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 | ||
| Contacts Custom Fields | ||
| Calendar | ||
| Practice Areas | ||
| Matters1 | ||
| Matter Custom Fields2 | ||
| Matter Contact Roles | ||
| Matter-User Rates | ||
| Matter-Notes | ||
| Matter-Phone Call Notes | ||
| Matter-Emails | ||
| Tasks | ||
| Unbilled Time Entries | ||
| Unbilled Expenses3 | ||
| Unpaid Client Invoices4 | ||
| Chart of Accounts | ||
| Trust Balances5 | ||
| AR by Timekeeper6 | ||
| Historical General Ledger (Journal Entries)6 | ||
| Intake Forms6 | ||
| 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.