The end-to-end practice management platform that delivers a single source of truth
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
- Automatically track time and create time entries as you draft email messages
- Advanced document features include versioning, tagging, foldering and commenting
- Assign tasks to one or more team members, attach docs and set deadlines (and reminders)
To Profit
Maximize efficiency and revenue with built-in financial tools
Sophisticated Timekeeping, Billing and Accounting
- More than 10 different ways to automatically create time entries
- Industry-leading billing features including LEDES, split and consolidated invoices
- End-to-end accounting including General Ledger, ability to issue checks, create journal entries and batch-apply payments
- 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…
The Zola Suite DifferenceCloud 2.0 Practice Management
BUILT-IN, NOT TACKED-ON
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Seamless user experience
Every feature works seamlessly within Zola Suite with a clean, consistent interface
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Built-in Business Accounting
Does it really make sense to have your billing and accounting in separate applications?
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Built-in Email Management
Fully-native, matter-centric email client with innovative features that massively enhance email capabilities
FIRST GENERATION CLOUD SOFTWARE
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OVER-RELIANCE ON EXTERNAL INTEGRATIONS
Wrestles with a hairball of external applications, each with its unique interface, separate costs and learning curve
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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
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Clunky Work-Arounds
Requires matter-related emails to be BCC’d and forwarded to a cryptic email address for each matter
Migrations from these software applications are efficient and affordable:
…and many other applications.