Zola Suite

Modern Legal Practice Management with Best-in-Class Features

About Zola Suite

Zola Suite is the INDUSTRY-LEADING cloud-based platform designed to deliver a SINGLE SOURCE OF TRUTH to small and 100+ user law firms. Robust case management, time, billing and complete accounting with patented email management and CRM to supercharge efficiency, delegation and accountability.

Zola Suite can be accessed on any device - desktop or mobile - and has built-in email, calendaring, integrated legal billing/timekeeping (including LEDES), complete accounting (trust & business), document management, document automation, and a secure client portal. Zola also has dedicated iOS and Android applications with smart features for attorneys who are on the go including business card and document scanning. Integrations with Office365, GMail, APX, NetDocuments, Quickbooks (for those who opt to use it instead of Zola's built-in accounting) and many others.

Pricing starting from:

US$59,00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Zola Suite

  • Zola’s robust built-in accounting delivers a Single Source of Truth.

  • Fully-integrated matter management that enables law firms to track every aspect of a legal case including email communications, relevant contacts, related documents, timekeeping and billing.

  • Patented email management system seamlessly integrates case-related messages.

  • Dedicated Android & iOS mobile apps enable timekeeping, calendaring, contact management and document scanning on the go.

  • Integrated form builder to generate documents using matter-related information and custom fields.

  • Full-fledged, business accounting suite built for law firms to deliver a single source of truth.

  • Users can generate comprehensive financial reports including A/R Aging Summary, Work in Progress, and Referral Reports, grouped by User, Practice Area, Department and Location.

  • The solution offers multiple methods to capture time from activity log, task management, calendar and mobile applications.

  • Zola Suite provides robust task management that encourages delegation and accountability.

  • A case-centered calendaring system offers time-keeping and private appointment functionality.

  • Sophisticated document management system with unlimited storage and AI-enabled in-document search
  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Pricing starting from:

    US$59,00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Zola Suite Software - Over 11 different ways to track time
    Zola Suite Software - Dedicated iOS & Android mobile apps
    Zola Suite Software - Document automation for form generation
    Zola Suite Software - Matter management to track matters from start to finish
    Zola Suite Software - The only legal practice management application with intelligent (built-in) email
    Zola Suite Software - Organize all of your contacts in one place
    Zola Suite Software - Cloud-based document management built for the modern firm
    Zola Suite Software - Transform prospects into profits with Zola CRM
    Zola Suite Software - Our Zola Signature™ Web Portal ensures that your firm is front and center in every interaction with clients and colleagues
    Zola Suite Software - Admin dashboard allows users with administrative permissions to view key business intelligence metrics
    Zola Suite Software - Customized matter views where you can filter matters by practice area, responsible attorney, open date or custom fields
    Zola Suite Software - Zola Suite dashboard on multiple devices
    Zola Suite Software - Case-centric and rules-based calendaring so you never miss an important deadline
    Zola Suite Software - Task management to enforce consistency and accountability
    View 16 more
    Zola Suite video
    Zola Suite video
    Zola Suite Software - Over 11 different ways to track time
    Zola Suite Software - Dedicated iOS & Android mobile apps
    Zola Suite Software - Document automation for form generation
    Zola Suite Software - Matter management to track matters from start to finish
    Zola Suite Software - The only legal practice management application with intelligent (built-in) email
    Zola Suite Software - Organize all of your contacts in one place
    Zola Suite Software - Cloud-based document management built for the modern firm
    Zola Suite Software - Transform prospects into profits with Zola CRM
    Zola Suite Software - Our Zola Signature™ Web Portal ensures that your firm is front and center in every interaction with clients and colleagues
    Zola Suite Software - Admin dashboard allows users with administrative permissions to view key business intelligence metrics
    Zola Suite Software - Customized matter views where you can filter matters by practice area, responsible attorney, open date or custom fields
    Zola Suite Software - Zola Suite dashboard on multiple devices
    Zola Suite Software - Case-centric and rules-based calendaring so you never miss an important deadline
    Zola Suite Software - Task management to enforce consistency and accountability

