Zola Suite Feature Releases 2018

January 2018

  • Microsoft Outlook ribbon plugin
    • Directly save emails to a matter from Outlook
    • Access Zola Suite documents for attachments
    • Automatically create time entries as you draft matter-related emails
    • Compatible with Outlook 2013/2016 for PC

February 2018

  • Download bank and credit card activity
    • Download activity from over 3000 financial institutions
    • Quickly reconcile your accounts and assign any of them as billable expenses with a few clicks
  • New user interface
    • New navigation and icons were added throughout our platform
    • Filter buttons are now larger and more clear
    • New tabs in Documents, Time/Expense, and Accounting sections more neatly organize the information allowing you to review your access information with fewer clicks

March 2018

  • Bulk apply trust funds
    • Automatically apply available trust funds to open invoices
  • Print payment receipts
    • Print receipts with any payment you make through Zola Suite
  • RICOH printer integration
    • Scan and OCR in one step into Zola Suite using RICOH’s multifunction printers

April 2018

  • QuickBooks integration
    • Choose whether you’d like to use Zola Suite’s built-in Accounting or Quickbooks integration
    • Sync Invoices, payments and much more

May 2018

  • Bulk email invoices
    • Bulk email invoices or Statements of Account to an unlimited number of recipients
  • Updated Trust Ledger Summary Report and AR Aging Report
    • Trust Ledger Summary Report has a practice area filter, an Excel export option and zero balances do not display by default
    • Filter the AR Aging Report by Responsible Attorney, Originating Attorney and Client. Results can now be exported to Excel

June 2018

  • Smart intake form sharing
    • Securely share intake forms with clients and prospects
    • Client submissions will automatically fill in custom forms
    • Forms are mobile and tablet optimized and branded with your firm logo
  • Split Origination/Responsible Attorney Report
    • Advanced compensation reports that show billed, collected, responsible and originating
    • Please contact us to have this feature activated for your firm
  • Rate Cards
    • Create Rate Cards that can be easily applied to matters
    • Rate Cards can also be inherited from a default set at the client-level

July 2018

  • Invoice blasting
    • Contact Support for more details
  • Bulk share with Caseway
    • Select multiple documents and share them via Caseway at the same time

August 2018

  • Built-In Email Enhancements
    • Ability to insert images in composed emails
    • Preview snippet of email body is now visible on Dashboard and Email sections
    • Count of unread messages shown in Inbox
    • One-click archiving

September 2018

  • Vendor bills
    • Manage and pay vendor bills and pass on expenses to clients through Zola’s Account Payable system in the accounting platform
  • WIP-AR-Trust Report
    • See WIP (broken down into un-billed time, soft costs and hard costs) along with Unused Operating Retainer Funds, Unused Trust Funds and AR
  • Pre-bill invoice enhancement
    • Summary on invoices in pre-bill stage now shows available funds in trust or operating retainers as well as any amounts outstanding after application
  • Report enhancements
    • Date filters added to the Statement of Account and WIP reports

October 2018

  • Accounts Payable management
    • AP checks can be printed when paying via check
    • Payments can be recorded via credit card
  • Invoice sent date
    • Set an invoice sent date regardless of whether you used Zola Suite’s invoice blasting feature
    • You can set this on an individual invoice or by multi-selecting invoices on the Invoices & Payments page
  • Statement of Account Summary updates
    • We’ve refactored Statement of Account Summary in a way that makes it clearer to your clients
    • “Previous balance” now reflects the balance owed on the prior invoice

November 2018

  • Apple Watch application
    • Take your practice on the go by using the Zola Suite app on your Apple Watch
  • Task updates
    • Assign tasks to multiple assignees
    • Mark as Phone Call
    • Add tags
  • Soft Cost updates
    • Create pre-defined Soft Cost Expenses with default rates
    • Quantity can also be applied to Soft Costs
  • WIP-AR-Trust Report updates
    • Now includes a column that shows the Matter’s evergreen threshold

December 2018

  • Fee Allocation Report
    • Allows you to see a detailed view of fees, soft costs and hard costs that have been collected by Matter, User and collection date

Ready to supercharge your law practice?

Join us for our upcoming webinar, Year-End in Zola Suite