What’s New with Zola Suite?
Our team works hard on developing new enhancements and updates to Zola Suite so that your firm can operate more efficiently. Here’s a timeline of major features we’ve recently rolled out in our law firm practice management software.
Apple Watch application
- Take your practice on the go by using the Zola Suite app on your Apple Watch
Task updates
- Assign tasks to multiple assignees
- Mark as Phone Call
- Add tags
Soft Cost updates
- Create pre-defined Soft Cost Expenses with default rates
- Quantity can also be applied to Soft Costs
WIP-AR-Trust Report updates
- Now includes a column that shows the Matter's evergreen threshold
Accounts Payable management
- AP checks can be printed when paying via check
- Payments can be recorded via credit card
Invoice sent date
- Set an invoice sent date regardless of whether you used Zola Suite’s invoice blasting feature
- You can set this on an individual invoice or by multi-selecting invoices on the Invoices & Payments page
Statement of Account Summary updates
- We’ve refactored Statement of Account Summary in a way that makes it clearer to your clients
- “Previous balance” now reflects the balance owed on the prior invoice
Vendor bills
- Manage and pay vendor bills and pass on expenses to clients through Zola's Account Payable system in the accounting platform
WIP-AR-Trust Report
- See WIP (broken down into un-billed time, soft costs and hard costs) along with Unused Operating Retainer Funds, Unused Trust Funds and AR
Pre-bill invoice enhancement
- Summary on invoices in pre-bill stage now shows available funds in trust or operating retainers as well as any amounts outstanding after application
Report enhancements
- Date filters added to the Statement of Account and WIP reports
Built-In Email Enhancements
- Ability to insert images in composed emails
- Preview snippet of email body is now visible on Dashboard and Email sections
- Count of unread messages shown in Inbox
- One-click archiving
Invoice blasting
- Contact Support for more details
Bulk share with Caseway
- Select multiple documents and share them via Caseway at the same time
Smart intake form sharing
- Securely share intake forms with clients and prospects
- Client submissions will automatically fill in custom forms
- Forms are mobile and tablet optimized and branded with your firm logo
Split origination/responsible attorney report
- Advanced compensation reports that show billed, collected, responsible and originating
- Please contact us to have this feature activated for your firm
Rate Cards
- Create Rate Cards that can be easily applied to matters
- Rate Cards can also be inherited from a default set at the client-level
Bulk email invoices
- Bulk email invoices or Statements of Account to an unlimited number of recipients
Updated Trust Ledger Summary Report and AR Aging Report
- Trust Ledger Summary Report has a practice area filter, an Excel export option and zero balances do not display by default
- Filter the AR Aging Report by Responsible Attorney, Originating Attorney and Client. Results can now be exported to Excel
QuickBooks integration
- Choose whether you'd like to use Zola Suite's built-in Accounting or Quickbooks integration
- Sync Invoices, payments and much more
Bulk apply trust funds
- Automatically apply available trust funds to open invoices
Print payment receipts
- Print receipts with any payment you make through Zola Suite
RICOH printer integration
- Scan and OCR in one step into Zola Suite using RICOH's multifunction printers
Download bank and credit card activity
- Download activity from over 3000 financial institutions
- Quickly reconcile your accounts and assign any of them as billable expenses with a few clicks
New user interface
- New navigation and icons were added throughout our platform
- Filter buttons are now larger and more clear
- New tabs in Documents, Time/Expense, and Accounting sections more neatly organize the information allowing you to review your access information with fewer clicks
Microsoft Outlook ribbon plugin
- Directly save emails to a matter from Outlook
- Access Zola Suite documents for attachments
- Automatically create time entries as you draft matter-related emails
- Compatible with Outlook 2013/2016 for PC
2-way sync with Google and Office 365
- Sync your Zola Calendar directly to your Google or Office 365 Calendar
- Any Events you create in Zola Suite will show up on your Google or Office 365 Calendar, and vice versa
Mobile email
- Access your Zola Suite email directly through our iOS and Android applications
Quick add
- Easily perform a wide variety of actions from any screen in Zola Suite by clicking on the (+) sign on the top right hand corner of your screen
Add attachments to tasks
- Attach matter-related Zola Docs to tasks to stay organized and get things done
Document integration (Box, Dropbox, Drive, OneDrive)
- Connect your existing Drive, Dropbox, Box and OneDrive account(s) with Zola Suite
- Once your account has been integrated, you will be able to “link” a matter folder within the Documents section
New invoice options
- Separate fees and expenses
- Generate a Statement of Account Summary which will include any prior outstanding balances, new charges, payments received and total outstanding balance
Cash accounting
- View Accounting Reports such as P&L, General Ledger and Balance sheet on either a Cash or Accrual basis
Custom fields
- Custom Fields can be created for any Matter or Contact information you would like readily available
Matter communications
- Our new and improved Communications tab in Matter Details gives you the ability to forward, "reply all" to, and download email attachments
Tablet-friendly apps
- A mobile app version of Zola Suite can be used on your iPad
Evergreen retainers
- Receive notifications when the retainer balance of a Matter goes below what you have set as a minimum balance
RPost integration
- Send encrypted emails
- Access court-admissable proof of delivery, time and email contents
- Obtain e-signatures on legal documents
Pre-billing
- Create draft versions of your invoices
- Review and approve invoices before they are sent out to your clients
Timekeeper Productivity Report
- Review all hours, broken up by billable and non-billable, and realization rate by timekeeper
Trial Balance Report
- Shows a listing of the most recent balances for each account as of a set date
Sales Tax Report
- Shows information about sales tax amounts collected for a particular duration
Microsoft Word ribbon plugin
- Open matter-related documents from any matter folder or subfolder stored in Zola in Word
- Save new documents or new versions of existing documents directly into matters
- Create new folders and subfolders within matters
Document automation
- Generate documents and correspondence with ease
- Automatically create Retainer Agreements, Closing Letters, Medical Request Letters or anything else you need for a case