We are thrilled to invite our partners to Zola Suite’s 2021 Partnership Zummit and host you in the city so nice they named it twice - New York, NY! The Zummit will be held in-person at 75 Rockefeller Plaza in Manhattan, located just steps away from Radio City Music Hall and NBC’s famed 30 Rock.
The event will feature exclusive sessions on mastering the Zola platform, furthering your business development objectives and best practices when leading implementations. There will also be opportunities for partners to network with Zola’s leadership, legal industry leaders and learn from fellow Zola partners.
On the last (optional) day of the Zummit, we invite partners to visit Zola HQ in Port Washington! There have been quite a few changes over the last year and our team has grown tremendously. Come meet the team behind Zola’s vision.
We heard your feedback and we will now be able to offer live streaming of select sessions. If you would like to tune into the Zummit virtually, please register below using the "Virtual" checkbox by Monday, October 18. Please note, however, that virtual attendees will not have access to all the sessions listed. Additional information including login links will be sent to registrants closer to the event date.
*If you are attending in-person, please remember that all attendees must show proof of vaccination to be admitted into the conference venue as well as dine indoors at any establishment in NYC. The health and safety of our Partners is a top priority for the Zola team.
8:00-9:00 AM: Breakfast
9:00-9:45 AM: State of Zola (Livestream available)
With hundreds of feature updates and a merger with one of the biggest names in legal practice management, it’s safe to say that 2021 has been a busy year at Zola HQ. During this session, Zola Suite’s CEO, Fred Cohen, and VP of Product, Raphael Lopez, will share some insights on the platform’s growth and share a first look at Zola’s roadmap for Q4 and beyond.
9:45-10:45 AM: Data Migration Basics (Livestream available)
From Clio to Needles, the Zola Suite Data Ops team has assisted countless firms with high-fidelity migrations from just about every LPM application on-prem and in the cloud. During this session, we will share Zola’s approach to migrations and how we work in tandem with Zola Suite Partners throughout the process. This is a great session for new partners interested in leading data migration projects or the perfect refresher for those who haven’t recently participated in one.
9:45-10:45 AM: Mastering the Kick-Off Call
Over the past six years, the Zola Suite team has led hundreds of kick-off calls with new clients. During this session, we will share our tried and true approach to these early conversations that ultimately set the stage for a successful onboarding.
10:45-11:00 AM: Coffee Break
11:00 AM-12:45 PM: Advanced Data Migration - Collab Workshop
The data migration process can vary greatly from client to client and platform to platform. During this interactive session, the head of Zola’s Data Ops team will help participants become more familiar and efficient with advanced migrations to Zola through a series of interactive activities.
11:00 AM-12:45 PM: Configured for Success: Helping Your Clients Hit the Ground Running with Zola Suite
While no programming is required to get a new firm started with Zola Suite, making sure all of the correct settings and customizations are in place is critical for success. In this session, we will explore all of the areas of configuration within Zola and identify some of the top mistakes that can keep a firm from achieving optimal efficiency.
12:45-1:45 PM: Lunch
1:45-2:45 PM: The First 90 Days (Livestream available)
The first three months following a firm's move from their prior practice management platform to Zola are often a difficult transitional period. During this session, we will explore some of the common issues firms face during this time and how Zola Partners can get ahead of them to facilitate a smoother onboarding process.
2:45-3:00 PM: Coffee Break
3:00-4:00 PM: Product Round-Robin
Zola Suite is comprised of hundreds of micro features, with the list continuing to grow each month. In this collaborative, open-floor session, Zola experts specializing in each one of the feature sets will answer all of your questions. Pull up a seat and learn more about Zola’s current functionality and vision moving ahead. Table hopping is encouraged!
4:00-5:00 PM: In the Trenches (Panel Discussion)
Zola works with some of the best minds in Legal Tech. During this panel discussion, we will speak to a few of these experts, covering everything from the evolution of practice management software to the shifting role of the consultant.
8:00-9:00 AM: Breakfast
9:00-10:00 AM: HotDocs Today (Livestream available)
HotDocs is the leading document automation tool for attorneys. Over the years, the platform has continued to evolve to meet the changing needs of firms and legal departments. In this session, a HotDocs expert will share a look at the solution today and how legal professionals are leveraging it to save time and reduce compliance risk.
9:00-10:00 AM: Selling Zola Suite (Livestream available)
It can be difficult to condense Zola Suite's many features into an introductory demo for clients. In this session, members of Zola’s sales and marketing teams will share some tips on when to introduce Zola to a firm and how to best showcase the platform’s unique benefits.
10:00-11:00 AM: Exploring Zola’s New and Improved Document Management, Automation Tools, & HotDocs Integration
Over the past few years, enhancing Zola’s native Document Management System has been a top priority for the development team. In this session, we will delve into how firms are using these new features to foster greater collaboration and how Zola Suite Partners can leverage them to earn additional revenue during the implementation process. Additionally, we will be showcasing a "sneak-peak" of our integration with HotDocs.
11:00-11:15 AM: Coffee Break
11:15 AM-1:00 PM: Deeper Dive: Zola's Financial Management Tools
Built for maximum back-office efficiency, Zola Suite offers comprehensive financial management tools that can be leveraged by firms of all sizes (and the consultants who support them). During this session, Zola’s resident accounting experts will explore these tools, along with best practices for configuring them and the workflows they were designed to support.
1:00-2:00 PM: Lunch
2:00-2:45 PM: New Support Resources (Livestream available)
We are excited to provide even more Client Success resources to ensure firms have the support they need to maximize efficiency. In this session, we'll go through all of these changes as well as how you can leverage them to provide your clients with continued best-in-class support.
2:45-3:45 PM: Heating Up Cold Deals (Livestream available)
There are a few things worse than having a very interested firm go silent when you’re close to closing the deal. In this session, Zola’s VP of Sales will share some tried and true tips for warming up a cold deal and ways in which Zola Partners can tap into Zola’s sales team for an assist.
2:45-3:45 PM: Moving Firms Away from QuickBooks (Livestream available)
We often hear from firm leaders who want to move to a new, full-featured practice management solution, but have a bookkeeper who is intent on keeping QuickBooks. During this session, one of Zola’s Partners will share the case for making the move and the practical considerations that all consultants should know about when encouraging firms to make the transition.
3:45-4:00 PM: Coffee Break
4:00-5:00 PM: Fireside Chat with Zola's Leadership Team
No question or topic is off limits in this interactive discussion with leaders of Zola Suite.
Hilton Garden Inn Roslyn
3 Harbor Park Dr, Roslyn, NY 11050
There are two hotels located next to the Zummit venue in Rockefeller Plaza. You can view available accommodations by visiting the hotels’ websites below.