Zola SuiteProduct Overview
Zola Suite product overview
Zola Suite is an end-to-end practice management platform that enforces organization, streamlines workflows, and facilitates collaboration. The solution incorporates management capabilities, an accounting system, and a fully integrated email client in a single synergistic application. It propels solo practitioners and small and mid-sized law firms with software accessible anywhere, at any time.
Zola Suite empowers lawyers to eliminate disjointed applications and grow the practice using advanced capabilities. It supercharges operations and boosts the bottom line with reporting and business intelligence tools. Furthermore, the platform connects front and back offices, delivering a single source of truth for the firm.
Pros of Zola Suite
- It supports extracting text from data tables, documents, and handwriting from any file type and surface through an AI-enabled OCR scan. With the ability to scan information on street signs, car license plates, and handwritten letters, firms can add critical information into Zola Suite in a matter of seconds while eliminating manual entry.
- Its document management system offers a Word Ribbon Plugin for Microsoft Word™ users. This feature makes opening or saving documents directly from Word™ into the corresponding Zola Suite Matter a breeze.
Cons of Zola Suite
- The software does not currently have payroll integration.
Breakdown of core features
Billing and accounting
Zola Suite’s built-in, double-entry accounting system is developed just for law firms. It has business and trust (IOLTA) accounting and a host of case-centric features to help organizations bill more and better manage their cases. Moreover, its comprehensive financial and productivity reports keep users on top of the important metrics for the firm.
The platform brings multiple methods to keep track of and bill for time. Users can create customized, professional invoices with pre-billing approval options, UTBMS codes, and LEDES invoice capabilities. With over 5,000 institutions supported, lawyers can download account activity from their bank and credit card, reconcile accounts, and assign any transaction to a case with just a few clicks.
Law professionals can save time, promote accountability, and reduce the margin of error with the software’s Task Management feature. Zola Suite enables creating task templates for pre-defined case workflows and recurring tasks. Legal teams can also use Zola’s integrated email client to convert incoming emails into tasks.
Using Task Templates, users can store pre-defined procedures in a single location. This functionality also allows users to tag, sort, filter, and create subtasks. Lawyers will have peace of mind knowing that all team members are on the same page, following each step according to plan. Automated tasks simplify the learning curve for new hires as they have a go-to manual to guide them through unique processes.
Law firms can securely share documents via Caseway, Zola Suite’s client portal. Caseway uses 256-bit, bank-level encryption as well as dual authentication to ensure sensitive and privileged information is safe. Zola Caseway also allows firms to send invoices to clients. Clients can pay these bills through the portal with any major credit or debit card using Zola Payments, powered by APX.
Firms that want to take mobile to the next level and add their logos can use Caseway™ Mobile. These are native apps that let clients access the portal and pay invoices using smartphones.
Document Automation improves the process of creating new documents and forms. Attorneys who consistently draft the same documents for every situation can automatically produce forms using matter-related information entered into the platform. Zola Suite also provides the ability to securely share Intake Forms with prospects. Data entered into electronic Intake Forms can populate dynamic merge fields in document templates.
Zola Suite also includes a form builder designed to create document templates using Word™. It takes the information users have already entered into the system to generate documents with one click. Users can also add custom fields for specific, matter-related data to develop unique documents that keep the practice running smoothly and efficiently.
(Last updated on 07/18/2022 by Liz Laurente-Ticong)