Legal Billing, Trust Accounting & Business Accounting for Law Firms

Legal billing software with powerful time and billing, and complete accounting features that maximize efficiency and revenue. Zola Suite offers more than 11 ways to create time entries and the 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.

The legal industry’s most robust, cloud-based financial management system, Zola Suite gives firms powerful matter-centric billing and legal accounting capabilities.

Timers from the Zola Suite Legal Billing Software

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
  • Narrative templates show time entry descriptions


  • “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
Time Entry Form For Law Firm Billing


Bulk Billing Center

Bulk email blast or bulk print invoices and statements of account


Rate Cards

Save time managing rates with Rate Cards. You can assign Rate Cards with custom user rates to any matter. You can also apply a set discount against all users’ rates assigned from a rate card for a particular matter. Clients can also have a preferred Rate Card which is automatically inherited by any matter you create for that client.

Save time managing rates with Rate Cards


Matter User Rates

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

Including Hourly Rates in Legal Billing Software

Adding Expenses to Legal Accounting Software


  • Record expenses for each matter
  • Supports UTBMS codes for LEDES invoices
  • Option to charge soft costs to client
  • Import copy activity from supported Canon, Xerox, Konica Minolta and Samsung devices via uniFLOW importer

Invoice Unbilled Activities

  • Filter unbilled activities by a wide range of criteria
  • Bill all unbilled activities or select entries individually
Unbilled Activity Report
Easy Invoice Creation from Zola Suite


  • “Retina Ready” high-resolution logos
  • Customize rows, columns, fonts, and colors
  • Line item and invoice level discounts
  • Supports UTBMS codes and LEDES invoices
  • Optionally to include balances for matters and clients
LEDES Budgeting

LEDES Budgeting

With this feature, firms can set a budget for individual LEDES codes within a LEDES-based matter. Firms can see billed amounts against the total budget as the case progresses. This feature is available to clients with EnterprisePlus subscriptions.


Retainer / Trust Fund Management

  • Manage retainers for operating and/or trust accounts
  • Receive a 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
Account Balance Summary Reporting
BIlling Software Interface for a New Retainer

Credit Card Payments

  • Accept credit cards using Zola Payments, powered by LawPay, for retainers or as direct payment for invoices
  • Clients can pay for invoices on Zola’s Caseway™ Client Portal with credit cards

Get paid Via a Secure Portal, Branded for Your Firm

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

Secure Billing Portal with Your Law Firm's Branding
Check Printing Interface from the Accounting Software


  • 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

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

Interface for Generating Trust Checks


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.

Pre Billing

Evergreen retainers

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

Evergreen Retainer Functionality is Built-In with Zola Suite


Advanced Compensation: Split Origination/Responsible Attorney Report

Advanced compensation reports that show billed, collected, responsible and originating.

Disclaimer: not available on all plans. Сontact us for more information.

Advanced Compensation: Split Origination/Responsible Attorney Report retainers


Reporting and Analytics

Generate (and schedule) comprehensive reports and key analytics that will help you better understand the business side of your practice.

Zola Suite admin dashboard

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 sales tax amounts collected for a particular duration

Client Payments

A listing of all payments from clients

Matter User Rate

A list of matters along with the Rate Cards assigned to them

Total Billing Report

Total Fees and Expenses billed by matter

Compensation Reports


Realized and unrealized revenues from Matters introduced by specific referral resources

Originating Attorney

Realized and unrealized revenues from Matters, grouped by Originating Attorney

Split Compensation

Detailed View of Fees split by matter Origination/Responsible rates

Fee Allocation

Detailed view of Fees, Soft Cost and Hard costs that have been collected by Matter and User

Split Payout Report

Payout Amounts grouped by Matter and Users

Productivity Reports

Work in Progress

Summary of unbilled fees and disbursements

Flat Fee Productivity

Review hours worked and collections for Flat Fee Matters

Timekeeper Productivity

Review billable hours and realization rate by timekeeper

Billable Hours Recap

Daily, Weekly and Monthly view of Billable and Non-Billable Time Entries by Timekeeper

Billed and Collected

Billed and Collected fees grouped by User, Practice Area or Location

Timekeeper Goals Report

Track timekeeper goals for time and amounts billed

Effective Rates

A listing by user of hours worked, fees collected and their effective rate

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


A summary of un-billed fees, expenses, AR, unused Trust and Operating funds by Matter

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

Trial Balance

A listing of the last balances for each account as of a particular date

Firm Budgeting

A listing of current and previous budget amounts

Account Reconciliation

A listing of all reconciliations


A listing of all write-offs

Profit & Loss by Location

View Profit & Loss segmented by Location

Vendor Reports

1099 Reporting

Generate 1099-MISC and or 1099-NEC documents for 1099-Required Vendors

Vendor Payments

A listing of payment totals made to Vendors and Contacts

AP Aging Summary

Outstanding payments to vendors grouped by aging period

Vendor Reimbursement

Listing of unpaid Vendor Bill Expenses that have been marked as billable


Vendor Bill Accounts Payable Management

  • Manage Vendor Bills and Accounts Payable
  • Generate 1099s

Vendor Bill Accounts Payable Management


Split Billing

  • Bill multiple clients on a single matter
  • Set unique rates for each client
  • Split percentages independently for fees and costs
  • Available for Enterprise Plus plans

Save time managing rates with Rate Cards



Consolidated Billing

Generate consolidated invoices when there is a client with multiple matters in any given billing cycle. Available for Enterprise Plus plans. This feature can be activated on a per-client basis.

Secure Billing Portal with Your Law Firm's Branding

Billing Frequencies

  • Filter unbilled activities when generating invoices by custom Billing Groups
  • Assign either at client or matter-level




Timekeeper GoalTracking

Firm admins can set and track billable hours and/or total billing goals for members of their firm. Includes great data visualizations which can be accessed in the Reports section so it’s easy to see who’s meeting expectations and who is falling behind. Metrics can be viewed year to date or by prior month and prior week’s progress toward those goals.


Timekeeper Goals


Custom Allocations

When a payment is received, your firm can easily allocate specific amounts to timekeepers and expenses.

Custom Allocations



Firm Budgeting

Create firm-wide budgets to forecast revenue and expenses on a monthly, quarterly and/or yearly basis. Learn More.


Timekeeper Goals

Download Bank and Credit Card Activity From Over 5,000 Institutions

Reconcile your accounts and assign individual transactions as billable expenses with just a few clicks.

Billing Software that Can Automatically Download Bank Activity


Quickbooks Online Integration

For firms who prefer to use Quickbooks, Zola Suite offers an integration with Quickbooks Online. With this tool, practices can sync invoices, payments and much more.

Save time managing rates with Rate Cards

Ready to supercharge your law practice?