zolasuite.comZola Suite: Legal Practice Management Software for Law Firms & Attorneys

Zola Suite: Legal Practice Management Software for Law Firms & AttorneysLegal Practice Management Software Features Billing and Accounting Task Management Intelligent Email Management Built-in E-Signature & Court Admissible Proof of Delivery Document Management Document Automation Client Portal Calendar iOS and Android Mobile Apps Matter Management Contact Management Notes Organizer Reports & Analytics CRM Integrations What’s New with Zola Suite CRM Matter Management Billing & Accounting Compare Pricing About Our Vision and Our Team Zola Suite Partners Why Users Love Zola Suite Security Blog News Contact LoginFeatures Organize Organize Matter Management Matter dashboard with custom fields, user access limits, and advanced notes and communications tracking Legal Notes Organizer Intelligent Email Native email client that automatically associates with matter-related contacts and files to the relevant matter Integrated encryption and court-admissible proof of delivery options Calendar Case-centric calendaring Rules-based calendaring Contact Management Advanced filters and create custom fields Automate Automate Document Management & Automation Document Management Document Automation Microsoft Word Plugin CRM Manage leads, track referrals, get leads submitted directly from your website and share intake forms with prospects Task Management Create task templates, attach documents, set text reminders and perform delegation tracking Client Portal Secure Client Portal Custom web and mobile app portals for your firm Get Paid Get Paid Time & Billing Time & Billing Advanced origination tracking and reporting Complete Business Accounting Issue checks, create journal entries and batch-apply payments Download bank and credit card activity from over 5000 institutions Advanced reporting including Financial Statements, WIP and Timekeeper Productivity Trust Accounting Batch apply trust funds, 3-way trust reconciliation, matter ledger, create Trust Checks and set low retainer/trust balance warning iOS & Android Apps Integrations What’s New with Zola Suite CRM Matter Management Billing & Accounting Compare Pricing About Our Vision and Our Team Zola Suite Partners Why Users Love Zola Suite Security Blog News Contact Login 855.965.2360 Call See It in Action Free Trial Toggle navigation End-to-End Practice Management Built for the Business of Law Best-In-Class Matter & Email Management Sophisticated Billing & Accounting The Most Robust Reporting in the Cloud Schedule a Demo Highest rated legal practice management software on G2 Download From Apple app store Download From Google play The end-to-end practice management platform that delivers a single source of truth Zola Suite gives you the power of one solution to manage every action taken in every case. One Complete, Easy-to-Use Platform. One Set of Login Credentials. One Monthly Bill. From Prospect Consolidate, organize and easily manage your pipeline from one central location Dynamic CRM for Prospect and Intake Management Leads from your website’s contact forms are automatically entered into Zola’s CRM Track where your leads are coming from and easily generate reports Complete integration with your firm’s intake forms and retainer agreements allow you to onboard clients with a few clicks. To Client Manage and track matters from start to finish with the most robust suite of case-centric tools Best-In-Class Matter Management Robust matter dashboards with every detail for every matter Custom fields and custom matter lists with configurable columns and filters Matter-level access restrictions Intelligent (Built-In) Email Management Automatically associates with matter-related contacts and files to the relevant matter Convert emails to tasks with one click Automatically track time and create time entries as you draft messages Document Management & Automation Automatic and manual document versioning keeps files organized Advanced features include tagging, foldering and commenting Open and save files directly from Word® and other applications into your Zola Suite account through zDrive™ Task Management Assign tasks to one or more team members, attach docs and set deadlines (and reminders) Streamline workflow with Task-Templates for predefined procedures Sends notifications if assigned tasks are not completed by the required date To Profit Maximize efficiency and revenue with built-in financial tools Sophisticated Timekeeping and Billing More than 10 different ways to automatically create time entries Generate highly customizable and visually beautiful invoices Automate your workflow with batch invoicing Trust and Complete Business Accounting End-to-End Accounting including General Ledger, ability to issue checks, create journal entries and batch-apply payments Download bank and credit card activity from over 5000 institutions Advanced reporting including Financial Statements, Compensation, WIP and Productivity Stay in Control of Your Legal Practice on the Go Access to your entire practice at your fingertips Create and review time entries Create and review matters Send and receive emails…and save directly to matters Scan business cards with auto-OCR Scan multi-page documents with auto-crop And more… Download From Apple app store Download From Google play Testimonials Johnson & Krol, LLC 20+ users 907 Legal 10+ users Dunlap, Bennett & Ludwig 100+ users The Zola Suite Difference Cloud 2.0 Practice Management Built-in, Not tacked-on Seamless user experience Every feature works seamlessly within Zola Suite with a clean, consistent interface Built-in Business Accounting Does it really make sense to have your billing and accounting in separate applications? Built-in Email Management Fully-native, matter-centric email client with innovative features that massively enhance email capabilities First Generation Cloud Software OVER-RELIANCE ON EXTERNAL INTEGRATIONS Wrestles with a hairball of external applications, each with its unique interface, separate costs and learning curve Billing Only Relies on 3rd party accounting integrations that aren’t configured for law firms and still require double data entry for many types of transactions Clunky Work-Arounds Requires matter-related emails to be BCC’d and forwarded to a cryptic email address for each matter What Legal Industry Leaders Are Saying... I’m excited about what they are doing after seeing all these other vendors. I mean, look at that interface! Jason Wilson former trial attorney, vice-president of an independent legal publishing company and popular blogger released a comparison of all of the legal practice management vendors at ABA TECHSHOW. He was really enthusiastic about Zola and goes on to praise the interface, explaining that it is super clean and lightweight.” Zola offers a rich, full featured and mature set of practice management tools including time billing and accounting that many of its older competitors still do not offer. Zola should be on your short list if you are considering adding or changing practice management tools to your practice. Nerino Petro Attorney, consultant and prominent legal technologist. A really well-designed, well-crafted and well thought-out application Dennis Kennedy and Tom Mighell In a podcast on Legal Talk Network, nationally-recognized legal technologists Dennis Kennedy and Tom Mighell discuss their time at TECHSHOW and new products that they are excited about. Zola was one of the products highlighted. Zola has done a good job of coming up with a full-featured platform that has a number of elements that distinguish it from others. If you are in the market for a practice management platform, this looks like one to check out. Bob Ambrogi Attorney and Consultant Bob Ambrogi gets the first official preview of Zola at TECHSHOW and shares his thoughts on the software in a blog post. User Reviews Being new to the office, this program has helped me grasp the processes quickly....