Upcoming Webinars

When we think of organizational change and growth strategies within law firms, we often assess
our current situation by what is on fire at the moment instead of tailoring business strategies to
accelerate change and growth. In this webinar, we will discuss the five common stages law firms
may find themselves in and how to gain traction within each of those stages. We will discuss
Michael D. Watkins “STARS” framework and how it applies to law practices. Through this
webinar, you will:

• Understand the five stages of a business aka your “law practice”;
• Identify skills and strategies to navigate the challenges within each stage;
• Design a plan to manage your organization’s challenges and position your firm for
  change and growth.

Zola Suite is loaded with hundreds of features designed to make every firm employee more efficient and productive, but few users leverage all of these important tools. During this webinar, a Zola Suite Client Success advisor will take you through some of the platform’s underutilized tools and show you how to become a power user. In this session, we will explore:

• Bulk Actions
• Advanced Search
• Matterscapes
• Practice-Area Specific Folder Structures
• Default Narratives
• Portfolio Generator
• And More!

Keeping client and firm data secure is a top concern for all practice leaders. At Zola, we understand the tremendous responsibility you have and we’ve put countless safeguards in place to give you peace of mind. During this webinar, a member of Zola Suite’s Client Success team will share a look at different permissions and security measures in Zola Suite, including:

• Role-based permissions
• Matter-specific permissions
• Financial account safeguards
• Email encryption
• Security with integrations like Worldox and NetDocs
• Safeguards, like 2FA, that every member of your team should be using

Each day, our Client Success team fields dozens of questions about Zola’s bookkeeping and accounting tools. During this fast-paced session, one of our accounting specialists will share the top ten questions we receive and share expert insights to help you manage your practice’s financials more efficiently. We’ll then open the floor to your questions with an Ask Us Anything segment.

Zola Suite’s integration with RPost gives firms the extra protection they need to ensure that confidential information sent via email does not fall into the wrong hands.

During this webinar, a Zola Suite Client Success Advisor and RPost’s VP of Business Development, Jake Finnell, will share how this powerful integration works and answer all of your questions about e-security, including email encryption and court-admissible proof of delivery.

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:

• Vendor Credits
• Z-Editor
• Customizable Dashboard
• Scheduled Reports
• …and more!

The efficient organization and management of documents is paramount to a legal team’s success which is why Zola has spent years developing a native comprehensive Document Management system – no integrations required! During this webinar, a member of Zola Suite’s Client Success team will show you how to leverage Zola’s document management tools for more efficient collaboration with clients and colleagues alike. During this session, we will explore:

• In-document search
• Document versioning
• In-browser editing
• zDrive
• Sharing documents with clients through Caseway
• Zola’s portfolio generator
• and more!