Tasks

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Giving Your Firm the Ultimate Tool for Consistency

Using Task Templates, you can easily store all of your pre-defined procedures in a single location. Zola Suite’ s Task Template system also allows you to tag, sort, filter, and create subtasks. By streamlining your processes, you save time, money and reduce the margin of error. You will have peace of mind knowing that all of your team is on the same page, following each step according to plan. Utilizing automated tasks also simplifies the learning curve for new hires as they have a go-to manual to guide them through your unique processes.

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Task Templates for Workflow Efficiency

Your law firm has procedures for everything from client intake to discovery and closing out of the matter file.  Aside from matter-specific tasks, your firm’s internal procedures such as hiring has a certain number of steps that must be taken for successful completion. Zola Suite helps you define these procedures and delegate them efficiently with Task Templates.

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Delegation Has Never Been Easier

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Once a Task Template has been created, you can easily delegate the various steps to different members of your team.

  • With each assignment, you can generate a corresponding deadline so everything can be delivered on schedule.
  • Members of your team will receive notifications with each assigned task so they can keep track of their ongoing and completed tasks.
  • The system enforces accountability by logging all user activity and performance and letting you know if assigned tasks are not completed by the required date.
  • No more sleepless nights wondering if anything has fallen through the cracks.

or check Zola Suite’s built-in email task_arrow_img_right

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