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 (1,237 in 2020, 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.

July
2021

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
June
2021

Interest for late payments

  • Firms can now set up interest to be charged on the matter-level

General deposits

  • Zola Suite users can accept payments unrelated to a matter and assign them to the account of their choosing

Configurable invoice discounts

  • With this new billing option, Zola Suite users can choose to only apply discounts to fees, not time entries
May
2021

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
April
2021

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)
March
2021

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
February
2021

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)
December
2020

Profit and Loss by Location report

  • Administrators can view a Profit and Loss report where each column displays the numbers for each firm location

Segment Revenue option on the Profit and Loss report

  • Administrators can now see Professional Fees broken down by Location, Practice Area, Primary Responsible Attorney, Primary Originating Attorney and Timekeeper

User bank account permissions

  • Administrators can assign users to specific bank accounts, restricting access to the bank register and limiting the ability to create new checks

Updated AR Aging Summary report

  • Firm administrators can view AR grouped by Client, Timekeeper, Practice Area and Location

Worldox integration

  • Worldox users can automatically integrate Client and Matter data from Zola Suite
  • Existing matters can be integrated with Worldox and Clients/Matters can be created in Worldox through Zola Suite

Matterscapes enhancements

  • Default 50 records, up from 20 records, on one page
  • Matter Status is now an option, supporting multi-select

Email enhancements

  • Default font family, style and size for composing email messages
  • Sticky pane sizes for folder/email list section
  • Expanded folder memory, so you don’t have to reset these each time you log in
  • Email addresses can now be dragged between TO, CC and BCC
November
2020

Firm budgeting

  • Create firm-wide budgets to estimate revenue and expenses on a monthly, quarterly and/or yearly basis
October
2020

Print 1099s in bulk

  • Firms can bulk print hundreds of 1099-MISC and/or 1099-NEC forms for all of their vendors

Updated Billed and Collected report

  • This report now includes a "Display Hours and Rate” filter so your firm can view billed hours and an average Rate for the specified date range

Firm User Custom Fields

  • "Firm User" has been added as a field option to the Person/Company Custom Fields list
September
2020

Settlement Management Tools for PI and Contingency Firms

  • Efficiently manage settlement allocations and seamlessly generate settlement memos for all parties, even referring attorneys
  • An accompanying customizable Settlement Statement is also generated with each Settlement Memo
  • Conveniently track all expenses incurred by the firm and external parties

New BI Metrics on the Admin Dashboard

  • Income and Expense trends for a set period of time
  • Previous Year Income Comparison
  • Previous Year Expense Comparison and Expense Breakdown

Billing Group filter

  • A Billing Group filter has been added to the invoice list so you can more easily sort during your billing cycle

Bulk Time Entry Rates

  • Admins can change Time Entry Rates in Bulk, saving a great deal of time when updating many entries at once
August
2020

Invoice templates

  • Enterprise and Enterprise Plus users can now create multiple invoice templates that can be applied on the Contact/Matter level

Split Billing update

  • When assigning split billing percentages, Fee/Expense splits can be set using up to 4 decimal places

Vendor Reimbursement report

  • A listing of unpaid Vendor Bill Expenses that have been marked as billable can now be generated with a click of a button

Document Assembly and the Zola Suite/NetDocuments integration

  • When generating a document via a template in Zola Suite, NetDocuments users can now quickly save the file to the corresponding Workspace

Copitrak Importer

  • A list of all Soft Costs (in XLSX format) can now be imported via Copitrak

Invoice Unbilled Activity filters

  • New filters on the Unbilled Activities page allow you to filter for matters which have a Total Time Greater Than and/or Less Than the entered amount
July
2020

zDrive for Mac

  • This tool allows users to edit documents and save them back to Zola Suite automatically (no uploads required)
  • Once downloaded to a user's Mac device, files stored in Zola are browseable directly in Finder and can be quickly accessed in the Task Bar

LEDES budgeting

  • Set a budget for individual LEDES codes within a LEDES-based matter
  • See billed amounts against the total budget as the case progresses

Effective Rates report

  • This report showcases a list of all users along with hours worked, fees collected and the effective rate for each

Matter User Rate report

  • This report shows, by matter, the Responsible, Originating and Billing Attorneys rate along with any additional Matter Collaborators

Dedicated Timekeeper Goals setup page

  • There is now a dedicated page to help you quickly create, edit and delete Timekeeper Goals for your firm

Default time list option for non-staff accounts

  • Users with Non-Staff permissions can now pre-filter the timelist for their own time entries

