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. When creating a new matter in Zola Suite, you can identify who referred the […]

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. How a Three-Way Reconciliation Works One of the most effective ways of ensuring that your trust accounting is in order is through a three-way reconciliation report which ensures that the following values match, typically as […]

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. In Zola Suite, we’ve empowered law […]