Each year, the Zola Suite development team releases hundreds of updates and dozens of new features to help law firms be more efficient and profitable. While this year was full of updates and changes, Zola Suite users have spoken, and we’re pleased to share our top 10 releases of 2021.

There is often a great deal of confusion regarding document storage and document management systems. As a result, companies often wrestle with the following questions: Which solution is the simplest to manage, the most cost-effective, and the best overall?

Although many people think that customer management relationship systems (CRMs) are relatively new in existence, the practice of keeping customer records has existed for centuries. Merchants, even those selling their wares in ancient times, understand that it’s much easier to sell your goods to a current or past customer than to try to cultivate new business. Modern CRMs are simply digital, highly sophisticated versions of customer records traditionally kept on paper. While most businesses of any size in any industry can benefit from the use of CRMs, some cannot run their organizations efficiently without them. In recent years, niche-specific CRMs have been designed specifically for certain types of businesses, including law firms.

There are many instances when a lawyer can run into a conflict of interest with a prospective new client, and some may not be easily identified before the retainer agreement is signed. Here are a few potential conflicts of interest that can result in serious ethical issues for attorneys...

All organizations – particularly those that outsource crucial business operations to third-party technology businesses and SaaS companies – must ensure that their data is handled properly, protecting customers from data theft, extortion, and malware attacks. Service Organization Control 2 (SOC 2) provides a framework to help stakeholders ensure that vendors protect the interests of the company they serve and the personal data of vulnerable clients.

Selecting a new legal practice management application is no easy feat. With your firm’s productivity on the line, the stakes are high and the vetting process should be thorough. One critical step in the selection process is the trial where you, and other future users in the firm, can actually roll up your sleeves and get to know the platform. (If a cloud-based software provider doesn’t offer one, this should be a red flag; it often means the platform is difficult to configure and use.)

When Zola Suite was launched in 2015, our mission was to challenge the status quo and create cloud-based practice management that maximized efficiency for both small and midsize firms in a way that our predecessors simply couldn’t. Unlike first-generation cloud platforms, Zola’s vision has always been, “built in, not tacked on” which is why every…

Most legal matters involve hundreds of documents, many of which have numerous iterations along the way. Zola Suite’s robust document management system not only helps firms efficiently manage these files, but also offers interoperability with Zola’s other native matter management tools, maximizing efficiency and productivity. With Zola Suite’s Document Management tools, firms can easily store…

Every year, we look forward to heading to Chicago for ABA TECHSHOW to join fellow tech-enthusiasts for new product announcements, informative sessions and panel discussions, and networking with partners, colleagues and clients. Despite this year’s conference being held virtually, we are still excited to share a few of the over 1200 updates that we’ve made to Zola Suite since last year’s event.