Recorded Webinars

Mastering Pipeline Management and Intake

With the right tools and processes, your firm can master the management of potential new clients (PNCs) and streamline the intake process. During this webinar, led by a Zola Suite Client Success Advisor, we will show you how to leverage Zola Suite’s CRM to manage your PNC pipeline (and forecast revenue) and increase efficiency during the intake process.

During this webinar, you will learn how to:

• Create new leads (and make sense of the ones that are automatically added to your CRM through website forms)
• Track key referral information and manage your client acquisition funnel
• Manage cases you refer out
• Create and effortlessly distribute intake forms
• Convert a lead to a matter without losing any data

Leveraging Zola Suite’s New and Improved Billing Tools

As we kick off a new year, it’s the perfect time to revisit workflows and identify ways to increase efficiency. During this webinar, a Zola Suite Client Success Advisor will share Zola’s newest billing tools which can help you publish invoices faster and speed up client payments.

In this session, we will explore:

• Invoice templates
• Zola’s Bulk Billing Center
• Configuration of your firm’s billing settings
• Firm Budgeting

Generating More Bills in Less Time

Far too many back-office professionals cite billing as their single most tedious task. Zola Suite’s bulk billing tools were designed to help firms bill more clients more efficiently. During this webinar, a Zola Suite Client Success Advisor will share Zola’s Bulk Billing Center and other bulk tools that can help your team cut down time spent on publishing and sending out invoices. During this session, you’ll learn:

• Steps to get started with these tools, including required DNS settings
• The process for bulk application of trust funds during the billing cycle
• How to email and/or print thousands of invoices/statements of accounts with just a few clicks.

Configured for Success: An Exploration of Firm Settings in Zola Suite

There are 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.

Year-End Wrap Up in Zola Suite

The end of the year brings with it a long to-do list for the back-office. In this webinar, Client Success Advisors Eileen Ehrlich and Kevin Chen, CPA, will show you how to leverage Zola Suite’s tools to efficiently close out accounts and generate important reports.

During this session, you’ll learn how to:

• Generate 1099s and complete the e-filing process through Zola
• Close your books and reconcile your bank and credit card accounts at year-end
• Generate reports that provide valuable insights into expenses and profitability

Discover the Hidden Gems of Zola Suite

During this interactive treasure hunt around Zola Suite, a member of the Client Success team will introduce you to some of the lesser-known features of Zola that can help to greatly increase efficiency and productivity.

Practice Management Built for Powerhouse Personal Injury Firms

Personal injury cases are complex. So too are the operations of the firms that handle them. Zola’s Suite’s end-to-end practice management platform is loaded with specialized tools that help personal injury firms streamline processes, increase productivity and maximize profitability.

During this webinar, one of Zola Suite’s Client Success Advisors will introduce you to the following Zola Suite features:

• Matter management
• Intelligent, case-centric email management
• Dynamic CRM for pre-retention management (and tracking of your top referral sources)
• Document management and automation
• Secure client portal for efficient file exchange and client payments
• Trust and complete business accounting
• Data visualizations
• Sophisticated settlement management tools (for PI and contingency firms)

Bringing Efficiency and Rules-Based Calendaring to Your Firm

Zola Suite’s integration with LawToolBox ensures that firms never miss the deadlines and meetings that matter most.

During this webinar, a Zola Suite Client Success Advisor and a LawToolBox expert will share how this powerful integration works and answer all of your questions about automated court rules.

Zola Suite in 30 Minutes: An Introduction to the Most Robust End-to-End Practice Management Solution

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.

Interested in Moving to Zola Suite? Data Migration Basics

Many firms want to move to a cloud-based practice management application, like Zola Suite, but they fear losing data or experiencing an interruption to operations during the transition. At Zola Suite, we’ve perfected the data migration process. In this fast-paced session, we explore Zola’s approach to data extraction and migration, and what firms can expect when making the move to the legal industry’s most robust LPM.

Getting Your Matters in Order with Zola Suite: 5 Features That Can Help You Be More Organized (and Efficient)

Zola Suite was designed to help firms master organization of matter data, so they can maximize efficiency and productivity. During this webinar, one of Zola Suite’s Client Success Advisors will showcase some of the underutilized features that can help your practice get better organized.

Greater Collaboration with Zola Suite

Zola Suite has many tools that empower teams to communicate and collaborate more effectively with colleagues and clients alike. In this webinar, a member of Zola’s Client Success team will show you how to make the most of these features, looking at Zola’s Task Management system, Client Portal and more.

Efficient Flat-Fee Billing

When it comes to billing, all practice management systems aren’t created equal and many place limitations on the different types of billing arrangements they support. Zola Suite offers sophisticated billing tools for hourly, contingency, flat-fee and hybrid billing alike. In this session, a Client Success Advisor will showcase flat-fee billing tools and share some tips on perfecting your firm’s billing workflows.

LEDES Billing Done Right

If your firm does e-billing, you don’t want to miss this informative webinar where we’ll show you the ins-and-outs of LEDES billing with Zola Suite. During this fast-paced session, you’ll learn more about the various formats supported in Zola, how to easily configure matters and efficiently generate LEDES invoices.

Staying in Control of Your Practice on the Go

As a complete cloud-based solution, Zola Suite allows you to access your firm’s data from any device with internet access. In this session, a Client Success Advisor will share a detailed look at Zola’s dedicated mobile apps, designed for the smaller screens of smartphones, including:

• Accessing your matters from the palm of your hand
• Mobile-only tools (like Zola’s industry-leading document scanner)
• Security measures to keep your data safe

We’ll also share information on Zola’s iPhone Watch app which allows you to efficiently track time with the tap of your screen.

