SmartAdvocate is a fully integrated state-of-the-art case management system designed for personal injury and mass tort litigation practice.
Make your practice run more efficiently and profitably.
Save time, encourage accountability and reduce error with Zola Suite’s Task Management system. Create Task Templates and subtasks, receive alerts when deadlines are blown, set up email and SMS reminders and convert tasks to time entries.
Keep everyone in your firm on the same page while tracking important deadlines and appointments so you never miss a beat. Create color-coded, customizable categories, initiate 2-way sync with your Zola calendar and Gmail, Outlook or Office 365 and set up rules-based calendaring.
Bill more and have real-time intelligence into your firm’s financials with Zola Suite’s built-in business and trust accounting system. Capture and bill for time over 11 different ways, create customized invoices, download bank account activity from over 5,000 bank and credit card institutions and get paid quickly with Zola Payments, powered by LawPay.
Manage and track every aspect of every legal matter in a single platform. Customize matter views and access the audit log to get a 360-degree view of everything happening in your firm.
Capture, track and cultivate leads so your firm can retain more clients and become more efficient with Zola CRM.
Organize contacts in an intelligent manner to easily filter and search through them and look up contacts related to clients and matters. Add contact headshots, create unlimited contact fields and copy contact information with one click to the clipboard.
Create professional looking notes accessible by all team members to keep everyone involved up to speed. Organize notes within matters in folders and sub-folders and perform rich formatting capabilities, such as highlighting, changing font type and adding images.
Take your practice on the road and access matters from any location, at any time with native iOS and Android apps. Keep track of time on the go, scan business cards and documents and activate fingerprint recognition.
Securely share sensitive information via Caseway™, Zola Suite’s accessible, integrated client portal to ensure privileged information does not get intercepted. Stay top of mind with Zola Signature™ iOS and Android apps that are branded with your firm’s logo. Give clients around-the-clock access to their case files from any device with internet access through Zola Signature™ web portal.
Unlimited storage and document management to ensure all of your firm’s files are easily accessible by members of your team. Generate documents and correspondence with ease using information you have already entered in Zola Suite to save time and keep your practice running smoothly and efficiently.
Keep all case-related emails organized and avoid sending emails to the wrong recipients. Send encrypted emails, receive court-admissible proof of delivery and obtain e-signatures on legal documents through Zola Suite’s exclusive integration with RPost.
Access comprehensive reports and key metrics with the click of a button. Download, export and print reports detailing timekeeper productivity, chart of accounts, P&L and three-way trust reconciliation.
iTrial™ is our stealthy and pwerful Trial Presentation software for iPad. This app scores highest on user satisfaction. Organize your exhibits in the app or use our PC software to set up your case and export for iTrial™. These features, including exclusive features are just the beginning:
ExhibitView™ Trial Presentation software. The most intuitive trial presentation software on the market. Organize and display every type of demonstrative evidence.
A bit more:
TranscriptPro™ Case transcript manager. Create a case (manage all your cases) add ascii, PDF and Video Synch transcripts. TranscriptPro™ also supports High Definition Video!
A bit more:
PDF+ can replace Acrobat in your office. Save money. PDF+ can apply exhibit stickers, bates numbers, bar codes, batch renaming folders full of documents and also works on both PDF exhibits and Image exhibits.
A bit more:
With Client Messenger you can efficiently communicate with your clients and contacts from the convenience of CloudLex, instead of your personal cell. Send and receive texts in our centralized and secure platform for quick access to vital case info during your conversations and easy retrieval after.
This core application, included in all plans, is the hub of CloudLex®. It promotes collaboration through matter-specific communication tools, and is a one-stop shop for organizational needs like calendaring, document management, and the tracking of medical expenses. Through dashboard tools and targeted reports, it also allows higher-ups to effectively manage the progress of cases so that they can properly allocate resources to areas of need and stay ahead of potential problems.
No longer do you have to switch back and forth between your most used legal apps, or suffer through multiple uploads on different platforms, because CloudLex® painlessly integrates with leading apps like iCal, Google Calendar, Google Drive, MS Exchange, Dropbox, and more. With the click of a button, you can automatically sync updates in CloudLex® with your other favorite legal apps, allowing for maximum collaboration and an even bigger time-savings for your firm.
Whether you’re on a plane or in a courthouse lobby, you’re not always going to have access to that coveted Wi-Fi signal-that’s where CloudLex’s Word Connector comes in. Once downloaded, Word Connector shows up as a tab in Word, enabling you to work offline just as if you were in the CloudLex® platform. Users can access files, make changes, create new documents, and save everything directly to CloudLex®, sparing your firm from hours of re-drafting, re-editing, and re-uploading.
CloudLex® has partnered with Microsoft to bring you comprehensive integration with MS Office Online-meaning you can make changes to your Word, PowerPoint, and Excel documents, without ever having to leave CloudLex®. Any updates are reflected immediately, across all platforms and devices, so members of your team always have the most up-to-date versions of files. All you need is internet access and you can create, upload, and edit from anywhere, right alongside your colleagues, resulting in less time coordinating and more time collaborating.
With CloudLex®, you can digitally archive your closed matters with ease. CloudLex’s Digital Archiver eliminates the need for physical storage, while allowing you to store even more in the cloud. All information relevant to your closed cases, even digital correspondence (emails, notes, conversations), is housed on our secure and HIPAA compliant server hosted by Microsoft and can be accessed (or added to) at any time.
CloudLex's Client Communicator is a communication portal that allows attorneys and clients to share vital information with each other in a variety of ways. Both parties can upload important events, briefs, notes, and more into the application-and then view that information at their discretion, in a simple and secure venue.
