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This document includes two charts: a Practice/Case Management Software Comparison Chart for Solo/Small Firm, and a Time & Billing Software ComparisonChart for Solo/Small Firm. Scroll down to view the Time & Billing chart. Last updated: February 2016.Practice/Case Management Software Comparison Chart for Solo/Small Firm(Note: May include time/billing features. See below for Time & Billing specific chart.)PricingAbacusLaw fromjust 77/month/userAbacus PrivateCloud (fullvirtual lawpractice) startsat just 197/monthCustom, no usLawABA memberssave 15% onAbacusLawthrough Windows 8,Windows 7,Windows VistaBusiness orUltimate orWindows Server2003-2012Abacus PrivateCloud : Anymodern devicewith an Internetconnection.(more info)Front Office TasksFully integratedrules-basedcalendaring, case,contact anddocumentmanagement, emailmanagement,document assembly,auto-fill court forms,instant messaging,case notes and more.(more info)Practice Area LegalSolutions (PALS) arepre-configuredproducts for specificareas of law. Theseout-of-the-boxsolutions come withthe screens, rules,reports, documents,forums andterminology youneed.Back OfficeTasksAvailable inAbacusLaw Gold:One-click timetracking, billing,accounting, trustaccounting,general ledger,check writing,payroll,integrated creditcard processingand ACH billingand more.(more us PrivateCloud is softwareagnostic so you canuse anyapplications, peryour firm’srequirements.Abacus Law:Microsoft Word,Outlook,WordPerfectData Migration:Abacus ProfessionalServices providesexpert datamigration fromexisting CaseManagementSoftware systemsto the AbacusLawplatform (orplatform for yourchoice)Mobile AccessTechnical SupportAccess your practiceanytime, anywhereand from any device.Abacus Private Cloudincludes fully managed IT,24x7 monitoring, managedbackups, inherent disasterrecovery, antivirus andmalware protection, firewall& intrusion prevention,unlimited technical supportand more all from the U.S.Abacus offers bothIn-Office or VirtualPracticeEnvironments. Notsure which is rightfor your needs? Letour experts help youassess your optionswith a aw offers U.S. basedsupport, M-F from 6am5pmPST, by remote desktop,telephone, email and fax.(more info)(more info)(more info)Professional Services:The experiencedProfessional Servicesteam offers lawpractice solutionsthat increase firmproductivity andmitigate risks by1Note: these charts do not provide a comprehensive comparison of all Practice Management/Time & Billing products on the market. Inclusion in the chart should not beconstrued as an endorsement or recommendation. If you have an update to a listing or if you'd like to submit a product for consideration in future chart revisions, please contactthe LTRC at [email protected]

customizing how youuse the powerfulAbacusLaw platform to meetyour firm’s specificneeds.(more info)ActionstepMontlysubscription: 60/month peruser per month(includes Timeand Billing)Web-based,requires fariMac or PCWorkflow, DocumentManagement,Document Assembly,Time Recording,Email, Calendar,Contacts, Tasks,IntegratedAccounting, WebsiteIntegration, ClientPortal, SecureDocument ExchangeTime tracking,billing andreporting, trustaccountingMicrosoft OfficeMicrosoft OutlookGoogleCalendar/ExchangeGmail (GoogleApps)Calendar syncXeroHotDocsActionstep is webbased, andaccessible on anymobile deviceincludingsmartphones, iPadand other tablets.Technical support is includedfree as a part of Actionstep'smonthly subscription.Amicus Anywhere*provides a securelive connectionthrough a webbrowser.Annual technical supportplans offer unlimitedtelephone & email support,web-based remote desktopassistance, access to experts,convenient hours.Support options includeemail, telephone supportand knowledge centerData import/export.Data conversionfrom dition 2014: 999 1st license, 699 additionallicenses.Optionaladditional feesfor annualmaintenance( 350/ 295respectively),annual techsupport( 195/ 95respectively).AmicusAttorney SmallPremiumEdition:SQL Server2012/2008R2/2008(Standard/Enterprise)Windows Server2012 R2/2012/2008R2/2008/2003R2/2003SBS tter management,contact ring &docketing, universalcommunicationinbox, documentassembly, documentmanagement,conflict checking, todo lists, deadlinemanagement.Time trackingand reporting.Additional backoffice featuresavailable inAmicus SmallFirm Accounting(see Time &Billing chartbelow).(more info)Small FirmEdition:MicrosoftExchange*Microsoft OutlookGoogle t/ReaderHotDocsCompuLawWorldox*Dropbox*SQL ReportingServicesAmicus PremiumBilling*Amicus Small FirmAccounting TimeslipsPCLawQuickBooks(more info)(more info)AmicusTimeTracker lets youdo time entries onyour smartphone.(more info)Contacts andCalendar sync withany mobile devicevia Outlook,Exchange* orGoogle*.Annual maintenance plansoffer access to AmicusAnywhere, AmicusTimeTracker, automaticsoftware upgrades andupdates in addition totechnical support.(more info)2Note: these charts do not provide a comprehensive comparison of all Practice Management/Time & Billing products on the market. Inclusion in the chart should not beconstrued as an endorsement or recommendation. If you have an update to a listing or if you'd like to submit a product for consideration in future chart revisions, please contactthe LTRC at [email protected]