Comprehensive Reporting for Data-Driven Firms

With best-in-class matter management tools, billing and accounting in a single platform, Zola Suite delivers a single source of truth for firms. With 25 single-click reports, Zola allows admins and managing attorneys to easily make sense of their firm’s data.

During this session, a Client Success Advisor will give you a guided tour of these reports and share how firms are leveraging this data to make better decisions.

Sending Emails. Setting Dates.

Most legal professionals receive and send hundreds of emails each week. Many also juggle an overloaded calendar. In this session, we will take a close look at Zola Suite’s Patented Email Management system and how this tool is helping firms more efficiently tackle email (and bill more).

We will also explore Zola’s advanced Calendar tools which allow you to more efficiently collaborate with colleagues and clients. You’ll also see how firms are leveraging Zola’s date calculator and integration with LawToolBox for smarter docketing.

Productivity Tracking for The Modern Firm

At Zola Suite, we’re strong believers in the old adage, “you can’t manage what you can’t measure” which is why Zola features 10+ ways for users to track activity and several reports for firm admins to understand how team members are spending their time.

In this session, a Zola Suite Client Success Advisor will explore these tools and demonstrate how all firms (yes, even those who don’t track for time) can make better data-driven decisions when it comes to staff productivity.

Better Billing with Zola Suite

The faster your firm gets bills out, the faster you get paid.

In this session, a Zola Suite Client Success Advisor will showcase how Zola’s billing tools can optimize (and expedite) your firm’s billing workflow.

During the session, we’ll explore:

• Invoice Creation
• Pre-Billing/Draft Invoices
• Bulk Billing Tools
• Collecting and Applying Payments
• Billing Reports

You’ll also learn about Zola’s industry-leading integration with LawPay which allows you to get paid easier, more securely, and 39% faster.

Creating A Single Source of Truth for Your Firm’s Documents and Data

Legal matters often involve thousands of data points and documents. Are you using disparate systems to manage this information?

Join Zola Suite and NetDocuments to see how firms are leveraging best-in-class practice management software and the legal industry’s leading document management system to streamline workflows, maximize efficiency and enhance security.

During this webinar, you will learn more about the NetDocuments/Zola Suite integration and see how the platforms work together seamlessly to provide firms with robust matter management, document management and complete business and trust accounting.

Understanding Your Firm's Document Risk

Is your firm struggling to organize files and emails in a secure and mobile system? Are your documents still stored on expensive and risky local servers? Are matter-related files and emails scattered about the firm in shared drives, personal folder systems, and emails? Know that you are not alone and fortunately, many firms just like yours have found an affordable solution.

Many law firms expose themselves to risk (and aggravation!) every day by perpetuating the existence of disparate systems, local devices, and relying on human judgment when it comes to managing critical client files and emails. During this webinar, law practice consultant and legal technology coach, Adriana Linares, will explore how firms are leveraging document management systems to minimize risk and maximize efficiency.

In this session, Adriana will explore:

• How to evaluate your current setup and determine whether it might be time to consider a cloud-based document management system
• The anatomy of a sophisticated document management system
• Key considerations when selecting a document management system
• Total cost of ownership
• How to get buy-in from other stakeholders at your firm

Matter-Centric Case Management for the Modern Firm

Matters are at the center of the Zola Suite universe. During this session, a product expert will guide you through our core features and how each one has been developed to revolve around your firm’s matters. From emails and tasks to contacts and billing, Zola Suite is designed to help you manage your matters, and your data, more efficiently.

Perfecting Pre-Retention Management and the Intake Process with Zola Suite

Efficiency and accountability in the pre-retention stage of a case is critical to your firm’s success. During this session, we’ll showcase how Zola Suite’s industry-leading CRM can provide your firm with unparalleled insights into your pipeline and business generation efforts. A product expert will also give you an in-depth look at our intake tools designed to help reduce data entry (and errors), facilitate better communication and speed up the retention process.

Get Active and Get Real Results from LinkedIn

LinkedIn is a rapidly-growing professional network, and one in which most lawyers have a presence. But although many lawyers have established a LinkedIn Profile, few use the platform actively or see results from their participation. This webinar will show you how lawyers can get active on LinkedIn and get results from their efforts. We’ll cover the different ways you can participate on LinkedIn from what to post and how, to connection strategies for increase engagement with your network, to identifying and joining Groups, publishing articles on LinkedIn, and more.

About the Presenter:

Allison C. Shields is the President of Legal Ease Consulting and a former law firm partner who helps lawyers create more productive, profitable and enjoyable law practices. She works with clients on productivity, marketing and social media, and law practice management, and trains clients in the effective use of LinkedIn. She has written articles for numerous publications and is a frequent speaker on marketing and law practice management topics. Among the books she has published for the American Bar Association’s Law Practice Division are How to Do More in Less Time and LinkedIn in One Hour for Lawyers. Along with her co-author, Dennis Kennedy, Allison will soon be releasing Make LinkedIn Work for You, A Practical Handbook for Lawyers and Other Legal Professionals.

From Leads to Promoters: Tried-and-True Strategies to Convert Clients (and Even Prospective Clients) to Referral Sources

All attorneys share a singular goal: to get the most favorable outcome for each and every one of their clients. Unfortunately, favorable outcomes don’t always lead to future referrals, even from the most satisfied clients. In this webinar, business development expert Kimberly Rice shares some important nurturing strategies that you can employ to create “Promoters” for your practice.