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Accounting & Reporting
Show Your Clients Some Love: Invoice Level Discounts
As an attorney, you are trained to keep track of every minute and bill accordingly. But what if you decide that you don’t want to bill your client for the extra time it has taken your new associate to research a topic related to their case? Or perhaps you’re feeling super generous and want to write-off the 20-minute conversation you had with your client updating them about their case. While you should be aware of every second spent sending emails, following up on payments, and learning a new skill, every second spent on a case may not be worth a check from your client.
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Matter Management
How to Avoid the Perils of Auto-Complete
Have you ever woken up from a late night panic wondering if you sent an email to the right Susan? Scenario: It’s a busy Friday afternoon. You have so many emails to get to before you go away for the weekend (which you’ve been looking forward to all week). There are so many contacts in your address book, it’s hard to remember which contact is related to which matter. You’re supposed to email Susan Smith but you have three Susans (plus a Sue and a Suzanne) in your contacts, all related to different matters. It’s absolutely crucial to keep track of the right parties and the right matters to maintain client confidentiality…
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Law Firm Operations
How Relationships Can Propel Your Practice
Practicing law is more than advocating for clients by appearing in court, negotiating and preparing contracts or signing papers. The key to running a successful firm is managing and developing the business. Certainly, being a knowledgeable and highly-skilled attorney is essential to attracting and retaining clients, but it takes more to build a successful practice.
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Compensation and Performance Tracking
Who deserves the love? (Zola Suite’s Referral Report will let you know)
We believe that in order for a law practice to thrive, it must operate like a business. A key component of operating like a business is understanding metrics and gaining insight in order to understand how the business is operating – what is working and what can be improved. This is displayed in our guiding principles – what isn’t MEASURED cannot be IMPROVED. As a result, we offer real-time data with comprehensive reports and analytics to help you better understand the business side of your practice.
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Matter Management
Who is Francine McGillicuddy and why is she writing to me?
Have you ever received an email from someone and couldn’t quite put your finger on who they were? Did you later find out that the email contact was a member of the case that you are working on? Your firm is consistently dealing with cases, clients, and other related individuals which makes it easy to lose track of what point of contact is associated with which matter.
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LEDES Electronic Invoices for Law Firms UTMBS
Timekeeping & Billing
Electronic / LEDES Invoices with UTBMS Codes
Every day there is more evidence that in order to stay competitive, lawyers need to harness technology to streamline their processes. The more sophisticated the client, the less tolerance they have for inefficiency. In our never ending quest to provide the right tools for law firms, Zola Suite is thrilled to now support electronic LEDES invoices with Uniform Task-Based Management System (UTBMS) Codes.
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Three way reconciliation
Accounting & Reporting
Client Trust Funds & Three-Way Reconciliation Report
As an attorney, there are no shortage of minefields that can land you in hot water.   While many of the dangers that lurk can be subjective or unavoidable, failing an audit of client trust funds is one that consistently strikes fear into one's heart.  Yet, keeping your trust funds in good order need not be a challenge if you employ the right process and software.
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woman on her laptop working on Notes feature in Zola Suite
Matter Management
Say Goodbye to Sticky Notes
Freakonomics Radio recently did a really interesting podcast about handwriting. During the episode, they talked to regular people and experts about the pros and cons of moving from a pen and paper society to a digital one. Here at Zola, we have an on-going debate about pen and paper vs. digital notetaking, so it was exciting to listen to the podcast and hear that we are not the only people thinking about these things.
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Revenue by Referral Source report in Zola Suite
Accounting & Reporting
Do you know the “Current Truth” of your practice?
If you can’t get a real-time, 360-degree overview of your practice and its finances, you have little more than your intuition to help you make smart strategic decisions. This 360-degree knowledge is the “current truth” that informs you about your firm’s financial position and overall productivity. The trouble is, unlike mega corporations who have access to highly-customized applications and a small army of number crunchers, small (and midsize) law firms rely on disparate applications, each perform only a portion of the firm’s activities and hence there is no clear way to perform centralized reporting.
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