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Zola Suite Feature Releases 2020

January 2020

  • Favorite reports
    • Favorite reports that you view several times a week
    • Available from any page of your Zola Suite account
  • Manual entry for credit card transactions
    • Credit card entries can now be recorded manually
  • Create expenses from credit card transactions
    • Record Costs charged to Credit Card Accounts (via manual entry or through downloaded bank activity)
    • Option to pass the expense along to a client
  • Bulk download LEDES invoices
    • LEDES invoices can now be downloaded in bulk, allowing you to process invoices across matters with one click
  • Billing contact available on printed invoices
    • When printing an invoice, the Billing Contacts Name/Information is now included on the invoice
  • Edit contact tags
    • Contact Tags can now be edited under Firm Settings (limited based on permission level)
  • New task status
    • A Task can now be labeled as “Not Started”
    • Users can also now search by assigned date and completed date
  • Vendor box dropdown
    • When adding a Vendor, you will now find there is a new Vendor Box dropdown field to indicate the corresponding Box for 1099 filings

February 2020

  • NetDocuments integration
    • Access matter-related files stored within NetDocuments right in Zola Suite’s platform
    • Upload/download document, perform advanced searches and access workspaces
  • Email management enhancements
    • Auto-selection of matters for inbound emails from matter-related contacts
    • Prompt to create a time entry upon saving an email to a matter (to capture time spent reading messages)
    • Blue dots more clearly display unread emails
    • Firm contacts are automatically added to the suggested recipient list and float to the top, right after matter-related contacts
  • Timekeeper Goal report
    • Firm admins can set, and track billable hours and/or total billing goals for members of their firm
    • Metrics can be viewed year to date or by prior month and prior week’s progress toward those goals
  • Custom payment allocations
    • Firms can now specify how incoming payments should be applied
  •  Secure payment links
    • Invoices sent via email can now include payment links that allow clients to make payments (through LawPay) without the need to log into Caseway, Zola Suite’s client portal
  • New LEDES formats
    • Zola Suite now supports 1998B Alpha, Case Litigator and a Tymetrix version
  • UniFLOW expense importer
    • If you use devices that output Uniflow format, Zola Suite can now import those expenses under the Time/Expense section
  • Faster intakes
    • Fields for first name, last name, company, email and phone can be entered directly in the New Lead window

March 2020

  • Vendor Bill updates
    • Ability to assign User, as well as Expense and Task Codes when creating/editing Vendor Bills to facilitate LEDES billing
  • Efficient document uploading
    • Faster upload speeds when uploading documents via Zola Caseway
    • Upload files up to 4 GBs
  • Flat Fee Productivity report update
    • Flat Fee Productivity Report can now show data for individual services to enable firms to identify best and worst performing flat fee services, independent of a matter
  • Additional submatter billing options
    • For Split Fee Matters, users can now adjust Matter Number, Matter Name, Billing Notes, Invoice Note and LEDES information for submatters

April 2020

  • Revamped phone call notes
    • Add tags
    • Create a new task
    • Option to open in a new window
    • When you select a contact under the “Spoke With” dropdown, the contact’s business, mobile and fax numbers appear
    • Filter phone call notes by tags with advanced search functionality in the Matter’s Communications tab

May 2020

  • Color-coded matter-related contacts roles
    • Customized color codes can now be applied to each Matter Role
    • Matter-related contacts can also be favorited, floating them to the top of the list
  • Matter option on Billed and Collected report
    • View Billed/Collected amounts grouped by Matter
  • Credit card expense updates
    • When creating and editing Credit Card Expenses, you now have the ability to assign a User, as well as Expense and Task Codes
  • Configurable discount column
    • Additional customization options when it comes to generating invoices
  • Updated custom date ranges
    • Custom Date Ranges can now be typed directly into the From and To date fields when publishing invoices or generating reports

June 2020

  • Bulk Billing Center
    • Print and/or blast Invoices or Statement of Accounts in bulk more efficiently

