Zola Suite

Modern Legal Practice Management with Best-in-Class Features

4,7 /5 (100 reviews) Write a Review!

Zola Suite Overview

What is 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, LawPay, NetDocuments, Quickbooks (for those who opt to use it instead of Zola's built-in accounting) and many others.

Zola Suite Overview

Pricing

Starting from
US$59,00/month

Pricing options

Free Trial
Subscription
Value for money

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 Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Over 11 different ways to track time
Dedicated iOS & Android mobile apps
Document automation for form generation
Matter management to track matters from start to finish
The only legal practice management application with intelligent (built-in) email
Organize all of your contacts in one place
Cloud-based document management built for the modern firm
Transform prospects into profits with Zola CRM
Our Zola Signature™ Web Portal ensures that your firm is front and center in every interaction with clients and colleagues
Admin dashboard allows users with administrative permissions to view key business intelligence metrics
Zola Suite video Zola Suite screenshot: Over 11 different ways to track time Zola Suite screenshot: Dedicated iOS & Android mobile apps Zola Suite screenshot: Document automation for form generation Zola Suite screenshot: Matter management to track matters from start to finish Zola Suite screenshot: The only legal practice management application with intelligent (built-in) email Zola Suite screenshot: Organize all of your contacts in one place Zola Suite screenshot: Cloud-based document management built for the modern firm Zola Suite screenshot: Transform prospects into profits with Zola CRM Zola Suite screenshot: Our Zola Signature™ Web Portal ensures that your firm is front and center in every interaction with clients and colleagues Zola Suite screenshot: Admin dashboard allows users with administrative permissions to view key business intelligence metrics

Zola Suite Reviews

Zola Suite Reviews

Overall rating
4,7
/
5
Excellent
76

Very good
18

Average
3

Poor
2

Terrible
1

Value for Money
4,6
Features
4,4
Ease of Use
4,7
Customer Support
4,8
94% recommended this app
Kit C.

Best overall in case management software, but has minor UI annoyances

After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs with Gsuite email makes keeping case-related correspondence a snap.


Vince P.

Former (long time) Clio User Converting to Zola Suite

I have been a Clio user for approximately 8 years. I have gone to all but two of the cloud conferences. I think it is a good product. However, Zola Suite does three things better (for me- a sole practitioner) and that is: 1. Better email management; 2. Better dashboard for seeing my practice at a glance, and 3- Managing and utilizing Intake forms and Custom matter fields for quick input and access to matter details and using those details to create merge documents. Clio is good, but for me, Zola Suite is better.


Eva A.

Zola Suite is a game changer

From the beginning and throughout the migration process, Zola Suite support has been fantastic. They are patient and go out of their way to be sure the customer has the information they need to get the job done.


Catherine B.

I am sorry to say that this company cannot deliver the product it promised.

I am afraid that I wasted money on this software. It promised a number of very useful features and was easy to use. However, after 6 months, the ability to manage emails was ruined by a bug that prevented me from deleting emails from my Inbox. This makes the software unusable - I cannot have emails piling up in my Inbox. Since the company is unable to correct the problem, I must move on to the different product.


Jack S.

Great Product


Kit C.
Industry: Legal Services
Company size: 2-10 Employees

Best overall in case management software, but has minor UI annoyances

Used Daily for 1-5 months
Reviewed on 2019/09/15
Review Source: Capterra

After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs with Gsuite email makes keeping case-related correspondence a snap.

Pros

Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation keeps the entire process streamlined and accessible without having to utilize a dozen different programs and hoping nothing falls through the cracks.

