As an estate planning attorney, you spend your days helping your clients understand and protect their most important assets. When it comes to your firm’s greatest asset – your data – do you have the right tools in place to keep it organized, safe and readily available? According to the American Bar Association, “security breaches are so prevalent that there is a new mantra in cybersecurity today—it’s “when, not if” a law firm or other entity will suffer a breach.” Zola Suite’s robust legal practice management platform provides estate planning firms with all of the matter management tools they need to be efficient, collaborative and profitable. With all of your data in one place, Zola Suite delivers a single source of truth for your practice.
Your estate planning firm has procedures for everything from client intake to the initiation of a probate proceeding. A robust task management system helps enforce consistency and accountability within your practice, making sure that nothing falls through the cracks. Zola Suite’s task templates help your firm create a consistent process for common procedures. With the tool, you can efficiently delegate tasks to other members of your team and schedule due dates. You’ll even receive alerts when a task deadline is missed.
Using Zola Suite’s robust document management system, as an estate planning attorney you can store hundreds (or even thousands) of matter-related files and documents in one place, enhancing organization and collaboration with your team. Your firm can create commonly used documents such as client intake forms, letters and retainer agreements within seconds using Zola Suite’s document automation.
Say goodbye to hefty paper intake forms that require duplicate data entry. With Zola Suite’s intake automation, as an estate planning attorney you can securely share online intake forms with prospects. The data entered into the electronic form can then be used to create matter-related documents with a few clicks.
Whether you bill your clients on a flat fee or hourly basis, Zola Suite will track how much time is spent on a case so you can monitor your productivity. Time entries will appear on client invoices but can be marked as “No Charge” so your clients can see the list of courtesies your firm granted. If you’d like to show clients what you’ve been working on, you can configure time entry narratives to be displayed on the invoice while omitting the charge associated with them.