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Clio vs. CosmoLex®

A 3-way comparison of select features of Clio vs. CosmoLex vs. Zola Suite. Clio, based in Canada is a cloud-based application that significantly relies on external integrations for much of its advanced functionality, such as email and accounting. Cosmolex, like Zola Suite does have a built-in accounting system, but it lacks a built-in email client. While evaluating Clio vs. CosmoLex, also consider Zola Suite’s next generation practice management application that puts greater emphasis on built-in features as opposed to reliance on integrations with third-party applications.

Overview
OverviewClioCosmoLexZola Suite
Cloud-based
iPhone and Android apps
Create one or more configurable matter views
Onsite training
Personalized remote training
Matter budgeting
(coming Q2 2022)
SOC 2 compliant
Two-factor authentication
Billing & Accounting
Billing & AccountingClioCosmoLexZola 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
Originating only (no split responsible)
Rate cards
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
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
EmailClioCosmoLexZola Suite
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.
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
Mark as “billable” and record time.
Microsoft Outlook® plugin
Sent messages uses your actual account and show in your sent items
Tasks
TasksClioCosmoLexZola 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
CalendarClioCosmoLexZola Suite
Custom event categories
Ability to send real invites that can be “accepted”
Invites sent using users’ actual email account
SMS reminders
Clio vs. CosmoLex® Comparison
Support for recurring events
True 2-way sync with Google and Office 365/Microsoft 365 calendars
Does not sync invitee data
No Invitee details, no ability to send invites from CosmoLex
Subscribe to other users' calendars
Location suggestion
Date calculator
Notes
NotesClioCosmoLexZola Suite
Foldering
Drag and drop
Rich text editing with ability to add images
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 AppsClioCosmoLexZola 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 & AssemblyClioCosmoLexZola Suite
Drag & drop into folders
Open/save documents directly to Microsoft Word® for Windows
Document assembly
Native in-browser DOCX editor
Clio vs. CosmoLex® Comparison
Clio vs. CosmoLex® 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
PortalClioCosmoLexZola 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
CRMClioCosmoLexZola Suite
Manage prospects and automate intake
(additional purchase required)
Pricing
PricingClioCosmoLexZola Suite
Monthly per-user fee (based on annual prepayment)
$39-$99
$79
$59-$99

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

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

Comparison last updated 1/6/2021. Clio is a trademark of Themis Solutions Inc. CosmoLex is a registered mark of CosmoLex Cloud, LLC.

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