Cons

Has minor UI issues that can be annoying, particularly the inability to active a full subscription without going through a multi-step process involving both the sales department and support team at Zola. This should be a "click here, pick your plan, enter your payment method" process with no need to have it "activated" by the company before being able to use it. That being said, there are some additional features that I would love to see Zola add/integrate/improve ASAP (which I am sending to Zola as suggestions for future improvements). If these features were incorporated, ZolaSuite would certainly be a category killer and rapidly take over the entire market, but they are not "dealbreaker" items as far as I'm concerned for overall ratings.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Vince P.
Industry: Law Practice
Company size: 2-10 Employees

Former (long time) Clio User Converting to Zola Suite

Used Daily for 1-5 months
Reviewed on 2019/12/09
Review Source: Capterra

I have been a Clio user for approximately 8 years. I have gone to all but two of the cloud conferences. I think it is a good product. However, Zola Suite does three things better (for me- a sole practitioner) and that is: 1. Better email management; 2. Better dashboard for seeing my practice at a glance, and 3- Managing and utilizing Intake forms and Custom matter fields for quick input and access to matter details and using those details to create merge documents. Clio is good, but for me, Zola Suite is better.

Pros

First and foremost is the email system. All emails (both incoming and sent) are easily attached to the file with a click of the mouse. it is also very easy to attach a file document (a Z-doc) to an outgoing email or to download an email attachment directly to the file. Using the Intake forms (both shared and internal) are handy ways to have the quick information (critical dates, expenses, etc) at your fingertips. Finally, the dashboard is what I need to run my practice. It has the incoming emails, the tasks and the calendar. Clio's dashboard is 70% billing statistics. I concede that is useful information, but my home screen should be my day at hand and that is what I get with Zola Suite.

Using the Matter-Specific Custom fields allow me to quickly (almost effortlessly) insert key data into a matter. Those fields are then easily incorporated into merge forms. The process in Clio (where you have to open to the fields and then search for them is time-consuming. (I use a lot of fields and create a lot of merge forms so having the ability to insert the field data quickly and easily is a big plus).

Cons

The inability to connect with services like Zapier. I have a love-hate relationship with Clio and Zapier. I enjoyed linking Google forms and Smartsheet and Clio. I miss having that ability. I am also having challenges utilizing virtual assistants with the system. However, I am getting used to, and preferring using just one system.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Eva A.
Industry: Legal Services
Company size: 11-50 Employees

Zola Suite is a game changer

Used Daily for 1-5 months
Reviewed on 2020/10/29
Review Source: Capterra

From the beginning and throughout the migration process, Zola Suite support has been fantastic. They are patient and go out of their way to be sure the customer has the information they need to get the job done.

Pros

I'd say I like all the features Zola has to offer. There are so many features available to help you run your business efficiently.

Cons

There isn't anything I do not like about Zola Suite.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Catherine B.
Industry: Law Practice
Company size: 2-10 Employees

I am sorry to say that this company cannot deliver the product it promised.

Used Daily for 6-12 months
Reviewed on 2018/02/12
Review Source: Capterra

I am afraid that I wasted money on this software. It promised a number of very useful features and was easy to use. However, after 6 months, the ability to manage emails was ruined by a bug that prevented me from deleting emails from my Inbox. This makes the software unusable - I cannot have emails piling up in my Inbox. Since the company is unable to correct the problem, I must move on to the different product.

Pros

The interface is attractive and intuitive. The features would be excellent if they worked. The invoicing system is easy to use, and the program promises a number of useful attributes.

Cons

Unfortunately, this product does not work and the company cannot fix it. While using the software for 6 months, we encountered several glitches. Until recently, we could live with those glitches. However, the software now refuses to delete emails from my Inbox and the company cannot correct this problem. The problem is severe - I cannot have emails piling up in my Inbox forever - and forces me to get rid of the program even though I prepaid for three annual licenses. In addition, the calendar sync with Outlook does not work at all (even though the company claims it syncs with Outlook) and it does not sync contacts with Outlook. The company has been unable to deliver the upgrades and improvements that it promised.

Response from Zola Suite

We're very sorry for the frustrations you've encountered. I'm personally going to see to it that we pull out all stops to address the issues you're encountering.

Fred Cohen, CEO

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Jack S.
Industry: Law Practice
Company size: Self Employed

Great Product

Used Daily for 1-5 months
Reviewed on 2019/09/10
Review Source: Capterra

Pros

Zola Suite has been super easy to use. Although they provided an onboarding specialist to walk me through the product, I didn't need the help. The product is very intuitive.

