
-
Cloud-Based
-
-
-
-
-
iPhone and Android App
-
-
-
(limited capabilities)
-
-
-
Create one or more configurable matter views
-
-
-
-
-
SOC 2 Compliant
-
-
-
-
-
Two-Factor Authentication
-
-
-
-
Billing & Accounting
-
-
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
-
-
-
-
-
Consolidated Billing
-
-
-
-
-
Split Billing
-
-
-
-
-
Split Originating/ Responsible Report
-
-
-
Originating only (no split responsible)
-
-
-
Rate Cards
-
-
-
-
-
Customizable Billing Increments
-
-
-
-
-
Timekeeper Goals Report
-
-
-
Billable hours only
-
-
-
-
Download bank and credit card activity from major financial institutions to reconcile and convert to billable expense
-
-
-
(1 account included with subscription)
-
-
-
Apply Trust Funds in Bulk
-
-
-
-
-
Location and Departmental Accounting
-
-
-
Departmental only
-
-
-
LawPay® Support
-
-
-
-
-
LEDES Billing
-
-
-
(must be custom-written)
-
-
-
LEDES Budgeting
-
-
-
-
-
Firm Budgeting
-
-
-
-
-
Advanced Productivity Reports
-
-
-
-
-
Scheduled Reports
-
-
-
-
-
Bulk Email Invoices
-
-
-
-
Email
-
-
Method
-
-
-
Uses special forwarding address for each matter. Have to manually forward or BCC each email.
-
Add a setting to automatically forward emails to CosmoLex mailbox.
-
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 only
-
Outlook plugin only
-
Outlook plugin only
-
Uses special forwarding address for each matter. Have to manually forward or BCC each email.
-
Outlook plugin only
-
-
-
-
Built-in Email Client
-
-
-
-
-
Smart Suggest compose feature shows matter related contacts
-
-
-
-
-
Convert Email to Task/Event
-
-
-
-
-
Auto create time entry when drafting email messages
-
-
-
Mark as “billable” and record time.
-
-
-
Sent messages use your actual account and show in your sent items
-
-
-
-
-
Microsoft Outlook® Plugin
-
-
-
-
Tasks
-
-
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
-
-
Custom event categories
-
-
-
-
-
Invites sent using users’ actual email account
-
-
-
-
-
SMS Reminders
-
-
-
-
-
Auto-suggest addresses from Google Maps
-
-
-
-
-
Subscribe to other users' calendars
-
-
-
-
-
Support for recurring events
-
-
-
-
-
Date calculator
-
-
-
-
Notes
-
-
Foldering
-
-
-
-
-
Drag and drop
-
-
-
-
-
Rich text editing with ability to add images
-
-
-
(rich text only)
-
(text only)
-
(text only)
-
(text only)
-
-
-
Auto Save
-
-
-
-
-
Note Fields
-
-
-
Create Date and Subject only
-
Create Date and Subject only
-
Create Date and Subject only
-
Create Date and Subject only
-
Create Date and Subject only
-
N/A
-
Create Date and Subject only
-
Subject and Body only
-
Create Date and Subject only
-
-
-
Mobile Apps
-
-
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
-
-
Drag & drop into folders
-
-
-
-
-
Open/Save documents directly to Microsoft Word for Windows
-
-
-
-
-
Open, edit and automatically save documents back to the respective matter; no uploading required
-
-
-
-
-
Document Assembly
-
-
-
-
-
Drag and Drop Form Builder for Data Collection
-
-
-
-
-
Document Assembly can generate pronouns to avoid awkwardly-worded content
-
-
-
-
-
Integrations with Box, DropBox, GDrive, OneDrive
-
-
-
(DropBox only)
-
(Box and DropBox only)
-
-
-
Document versioning, tagging, commenting
-
-
-
(versioning and tagging only)
-
(versioning and commenting only)
-
(tagging only)
-
(versioning only)
-
(versioning only)
-
-
-
-
In-document searching with AI enabled search
-
-
-
(text search only)
-
-
-
Portal
-
-
Client Portal
-
-
-
-
-
Native, Branded Portal Apps for your firm
-
-
-
-
-
Two-factor authentication on initial invite
-
-
-
-
CRM
-
-
Manage prospects and automate intake
-
-
-
(additional purchase required)
-
(basic lead management only)
-
(intake form sharing only)
-
-
-
Pricing
-
-
Monthly Per-User Fee (based on annual prepayment)
-
-
-
$39-$99
-
$79
-
$39
-
$39-$79
-
$55
-
Complex license pricing + server costs
-
Complex license pricing + server costs
-
Complex license pricing + server costs
-
Complex license pricing + server costs
-
-