Firm Edition2014: 499 1st license, 399 additionallicenses.Optionaladditional feesfor annualmaintenance( 240/ 160respectively),annual techsupport( 195/ 95respectively).Windows Server2012/2008R2/2008/2003R2/2003SBS bs3JurisPlus numerousother accountingand billingapplications(more info)* Premium only(more info)* Premium only Small Firm only(more info)(more info) 45/month peruser when paidannually 49.95/ monthper user(more info)Amicus CloudWeb-based –Use with anymodernbrowser:InternetExplorer 9 orabove, Firefox 9or above, Safari5 or above,Chrome 16 oraboveMatter management,contact relationshipmanagement,calendaring &docketing, universalcommunicationinbox, documentassembly, documentmanagement,conflict checking,task & deadlinemanagement.Time trackingand reporting,billing and trustaccountingMicrosoft OutlookDropboxBox.comQuickBooksElectronic timeentry posting toaccounting systems,with pre-settemplates forQuickBooks,Timeslips andPCLaw.(more info)Amicus Cloud is webbased and accessiblefrom any device witha modern webbrowser.Unlimited technical supportis included with the AmicusCloud subscription. Supportoptions include toll freephone, email and live chat.(more info)AmicusTimeTracker lets youdo time entries onyour smartphone.(more info)(more info)Completelyintegrated email,calendaring,contacts and taskson your PC (or inmost apps on yoursmartphone ortablet). Everythingyou see/do inOutlook, Mail,Calendar, Reminders& Contact on theMac, iPad or iPhone3Note: these charts do not provide a comprehensive comparison of all Practice Management/Time & Billing products on the market. Inclusion in the chart should not beconstrued as an endorsement or recommendation. If you have an update to a listing or if you'd like to submit a product for consideration in future chart revisions, please contactthe LTRC at [email protected]

is instantly in AmicusCloud, and viceversa.(more info)1st Month Free(no obligation)Thereafter, 49/month peruser when paidannually 59/month peruserCosmoLexWeb-based,accessible fromany mobiledevice with anInternetconnection.Mac, PC, Tabletsor Smartphones.Workflow, DocketControl, DocumentManagement,Calendar & Tasks,Case Notes, MatterManagement,Contacts, ConflictCheckingPricing includesunlimited USBased support &training.Time & ExpenseTracking, Billing,PaymentReminders, LowRetainerReminders, LegalAccounting,General Ledger,Trust (IOLTA)Accounting, AR,Check Printing,BankReconciliations,Management &FinancialReporting.CosmoLex is asingle login, allinclusive systemthat combinespracticemanagement,billing &accounting,including trustaccounting. Allreports can besaved in Excel orPDF formats.CosmoLex usersdo not need aseparateaccountingsoftware.DropBoxBoxGoogle CalenderWeb-based,accessible from anymobile device withan Internetconnection.Live unlimited U.S. basedsupport.Mac, PC, Tablets orSmartphones.CosmoLex alsointegrates with:(more Info)(more Info)(more Info)Monthlysubscription: 65 dollars peraccountClioABA Memberssave 25% ontheir first sixmonths of Cliothrough quires GoogleChrome, Firefox,InternetExplorer 10.0 or ent/contactmanagement,calendaring, taskscheduling, practiceperformance metrics,document assemblyandsharing/collaboration, securecommunications andclient portal.Time tracking,billing andinvoicegeneration, trustaccounting,accountsreceivable, firmwide andindividualattorneyreporting,receive onlinebill payments viaPaypal and otherlegal specificMicrosoft OutlookQuickBooksXero AccountingGoogle Mail withbuilt-in timetracking, taskassignment, andemail archivingGoogle CalendarGoogle Drive andApps for BusinessApple iCalApple ContactsBoxDropboxClio has an iPhoneand Android app.(more info)Clio can be accessedvia mobile-optimizedversions as well ontablets, Blackberryphones, and othermobile devices.Technical support is includedfree as a part of Clio'smonthly subscription.Support options includephone (800-number), chat,social media, and email. Support agents areavailable 17 hours a day tohelp with any questions.4Note: these charts do not provide a comprehensive comparison of all Practice Management/Time & Billing products on the market. Inclusion in the chart should not beconstrued as an endorsement or recommendation. If you have an update to a listing or if you'd like to submit a product for consideration in future chart revisions, please contactthe LTRC at [email protected]ricanbar.org.

