ProLaw vs. Clio vs. Zola Suite Practice Management Comparison 2020

A comparison of select features of Clio, Elite ProLaw and Zola Suite. Clio is a Canadian practice management software company that relies heavily on integrations with 3rd party applications for many of its features such as accounting.  It is cloud-based and offers mobile apps.  ProLaw is a division of Canada-based Thompson Reuters.  It requires a server install and individual users must run its dated Windows application to access its features.  While it has strong billing and accounting features, its matter management and user interface have not been modernized and do not take advantage of advancements in user experience design.

 

Overview
OverviewClioProLaw
Cloud-basedcheck markcheck markcheck mark
iPhone and Android appscheck markcheck mark
(limited capabilities)
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Create one or more configurable matter viewscheck markcheck markcheck mark
Two-factor authenticationcheck markcheck markcheck mark
Billing & Accounting
Billing & AccountingClioProLaw
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 invoicescheck markcheck mark
(must be custom-written)
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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
EmailClioProLaw
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
TasksClioProLaw
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
CalendarClioProLaw
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
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(Outlook Only)
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Subscribe to other users' calendarscheck markcheck markcheck mark
Location suggestioncheck markcheck markcheck mark
Date calculatorcheck markcheck markcheck mark
Notes
NotesClioProLaw
Folderingcheck markcheck markcheck mark
Drag and dropcheck markcheck markcheck mark
Rich text editing with ability to add imagescheck mark
(text only)
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Auto savecheck markcheck markcheck mark
Note fields
Create Date and Subject only
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Create Date, Subject, Created By, Last Edited By, Last Edited Date
Mobile Apps
Mobile AppsClioProLaw
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 & AssemblyClioProLaw
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 markcheck markcheck mark
Document versioning, tagging, commenting
(versioning and tagging only)
(versioning only)
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In-document searching with AI enabled search
(text search only)
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(coming soon)
Open, edit and automatically save documents back to the respective matter; no uploading requiredcheck markcheck markcheck mark
Portal
PortalClioProLaw
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 mark
(not available in portal)
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Portal invites and messaging from users’ accountcheck markcheck markcheck mark
CRM
CRMClioProLaw
Manage prospects and automate intake
(additional purchase required)
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Pricing
PricingClioProLaw
Monthly per-user fee (based on annual prepayment)
$39-$99
Complex license pricing + server costs
$59-$99

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

Zola Suite offers efficient and affordable Core migration for both Clio and ProLaw users. Advanced migration includes Matters, Custom Fields, Notes, Contacts, Calendars, Unbilled Time and Expense, Client Balances, Trust Balances and more.  Contact our practice management experts for more information.

Comparison last updated 1/9/2020. Clio is a trademark of Themis Solutions Inc. ProLaw is a Trademark of Thompson Reuters Inc.

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