Cons

There isn't anything that I don't like about the platform. But if I have to include something, I wish the Zola email offering would allow opened emails to pop out in a separate window or tab, making it easier to copy/paste content from other emails or search other emails for content while the one email is open. Not at all a big deal though, and it's easy to work around.

Response from Zola Suite

Hi Jack! Thank you so much for your review. In regards to email, you can open it in a new window or tab by clicking on the icon that has an arrow pointing towards the top-right direction. You can also double-click inbound emails to open in a new window.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,4/10
Based on 100 user ratings
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Zola Suite Pricing

Zola Suite Pricing

Starting from
US$59,00/month
Free Trial
Subscription
Value for money

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)

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)

Value for Money
4,6/5
Based on 100 user ratings
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Zola Suite Features

Zola Suite Features

API
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaboration Tools
Contact Management
Document Management
Document Storage
Expense Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Task Management
Third Party Integration
Workflow Management
Features
4,4/5
Based on 100 user ratings
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Categories

Additional information for Zola Suite

Additional information for Zola Suite

Key features of Zola Suite

  • Built-in Email Client
  • Built-in accounting as well as QuickBooks integration
  • Bulk Send
  • Case-Centered Calendaring System
  • Complete Trust Accounting
  • Customizable Categories
  • Dedicated Android & iOS Mobile Apps
  • Detailed productivity reports
  • Document Automation
  • Document Management
  • Every transaction is logged
  • Firm-Wide & Matter--Level Access Restrictions
  • General Ledger, Profit & Loss, Balance Sheet & Trial Balance
  • Integrated Billing (with LEDES) & Time Keeping
  • Limit user access by feature or matter.
  • Matter-Centric contact management
  • Perform detailed intake
  • Powerful custom fields including checkboxes & Date fields
  • Print Accounts Payable and Trust Checks
  • Quickbooks Online
  • Reports & Analytics
  • Search by user and activity
  • Secure Client Portal
  • Secure portal
  • Tagging
  • Task Management
  • Task Templates
  • Through LawPay
  • Time Tracking by Client

Benefits

  • 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

  • Zola Suite FAQs

    Zola Suite FAQs

    Below are some frequently asked questions for Zola Suite.

    Q. What type of pricing plans does Zola Suite offer?

    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)

    Q. What are the main features of Zola Suite?

    Zola Suite offers the following features:

    • Built-in Email Client
    • Built-in accounting as well as QuickBooks integration
    • Bulk Send
    • Case-Centered Calendaring System
    • Complete Trust Accounting
    • Customizable Categories
    • Dedicated Android & iOS Mobile Apps
    • Detailed productivity reports
    • Document Automation
    • Document Management
    • Every transaction is logged
    • Firm-Wide & Matter--Level Access Restrictions
    • General Ledger, Profit & Loss, Balance Sheet & Trial Balance
    • Integrated Billing (with LEDES) & Time Keeping
    • Limit user access by feature or matter.
    • Matter-Centric contact management
    • Perform detailed intake
    • Powerful custom fields including checkboxes & Date fields
    • Print Accounts Payable and Trust Checks
    • Quickbooks Online
    • Reports & Analytics
    • Search by user and activity
    • Secure Client Portal
    • Secure portal
    • Tagging
    • Task Management
    • Task Templates
    • Through LawPay
    • Time Tracking by Client

    Q. Who are the typical users of Zola Suite?

    Zola Suite has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does Zola Suite support?

    Zola Suite supports the following languages:

    English

    Q. What type of pricing plans does Zola Suite offer?

    Zola Suite has the following pricing plans:

    Subscription

    Q. Does Zola Suite support mobile devices?

    Zola Suite supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Zola Suite integrate with?

    Zola Suite integrates with the following applications:

    Box, Dropbox Business, Google Drive, LawPay, Microsoft 365, Microsoft Outlook, Microsoft Word, NetDocuments, NetDocuments, QuickBooks Online

    Q. What level of support does Zola Suite offer?

    Zola Suite offers the following support options:

    FAQs, Online Support, Video Tutorials, Phone Support, Knowledge Base