July 2020

  • zDrive for Mac
    • This tool allows users to edit documents and save them back to Zola Suite automatically (no uploads required)
    • Once downloaded to a user’s Mac device, files stored in Zola are browseable directly in Finder and can be quickly accessed in the Task Bar
  • LEDES budgeting
    • Set a budget for individual LEDES codes within a LEDES-based matter
    • See billed amounts against the total budget as the case progresses
  • Effective Rates report
    • This report showcases a list of all users along with hours worked, fees collected and the effective rate for each
  • Matter User Rate report
    • This report shows, by matter, the Responsible, Originating and Billing Attorneys rate along with any additional Matter Collaborators
  • Dedicated Timekeeper Goals setup page
    • There is now a dedicated page to help you quickly create, edit and delete Timekeeper Goals for your firm
  • Default time list option for non-staff accounts
    • Users with Non-Staff permissions can now pre-filter the timelist for their own time entries
  • Ability to sort notes
    • Users can quickly sort Notes by created time
  • Updated user list
    • We’ve redesigned the Users & Groups page in Firm Settings
  • Dedicated subject and body for State of Account emails
    • Set a default email subject line and body copy when sending Statements of Account emails to clients in bulk
  • Expanded Matterscapes billing options
    • Customize your matter views with Origination Splits, Responsible Splits, Billing Type and Billing Group
  • Default worktype
    • Define a default worktype that will pre-fill when entering time entries
  • Soft Cost quantity update
    • When entering the quantity for a Soft Cost, Zola Suite now supports two decimal places to support fractional quantities such as mileage

August 2020

  • Invoice templates
    • Enterprise and Enterprise Plus users can now create multiple invoice templates that can be applied on the Contact/Matter level
  • Split Billing update
    • When assigning split billing percentages, Fee/Expense splits can be set using up to 4 decimal places
  • Vendor reimbursement report
    • A listing of unpaid Vendor Bill Expenses that have been marked as billable can now be generated with a click of a button
  • Document Assembly and the Zola Suite/NetDocuments integration
    • When generating a document via a template in Zola Suite, NetDocuments users can now quickly save the file to the corresponding Workspace
  • Copitrak Importer
    • A list of all Soft Costs (in XLSX format) can now be imported via Copitrak
  • Invoice Unbilled Activity filters
    • New filters on the Unbilled Activities page allow you to filter for matters which have a Total Time Greater Than and/or Less Than the entered amount

September 2020

  • Settlement Management Tools for PI and Contingency Firms
    • Efficiently manage settlement allocations and seamlessly generate settlement memos for all parties, even referring attorneys
    • An accompanying customizable Settlement Statement is also generated with each Settlement Memo
    • Conveniently track all expenses incurred by the firm and external parties
  • New BI Metrics on the Admin Dashboard
    • Income and Expense trends for a set period of time
    • Previous Year Income Comparison
    • Previous Year Expense Comparison and Expense Breakdown
  • Billing group filter
    • A Billing Group filter has been added to the invoice list so you can more easily sort during your billing cycle
  • Bulk time entry rates
    • Admins can change Time Entry Rates in Bulk, saving a great deal of time when updating many entries at once

October 2020

  • Print 1099s in bulk
    • Firms can bulk print hundreds of 1099-MISC and/or 1099-NEC forms for all of their vendors
  • Updated Billed and Collected report
    • This report now includes a “Display Hours and Rate” filter so your firm can view billed hours and an average Rate for the specified date range
  • Firm user custom fields
    • “Firm User” has been added as a field option to the Person/Company Custom Fields list

November 2020

  • Firm budgeting
    • Create firm-wide budgets to estimate revenue and expenses on a monthly, quarterly and/or yearly basis

December 2020

  • Profit and Loss by Location report
    • Administrators can view a Profit and Loss report where each column displays the numbers for each firm location
  • Segment Revenue option on the Profit and Loss report
    • Administrators can now see Professional Fees broken down by Location, Practice Area, Primary Responsible Attorney, Primary Originating Attorney and Timekeeper
  • User bank account permissions
    • Administrators can assign users to specific bank accounts, restricting access to the bank register and limiting the ability to create new checks
  • Updated AR Aging Summary report
    • Firm administrators can view AR grouped by Client, Timekeeper, Practice Area and Location
  • Worldox integration
    • Worldox users can automatically integrate Client and Matter data from Zola Suite
    • Existing matters can be integrated with Worldox and Clients/Matters can be created in Worldox through Zola Suite
  • Matterscapes enhancements
    • Default 50 records, up from 20 records, on one page
    • Matter Status is now an option, supporting multi-select
  • Email enhancements
    • Set custom font family, style and size for composing email messages
    • Pane sizes for folder/email list section is customizable and persistent
    • Folder open/close status is now remembered
    • Email addresses can now be dragged between TO, CC and BCC

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