PM Program Comparison Chart

	Clio	Amicus Attorney	Time Matters	ORION	Actionstep	Zola Suite	MyCase	Practice Master	Leap
Monthly Price	$39.00	–	NA	NA	$60.00	$49.00	$39 ($29 staff)	NA	$129.00
Note	Integration with Lexicata.	–	–	–	–	Missing Outlook Calendar Sync. Big red flag for us	–	While not cloud based, with the compliment of Tabs 3, most full featured option on the matrix.	Very NJ and NY intensive, focus on Document Assembly and Forms sets.
Cloud Based	Yes	Not natively, but includes Amicus Anywhere with Mainte-nance	No	–	Yes	Yes	Yes	Not natively, but if   using Tabs3 (Platinum) you get Tabs3 connect.	Hybrid
Mobile App	Yes, iOS and Android	–	–	–	Yes	Yes, iOS and Android	Yes, iOS and Android	No – but Tabs3 connect for mobility	Yes, iOS and Android
Client Portal	Yes, Clio Connect. Can share more than just documents.	–	–	–	Yes, but limited to documents.	Yes	Yes	No	Yes
Office/Office 365 Integration	Yes, for calendar and tasks. No Email integration without 3rd party connector (Click to File)	–	–	–	Yes (Calendar) No Task or Contact sync currently.	No Outlook calendar   sync, but does inte-grate with email	Yes	Yes	–
Dropbox Integration	Yes	–	–	–	–	Yes	–	No	–
Document Assembly	Yes, Word and Excel or direct to Adobe	–	–	–	Yes, and HotDocs integration	Yes, Word and Excel or direct to Adobe	Yes	Yes	–
Mail Chimp / Constant Contact Integration	Yes with Zapier Integration	–	–	–	No, but can export contacts and manually import	No	No	No	No
Email templates (auto generate text of emails)	Not natively, perhaps with Zapier	–	–	–	Yes	No	No	Yes	Undetermined without full demo
Contact Customi-zation (To track details like marital status, birthday, size of Estate, etc)	Yes	–	–	–	Yes	Yes	–	Yes	Yes
Referral Source Tracking	Yes, on the matter level, or with contact customization.	–	–	–	Yes	Yes, on the matter level, or with contact customi-zation.	–	Yes	Yes, by linking referral contact  to matter
Reminder Emails/Texts to Clients for appointments	–	–	–	–	Yes	Yes, via email if added to a meeting as an attendee	–	Yes	No
Reminder Emails/Texts for Upcoming Seminars	Not natively, perhaps with Zapier.	–	–	–	Yes, but not fully automated	Yes, if there are an attendee of a meeting.	–	Yes, but  not FULLY automated. User has to hit SEND.	–
E-Sign Engagement Letters	Not natively, but with add ins, share through Clio Connect. Can also use RigthSignature, Lexicata.	No	No	–	No	No	–	No	–
Run workflows / automation on Prospects for Lead Follow Up	Yes, if Prospect is set up as a matter (not just a contact). Task templates are for matters, would need Lexicata for contact level workflows.	Yes	Yes, if Prospect is set up as a matter	–	Yes, if Prospect is set up as a matter	Calendar plans, but not automatic.	–	Yes	–
Categorize Contacts	Yes	Yes	Yes	–	Yes	Yes	–	Yes	–
Save emails to Contacts (Before they have an open matter in your PM program)	Not with Click2 File, but with Mail Drop	Yes	Yes	–	No, just to matters	Yes	–	Yes	–
Schedule auto follow up to Prospects	Yes, if Prospect is set up as a Matter. Otherwise, Lexicata.	Yes, if Prospect is set up as a Matter.	Yes, if Prospect is set up as a Matter.	–	Yes	Yes, if in Calendar Plan	–	Yes	–
Link Appointments to Contacts (not just Matters)	Yes, add as invitees through Clio Connect	Yes, add as invitees	Yes	–	Yes, add as invitees	Yes, add as invitees	–	Yes	–
