Compare Cloud Based Practice Management

  • Contact Customization
    Contact Customization
  • Conflict Checking
    Conflict Checking
  • Contact Categories
    Contact Categories
  • Workflow Automation on Contacts
    Workflow Automation on Contacts
  • Link Appointments to Contacts
    Link Appointments to Contacts
  • Document Management
    Document Management
  • Bi-Directional Contact Integration
    Bi-Directional Contact Integration
  • Bi-Directional Task Integration
    Bi-Directional Task Integration
  • Bi-Directional Calendar Integration
    Bi-Directional Calendar Integration
  • View Multiple Firm Member Calendars
    View Multiple Firm Member Calendars
  • Reminder Emails / Texts to Clients for appointments
    Reminder Emails / Texts to Clients for appointments
  • Matter Customization
    Matter Customization
  • Email Templates
    Email Templates
  • Reporting
    Reporting
  • User Group Security
    User Group Security
  • Workflow Automation on Matters
    Workflow Automation on Matters
  • Document Assembly
    Document Assembly
  • Link Appointments to Matters
    Link Appointments to Matters
  • Save email to Matters
    Save email to Matters
  • QuickBooks / Xero Integration
    QuickBooks / Xero Integration
  • Text Messaging
    Text Messaging
  • Trust Accounting
    Trust Accounting
  • Time Entry
    Time Entry
  • Auto Client / Matter Numbering
    Auto Client / Matter Numbering
  • Client Portal
    Client Portal
  • Internal instant Messaging
    Internal instant Messaging
  • Offline Access
    Offline Access
Actionstep
  • Contact Customization
  • Conflict Checking
  • Contact Categories
  • Workflow Automation on Contacts
  • Link Appointments to Contacts
  • Document Management
  • Bi-Directional Contact Integration
  • Bi-Directional Task Integration
  • Bi-Directional Calendar Integration
  • View Multiple Firm Member Calendars
  • Reminder Emails / Texts to Clients for appointments
  • Matter Customization
  • Email Templates
  • Reporting
  • User Group Security
  • Workflow Automation on Matters
  • Document Assembly
  • Link Appointments to Matters
  • Save email to Matters
  • QuickBooks / Xero Integration
  • Text Messaging
  • Trust Accounting
  • Time Entry
  • Auto Client / Matter Numbering
  • Client Portal
  • Internal instant Messaging
  • Offline Access
CARET
Legal
  • Contact Customization
  • Conflict Checking
  • Contact Categories
  • Workflow Automation on Contacts
  • Link Appointments to Contacts
  • Document Management
  • Bi-Directional Contact Integration
  • Bi-Directional Task Integration
  • Bi-Directional Calendar Integration
  • View Multiple Firm Member Calendars
  • Reminder Emails / Texts to Clients for appointments
  • Matter Customization
  • Email Templates
  • Reporting
  • User Group Security
  • Workflow Automation on Matters
  • Document Assembly
  • Link Appointments to Matters
  • Save email to Matters
  • QuickBooks / Xero Integration
  • Text Messaging
  • Trust Accounting
  • Time Entry
  • Auto Client / Matter Numbering
  • Client Portal
  • Internal instant Messaging
  • Offline Access
CenterBase
  • Contact Customization
  • Conflict Checking
  • Contact Categories
  • Workflow Automation on Contacts
  • Link Appointments to Contacts
  • Document Management
  • Bi-Directional Contact Integration
  • Bi-Directional Task Integration
  • Bi-Directional Calendar Integration
  • View Multiple Firm Member Calendars
  • Reminder Emails / Texts to Clients for appointments
  • Matter Customization
  • Email Templates
  • Reporting
  • User Group Security
  • Workflow Automation on Matters
  • Document Assembly
  • Link Appointments to Matters
  • Save email to Matters
  • QuickBooks / Xero Integration
  • Text Messaging
  • Trust Accounting
  • Time Entry
  • Auto Client / Matter Numbering
  • Client Portal
  • Internal instant Messaging
  • Offline Access
Clio
  • Contact Customization
  • Conflict Checking
  • Contact Categories
  • Workflow Automation on Contacts
  • Link Appointments to Contacts
  • Document Management

    (Built-in storage accessible with Clio Drive; several other integrations)
  • Bi-Directional Contact Integration
  • Bi-Directional Task Integration
  • Bi-Directional Calendar Integration
  • View Multiple Firm Member Calendars
  • Reminder Emails / Texts to Clients for appointments
  • Matter Customization
  • Email Templates
  • Reporting
  • User Group Security
  • Workflow Automation on Matters
  • Document Assembly
  • Link Appointments to Matters
  • Save email to Matters
  • QuickBooks / Xero Integration
  • Text Messaging
  • Trust Accounting
  • Time Entry
  • Auto Client / Matter Numbering
  • Client Portal

