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Matter Management

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Law Firm Operations
CRMs Aren’t Just for Big Law: Features That Can Help Every Firm Be More Efficient and Profitable
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.
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Law Firm Operations
Conflict Check Basics: What Every Legal Professional Should Know
Most lawyers have multiple clients, and many will work in more than one firm throughout their careers. These circumstances dramatically increase the possibility of conflicts of interest between former and new clients.
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Two IT professionals looking at computer screens with coding on them
Law Firm Operations
The Human Side of SOC 2: It’s About More Than Just Technology
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.
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Matter Management
Trying Out New Practice Management Software? 6 Things You Should Do On Trial to Make Sure It Will Really Work for Your Firm
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.
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Zola Suite and AbacusNext logos
Matter Management
Zola Suite Joins Forces with AbacusNext to Further Drive Innovation in Practice Management Software
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.
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Matter Management
Zola Suite Feature Spotlight: Document Management Tools
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.
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Matter Management
New Tools to Enhance Law Firm Efficiency
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.
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Matter Management
Hanging Out A Shingle: Is It Better to Start with Practice Management Software or Select a Solution Once a Firm is Well Established?
Congratulations! You have decided, either as an individual or with a group of colleagues, to open your own law firm. There is a lot to do and many choices to be made. Everything from office location, firm name, domain name, business cards, internet and phone services to computers (Windows or Mac) must be decided. You may get to the point where you feel you just do not want to make another decision, but decide you must.
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Law Firm Operations
Zola Suite Feature Spotlight: Vendor Reports
Law firms work with dozens, or even hundreds, of different vendors each month. Without the right tools, tracking all of the contracts, invoices and tax information for these companies can be a full time job. Zola Suite’s robust vendor management tools help firms efficiently manage all invoices and outgoing payments (including the ability to cut checks and even associate expenses with a matter). Zola’s dedicated Vendor Reports provide a holistic view of all payments, outstanding balances, expenses to be passed along to a matter and tax information.
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