Zola Suite is a complete end-to-end practice management platform that enforces organization, streamlines workflow and facilitates collaboration. With best-in-class case management tools built into a single, easy-to-use platform, Zola Suite allows you to harness the power of one to manage your entire caseload. Features include:
Zola Suite is cloud-based and is accessible through any browser as well as native iOS and Android apps so you can take your practice on the go. With a dedicated team that ensures a streamlined and highly accurate migration process, you can expect a hassle-free transition from a wide range of cloud and legacy applications.
Zola Suite offers ABA Buyers Guide members 3 months free on an annual contract with a minimum of 5 users. This offer/discount cannot be combined with any other offer, discount or promotion.
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.
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 APX
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.
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.
Capture, track and cultivate leads so your firm can retain more clients and become more efficient with Zola CRM.
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 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.
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.
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.
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.
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.
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.
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