Zola Suite Feature Releases 2017

January 2017

  • Document Automation
    • Generate documents and correspondence with ease
    • Automatically create Retainer Agreements, Closing Letters, Medical Request Letters or anything else you need for a case

February 2017

  • Microsoft Word ribbon plugin
    • Open matter-related documents from any matter folder or subfolder stored in Zola in Word
    • Save new documents or new versions of existing documents directly into matters
      Create new folders and subfolders within matters

March 2017

  • Pre-billing
    • Create draft versions of your invoices
    • Review and approve invoices before they are sent out to your clients
  • Timekeeper Productivity Report
    • Review all hours, broken up by billable and non-billable, and realization rate by timekeeper
  • Trial Balance Report
    • Shows a listing of the most recent balances for each account as of a set date
  • Sales Tax Report
    • Shows information about sales tax amounts collected for a particular duration

April 2017

  • Evergreen retainers
    • Receive notifications when the retainer balance of a Matter goes below what you have set as a minimum balance
  • RPost integration
    • Send encrypted emails
    • Access court-admissable proof of delivery, time and email contents
    • Obtain e-signatures on legal documents

May 2017

  • Matter communications
    • Our new and improved Communications tab in Matter Details gives you the ability to forward, “reply all” to, and download email attachments
  • Tablet-friendly apps
    • A mobile app version of Zola Suite can be used on your iPad

June 2017

  • Cash accounting
    • View Accounting Reports such as P&L, General Ledger and Balance sheet on either a Cash or Accrual basis
  • Custom Fields
    • Custom Fields can be created for any Matter or Contact information you would like readily available

July 2017

  • Document integrations (Box, Dropbox, Drive, OneDrive)
    • Connect your existing Drive, Dropbox, Box and OneDrive account(s) with Zola Suite
    • Once your account has been integrated, you will be able to “link” a matter folder within the Documents section
  • New invoice options
    • Separate fees and expenses
    • Generate a Statement of Account Summary which will include any prior outstanding balances, new charges, payments received and total outstanding balance

October 2017

  • 2-way sync with Google and Office 365
    • Sync your Zola Calendar directly to your Google or Office 365 Calendar
    • Any Events you create in Zola Suite will show up on your Google or Office 365 Calendar, and vice versa
  • Mobile email
    • Access your Zola Suite email directly through our iOS and Android applications
  • Quick add
    • Easily perform a wide variety of actions from any screen in Zola Suite by clicking on the (+) sign on the top right hand corner of your screen
  • Add attachments to tasks
    • Attach matter-related Zola Docs to tasks to stay organized and get things done

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