Legal Billing, Trust Accounting & Business Accounting for Law Firms

Powerful time and billing capabilities, trust accounting
and built-in business accounting in a single, synergistic package.

Advanced Time Entry

10+ Ways to Bill for Time

  • Run multiple timers simultaneously
  • Auto-pause prior timer
  • Automatic timers when drafting emails or recording phone call notes
  • Automatically create time entries for calendar events
  • Convert Tasks and Activity Log entries to time entries
  • On your iOS or Android device

Time Entry

  • No Charge and No Charge Don’t Show options
  • Flat fee matters automatically create No Charge Don’t Show entries
  • Set round up increments (ex 6 minutes) on a per matter basis
  • Enter time in either decimals or HH:MM
  • Support for UTBMS codes for LEDES invoices
Expenses

Matter User Rates
Set custom rates by user within a Matter

Set Rates by User Matter

Expenses

Expense

  • Record expenses for each matter
  • Support for UTBMS codes for LEDES invoices
  • Option to pass along cost to client

Invoice Unbilled Activities

  • Ability to filter unbilled actives by a wide range of criteria
  • Bill all unbilled activities or select individual entries to invoice
Invoice Unbilled Activities
New Trust Check

Invoice

  • “Retina” high resolution logo
  • Customize rows, columns, fonts and colors
  • Line item and invoice level discounts
  • Support for UTBMS codes and LEDES invoices
  • Optionally include
    • Balance
    • Client Balance
    • Matter Balance
    • Operating Retainer Balance
    • Trust Balance

Retainer / Trust Fund Management

  • Manage client funds either for operating retainers or funds in trust
  • Be alerted to minimum balances which you set on a per-matter basis
  • View/Print ledgers on matter basis
  • View/Print trust account summary with sub-ledgers for each matter
  • 3-way reconciliation of report for trust accounts
Advanced Time Entry
Law Pay

LawPay® Integration

  • Accept credit cards using LawPay for retainers or as direct payment for invoices
  • Clients can pay for invoices on Zola’s Caseway Portal with credit cards using Caseway

Get paid through a Secure Portal, Branded for Your Firm
Share invoices securely via Zola’s Caseway™ Portal and enable
them to make credit card payments using your LawPay account

Set Rates by User Matter

Checks

  • Make checks to vendors
  • Optionally pass expenses to matters, including for only a portion of the check amount
  • Print on standard 3-part check sheets

Trust Check

  • Draw only from trust account (Cannot select operating accounts)
  • Selection of a Matter is required (only matters with a positive balance are displayed)
  • Cannot overdraw Matter’s ledger balance
  • Print on standard 3-part check sheets

Reporting and Analytics
Keep your finger on the pulse of your practice with a wide range of reports

Set Rates by User Matter

Download Bank and Credit Card Activity
Coming May 2017

Download Bank and Credit Card Activity

Ready to supercharge your practice?