Zola Suite

Delivering a single source of truth to data-driven firms with best-in-class matter management and robust billing, accounting and reporting in a single platform.

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

9.6/10 (Expert Score) ★★★★★
Product is rated as #13 in category Legal Billing Software
Ease of use
9.2
Support
9.7
Ease of Setup
9.5

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Zola Suite is the industry’s only end-to-end practice management platform that connects front-office and back-office tools to deliver a single source of truth. With best-in-class matter management tools and robust billing, accounting and reporting, Zola Suite eliminates data silos and helps your firm maximize efficiency and increase profitability.

Features include:
– Built-in Billing & Accounting
– Intelligent Email
– Advanced Reporting
– A Complete CRM for Prospect & Intake Management
– Document Management & Automation
– Legal Calendaring
– Task Management
– Secure Client Portal

Zola Suite
Zola Suite

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Customer Reviews

Zola Suite Reviews

Katherine P.

Advanced user of Zola Suite
★★★★★
Intuitive and useful software for managing a practice

What do you like best?

The support staff is incredibly knowledgeable and quick to respond to any inquiries. If a feature is missing, they are quick to fix or add it. Billing is quick and easy, as is jumping to various matters. The calendar syncs to other calendar apps, making scheduling accurate. The reporting feature shows many different metrics of productivity. You can email directly from a matter and create a time entry, making accurate billing easy. Client demographics are saved and can be imported into new matters. The software detects email from case related contacts. Form documents can be added as templates that are auto-filled. The interface is nice looking and intuitive. Their customer service is unmatched. Client and admin functions are outstanding. It also integrates with Law Pay. You get exactly what they tell you you're doing to get. There are so many features, I'm sure we are actually underutilizing the platform. The mobile app is very easy to use and has all of the relevant features.

What do you dislike?

The task feature is helpful for remembering deadlines and setting reminders, but does not send alerts when a task becomes due or overdue. Sometimes there is a delay between an email being received in my inbox and showing in Zola. Email glitches happen with some regularity. There is no ability to pop emails out in a separate window. When we have had an issue in the past, Zola has been fast to respond and resolve the issue. They have added functions and features based on our requests. There are bugs, but they work hard to correct them.

What problems are you solving with the product? What benefits have you realized?

We are solving matters falling through the cracks. We are able to save all emails to the file and organize documents in a centralized spot. Documents can be organized into specific categories. The accounting feature allows employees and supervisors to track progress and productivity. Invoices are sent directly from the platform to the email address on file for the client. The client portal allows clients to upload files directly. Payments made by clients are reconciled immediately. Matters are managed and tracked from a single place. The time keeping functions are helpful, i.e. tracking phone call and email lengths, with the option to auto-create a tyime entry. This is great product for solo and small firms.

Review source: G2.com

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