Upcoming Webinars

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

Human compassion toward co-workers and clients will be an expected and welcomed change in 2021. Technology performs the functional aspects of the law firm – the non-human elements. It is the support system to allow compassion back into the workplace.

During this webinar, we will explore:

• Eliminating repetitive activities and fostering work/life balance for co-workers
• Increasing communication and human connection
• Relating to the “aftermath” clients are coping with and turning on the client empathy meter

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

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!

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.