We Take Safeguarding Your Data One Step Further Than the Rest
Zola Suite is proud to be the first cloud-based legal practice management to have successfully completed a SOC 2 audit, demonstrating our unparalleled commitment to your firm’s security and privacy. Learn More.
- 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.
- Robust matter dashboards with every detail for every matter
- Custom fields and custom matter lists with configurable columns and filters
- Matter-level access restrictions
- 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
- 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™
- 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
- More than 10 different ways to automatically create time entries
- Industry-leading billing features including LEDES, split and consolidated invoices
- Automate your workflow with batch invoicing
- 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…
The Zola Suite DifferenceCloud 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
Relies on 3rd party accounting integrations that aren’t configured for law firms and still require double data entry for many types of transactions
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!
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.
A really well-designed, well-crafted and well thought-out application
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.
Being new to the office, this program has helped me grasp the processes quickly.
Easy to use software that easily integrated my e-mail and calendar making billing and storing easy.
Very easy to learn how to use. Customer Service is very helpful.
Easy to use, comprehensive case management software.
Practice management that understands that this is a business I'm running.
The software is very intuitive making the transition from other software a snap.
Make the Switch with Peace of Mind
Zola has a dedicated team that ensures a streamlined and highly accurate migration process for a hassle-free transition from a wide range of cloud and legacy applications.
Migrations from these software applications are efficient and affordable:
…and many other applications.