What’s New with Zola Suite?
While we’re often celebrated as the “most robust” cloud-based practice management solution, we refuse to rest on our laurels. Every year, we make hundreds of updates and enhancements to Zola Suite (836 in 2021, to be exact). While our platform evolves, our goal remains the same: To empower your firm to be more efficient and profitable with a single source of truth across everything you do.
APX Disbursement Report
- Firms can now access a report that provides a combination of payment information from both Zola Suite and APX online credit card and ACH processing
New filters added to time list
- Users can now filter the time list by originating attorney
Filters and export option added to the payment tab within matter details
- Within the matter dashboard, the payments tab now offers filters and export options
Sub-accounting
- Accounts can be sub-divided for detailed reporting and easier reconciliation
New filters added to the time list
- Users can now filter the time list by originating attorney
Filters and export option added to the payment tab
- Within the matter dashboard, the payments tab now offers filters and export options
APX integraton
- Accept credit card, ACH and e-check payments
- Save credit card information to Caseway portal for recurring payments
APX integration - beta
- Zola Suite will soon integrate with APX, AbacusNext's integrated payment processing system
HotDocs integration - beta
- HotDocs beta testing is well underway with an expected launch in early Q2
1099 NEC 3-Up export
- Users can generate 1099s filings in the new NEC 3-Up format
Closing entry option on journal entries
- Firms can mark journal entries as closing entries, allowing them to close their books while still able to report on the transactions that took place in the fiscal year
New Zola Suite support hours
- The Zola Suite Support team extended their hours to Monday through Friday from 8 AM to 9 PM ET
AI-enabled OCR
- Ability to read street signs and car license plates
- Recognizes paragraph text
- Handwriting recognition
- Works with virtually all file types including PDF, JPG, PNG, TIFF
Additional customizable dashboard widgets
- CRM Overview, Tasks Overview and My Goals
Configurable dashboard
- Users can now customize their dashboard page, selecting any of the available widgets
Split Payout report
- With this report, users can see Payout Amounts grouped by Matters and Users
Total Billings report
- A perfect complement to the Billed & Collected report, users will now also be able to view all of their billed fees and expenses grouped by matter in one comprehensive report
Calendar-rules event search
- Users can filter for calendar rules events within Zola’s calendar search functionality
Send one-off invoices as attachments with links
- While this capability exists in Zola Suite’s Bulk Billing Center, users can now send one-off invoices with a Payment Link included in the body of the message
Ability to reset Caseway™ invitation period
- This new option under Contacts allows users to extend their Caseway invitation period
Zoom Meeting integration
- Users now have the ability to add a Zoom meeting link into a calendar event
Document previews for email communications
- Users now have the ability to preview documents that are saved in a matter’s Communications tab
Notification preferences
- Users can choose the notifications/methods you wish to receive within User Settings
Trust Retainer replenishment on invoice
- Incorporate a minimum Trust Retainer balance into your Total Amount Outstanding
Trust Ledger updates for split matters
- When viewing the Trust Ledger on split matters, you can now view a breakdown of each child matter’s trust activity
Interest for late payments
- irms can now set up interest to be charged on the matter-level
General deposits
- With this new billing option, Zola Suite users can choose to only apply discounts to fees, not time entries
Configurable invoice discounts
- With this new billing option, Zola Suite users can choose to only apply discounts to fees, not time entries
Scheduled reports
- Users can configure and schedule reports to be received via email in desired intervals (daily, weekly, monthly or yearly)
- With this feature, available to EnterprisePlus users, you can also send the report to multiple users in PDF and/or CSV format
Alphanumeric Client ID
- New Matter numbering options have been added, allowing you to assign an alphanumeric Client ID to new clients
Updated email interface
- A sleeker, more user-friendly design when composing an email
Vendor credits
- Keep track of money that is owed by vendors until it is paid, refunded or applied to a bill
- These credits will reduce the amount of money owed to a vendor for a future bill
Z-Editor
- Edit Microsoft Word (docx) files without having to leave Zola Suite
- Once you open Zola's Z-Editor, a time entry will start running so you can capture the time it takes to edit your documents
- Once you save the document, it will upload as a new version
Updated intake form interface
- Review intake forms in a streamlined interface that allows you to quickly toggle between different forms
Preview audio and video files
- Users can now preview audio and video files both in documents and in email (inbound and outbound)
Preview attachments
- Preview outbound and inbound attachments within Zola's email client
Export Contact Tags
- When exporting contacts into a CSV file, Contact Tags will also be displayed
NetDocuments Workspaces
- When converting leads into a Matter, you now have the ability to create a NetDocuments Workspace within Zola Suite
Overall performance update
- Users should notice a 50% improvement in load times when navigating through Zola Suite
In-document search
- Zola Suite will now index all documents uploaded to the platform, so in-document searches can easily be conducted by users
Document previews
- Easily preview a document stored within Zola Suite without having to download it to the appropriate program
- Also available in email attachments for both inbound and outbound messages
In-browser editing of .DOCX files
- Edit documents (in .DOCX format) without ever leaving Zola Suite
- Zola will continue to create a new version with each round of edits to ensure no information is ever lost
Portfolio generator
- Easily merge files of virtually any type into a single PDF Portfolio document which can easily be shared with clients and colleagues
Worldox integration
- With this new document management integration, users can easily upload and access all documents stored with Worldox directly through Zola Suite
Contact custom field search
- Pull a contact list based on a custom field value
Quick navigation tools added to My Settings
- Easily jump to specific sections with User Settings, helping to save time when updating various settings within your Zola Suite account
Remembering accounts
- When creating transactions via check, journal entry, Download Bank Activity, etc., the last account used for the selected vendor will be auto-populated (subject to user privileges)