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, LawPay, 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 Trial
  • Free Version
  • 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 Trial
    • Free Version
    • Subscription

    Images

    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
    Customized matter views where you can filter matters by practice area, responsible attorney, open date or custom fields
    Zola Suite dashboard on multiple devices
    Case-centric and rules-based calendaring so you never miss an important deadline
    Task management to enforce consistency and accountability
    View 15 more
    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 screenshot: Customized matter views where you can filter matters by practice area, responsible attorney, open date or custom fields Zola Suite screenshot: Zola Suite dashboard on multiple devices Zola Suite screenshot: Case-centric and rules-based calendaring so you never miss an important deadline Zola Suite screenshot: Task management to enforce consistency and accountability

    Features

    Total features of Zola Suite: 107

    • Access Controls/Permissions
    • Account Reconciliation
    • Accounting
    • Accounting Integration
    • Accrual Accounting
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Administrative Reporting
    • Alerts/Notifications
    • Archiving & Retention
    • Asset Accounting
    • Assignment Management
    • Audit Management
    • Audit Trail
    • Authentication
    • Automatic Backup
    • Automatic Billing
    • Bank Reconciliation
    • Billable Items Tracking
    • Billing & Invoicing
    • Billing Rate Management
    • Built-in Accounting
    • Bulk Send
    • CRM
    • Calendar Management
    • Calendar Sync
    • Case Management
    • Case Notes
    • Check Printing
    • Check Writing
    • Client Management
    • Client Portal
    • Collaboration Tools
    • Communication Management
    • Conflict Management
    • Contact Database
    • Contact Management
    • Contract/License Management
    • Credit Card Processing
    • Cross Ledger Posting
    • Customer Database
    • Customer Statements
    • Customizable Categories
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Data Import/Export
    • Database Conversion
    • Deadline Management
    • Delivery Tracking
    • Digital Signature
    • Docket Management
    • Document Automation
    • Document Generation
    • Document Management
    • Document Storage
    • Document Templates
    • Drag & Drop
    • Electronic Payments
    • Electronic Signature
    • Email Management
    • Event Calendar
    • Event Management
    • Event Triggered Actions
    • Expense Tracking
    • Fee Calculation & Posting
    • Forms Management
    • Full Text Search
    • Invoice Management
    • Lead Generation
    • Lead Management
    • Legal Case Management
    • Microsoft Outlook Integration
    • Mobile Access
    • Performance Metrics
    • Productivity Analysis
    • QuickBooks Integration
    • Receipt Management
    • Recurring Tasks
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • SMS Messaging
    • SSL Security
    • Search/Filter
    • Secure Data Storage
    • Secure Login
    • Summary Reports
    • Tagging
    • Task Management
    • Task Progress Tracking
    • Task Scheduling
    • Tax Management
    • Template Management
    • Third Party Integrations
    • Time & Expense Tracking
    • Time Tracking
    • Timer
    • Timesheet Management
    • Trust Accounting
    • Two-Factor Authentication
    • User Management
    • Version Control
    • Workflow Management

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    Reviews

    Overall rating

    4,6 /5
    (104)
    Value for Money
    4,6/5
    Features
    4,4/5
    Ease of Use
    4,6/5
    Customer Support
    4,8/5

    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 104
    Kit C.
    Overall rating
    • Industry: Legal Services
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

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

    Reviewed on 2019/09/15

    After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex...

    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.

    Vince P.
    Overall rating
    • Industry: Law Practice
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    Former (long time) Clio User Converting to Zola Suite

    Reviewed on 2019/12/09

    I have been a Clio user for approximately 8 years. I have gone to all but two of the cloud...

    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.

    David B.
    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

    Zola Suite is Perfect for Small and Solo Law Firms

    Reviewed on 2021/03/23

    Zola Suite has saved me quite a bit of overhead, as I have cut out all third party providers with...

    Zola Suite has saved me quite a bit of overhead, as I have cut out all third party providers with the exception of payroll.

    Pros

    Zola Suite allows me to manage both the clients side and the business side of my practice with ease. When I moved to solo practice I knew I would need a solid and easy to use practice management system and Zola has been a perfect fit for my needs.

    I also love the support Zola provides with real humans who are knowledgable about the product. Their follow up is outstanding.

    Cons

    I wish Zola had a better means for client to push a tab on my invoices and pay by credit card. Zola does integrate with Law Pay which has that feature, but the process gets clunky. That said, it is entirely possible that Zola has implemented a better process for credit cards and I am just unaware of it.

    Response from Zola Suite

    Thank you for sharing your feedback, David. We're glad that Zola Suite is helping to manage the business side of your practice with ease. We're sorry to hear you're having trouble with Zola's LawPay integration. A member of our support team will reach out to you for further assistance.

    Catherine B.
    Overall rating
    • Industry: Law Practice
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

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

    Reviewed on 2018/02/12

    I am afraid that I wasted money on this software. It promised a number of very useful features and...

    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

    Lucas H.
    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 8.0 /10

    Zola Suite is Great for Law Practice but could use Improvement

    Reviewed on 2020/12/29

    Overall, Zola Suite makes it easy to track time, billing, deadlines, maintain notes on interviews...

    Overall, Zola Suite makes it easy to track time, billing, deadlines, maintain notes on interviews and phone calls. If Zola ironed out some kinks, including the ease by which emails are saved from Outlook into the software, it would be a top product.

    Pros

    Billing and keeping track of time is very easy with this software. Additionally, the "Tasks" feature is very helpful for remembering deadlines and the like.

    Cons

    Zola Suite does have a few bugs that could use some ironing out. Some days, some of the features are unavailable. At times, saving emails to the email page from Outlook is not as easy as it should be. If Zola Suite addressed this, it would be near perfect.

    Response from Zola Suite

    Thank you for taking the time to share your feedback, Lucas! We're so glad to hear that Zola Suite's time tracking and task management features have helped you be more efficient. A member of our team will be in touch to discuss the Outlook issue you're experiencing; it sounds like we may need to update your Outlook plugin.

    Showing 5 reviews of 104 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: Free, 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)

    We do not have any information about Zola Suite features

    Zola Suite has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    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

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