Recorded Webinars

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.

Thinking Beyond P&L Statements: Advanced Accounting Tools in Zola

Zola Suite is one of the most robust financial management systems for law firms. Is your firm taking full advantage of all these tools? During this webinar, a Zola Suite Client Success Advisor will share best practices for creating departments (vs. locations) and how these can be used when running P&L. We’ll also cover how to best generate reports for comparisons and utilize Zola’s budgeting tools.

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:

• Enhanced BI metrics in the admin dashboard
• Document Management Dashboard and In-Document Search
• 1099 Tools
• Firm Budgeting
• …And a few others we know you’re going to love!

Document Management for the Modern Firm

Documents are the lifeblood of many legal practices, but far too many firms are still using antiquated tools and processes to manage them. During this webinar, a Zola Suite Client Success Advisor will share ways in which your firm can leverage Zola Suite’s Document Management system to increase collaboration and efficiency.

In this session, we will explore:

• Updates to Zola’s Document Dashboard
• Zola Suite’s Document Preview tool
• New in-document search functionality
• Editing and uploading documents with zDrive and the Word Plug-In (do you know the difference?)
• Sharing documents with clients
• Performing bulk actions to help you do more in less time

Accounts Payable and Expense Management Made Simple

Zola Suite’s AP and Expense Management tools can help your firm save time and money. Are you taking advantage of all the system has to offer? During this webinar, a Zola Suite Client Success Advisor will give you an in-depth look at these features, including:

• Creating Hard and Soft Costs
• Adding Vendors
• Entering Vendor Bills and Creating Billable Expenses
• Generating 1099s
• Running Critical Vendor Reports

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.