Pricing
Core
- Powerful matter management
- Intelligent built-in email capabilities
- Complete legal accounting (business and trust)
- Sync up to 2 bank or credit card accounts*
- Advanced time tracking and billing
- Secure client portal
- Robust calendar and task management
- Dedicated iOS & Android mobile apps with document and business card scanning
- UTBMS coding / LEDES invoices
- Advanced reporting
- Choose from 5 pre-set permission profiles
- Introductory 1 on 1 training
- 1TB document storage
- Automation package available for additional charge
Practice Automation
- Automate up to 20 of your most widely used letters and forms such as retainer agreements, court forms and state forms.*
- Configure custom fields for up to 10 practice areas
- Configure up to 10 Task Templates
*Subject to certain limitations based on size and complexity of forms.
- Annual website marketing audit available for additional charge
Zola will perform an annual advanced marketing audit of your firm’s web presence. This will include competitive research, insight into site architecture and current optimization, paid search campaigns and reputation management. This audit will also offer prioritized, actionable advice on how to improve your firm’s visibility.
Enterprise
- Powerful matter management
- Intelligent built-in email capabilities
- Complete legal accounting (business and trust)
- Sync an unlimited amount of bank or credit card accounts*
- Advanced time tracking and billing
- Secure client portal
- Robust calendar and task management
- Dedicated iOS & Android mobile apps with document and business card scanning
- UTBMS coding / LEDES invoices
- Split originating and responsible tracking with compensation reports
- Advanced reporting and productivity tracking
- Choose from 5 pre-set permission profiles
- Unlimited 1 to 1 training
- Unlimited document storage
- Bulk apply trust funds
- Bulk blast invoices & Statements of Account
- Trust requests
- CRM & intake automation
- Service level commitment agreement
- Vendor bill management
- Automation package available for an additional charge
Practice Automation
- Automate up to 20 of your most widely used letters and forms such as retainer agreements, court forms and state forms.*
- Configure custom fields for up to 10 practice areas
- Configure up to 10 Task Templates
*Subject to certain limitations based on size and complexity of forms.
*Included in Enterprise Plus plan
- Annual website marketing audit
Zola will perform an annual advanced marketing audit of your firm’s web presence. This will include competitive research, insight into site architecture and current optimization, paid search campaigns and reputation management. This audit will also offer prioritized, actionable advice on how to improve your firm’s visibility.
Enterprise Plus
- Powerful matter management
- Intelligent built-in email capabilities
- Complete legal accounting (business and trust)
- Sync an unlimited amount of bank or credit card accounts*
- Advanced time tracking and billing
- Secure client portal
- Robust calendar and task management
- Dedicated iOS & Android mobile apps with document and business card scanning
- UTBMS coding / LEDES invoices
- Split originating and responsible tracking with compensation reports
- Advanced reporting and productivity tracking
- Custom permission profiles
- Unlimited 1 to 1 training
- Unlimited document storage
- Bulk apply trust funds
- Bulk blast invoices & Statements of Account
- Trust requests
- CRM & intake automation
- Service level commitment agreement
- Vendor bill management
- Automation package
Practice Automation
- Automate up to 20 of your most widely used letters and forms such as retainer agreements, court forms and state forms.*
- Configure custom fields for up to 10 practice areas
- Configure up to 10 Task Templates
*Subject to certain limitations based on size and complexity of forms.
- Annual website marketing audit
Zola will perform an annual advanced marketing audit of your firm’s web presence. This will include competitive research, insight into site architecture and current optimization, paid search campaigns and reputation management. This audit will also offer prioritized, actionable advice on how to improve your firm’s visibility.
Contact us to learn more.
| Core | Enterprise | Enterprise Plus | |
| Powerful matter management |  |
|
|
| Intelligent built-in email capabilities | |
|
|
| Complete legal accounting (business and trust) | |
|
|
| Sync bank or credit card accounts* | 2 accounts | Unlimited | Unlimited |
| Advanced time tracking and billing | |
|
|
| Secure client portal | |
|
|
| Robust calendar and task management | |
|
|
| Dedicated iOS & Android mobile apps with document and business card scanning | |
|
|
| UTBMS coding/LEDES invoices | |
|
|
| Split originating and responsible tracking with compensation reports | |
|
|
| Reporting and productivity tracking | Advanced reporting only | Advanced reporting and productivity tracking | Advanced reporting and productivity tracking |
| Permission profiles | Choose from 5 pre-set profiles | Choose from 5 pre-set profiles | Custom permission profiles |
| 1 to 1 training | Introductory and annual 1 to 1 training | Unlimited 1 to 1 training | Unlimited 1 to 1 training |
| Document storage | 1 TB maximum storage | Unlimited | Unlimited |
| Bulk apply trust funds | |
|
|
| Bulk blast invoices & Statements of Account | |
|
|
| Trust requests | |
|
|
| CRM & intake automation | |
|
|
| Service level commitment agreement | |
|
|
| Vendor bill management | |
|
|
| Automation package
Practice Automation
*Subject to certain limitations based on size and complexity of forms. |
Additional charge | Additional charge | |
| Annual website marketing audit
Zola will perform an annual advanced marketing audit of your firm’s web presence. This will include competitive research, insight into site architecture and current optimization, paid search campaigns and reputation management. This audit will also offer prioritized, actionable advice on how to improve your firm’s visibility. |
Additional charge | |
|
*Subject to availability. Zola Suite supports over 5000 institutions
EVERY SUBSCRIPTION COMES WITH THESE FEATURES & SERVICES
- FREE ON-BOARDING AND TRAINING
We often hear from attorneys who “deal” with antiquated practice management solutions because the thought of transitioning to a new provider is simply daunting. We’re committed to helping attorneys create a truly modern practice which means we are hands-on with a personal on-boarding process and unlimited training which will have you asking yourself, “why didn’t I do that sooner?” To get started, your dedicated Account Zola team member will help you import data to make the transition as easy as possible. We’ll also provide you with unlimited support after the transition.
- CUSTOMER SERVICE
VIP treatment included at no extra charge. You can call or email our US-based team as often as you need.
- WE’LL SET UP YOUR ROUTINE FORMS AND DOCUMENTS FOR AUTOMATION
Our team will configure up to 3 routine documents such as your retainer agreements using our Form Builder and Document Automation system. Requires a 1 year subscription. Depending on the type of form documents, certain restrictions may apply.
Zola Caseway™ Mobile
Price: Contact Us
Practice Automation
*Subject to certain limitations based on size and complexity of forms.
*Included in Enterprise Plus plan