Ability to sort notes

  • Users can quickly sort Notes by created time

Updated user list

  • We've redesigned the Users & Groups page in Firm Settings

Dedicated subject and body for State of Account emails

  • Set a default email subject line and body copy when sending Statements of Account emails to clients in bulk

Expanded Matterscapes billing options

  • Customize your matter views with Origination Splits, Responsible Splits, Billing Type and Billing Group

Default worktype

  • Define a default worktype that will pre-fill when entering time entries

Soft Cost quantity update

  • When entering the quantity for a Soft Cost, Zola Suite now supports two decimal places to support fractional quantities such as mileage

Mobile App updates

  • Updates and enhancements to iOS and Android apps
June
2020

Bulk Billing Center

  • Print and/or blast Invoices or Statement of Accounts in bulk more efficiently
May
2020

Color-coded matter-related contacts roles

  • Customized color codes can now be applied to each Matter Role
  • Matter-related contacts can also be favorited, floating them to the top of the list

Matter option on Billed and Collected report

  • View Billed/Collected amounts grouped by Matter

Credit card expense updates

  • When creating and editing Credit Card Expenses, you now have the ability to assign a User, as well as Expense and Task Codes

Configurable discount column

  • Additional customization options when it comes to generating invoices

Updated custom date ranges

  • Custom Date Ranges can now be typed directly into the From and To date fields when publishing invoices or generating reports
April
2020

Revamped phone call notes

  • Add tags
  • Create a new task
  • Option to open in a new window
  • When you select a contact under the "Spoke With" dropdown, the contact's business, mobile and fax numbers appear
  • Filter phone call notes by tags with advanced search functionality in the Matter's Communications tab
March
2020

Vendor Bill updates

  • Ability to assign User, as well as Expense and Task Codes when creating/editing Vendor Bills to facilitate LEDES billing

Efficient document uploading

  • Faster upload speeds when uploading documents via Zola Caseway
  • Upload files up to 4 GBs

Flat Fee Productivity Report update

  • Flat Fee Productivity Report can now show data for individual services to enable firms to identify best and worst performing flat fee services, independent of a matter

Additional submatter billing options

  • For Split Fee Matters, users can now adjust Matter Number, Matter Name, Billing Notes, Invoice Note and LEDES information for submatters
February
2020

NetDocuments integration

  • Access matter-related files stored within NetDocuments right in Zola Suite's platform
  • Upload/download document, perform advanced searches and access workspaces

Email management enhancements

  • Auto-selection of matters for inbound emails from matter-related contacts
  • Prompt to create a time entry upon saving an email to a matter (to capture time spent reading messages)
  • Blue dots more clearly display unread emails
  • Firm contacts are automatically added to the suggested recipient list and float to the top, right after matter-related contacts

Timekeeper Goal Report

  • Firm admins can set, and track billable hours and/or total billing goals for members of their firm
  • Metrics can be viewed year to date or by prior month and prior week’s progress toward those goals

Custom payment allocations

  • Firms can now specify how incoming payments should be applied

Secure payment links

  • Invoices sent via email can now include payment links that allow clients to make payments (through LawPay) without the need to log into Caseway, Zola Suite’s client portal

New LEDES formats

  • Zola Suite now supports 1998B Alpha, Case Litigator and a Tymetrix version

UniFLOW expense importer

  • If you use devices that output Uniflow format, Zola Suite can now import those expenses under the Time/Expense section

Faster intakes

  • Fields for first name, last name, company, email and phone can be entered directly in the New Lead window
January
2020

Favorite reports

  • Favorite reports that you view several times a week
  • Available from any page of your Zola Suite account

Manual entry for credit card transactions

  • Credit card entries can now be recorded manually

Create expenses from credit card transactions

  • Record Costs charged to Credit Card Accounts (via manual entry or through downloaded bank activity)
  • Option to pass the expense along to a client

Bulk download LEDES invoices

  • LEDES invoices can now be downloaded in bulk, allowing you to process invoices across matters with one click

Billing contact available on printed invoices

  • When printing an invoice, the Billing Contacts Name/Information is now included on the invoice

Edit contact tags

  • Contact Tags can now be edited under Firm Settings (limited based on permission level)

New task status

  • A Task can now be labeled as “Not Started”
  • Users can also now search by assigned date and completed date

Vendor Box dropdown

  • When adding a Vendor, you will now find there is a new Vendor Box dropdown field to indicate the corresponding Box for 1099 filings

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