available withan annualsubscription.credit cardprocessors.NetDocuments forfirm-wideknowledgemanagementgUnify forautomatic phonecall trackingFujitsu ScanSnap forinstant documentscanning anduploadingAll integrations withother services areprovided at noadditional costsfrom Clio.(more info)Credenza Basic:FreeCredenza Pro: 24.95/monthper user(more info)RequiresOutlook 2013(32-Bit)/2010(32Bit)/2007/2003running onWindows8/7/Vista/XPCredenza Basic:Matter management,contact relationshipmanagement,calendaring, phonecall recording, taskmanagement,documentmanagement.(more info)(more info)CredenzaCredenza Pro:Includes all featuresof Credenza Basic,but addssharing/collaboration, system-wide search.Credenza Basic:Time tracking,reporting.Microsoft Office2013/2010/2007/2003Credenza Pro:Billing, paymenttracking, timetracking, batchbilling,collections, trustaccounting,reporting,posting topopularaccountingsystems.Electronic timeentry posting toaccounting systems,with pre-settemplates forQuickBooks,Timeslips andPCLaw.Contacts andCalendar sync withany mobile devicevia Outlook.(more info)Online Help OnlineKnowledge Base &Troubleshooter.Unlimited technical supportand all upgrades areincluded with the CredenzaPro monthly subscription.(more info)(more info)(more info)5Note: these charts do not provide a comprehensive comparison of all Practice Management/Time & Billing products on the market. Inclusion in the chart should not beconstrued as an endorsement or recommendation. If you have an update to a listing or if you'd like to submit a product for consideration in future chart revisions, please contactthe LTRC at [email protected]

Core from 40/user/monthEssential (withTime & Billing)starts at 65/user/monthPremier (withTime & Billingand DeadlineAssistant) startsat 105/user/monthFree trials arealso available.(more info)Firm CentralWeb-basedWindows 7,Windows 8,Windows 10Mac OS 10.5 orlaterMS Office 2007,2010 (32 and 64bit), 2013, or2016Current and twopreviousversions ofMicrosoftInternetExplorer,Firefox, Safariand ChromeJavaScript andcookies enabledAdobe Reader9.4 or AdobeFlash 10.0installed 1024 x768 screenresolution (orhigher)recommended(more info)Matter/case anddocumentmanagement,client/contactmanagement, taskmanagement,including assignmentof tasks, matteractivity notifications,ability to grant/limitaccess to mattersand billinginformation withpermissionsPreloaded ABABilling codes,hourly, flat-rateand retainerbilling options,trust accounting,billing by matter,invoicing, batchinvoicing,time/expensetracking, trustaccounting.Westlaw,Practical LawWestlaw Doc &Form Builder,Custom Forms,Drafting AssistantFirm Central is webbased and accessiblefrom any device witha web-browser andinternet connection.(more info)Quickbooks Online,MS Outlook &Windows Explorer,web calendars forDeadline AssistanteventsUnlimited Technical Supportis available 24/7 at1-888-287-8537 and isincluded with subscriptionProduct how-to videos, userguides and webinars are alsoavailable.(more info)(more info)Data import/exportis available throughMicrosoft Excel,drag & dropdocuments by fileor by folderCollaborativecalendaring, legaldeadline calculationvia DeadlineAssistant, access tocourt rules and alertsof rules updates(powered byWestlaw) includedwith subscription(more info)Automatic indexingof documents, drag& drop import of filesand folders, globalsearch of matters,contacts, firmdocuments, andWestlaw documents,document sharing,KeyCite markup oncitations indocumentsConflict checker,custom fields forcontact/clients andmatters, secureclient portal,customizable Homepage and Matter6Note: these charts do not provide a comprehensive comparison of all Practice Management/Time & Billing products on the market. Inclusion in the chart should not beconstrued as an endorsement or reco