Compare Cloud Based Practice Management - Affinity Consulting Group

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

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
For reminders only
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

ZolaSuite

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