    Features

    Total features of Zola Suite: 92

    • Access Controls/Permissions
    • Accounting
    • Accounting Integration
    • Accrual Accounting
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Archiving & Retention
    • Asset Accounting
    • Audit Management
    • Audit Trail
    • Automatic Backup
    • Automatic Billing
    • Bank Reconciliation
    • Billable Items Tracking
    • Billing & Invoicing
    • Billing Rate Management
    • Built-in Accounting
    • CRM
    • Calendar Management
    • Case Management
    • Case Notes
    • Check Writing
    • Client Management
    • Client Portal
    • Collaboration Tools
    • Communication Management
    • Conflict Management
    • Contact Database
    • Contact Management
    • Contract/License Management
    • Core Accounting
    • Credit Card Processing
    • Cross Ledger Posting
    • Customer Database
    • Customer Statements
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Data Import/Export
    • Deadline Management
    • Docket Management
    • Document Automation
    • Document Capture
    • Document Generation
    • Document Management
    • Document Storage
    • Document Templates
    • Electronic Payments
    • Electronic Signature
    • Email Management
    • Expense Tracking
    • Fee Calculation & Posting
    • File Management
    • Financial Management
    • For Legal Professionals
    • Forms Management
    • Full Text Search
    • General Ledger
    • Invoice Management
    • Invoice Processing
    • Legal Case Management
    • Microsoft Outlook Integration
    • Mobile App
    • Project Time Tracking
    • QuickBooks Integration
    • Real Time Data
    • Real Time Reporting
    • Receipt Management
    • Records Management
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • SMS Messaging
    • SSL Security
    • Search/Filter
    • Secure Data Storage
    • Summary Reports
    • Task Management
    • Task Progress Tracking
    • Task Scheduling
    • Tax Management
    • Third Party Integrations
    • Time & Expense Tracking
    • Time Tracking
    • Timer
    • Timesheet Management
    • Trust Accounting
    • Two-Factor Authentication
    • Version Control
    • Workflow Management

    Alternatives

    Clio

    4,7
    #1 Alternative to Zola Suite
    Clio is the leading cloud-based legal practice management solution that lets you manage your law firm from anywhere....

    CosmoLex

    4,7
    #2 Alternative to Zola Suite
    CosmoLex is the ONLY Cloud-based, all-in-one practice management, billing, AND accounting system (No QuickBooks...

    PracticePanther Legal Software

    4,7
    #3 Alternative to Zola Suite
    Highest rated legal case management software on GetApp. Perfect for lawyers and law firms of all sizes. Try it free, no...

    MyCase

    4,7
    #4 Alternative to Zola Suite
    MyCase legal practice management software helps law firms solve key business challenges, including getting paid faster,...

    Reviews

    Overall rating

    4,6 /5
    (119)
    Value for Money
    4,6/5
    Features
    4,4/5
    Ease of Use
    4,6/5
    Customer Support
    4,7/5

    Already have Zola Suite?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 119
    Jeffrey K.
    Overall rating
    • Industry: Law Practice
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Best Practice Management System with Integrated Features

    Reviewed on 2022/05/18

    We've been with them for 4 years and Zola management is always working with us on solutions to make...

    We've been with them for 4 years and Zola management is always working with us on solutions to make the system work better for our needs.

    Pros

    Everything you need for a matter is integrated into one fantastic page, which allows you to stay on top of everything.

    Cons

    I wish you could customize a home page for each matter to provide a smattering of information from other tabs.

    Alternatives Considered

    Clio

    Reasons for Switching to Zola Suite

    We really liked the cloud based features and the email integration.

