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?

No business owner wants to deal with a financial emergency due to lack of planning. In order to monitor how a firm is doing financially year to year, every law firm should maintain an internal budget/forecast. A budget/forecast report provides the owner a monthly snapshot of how the firm is doing at least yearly with monthly updates.

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.

In today’s workplace, 65% of employees are looking for another job. To compete for the best employees, employers must remain current, providing a quality, forward-thinking work environment which includes hybrid work options. Prior to the pandemic, law firms allowed only exempt employees (lawyers and professionals) to work remotely, and then only occasionally.

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.

By definition, an exit interview is a conversation between an employer and an outgoing employee. The objective is to determine how the firm can improve on its processes and culture. These interviews usually consist of an honest and forthcoming conversation as an outgoing employee often feels less reluctant to give an honest evaluation because he or she is no longer employed by the company.

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.

Law firm leaders understand the concept and importance of profitability. Nevertheless, in many practices, expenses and revenue are not reviewed on a regular basis. While your firm may be focused on other aspects of maintaining business, it is imperative that steps are taken to ensure your firm continuously reviews its finances and expenses.