Posts Tagged ‘ Accounting ’

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Is your practice ready to embrace a work from home program?

A work-from-home policy presents many benefits and drawbacks for a modern law firm. With a virtual law office, your firm will save on monthly rent costs and is likely to experience less employee turnover. However, remotely participating in meetings with clients and employees can be challenging when employees must rely on technology alone for critical communication. Luckily, there are affordable technologies available that will alleviate some of these challenges. On Thursday, May 9th, 2019 at 2:00 PM EST, the Zola Suite team is sponsoring a webinar on “The Flexible Law Firm: Is your practice ready to embrace a work from […]

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How much will you really spend on practice management software?

You’re in the market for a new practice management solution for your firm: You scour the web for options, try to determine how the 347 providers that appear in your search are different, sit in on a few demos, and then narrow down your top picks. And then comes the issue of price… You inevitably learn there are two types of software companies: those who put their pricing on their websites and those who require you to call for a quote. The former is more transparent and the latter is often, well, more annoying, but both are inherently limited and […]

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Does Your Practice Management Software Spark Joy?

Inspired by the latest Netflix binge craze, “Tidying Up with Marie Kondo,” millions of Americans are decluttering. In the series, organizing expert Kondo travels to homes of stressed-out Americans to help them discard items that no longer spark joy and organize their living spaces in a meaningful way. Kondo contends that having little time or energy to organize can lead to anxiety and tension. As she explains in her best-selling book, The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing: “In essence, tidying ought to be the act of restoring balance among people, their possessions, and […]

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Transform Your Practice by Becoming a Deming Disciple

The practice of law is complicated. A single case can involve multiple attorneys, dozens of files and hundreds of interactions among a law firm, clients, opposing counsel and courts. Given the vast scope of moving parts and operations of a legal matter, it is ripe for business process optimization. Process optimization is not only about speed; its main mission is, in fact, to consistently deliver quality work product to the end customer, which in the case of a legal matter is the outcome desired by the client. While some traditionalists might scoff at the concept of systematizing what they deem […]

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Why Zola Suite is Even Better Suited for the Less Tech-Savvy Lawyer

The idea that legal technology could be better suited for the less tech-savvy lawyer sounds counterintuitive. The truth is that Zola Suite, next generation legal practice management software, provides lawyers who are less familiar with technology with a leg up. This is due in part to the fact that law practice management solutions streamline the use of many different legal tech tools such as accounting programs, document management systems, email, and interoffice communication systems. With legal practice management software, all of these different tech tools fall into one, more manageable program. Even less tech-savvy lawyers know that there is no […]

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You’re Not ‘Fully Integrated’ If Your Application Requires External Integrations For Deep Functionality

Here at Zola, we can understand why so many legal practice management programs make grand claims of being fully integrated, all-in-one solutions. Software with capabilities to meet all your law practice management needs in one user-friendly interface is appealing. The fact of the matter is that these claims are often misleading. You end up stuck with practice management software that relies on third-party applications and integrations to meet many of your key needs. The bottom line is – you can’t be an all-in-one practice management solution if you are relying on third party applications for important functions such as email, […]

evergreen retainers

Is it Time to Adopt Evergreen Retainers?

What is an evergreen retainer? An evergreen retainer is a type of security retainer. Just like other types of retainer, your client pays you a sum up front and you are able to use this money to pay your fees and expenses. The difference is with an evergreen retainer, your client needs to keep a predetermined minimum balance on the account. The evergreen retainer will solve a problem that commonly plagues attorneys – collecting fees from the client or dealing with a client that refuses to pay or says they cannot afford to pay. Even attorneys who collect retainers upon […]

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Building Better Client Relationships with a Trust Accounting System

Does your firm rely on a bookkeeping service to manage your books? Have you experienced data syncing issues or do you have concerns that your provider doesn’t have sufficient experience to manage your books in compliance with your state bar’s client trust (IOLTA) rules and regulations? If so, then it’s time to take your firm’s legal billing and accounting into your own hands. With a legal trust accounting system (or one built-into a cloud-based practice management system), not only will your firm remain ethically compliant and efficient, but will also build relationships with new and current clients. According to a […]

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Keeping Client Confidentiality With Caseway Portal

With cyber security concerns on the rise, how can you safeguard sensitive information against security breaches? To stay in contact with your clients on a regular basis, you probably use email as your preferred way to share and discuss details about their case. But as we’ve all read in the news, email is not the most secure way of sharing sensitive information. Without internal encryption, information shared between your practice and your clients may be intercepted by a third party. As an attorney, you have an ethical responsibility to protect your client’s confidential communications. Cyber security and ethical concerns abound […]

Zola Suite practice management software interface

The Power of ONE Interface

When searching for the best practice management software, you need to consider which application will best improve your firm’s efficiency. One factor to look at is whether the software can take care of all your firm’s needs from a single platform. Many practice management platforms integrate with multiple third-party applications as a means to increase functionality for their users and draw in prospects. Although it may seem as though your firm would benefit greatly from software that integrates with many other applications, this may not be the case. Think about it. Each program has tangible and intangible costs associated with […]

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