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Zola CRM

Transform Prospects to Profits™

Cloud-based CRM and Intake Management for Law Firms

Zola CRM dashboard
  • Manage and cultivate leads

  • Automate intake

  • Track referrals

  • Retain more clients
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Features

features icon identify

Identify and cultivate high-value prospects

features icon track

Automatically track where your leads are coming from

features icon organize

Organize leads by source, practice area and potential revenue

features icon convert lead to a matter

Convert leads to a Matter in Zola Suite with a single click

features icon streamline

Streamline leads that come directly from your law firm website contact forms

features icon metrics

Generate meaningful metrics to guide your practice

Streamline Intake from Initial Contact to Retention

Contact form with map
01

Prospect submits contact inquiry on firm’s website.

Zola CRM dashboard on a computer screen
02

Lead is automatically created on Zola CRM.

Intake form with form fields and company logo
03

Securely share intake forms with leads.

Retainer agreement in Microsoft Word
04

Use Zola CRM’s document automation to generate retainer agreements and other common documents.

Inbox with contact names and email addresses, along with an e-signature
05

Use built-in email management to efficiently communicate with prospects. Get critical documents signed with integrated e-signature.

Matter screenshot in Zola Suite
06

Convert to a Matter with a single click.

Integrations

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Gmail logo
Microsoft Word logo
Microsoft 365 logo

Schedule a Demo of Zola CRM

Ready to supercharge your law practice?

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