- Best-In-Class Matter & Email Management
- Sophisticated Billing & Accounting
- The Most Robust Reporting in the Cloud
The end-to-end practice management platform that
delivers a single source of truth
Zola Suite gives you the power of one solution to manage every action taken in every case.
One Complete, Easy-to-Use Platform.
One Set of Login Credentials.
One Monthly Bill.
- Leads from your website’s contact forms are automatically entered into Zola’s CRM
- Track where your leads are coming from and easily generate reports
- Complete integration with your firm’s intake forms and retainer agreements allow you to onboard clients with a few clicks.
- Robust matter dashboards with every detail for every matter
- Custom fields and custom matter lists with configurable columns and filters
- Matter-level access restrictions
- Automatically associates with matter-related contacts and files to the relevant matter
- Convert emails to tasks with one click
- Automatically track time and create time entries as you draft messages
- Automatic and manual document versioning keeps files organized
- Advanced features include tagging, foldering and commenting
- Open and save files directly from Word® and other applications into your Zola Suite account through zDrive™
- Assign tasks to one or more team members, attach docs and set deadlines (and reminders)
- Streamline workflow with Task-Templates for predefined procedures
- Sends notifications if assigned tasks are not completed by the required date
- More than 10 different ways to automatically create time entries
- Generate highly customizable and visually beautiful invoices
- Automate your workflow with batch invoicing
- End-to-End Accounting including General Ledger, ability to issue checks, create journal entries and batch-apply payments
- Download bank and credit card activity from over 5000 institutions
- Advanced reporting including Financial Statements, Compensation, WIP and Productivity