    Response from Zola Suite

    Jeffrey, thank you so much for taking the time to review Zola Suite. We really appreciate your feedback. In regards to your comment about customizing a homepage for each matter, we do have Matterscapes, which allows you to create a customized view of all your matter records. You can filter matters by practice area, responsible attorney, open date or custom fields. You can also save these filters so you can efficiently manage your caseload at the click of a button. If you'd like to learn more about setting up Matterscapes for your firm, please reach out to our Support Team at [email protected]

    Christian O.
    Overall rating
    • Industry: Law Practice
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Cloud-based practice management

    Reviewed on 2022/05/18

    Pros

    Built-in accounting was important and Zola's accounting features are excellent, though we'd occasionally like to be able to customize reports. Even so, we can get the info we need. Time entry is easy and set up to facilitate completeness. The automatic time entry windows help us not to lose time. Matters management is simple and flexible. Document upload and management is good, with features to avoid duplication, track versions, view documents easily, automatic OCR, integration with Word. Email handling and the ability to associate emails with matters is good.

    but the change from server-based management comes with

    Cons

    Some of the issues are simply the result of being a web-based program, so navigating and using requires people to change habits, and some features of local server-based management are not available. OCR is not always consistent - some documents that OCR in a local pdf editing app do not seem to OCR on Zola. Wish list: a plug-in to permit creation of a spreadsheet in Excel and direct upload to Zola like the Word plug-in; Outlook shared calendar integration so the entire firm calendar would synch with the shared Microsoft Exchange Outlook calendar; an invite mechanism like Outlook; the ability to save all email attachments at once to a matter folder; the ability to move documents from a matter to another matter subfolder; the ability to change the document menu from white lettering on grey to black lettering on white; the ability to import V-cards; icon notification of email receipt; document searching by date created/modified

    Response from Zola Suite

    Christian, thank you for taking the time to share your experience with Zola Suite as well as your wish list. We always welcome feature requests and enhancements that will greatly improve our platform.

    We're working on some enhancements to OCR and we're discussing the ability to customize reports with our product team. Stay tuned!

    Jennifer A.
    Overall rating
    • Industry: Law Practice
    • Company size: Self Employed
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 2.0 /10

    Problems Never Seem to End

    Reviewed on 2021/05/25

    Overall - Be very careful before going Zola Suite. It's not a panacea. I'm currently looking into...

    Overall - Be very careful before going Zola Suite. It's not a panacea. I'm currently looking into other programs that may be a bit more expensive, simply because Zolasuite has made me lose too much client chargeable time dealing with all their random quirks.

    I'm a solo practitioner and, literally, time is money for me. I don't have an IT department to deal with the growing pains that Zola Suite is making their users experience.

    Pros

    Robust all-in-one package, which makes it very unique in the law practice management sphere. Very reasonably priced for the functionality. Relatively easy to use once you get past the learning curve. US-based support that is very responsive (more on that below).

    Cons

    Where do I begin?! I have had nothing but problems since the beginning - and I've only been using it for about 4 months. I prepaid for a year and now I regret it. I wanted an all-in-one reasonably priced software that includes CRM, accounting/billing, and time tracking without having to integrate with other apps. However, the program is a bit slow and clunky (I have a new laptop, so it's not the specs of the laptop).

    At one point I could not access Ad--be pdf files, and I was on with support for about 3 hours trying to get it fixed. Turns out - they never saw this before. They fixed it, but it cost me 3 hours of client chargeable time.

    Next issue was billing. Apparently, I had to SET UP bulk billing (which is free), if I wanted bulk billing. No one actually told me that through the whirlwind of training I initially received. First month I sent manual bills - no biggie. Next month, I had my web developer set it up on the back end as instructed. Turns out we ran into problems. BIG PROBLEMS. First, emails wouldn't go out b/c ONE client didn't have an email address. Their response - just add a dummy email. So I put in a dummy address - result: emails with invoices were sent to the clients, BUT they had NO ACCESS TO PAY ONLINE via email link. I spent hours with them to deal with the various billing matters. Again - their response - we've never had this issue before.
    FINALLY - they removed Enterprise access to edit documents within Zola WITHOUT notifying me.

