Perfecting Pre-Retention Management and the Intake Process with Zola Suite
Efficiency and accountability in the pre-retention stage of a case is critical to your firm’s success. During this session, we’ll showcase how Zola Suite’s industry-leading CRM can provide your firm with unparalleled insights into your pipeline and business generation efforts. A product expert will also give you an in-depth look at our intake tools designed to help reduce data entry (and errors), facilitate better communication and speed up the retention process.
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