Recorded Webinars

Paperless Billing in Zola Suite

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.)


Year-End 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, 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.


Leveraging Intake Forms Beyond the Intake Process

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:

  • The creation of documents using intake form data
  • How these forms can be repurposed for other stages of a matter
  • Ways in which these forms can be leveraged to help users create powerful Matterscapes

Get to Know Zola’s Newest Accounting Features

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:

  • Interest
  • Discount Updates
  • Trust Retainer Replenishment
  • Configurable Invoice Updates
  • Vendor Credits

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

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.


Improving the Collections Process with More Efficient Invoicing

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:

  • Bulk emailing and printing of invoices
  • Sharing invoices through Zola’s secure client portal
  • Facilitating online payments with Zola’s dedicated payment links
  • Recording and reviewing client payments

Maximizing Efficiency at Every Stage of A Personal Injury Case

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:

  • Expense and value management
  • Smart settlement management, including Zola’s automated settlement memo tool
  • Case-centric calendaring
  • Advanced document management
  • Intake management
  • Branded client portal for secure exchange of files with clients

Document Management in Zola Suite

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:

  • In-document search
  • Document versioning
  • In-browser editing
  • zDrive
  • Sharing documents with clients through Caseway
  • Zola’s portfolio generator
  • and more!

What’s New with Zola Suite

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:

  • Vendor Credits
  • Z-Editor
  • Customizable Dashboard
  • Scheduled Reports
  • …and more!

Email Security for Your Firm’s Most Critical Communications

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.


Your Top 10 Zola Suite Accounting Questions (and more) Answered

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.


Understanding Permissions and Safeguards to Protect Your Firm’s Data in Zola Suite

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:

  • Role-based permissions
  • Matter-specific permissions
  • Financial account safeguards
  • Email encryption
  • Security with integrations like Worldox and NetDocs
  • Safeguards, like 2FA, that every member of your team should be using

Power User Tips and Tricks for Maximizing Efficiency in Zola

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:

  • Bulk Actions
  • Advanced Search
  • Matterscapes
  • Practice-Area Specific Folder Structures
  • Default Narratives
  • Portfolio Generator
  • And More!

Measuring Productivity with Zola Suite Reports

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.


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.


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Join us for our upcoming webinar, Delivering More Value to Clients with Zola’s Caseway Portal