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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.

September
2022

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
August
2022

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
July
2022

Sub-accounting

  • Accounts can be sub-divided for detailed reporting and easier reconciliation
June
2022

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
March
2022

APX integraton

  • Accept credit card, ACH and e-check payments
  • Save credit card information to Caseway portal for recurring payments
January
2022

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
December
2021

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
November
2021

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
September
2021

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
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

  • 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
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)

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