Law Practice Management Software Comparison Chart

A review of select features of the most popular legal practice management software applications. While evaluating each application, consider Zola Suite’s next generation practice management platform that puts greater emphasis on built-in features as opposed to reliance on integrations with third-party applications.

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

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

Make the Switch with Peace of Mind

With so many practice management options on the market, it can be overwhelming to choose the one that best meets your practice’s needs. If you’ve been using another case management system, you may be concerned that switching to new software will result in a loss of critical data and hours of training for your entire firm.

Core migrations from these software applications are easy and free with an extended Zola Suite subscription*:

…and many other applications.

Learn More…

* Core Migration includes contacts, calendars and matters. More comprehensive migrations including unbilled time and expense and firm financial information are available. Some restrictions and 3rd party data extraction fees may apply.

Updated July 29, 2019.

Ready to supercharge your law practice?