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ProLaw vs. Clio Practice Management Comparison

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
OverviewClioProLawZola Suite
Cloud-based
iPhone and Android apps
(limited capabilities)
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 & AccountingClioProLawZola 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
Rate cards
Download bank and credit card activity from major financial institutions to reconcile and convert to billable expense
Apply trust funds in bulk
LEDES billing
(must be custom-written)
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
EmailClioProLawZola Suite
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 client
Smart Suggest™ compose feature shows matter-related contacts
*Patented
Convert email to task/event
Auto create time entry when drafting email messages
Microsoft Outlook® plugin
Sent messages uses your actual account and show in your sent items
Tasks
TasksClioProLawZola 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
CalendarClioProLawZola Suite
Custom event categories
Ability to send real invites that can be “accepted”
Invites sent using users’ actual email account
SMS reminders
ProLaw vs. Clio Comparison
Support for recurring events
True 2-way sync with Google and Office 365/Microsoft 365 calendars
Does not sync invitee data
(Outlook Only)
Subscribe to other users' calendars
Location suggestion
Date calculator
Notes
NotesClioProLawZola Suite
Foldering
Drag and drop
Rich text editing with ability to add images
(text only)
Auto save
Note fields
Create Date and Subject only
Create Date, Subject, Created By, Last Edited By, Last Edited Date
Mobile Apps
Mobile AppsClioProLawZola 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 & AssemblyClioProLawZola Suite
Drag & drop into folders
Open/save documents directly to Microsoft Word® for Windows
Document assembly
Native in-browser DOCX editor
ProLaw vs. Clio Comparison
ProLaw vs. Clio Comparison
Document versioning, tagging, commenting
(versioning and tagging only)
(versioning only)
In-document searching
(text search only)
(coming soon)
Open, edit and automatically save documents back to the respective matter; no uploading required
Portal
PortalClioProLawZola 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
(not available in portal)
Portal invites and messaging from users’ account
CRM
CRMClioProLawZola Suite
Manage prospects and automate intake
(additional purchase required)
Pricing
PricingClioProLawZola Suite
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 1/6/2021. Clio is a trademark of Themis Solutions Inc. ProLaw is a Trademark of Thompson Reuters Inc.

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