    Two separate portals with different experiences (1 for clients; 1 for other external users (e.g. co-counsel))
  • Internal instant Messaging
  • Offline Access
Cosmolex
  • Contact Customization
  • Conflict Checking
  • Contact Categories
  • Workflow Automation on Contacts
  • Link Appointments to Contacts
  • Document Management
  • Bi-Directional Contact Integration
  • Bi-Directional Task Integration
  • Bi-Directional Calendar Integration
  • View Multiple Firm Member Calendars
  • Reminder Emails / Texts to Clients for appointments
  • Matter Customization
  • Email Templates
  • Reporting
  • User Group Security
  • Workflow Automation on Matters
  • Document Assembly
  • Link Appointments to Matters
  • Save email to Matters
  • QuickBooks / Xero Integration
  • Text Messaging
  • Trust Accounting
  • Time Entry
  • Auto Client / Matter Numbering
  • Client Portal
  • Internal instant Messaging
  • Offline Access
MyCase
  • Contact Customization
  • Conflict Checking
  • Contact Categories
  • Workflow Automation on Contacts
  • Link Appointments to Contacts
  • Document Management
  • Bi-Directional Contact Integration
  • Bi-Directional Task Integration
  • Bi-Directional Calendar Integration
  • View Multiple Firm Member Calendars
  • Reminder Emails / Texts to Clients for appointments
  • Matter Customization
  • Email Templates
  • Reporting
  • User Group Security
  • Workflow Automation on Matters
  • Document Assembly
  • Link Appointments to Matters
  • Save email to Matters
  • QuickBooks / Xero Integration
  • Text Messaging
  • Trust Accounting
  • Time Entry
  • Auto Client / Matter Numbering
  • Client Portal
  • Internal instant Messaging
  • Offline Access
Practice Panther
  • Contact Customization
  • Conflict Checking
  • Contact Categories
  • Workflow Automation on Contacts
  • Link Appointments to Contacts
  • Document Management
  • Bi-Directional Contact Integration
  • Bi-Directional Task Integration
  • Bi-Directional Calendar Integration
  • View Multiple Firm Member Calendars
  • Reminder Emails / Texts to Clients for appointments
  • Matter Customization
  • Email Templates
  • Reporting
  • User Group Security
  • Workflow Automation on Matters
  • Document Assembly
  • Link Appointments to Matters
  • Save email to Matters
  • QuickBooks / Xero Integration
  • Text Messaging
  • Trust Accounting
  • Time Entry
  • Auto Client / Matter Numbering
  • Client Portal
  • Internal instant Messaging
  • Offline Access
Rocket Matter
  • Contact Customization
  • Conflict Checking
  • Contact Categories
  • Workflow Automation on Contacts
  • Link Appointments to Contacts
  • Document Management
  • Bi-Directional Contact Integration
  • Bi-Directional Task Integration
  • Bi-Directional Calendar Integration
  • View Multiple Firm Member Calendars
  • Reminder Emails / Texts to Clients for appointments
  • Matter Customization
  • Email Templates
  • Reporting
  • User Group Security
  • Workflow Automation on Matters
  • Document Assembly
  • Link Appointments to Matters
  • Save email to Matters
  • QuickBooks / Xero Integration
  • Text Messaging
  • Trust Accounting
  • Time Entry
  • Auto Client / Matter Numbering
  • Client Portal
  • Internal instant Messaging
  • Offline Access
SmokeBall
  • Contact Customization
  • Conflict Checking
  • Contact Categories
  • Workflow Automation on Contacts
  • Link Appointments to Contacts
  • Document Management
  • Bi-Directional Contact Integration
  • Bi-Directional Task Integration
  • Bi-Directional Calendar Integration
  • View Multiple Firm Member Calendars
  • Reminder Emails / Texts to Clients for appointments
  • Matter Customization
  • Email Templates
  • Reporting
  • User Group Security
  • Workflow Automation on Matters
  • Document Assembly
  • Link Appointments to Matters
  • Save email to Matters
  • QuickBooks / Xero Integration
  • Text Messaging
  • Trust Accounting
  • Time Entry
  • Auto Client / Matter Numbering
  • Client Portal
  • Internal instant Messaging
  • Offline Access
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