Legal Practice Management Software Publishing invoices is often cited as one of the most time-intensive tasks for a firm’s back-office team. At Zola Suite, we’ve built a robust timekeeping and billing system that allows firms to bill faster and collect more efficiently. During this webinar, a Zola Client Success Advisor will showcase how firms can generate, and distribute, hundreds (or even thousands) of invoices in a matter of minutes. (Spoiler Alert: No paper is involved.)
The end of the year brings with it a long to-do list for the back-office. In this webinar, Client Success Advisors, Kevin Chen, CPA and Liz Trincone, will show you how to leverage Zola Suite’s tools to efficiently close out accounts and generate important reports.
Zola Suite’s Intake Forms allow firms to easily collect information during the intake process, but their utility doesn’t end there. During this webinar, a Zola Suite Client Success Advisor will share a comprehensive overview of how Zola’s intake form functionality can be used throughout the lifecycle of a matter. During this session, we will explore:
Over the past few months, Zola’s development team has made dozens of updates to Zola’s financial management tools. During this webinar, one of Zola’s Client Success Advisors will share a detailed look at some of these features, including:
Back by popular demand…we explore dozens of areas of configuration and customization within Zola Suite. In this session, designed for firm admins and managing partners, a Client Success Advisor will walk you through all of Zola’s Firm-Level Settings and how these can be optimized to streamline workflows and help save your team time.
When it comes to maximizing the collection of accounts receivable, timely, well-designed invoices are key. Zola Suite streamlines the customization and distribution of invoices, helping firms bill faster and collect sooner. During this webinar, a Zola Client Success Advisor will share a detailed look at Zola’s bulk billing center, including:
Personal injury matters are complex, often complete with multiple parties, hundreds of files (more specifically, large evidence files which can make storage and transmission a feat in and of itself) and a slew of deadlines. Zola Suite was built to centralize all of these components and streamline workflows, helping busy personal injury practices efficiently manage the life cycle of every matter.
During this webinar, a Zola Client Success Advisor will share a look at the Zola features leveraged most often by personal injury attorneys with a special focus on Zola’s Personal Injury Module which provides legal professionals with advanced settlement management tools.
Together, we’ll explore:
The efficient organization and management of documents is paramount to a legal team’s success which is why Zola has spent years developing a native comprehensive Document Management system – no integrations required! During this webinar, a member of Zola Suite’s Client Success team will show you how to leverage Zola’s document management tools for more efficient collaboration with clients and colleagues alike. During this session, we will explore:
Every year, Zola’s team of developers create and release hundreds of updates. Some are small updates while others are total game changers for our clients. During this webinar, a Zola Suite Client Success Advisor will showcase some of these recent releases, including:
Zola Suite’s integration with RPost gives firms the extra protection they need to ensure that confidential information sent via email does not fall into the wrong hands.
During this webinar, a Zola Suite Client Success Advisor and RPost’s VP of Business Development, Jake Finnell, will share how this powerful integration works and answer all of your questions about e-security, including email encryption and court-admissible proof of delivery.
Each day, our Client Success team fields dozens of questions about Zola’s bookkeeping and accounting tools. During this fast-paced session, one of our accounting specialists will share the top ten questions we receive and share expert insights to help you manage your practice’s financials more efficiently. We’ll then open the floor to your questions with an Ask Us Anything segment.
Keeping client and firm data secure is a top concern for all practice leaders. At Zola, we understand the tremendous responsibility you have and we’ve put countless safeguards in place to give you peace of mind. During this webinar, a member of Zola Suite’s Client Success team will share a look at different permissions and security measures in Zola Suite, including:
Zola Suite is loaded with hundreds of features designed to make every firm employee more efficient and productive, but few users leverage all of these important tools. During this webinar, a Zola Suite Client Success advisor will take you through some of the platform’s underutilized tools and show you how to become a power user. In this session, we will explore:
Measuring your timekeepers’ productivity is critical to your firm’s success. Zola Suite’s robust timekeeping and reporting tools allow firm administrators to easily set goals, monitor the progress of each team member and identify areas of improvement. During this webinar, one of our Client Success Advisors will showcase Zola’s productivity tools and highlight a few of Zola’s new reports and segmenting capabilities that will help to maximize efficiency.
From best-in-class case management tools to complete billing, accounting and reporting… Zola Suite is a robust platform that helps to streamline your firm’s front and back-office operations. In this session, a product expert will share our core features and how they work together to provide firms with a single source of truth.