Referrals are an important part of any successful law firm’s business strategy, improving both your practice’s bottom-line and your standing in the legal community; but until now, the referral process was more luck and who you know than anything else. Enter CloudLex’s Referral Exchange, an attorney connector for the digital age. Free to join and open to all, the Referral Exchange helps personal injury attorneys to effortlessly market themselves and grow a national footprint without ever having to leave the couch
CloudLex’s Referral Engine is a collaborative network where you can both refer out matters and take on matters in conjunction with a growing community of plaintiff attorneys. Referrals are easy to setup and even easier to manage. Partner firms can communicate and share case information with each other securely-and without ever having to leave the app. And CloudLex® tracks all changes to your referrals automatically, so you’ll always be up to date on the latest developments as they happen.
Clients are the lifeblood of any successful PI firm—but without a proper intake process in place, leads can be hard to track and easy to lose. CloudLex’s Intake Manager fixes that—it provides you with an effective process to attain and manage prospective clients so you can boost your firm’s revenue and your client’s satisfaction. And because Intake Manager is part of CloudLex’s robust legal cloud platform, the transition from potential lead to current client is seamless.
OMNI Legal is a next generation legal business platform, built from the ground up on artificial intelligence technology. The barriers to legal AI adoption have been shattered through Omni Legal’s intuitive workflow, embedded decision making, and machine smart integration of day to day functions. Legal teams can now seamlessly harness AI content from research, discovery, contract, drafting, and many other predictive tools
Tabs3 Financial software is specifically designed to meet the accounting requirements for law firms. Print financial statements, write checks, reconcile bank statements, and manage client trust accounts in an easy-to-use, fully integrated system.
Get your bills out quickly and easily with Tabs3 Billing Software. Customize statements and run insightful management reports. With Platinum you can also access Tabs3 while you are away from the office via your smartphone or tablet.
PracticeMaster gives your firm more than Outlook. An electronic case file organizes each matter’s contacts, appointments, emails, documents, fees, and research – making all of the information easy to find. Your practice has never been so organized.
Every day you come into contact with potential referral sources. How do you ensure that they remember you? Insight in Motion is a comprehensive legal newsletter and blog content publication and distribution system which fosters long-term connections with clients and colleagues to guarantee you’re kept in mind when business opportunities arise.
Each year, millions of individuals and businesses turn to the web to find and qualify law firms. It’s imperative that your law practice have a commanding web presence that resonates with visitors and propels them to action. Zola Creative has over 10 years of experience developing compelling websites for law firms and helping them generate massive visibility. The Zola team has specialized knowledge and tools which will help you develop a website to achieve your personalized goals, whether you want to attract new clients or build a reputation among colleagues within your area of practice.
As one of the top insurance firms in America*, Paychex Insurance Agency has the plan types and carrier connections to make it easy to offer and manage a group health plan for your employees.
Speak with knowledgeable Health and Benefits representatives to help you identify group health plans that meet the unique needs of your business, with coverage options including:
Medical
Dental
Vision
Life
Short-term disability
Long-term disability
Paychex Human Resources offers scalable, easy-to-use human resource solutions and personal access to a dedicated HR professional, available on call or on site.
Paychex offers flexible 401(k) plan design, recordkeeping, and plan management services. Use our deep retirement services knowledge and expertise to help you select and manage the right retirement plan for your business.
Cutting-Edge Payroll Technology + Service the Way You Want It
Paychex Flex is all about choice. Whether you prefer to report payroll information over the phone or email, or process payroll yourself using our easy-to-use cloud platform, our intuitive technology and flexible service options will free you to focus on what you do best — running your business.
LegalConference provides a secure client file management platform vault that merges videoconferencing with document storage, editing, collaboration and retrieval. The vault platform enables all members of the legal community (attorneys, judges, clients, experts, court reporters, and others) to confer and review documents in a totally secure environment. Legalconference operates through all major browsers and does not require any software downloads.
Additional features include:
*webinar
*off site backup
*vaulted offline storage, guaranteed in the United States.
Conveniently track time and expenses from your mobile phone, desktop widget or online. Make missing time entries a thing of the past!
Create professional invoices by customizing the design in minutes. Email invoices and accept payments to assist in getting paid faster.
Keep up with your clients and projects and everything that makes them unique. All your information is now in one easy, secure location.
Generate reports with one click and easily export to other programs. Cross reference your documents to stay on top of your business!
Bill4Time's legal billing software was built with the guidance of lawyers. Our features include full 128-bit data encryption, local date backup, trust accounting, multiple client billing rates and options, great practice management features, powerful reporting options, and much more.
A private cloud is just what it sounds like, your firm's very own virtual eDiscovery environment for all matters and your entire team. This is a hosted option that scales with your practice, ideal for firms that tend to have several or more matters running at the same time. All matters, regardless of size will be combined into a single subscription of $2000/month for 500 GBs and $1/GB thereafter. Digital WarRoom private cloud comes with Management Console, a tool for litigation support managers to track billing metrics for their environment and request custom split invoices for any given matter.
A cloud based eDiscovery solution for one or more users to complete a single matter without the long term commitment.
$250 for 25 GBs, $10/GB thereafter. 1 user included. We will offer more economical pricing brackets as your matter exceeds 100 and 400 GBs.
Single matter subscriptions offer the flexibility to go month to month and spin up individual matters as they present themselves. We will customize our training to help you meet your deadline.
A 100% on-premise, desktop eDiscovery application licensed to a single machine. This software application is fully functional, offering the same features as our hosted subscriptions for a low price of $1795/year/license. With DWR Pro, you can process, review and produce documents all on your own machine. An on-prem solution has added benefit of allowing you to keep all your client data under your firm's control. In some scenarios, we can help set up a DWR Pro environment to run with multiple concurrent users.