View Multiple Firm Member Calendars	Yes	Yes	Yes	–	Yes	Yes	–	Yes	–
Save email to Contacts	Yes, with Maildrop	Yes	Yes	–	No, save to matters	Yes	–	Yes, with Maildrop	–
Save email to Matters	Yes, Click 2 Save or mail drop	Yes	Yes	–	Yes	Yes	–	Yes	–
Internal instant Messaging	Yes	Yes	Yes	–	No	No	–	Yes (Platinum)	–
Custom Workflows (Series of saved to dos / appointments that apply to matters automatically)	Yes – Clio Secure Messages, both firm members and throuhg Clio Connect	Yes	Yes	–	Yes	Yes – Calendar plans (not automatic, have to apply)	–	Yes	–
Custom Workflows for Contact (i.e. lead and prospect workflows – before a Matter is created)	No – must be a matter	No – must be a matter	No – must be a matter	–	No – must be a matter	We think so	–	Yes	–
Reporting	Yes, but specific reporting needs must be identified to determine if the report exists. Built in reports, plus ability to do adhoce reporting using filters.	Yes, with very customizable columns.	–	–	Yes, but specific reporting needs must be identified to determine if the report exists. Built in reports, plus ability to do adhoc reporting using filters.	Yes, but specific reporting needs must be identified	–	Yes, but specific reporting needs must be identified to determine if the report exists. Built in reports, plus ability to do adhoce reporting using filters.	–
Time Entry	Yes	Yes	Yes	–	Yes	Yes	–	Yes	–
Quick Books Integration	Yes	Yes	–	–	No, but XERO integration (very limited)	No – they have full accounting	–	Yes	–
Fully Integrated Practice Management and Time Billing & Accounting (i.e, you want 1 program to do it all)	No – Missing Full Accounting, but does have time, billing and invoicing, basic bookeeping, and trust accounting	Yes	Yes	–	Yes	Yes	–	Yes, if using Tabs3 Connect	–
Conflict Checking	Yes	–	–	–	Yes	Yes, but not great – just uses search feature	–	Yes	–
Mobile Time Entry	Yes, via App	Yes, through App	–	–	Yes, via App	Yes, via App	–	Yes, with Tabs3 Connect	–
Quick Books Integration	Yes	Yes	–	–	No	No	–	Yes	–
Timers for time tracking	Yes	Yes	–	–	Yes	Yes	–	Yes	–
Auto Client / Matter Numbering	Yes – configurations possible.	Yes	–	–	No	Yes	–	Yes	–
Security	4 levels of Security, Administrator, etc. No custom security groups.	Yes, security (customizable)	Yes	–	Yes	Yes – more to learn	–	Yes	–
Full Accounting Included ( no need for Quick Books)	No	Yes	–	–	Yes	Yes	–	Yes (Tabs3)	–

 

	Smoke Ball	Practice Panther	Rocket Matter	Firm Central	Cosmolex	Center Base	Other	Microsoft Dynamics	Lexicata
Monthly Price	$99.00	$49.00	$55.00	$40.00	59.00/49 annual	$52 or $79, depending on features.	–	–	$30.00
Note	Not scalable for greater than 10 users, limits growth. Big focus on saving docs and email.	–	No Outlook Calendar sync YET – expected to be released at or soon after TechShow	Could not secure trial, waiting for response	PM features are underde-veloped and TBA is basic.	Outlook sync with O365 is in development this would cause me pause. Second demo is scheduled, took 1.5 to get through TBA.	–	Not a PM Program, no matter or cale-ndar concept, no links with Legal PM programs. Not legal specific.	Not a PM Program, excellent CRM with linking potential; mail chimp integration, e-signing retainers, and scheduled emails are killer features you won’t get in a PM program, even heavily custom-ized. Ease of moving potential matters into different phases is really nice.
