Legal Billing, Trust Accounting & Business Accounting for Law Firms

Powerful time and billing, and complete accounting features that maximize revenue and efficiency. Zola Suite offers more than 10 ways to create time entries, ability to generate highly customizable and visually beautiful invoices. Support for UTBMS codes and LEDES invoicing. Advanced reports that provide real-time visibility across the firm’s practice without relying on integrations with outside accounting applications. Download account activity from major financial institutions. Create accounts payable checks as well as trust checks, process payments, perform batch billing and much more.

Multiple Ways to Capture & Bill for Time

  • Create multiple timers as needed
  • Automatic timers for case-related emails and phone call notes
  • Designate calendar events as billable time
  • Convert Tasks and Activity Log entries to time entries
  • Track time remotely on your iOS or Android device
  • Start time on desktop and continue with your mobile device
01

TIME ENTRY

  • “No Charge” and “No Charge Don’t Show” options
  • Flat fee matters automatically default to “No Charge Don’t Show” entries
  • Designate round up increments (e.g. 6 minutes) on a per matter basis
  • Enter time in either decimals or HH:MM
  • Supports UTBMS codes for LEDES invoices
02

Matter User Rates

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

03

Expenses

  • Record expenses for each matter
  • Supports UTBMS codes for LEDES invoices
  • Option to charge soft costs to client
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05

Invoice Unbilled Activities

  • Filter unbilled activities by a wide range of criteria
  • Bill all unbilled activities or select entries individually
06

Invoices

  • “Retina Ready” high resolution logos
  • Customize rows, columns, fonts and colors
  • Line item and invoice level discounts
  • Supports UTBMS codes and LEDES invoices
07

Retainer / Trust Fund Management

  • Manage retainers for operating and/or trust accounts
  • Receive notification when retainers fall below designated balances
  • View/Print ledgers on matter basis
  • View/Print trust account summary with sub-ledgers for each matter
  • 3-way reconciliation report for trust accounts

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
08

Get paid Via a Secure Portal, Branded for Your Firm

Share invoices securely using Zola’s Caseway Edge™ mobile app and enable your clients to make credit card payments using your LawPay account

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10

Checks

  • Write checks for vendors
  • Option to pass on expenses for matters for full or partial payment of check amount
  • Print on standard 3-part check sheets
11

Trust Checks

  • 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
12

Optional Pre-Billing / Draft invoices

Need to have the responsible attorney on the matter review invoices before sending them out to clients for payment? Zola Suite's powerful pre-bill options allow your firm to implement a wide range of billing workflows.

13

Evergreen retainers

Get alerts when trust funds or operating retainers run below a pre-specified amount on a per- matter basis

14

Reporting and Analytics

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

Client Reports

AR Aging Summary

Total amount of unpaid invoices, grouped by Client, Matter and various levels of delinquency

Statement of Account

List of invoices and payments for a particular Client or Matter

Sales Tax

Shows information about ales tax amounts collected for a particular duration

Trust Reports

Three-way Reconciliation

Confirm that your bank balance, book balance and sum of trust balances are in check

Trust Account Ledger Summary

Listing of all trust balances within each trust account

Productivity Reports

Referral

Realized and unrealized revenues from Matters introduced by specific referral resources

Originating Attorney

Realized and unrealized revenues from Matters, grouped by Originating Attorney

Work in Progress

Summary of un-billed fees and disbursements

Timekeeper Productivity

Review billable hours and realization rate by timekeeper

Accounting Reports

General Ledger

A complete record of transactions, grouped by accounts

Profit and Loss

Also known as an Income Statement, shows your total income and expenses over a period of time

Balance Sheet

A statement of the assets, liabilities and capital at a particular point in time

Chart of Accounts

A listing of all accounts used in the general ledger

Coming Soon: Download Bank and Credit Card Activity

Ready to supercharge your practice?