    Response from Zola Suite

    Hi Jennifer. Thank you for sharing your feedback. We're very sorry to hear about your negative experiences. We recognize that transitioning to a new platform can be challenging but we strive to make the process efficient and seamless whether you're a solo practitioner or a member of a 200-user firm. In reviewing your feedback, it seems that many of these issues could have been resolved with more comprehensive training and better communication during the onboarding process. We have shared this feedback with our dedicated onboarding and training team, and a member of our senior leadership team will be in touch to make sure you are configured for success with Zola moving forward.

    Austin D.
    Overall rating
    • Industry: Law Practice
    • Company size: Self Employed
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Unmatched Practice Management Software with Crucial Features not Offered by Competitors

    Reviewed on 2022/05/18

    After extensive research and use of other practice management software at other firms, when I hung...

    After extensive research and use of other practice management software at other firms, when I hung my own shingle I decided that ZolaSuite was the software my firm needed. I've never regretted my choice and have been a happy customer now for over two years.

    Pros

    The best features of ZolaSuite for my firm is it's integration with Google Business for email, the fact that it has full-accounting including three-way reconciliation, its time keeping and billing features, and integration with law firm specific merchant services. I've tried Clio, which may be the closest competitor, and ZolaSuite beats their software, hands down.

    Cons

    The color scheme for read/unread emails in the Gmail integration could use different colors to more easily tell what emails are read or not read.

    Alternatives Considered

    Clio

    Reasons for Switching to Zola Suite

    ZolaSuite is superior to Clio in many ways and is the only practice management software with full law firm accounting.

    Response from Zola Suite

    Austin, thank you so much for taking the time to review Zola Suite! We love hearing from happy customers like you.

    Charlie H.
    Overall rating
    • Industry: Legal Services
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Next-Level Program

    Reviewed on 2022/05/25

    We love the product.

    We love the product.

    Pros

    We love how Zola Suite is cloud-based. We can manage our firm from anywhere in the world. We also love the integration between Zola Suite and Outlook for calendar management, Zoom for coordinating Zoom meetings with our clients, the Courts, and opposing counsel, and LawPay for easing the collection process. The CRM features are new to us and we are just exploring them now.

    Cons

    Zola Suite is a cutting-edge software platform. As such, it is growing and improving every day. There are certain features that we enjoyed with our prior practice management program that Zola has yet to implement. However, we have suggested these improvements and are optimistic that the suggestions will be implemented shortly.

    Response from Zola Suite

    Hi, Charlie. Thank you so much for taking the time to share your experience working with Zola Suite. We greatly appreciate it!

    Showing 5 reviews of 119 Read all reviews

    Zola Suite FAQs

    Below are some frequently asked questions for Zola Suite.

    Zola Suite offers the following pricing plans:

    • Starting from: US$59,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Core: $59 per user/month (billed annually) or $69 per user/month (billed monthly) Enterprise: $79 per user/month (billed annually) or $89 per user/month (billed monthly) Enterprise Plus: $89 per user/month (billed annually) or $99 per user/month (billed monthly)

    Zola Suite has the following typical customers:

    2-10, 11-50, 51-200, 201-500

    Zola Suite supports the following languages:

    English

    Zola Suite supports the following devices:

    Android (Mobile), iPhone (Mobile)

    Zola Suite integrates with the following applications:

    Box, Dropbox Business, Gmail, Google Calendar, Google Contacts, Google Docs, Google Drive, Microsoft 365, Microsoft Outlook, Microsoft Word, NetDocuments, OneDrive, Quickbooks Online, S3 Passenger, SmartrMail, TM Cloud, WORLDOX GX, iManage

    Zola Suite offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for Zola Suite.