Cloud Based	Hybrid, local installation, not supp-orted in Mac OS or Term-inal Server, must use Office 365 and Office 2007 or late	Yes	Yes	Yes	Yes	Yes	–	Yes	Yes
Mobile App	Yes, iOS and Android	Yes, iOS and Android	Yes, iOS and Android	Yes, iOS and Android	No	Yes	–	–	–
Client Portal	No	Yes	Yes	Yes	Yes	Yes	–	–	–
Office/Office 365 Integration	Outlook	Yes	No, In Development	Yes	Calendar (no To Dos), no contacts	Email – Yes, Calendar In Development	–	–	–
Dropbox Integration	Yes	Yes	No	Yes	Yes	No	Yes	No, but Open API	–
Document Assembly	Yes	–	Yes	Yes, with Drafting Assistant by Thomson Reuters	No	Yes	–	–	–
MailChimp / Constant Contact Integration	No	No (unless Zapier)	No	No	No	No, but Open API	–	–	–
Email templates (auto generate text of emails)	Undetermined without full demo	Yes	No	Undetermined without full demo	No	Yes	–	–	–
Contact Customization (To track details like marital status, birthday, size of  Estate, etc)	Undetermined without full demo	Yes	Yes	Undetermined without full demo	No	Yes	–	–	–
Referral Source Tracking	Yes, by link- ing referral contact to matter	–	Yes	Undetermined without full demo	Yes, by linking referral contact to matter	Yes	–	–	–
Reminder Emails / Texts to Clients for appointments	Undetermined without full demo	–	Yes, via Email if added to meeting as attendee (ics format)	Undetermined without full demo	Yes	Yes, via email if added to meeting as attendee	–	–	–
Reminder Emails / Texts for Upcoming Seminars	Undetermined without full demo	–	Yes, if they are an attendee on meeting.	Undetermined without full demo	No, unless the seminar is an appt and they are an attendee	Yes	–	–	–
E-Sign Engagement Letters	No	No	No	No	No	No	–	–	–
Run workflows / automation on Prospects for Lead Follow Up	Yes, if prospect is set up as a matter	–	Yes, if Prospect is set up as a matter	Yes, if Prospect is set up as a matter (not just a contact).	Yes (Event Chains)	Yes	–	–	–
Categorize Contacts	Yes, tags	–	Yes	Yes	Yes	Yes	–	–	–
Save emails to Contacts (Before they have an open matter in your PM program)	Undetermined without full demo	–	No, must be a matter	Undetermined without full demo	UNKNOWN	Yes	–	–	–
Schedule auto follow up to Prospects	Yes, if prospect is set up as a Matter	–	Yes, if prospect is set up as a Matter	Yes, if prospect is set up as a Matter	Yes, if pros- pect is set up as a Matter	Yes	–	–	–
Link Appointments to Contacts (not just Matters)	–	–	Yes	–	Yes, add as invitees	Yes	–	–	–
View Multiple Firm Member Calendars	–	Yes	–	Yes	Yes	–	–	–	–
Save email to Contacts	–	–	No, must save to matter	–	UNKNOWN	Yes	–	–	–
Save email to Matters	–	–	Yes – either iMap folders or Outlook adding	–	Yes	Yes	–	–	–
Internal instant Messaging	–	Yes, conversations	No, but in development	–	Yes	No	–	–	–
Custom Workflows (Series of saved to dos /appointments that apply to matters automatically)	–	Yes	Yes	–	Yes	Yes	–	–	–
Custom Workflows for Contact (i.e. lead and prospect workflows – before a Matter is created)	–	Yes	No – must be a matter	–	No – must be a matter	Yes	–	–	–
Reporting	Yes, with very customizable columns.	Yes	–	Yes, mostly tied to TBA.	Yes, but specific reporting needs must be identified.	–	–	–	–
Time Entry	–	Yes	Yes	–	Yes	Yes	–	–	–
Quick Books Integration	–	Yes, QB Online only	–	–	No	Yes	–	–	–
Fully Integrated Practice Management and Time Billing & Accounting (i.e, you want 1 program to do it all)	–	No – Missing Full Accounting, but does have time, billing and invoicing, basic bookkee-ping, and trust accounting	–	–	Yes	Yes	–	–	–
Conflict Checking	–	Yes, but not great	Yes, with advanced search but a real conflict search is coming in next release.	–	Yes	Yes	–	–	–
Mobile Time Entry	–	–	Yes, through App	–	Kinda. Must log in with browser on phone, no app.	Yes, via App	–	–	–
Quick Books Integration	–	–	Yes	–	No	Yes	–	–	–
Timers for time tracking	–	–	Yes	–	Yes	Yes	–	–	–
Auto Client/ Matter Numbering	–	–	Yes	–	No	Undetermined	–	–	–
Security	–	–	Yes	–	Yes, user Groups for security (customizable)	Yes	–	–	–
Full Accounting Included (no need for Quick Books)	–	–	No	–	Yes	Yes	–	–	–