Zola’s Integrations and New Features!

Zola Suite is very selective in who we choose to integrate with. We are an all-in-one solution that does not require any other subscriptions to allow you to get your work done, however we know you may be more comfortable sticking with some programs you are already using. If this is the case we can give you the option of having the added benefit of using those tools along with Zola Suite.

Some of the integrations we will discuss are: Lawpay, RPost, Ricoh, Quickbooks Online, Box, DropBox, Google Drive, OneDrive, Microsoft Outlook, Microsoft Word and your bank’s website.

Document Automation

Zola Suite’s Document Automation feature allows you to quickly create frequently used Documents with the click of a button. Learn how to build templates using our Standard Merge Fields, or create your own Merge Fields using Custom Fields and Intake Forms.

Learn More About Zola's Other Features

Are you using Zola Suite to its fullest potential? In this webinar we will go over some features that you may not be utilizing such as Contacts, Tasks, Matter Options and your Firm Settings.

Zola Suite Overview

New to Zola Suite, or just looking for a refresher? Join us in this 1 hour webinar to go over the main features of Zola Suite and gain some tips on navigating through your Matters.

Billing and Accounting in Zola Suite

Ready to start sending invoices to your clients, but not sure where to begin? Learn how to record billable time and expenses, create flat fee services, generate invoices, and manage your register through Zola Suite’s dedicated Accounting features.

Mastering Microsoft Word and Outlook

Ten powerful features and tips for legal professionals. Let’s face it, we live in Microsoft Word or Outlook for most of our day. In this session we will share ten features that will take minutes off of every major task, and give you days worth of time back each year.

Get back into the swing of things with this course whether you’re a beginner or long-time Microsoft Office user!

Let's Get Paid: Billing and Timekeeping with Zola Suite

New to Zola Suite? On this webinar you will learn about Zola’s billing and timekeeping features including invoice customization and generation, opening account balances, multiple ways to keep track of and bill for time, and much more!

Getting Started with Zola Suite

New to Zola Suite? On this webinar you will learn about Zola’s key features, how to customize your account settings, sync your email, calendar and contacts, and use our mobile app.

Secure Practice Management: The Tools You Need to Protect and Grow Your Successful Law Practice

How do you make sure everything you do in your firm is protected and secure? The reality is you need tools in place that make it easier for you to run your practice well, from anywhere. Join us for best practices, insights and solutions to manage, protect, and grow a successful law practice in today’s day and age!

Email and Cloud Ethics: Minimize Risks and Streamline Your Practice Without Missing a Beat

The Big Hack is coming. Will it hit your firm next? Take steps now to prevent a data breach, while improving your workflow and efficiency at the same time. Ensure that your law firm is safe from a data hack by integrating cybersecurity best practices using the new Zola Suite/RPost integration. Comply with data security and regulations without adding any extra steps to what you are already doing. Does this sound too good to be true?

Join Fred Cohen (CEO of Zola), Zafar Kahn (CEO of RPost) and Catherine Sanders Reach (Director of Law Practice Management & Technology at The Chicago Bar Association) for this informative webinar to learn more.

How to Optimize Your Time Away from the Office Using our Mobile Apps

Holiday parties, networking events, school vacations, wintry weather. .. At this time of year it may seem like you’re spending more time out of the office than at your desk.  At this week’s lunch and learn, we’ll show you how Zola’s mobile apps can keep you on top of your practice when you’re on the go.

Reports & Metrics: Take the Pulse of Your Business

At Zola Suite, we believe that in order to thrive, law practices must operate like businesses. And the key to managing a successful business is knowing the crucial financial data and insights to inform your decision making. Join us for this lunch and learn for an overview of the reports and metrics that will tell you how you and your firm are doing.

Keep it Confidential: Caseway Client Portal

While email is one of the fastest ways and most convenient ways to send documents to clients and colleagues, sometimes the information being conveyed is too sensitive for email. You need to be sure that privileged information won’t get into the wrong hands. This lunch and learn will teach you how to securely share documents with your clients using Caseway, our integrated client portal.

Getting the Most from Zola Suite Email - How Outlook and Gmail are Holding You Back

When so much of your practice is conducted through email,  you will save (and capture) time using Zola Suite’s built-in email client as well as keep your critical client communications organized. Join us for this lunch and learn to see how and why Zola Suite’s email is the preferable way to go.

Streamline Your Process: How to Use Zola Suite's Form Builder

Join us for this lunch and learn to see how Zola Suite’s form builder will save you time by using the data in Zola Suite to create everything from cover letters to retainer agreements.

Task Management to Keep Everyone on Task

Zola’s task management system is the ultimate tool for consistency and accountability.  Don’t miss this lunch and learn to see how to create task templates and leverage Zola’s task features to increase efficiency and accountability.

Time is $. How to capture time on Zola Suite

If you are getting paid for time spent, then it goes without saying, if you aren’t billing for your time, you are leaving money on the table.  Join us for our bi-weekly lunch and learn webinar kick off to learn how to leverage Zola Suite’s time capture features.