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Zola CRM

Transform Prospects to Profits™

Cloud-based CRM and Intake Management for Law Firms

  • Manage and cultivate leads
  • Automate intake
  • Track referrals
  • Retain more clients

Features

Identify and cultivate high-value prospects

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

Automatically track where your leads are coming from

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

Organize leads by source, practice area and potential revenue

Generate meaningful metrics to guide your practice

Streamline Intake from
Initial Contact to Retention

01

Prospect submits contact inquiry on firm's website.

02

Lead is automatically created on Zola CRM.

03

Securely share intake forms with leads.

04

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

05

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

06

Convert to a Matter with a single click.

Integrations

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Ready to supercharge your law practice?