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 (983 in 2018, 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.

November
2019

Firm Collaborators

  • Assign additional users to a matter
  • Firm Collaborators are also filterable in Matterscapes

Matter-related contact notes

  • Add notes or descriptions for each matter-related contact

Matter billing groups

  • Create your own custom billing frequencies that can be set on the Contact- and Matter-level
October
2019

Save payment information

  • Credit card payment information can now be saved via LawPay
  • These saved payments can be used for future Retainer and Invoice Payments processed through Zola Suite

P&L report update

  • The Profit and Loss Report is now drillable, so you can quickly jump into the General Ledger for the account of your choosing

Billing Contacts added

  • You can now select matter-related contacts to be “Billing Contacts,” allowing invoices to be shared with them through the Caseway™ Client Portal

Batch billing enhancements

  • Flat Fees can now be entered as unbilled activities which can easily be invoiced during batch billing

AR Aging Report enhancement

  • The AR Aging Report now has additional date ranges

Multiselect for Matterscapes™

  • The Dropdown and Radio Button Filters on Matterscapes™ are now multi-select

Bulk actions for matter basics

  • You can update an array of matter-specific information without hopping between several screens
  • Update information such as Responsible, Originating and Billing Attorney, Practice Area, and Rate Card for several matters at once

More matter-related timers

  • You can have 10 matter-related timers (up from five) on your right-hand pane
September
2019

PDF templates

  • Use PDFs for templates in Document Automation
August
2019

Matter-level invoice note

  • Enter a matter-level note that will automatically appear on all invoices for that matter

Bulk printing sort

  • When printing invoices in bulk, firms can now sort by matter number, invoice number or client name (ascending or descending order)
  • The invoices will print in the same order the firm prepares the mailing

Custom UTBMS codes

  • Firm administrators can now create custom billing codes in existing categories

User images from the Microsoft Network

  • Pull user images from the Microsoft Network (when available)
  • User images will be shown anywhere a user can be selected, like when assigning a task to a colleague

Receipts

  • Easily attach an image or PDF file of a receipt when creating a check, expense or vendor bill

AP Aging Summary report

  • Outstanding payments to vendors grouped by aging period

Generate invoices by Billing Attorney

  • Option to generate invoices by Billing Attorney, as well as Responsible Attorney

Journal entry reference and print option

  • Save a reference number with a journal entry and print a PDF copy of the entry with a single click
July
2019

Write-offs

  • Write off remaining balances for fees that won't be collected
  • Within an invoice, you can enter the date of the write-off and include a note that explains why the fee was waived

Write-Off report

  • Aggregate all write-offs for a given date range
  • Results can be filtered by client, attorney, practice area and location

User groups

  • Add users to a group (or a number of groups) within your firm
  • Matter permissions can be assigned to user groups, saving you time in selecting individual users for each matter

Quick timer narratives

  • Quickly add notes as a timer runs

Shared Matterscapes™

  • Users can share Matterscapes™ and mark them as a Shared view so the custom views are available to other users at the firm

Flat Fee Productivity report

  • Review hours worked and collections for Flat Fee Matters

Default folder structures by practice area

  • Create default folders for documents and notes for each practice area within Firm Settings
June
2019

Billed and Collected report

  • Firms can now view billed and collected fees with a single click
  • This report features a number of smart filters so you can easily sort by Timekeeper, Practice Area or Location
May
2019

Consolidated invoices

  • Generate consolidated invoices when there is a client with multiple matters in any given billing cycle

User calendar view summary - My PastTime

  • Individual users can track their time and progress with color-coded calendar view to make sure they're staying on track

Enhanced Billable Hours recap

  • Now includes a calendar view with heat mapping so firm admins can easily monitor productivity

Admin dashboard

  • Users with Administrative permissions can view key business intelligence metrics through our admin dashboard
  • Users can access data including AR, WIP, AP and productivity intel

Next generation IP docketing with Zola Ambient IP

  • IP docketing solution that seamlessly connects with the USPTO's systems to easily track the status of all patents and trademarks
  • When a new event or action is added, Zola Suite automatically notifies the firm and creates a corresponding task

Advanced calendar search and reporting

  • Search events by combinations of owner, category, matter and date range

Zola Signature™ web portal

  • A white-label portal with immersive branding, including a custom login page and branded email notifications when new documents are added
April
2019

zDrive

  • With zDrive, users can edit documents and a new version of the file will automatically save back to Zola Suite

Calendar following

  • Follow and view your team's calendars
  • Each member of your team is assigned a different color so you can easily differentiate the ownership of each event

Bulk assign emails to matters

  • Select multiple messages in your inbox, and assign them to a single matter and a specific email folder

Edits to invoice line items now update the corresponding time entries

  • When updating a line item on an invoice, you’ll now be presented with the option to have your changes saved on the associated time entry as well

Bulk delete invoices

  • Multi-select and delete invoices using the "Multi-Select Options" button

Updated Firm Settings

  • Collapsable menus have been added for organization
  • Address information has been moved to "Invoice Customization" under "Billing" on the left side

Billable - "No Charge" option

  • If you set a matter’s billing preference to "No Charge", time entries for that matter will now default to “No Charge” instead of "No charge, don't show"

AR Aging Report update

  • Now presented in landscape view to accommodate additional columns of data

Enhanced Account Reconciliation module

  • Improved Reconciliation interface for better user experience
March
2019

Two-factor authentication

  • For extra security, you can enter in an authentication code in conjunction with your Zola Suite password when logging into your account

Narrative templates

  • Add a default narrative to any work category. The narrative template will be displayed in the time entry description

Department-Based Accounting

  • Generate Profit & Loss statements for different departments, teams or individual members

Configurable time entries generated by email

  • Users can choose to review and edit time entries generated before they are automatically saved
  • This can be either a default preference by user or a toggle that can be enabled/disabled as you compose an email message

Smart Account Reconciliation Module

  • Firms who prefer to manually reconcile their accounts can now use this module to match their “books” on Zola Suite with their bank account statement by clearing or adding individual transactions
  • Works seamlessly with download account activity

Administrative Fee Soft Cost

  • Easily charge your clients a soft cost expense that is a percentage of the total fees on their invoice
  • Change these settings on a matter-level or in Firm Settings

Bulk Printing

  • Easily print hundreds of invoices with Zola Suite’s enhanced bulk printing options
  • You can either print the 20 invoices selected on a page or all invoices in the entire recordset you’ve filtered
February
2019

Rules-based calendaring

  • Automates procedural, administrative and regulatory deadline
  • Automatically enters critical deadlines into your calendar
  • Monitors for rule changes

Matterscapes™

  • Customized matter view
  • Filter matters by practice area, responsible attorney, open date or custom fields
  • Save filters so users can efficiently manage their caseloads at the click of a button
December
2018

Fee Allocation report

  • Allows you to see a detailed view of fees, soft costs and hard costs that have been collected by Matter, User and collection date
November
2018

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
October
2018

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
September
2018

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
August
2018

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
July
2018

Invoice blasting

  • Contact Support for more details

Bulk share with Caseway

  • Select multiple documents and share them via Caseway at the same time
June
2018

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
May
2018

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
April
2018

QuickBooks integration

  • Choose whether you'd like to use Zola Suite's built-in Accounting or Quickbooks integration
  • Sync Invoices, payments and much more
March
2018

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
February
2018

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
January
2018

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
October
2017

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
July
2017

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
June
2017

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
May
2017

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
April
2017

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
March
2017

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
February
2017

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
January
2017

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

Ready to supercharge your law practice?