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
Zola CRM dashboard

Features

features icon identify

Identify and cultivate high-value prospects

features icon convert lead to a matter

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

features icon track

Automatically track where your leads are coming from

features icon streamline

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

features icon organize

Organize leads by source, practice area and potential revenue

features icon metrics

Generate meaningful metrics to guide your practice

Streamline Intake from
Initial Contact to Retention

01

Prospect submits contact inquiry on firm's website.

Contact form with map
Zola CRM dashboard on a computer screen

02

Lead is automatically created on Zola CRM.

03

Securely share intake forms with leads.

Intake form with form fields and company logo
Retainer agreement in Microsoft Word

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.

Inbox with contact names and email addresses, along with an e-signature
Matter screenshot in Zola Suite

06

Convert to a Matter with a single click.

Integrations

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Ready to supercharge your law practice?