Document Management
Cloud-Based Document Management Built for the Modern Law Firm
The practice of law is document-intensive. Most matters involve hundreds, if not thousands, of documents, with numerous iterations along the way. Zola Suite helps firms efficiently manage and safeguard these files; firms can leverage Zola’s robust document management tools or the platform’s seamless integration with NetDocuments.
Combining Robust Document Management and Best-In-Class Matter Management Tools
Zola Suite's Document Management Solution
Built in to Zola’s robust practice management solution, the document management system has unparalleled interoperability with Zola’s other native tools, including our Intelligent Email, Dynamic CRM and Task Management.
Already using NetDocuments®?
Zola Suite has a deep integration with the leading document management system for law firms. With this cross-platform functionality, Zola Suite users can easily access all files stored within their NetDocuments account without ever leaving Zola.
Zola Suite's Document Management
The practice of law is document-intensive. Most matters involve hundreds, if not thousands, of documents, with numerous iterations along the way. Zola Suite helps firms efficiently manage and safeguard these files; firms can leverage Zola’s robust document management tools or the platform’s seamless integration with NetDocuments and iManage.
- Versioning (manual and automatic)
- Commenting per document and per version
- Secure document sharing using Zola’s client portal, Caseway™
- Microsoft Word™ Ribbon Plugin to open or save documents in Zola Suite without leaving Word™
- Foldering with ability to upload documents and folder hierarchies from desktop
- Automatically create document folders for new matters based on practice area
- One-click emailing
- No storage limitations for Enterprise and EnterprisePlus plans. Max file sizes: 5 GB (Core); 10 GB (Enterprise); 25 GB (EnterprisePlus)
- File Locking and Tagging
- OCR and directly save scanned documents through RICOH’s Multifunction Printers into Zola Suite
- Edit matter-related documents and automatically save them back to Zola Suite using zDrive
- Intelligent in-document search (coming soon)
*Zola Suite’s Document Management System is available to all Zola Suite users, at no extra cost to the firm.
Effortless Editing of Any File with zDrive™
With multiple members of your team working on the same documents, you need a system in place that can easily update edited documents and record changes made by each team member.
Using zDrive, users can edit matter-related files and save them to Zola Suite with greater ease.
What’s the Word for Efficient? Zola Suite’s Microsoft Word Ribbon Plugin
Zola Suite’s document management system is already easy and intuitive, but for Microsoft Word users, we’ve taken it to the next level. Zola’s Word Ribbon Plugin* makes opening or saving documents directly from Microsoft Word into the corresponding Zola Suite Matter a breeze.
No more upload and download. Open up Word, click on the Zola Suite tab and voilà, you can now:
- Open matter-related documents from any matter folder or subfolder stored in Zola
- Save new documents or new versions of existing documents directly into matters
- See when the document was last updated, by whom and the size
- Create new folders and subfolders within matters
- Comment on documents, use existing or create new tags
- No storage limitations. Max file size: 1GB
- File Locking and Tagging
Integrations with
