Make the Switch to Zola Suite
Zola has a dedicated team that ensures a streamlined and highly accurate migration process for a hassle-free transition from a wide range of cloud and legacy applications, including:
…and many other applications.
| Migration Options | |||
| Migration Options | Core | Advanced | |
| Contacts |  |
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| Contacts Custom Fields |  |
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| Calendar | |
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| Practice Areas | |
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| Matters1 | |
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| Matter Custom Fields2 | |
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| Matter Contact Roles | |
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| Matter-User Rates | |
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| Matter-Notes | |
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| Matter-Phone Call Notes | |
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| Matter-Emails | |
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| Tasks | |
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| Unbilled Time Entries | |
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| Unbilled Expenses3 | |
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| Unpaid Client Invoices4 | |
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| Chart of Accounts | |
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| Trust Balances5 | |
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| AR by Timekeeper6 | |
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| Historical General Ledger (Journal Entries)6 | |
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| Intake Forms6 | |
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| Documents | Contact us to learn more | Contact us to learn more | |
1 Standard matter fields such as open/closed date, status, practice area, responsible attorney, originating attorney, referred by and docket number
2 Up to 20 fields; additional custom fields may be subject to an additional cost
3 Soft costs only
4 Balance only; no detail data on invoices
5 Balance only; no detail data on trust ledger history
6 Subject to an additional fee and dependent on the availability and integrity of the firm’s current data set. A complimentary data assessment will be performed to determine whether the data is eligible for migration to Zola Suite and provide a quote for the service.