Category: Task Management Tool
Industries: Business, Marketing, Legal Files
With best-in-class matter management tools and robust billing, accounting and reporting in a single cloud-based solution, Zola Suite seamlessly connects your front and back offices, and delivers a single source of truth. Best-in-class case management tools include built-in email, document management & automation, task management, CRM, secure client portal, calendar & more. The solution also includes sophisticated billing tools and complete business and trust accounting.
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We found that Zola Suite had all the features we wanted, was straightforward to use, and was less expensive than Clio.
-Michael G.| Pricing |
|---|
| Core |
| $59.00 |
| 1 User Per Month |
| Enterprise |
| $79.00 |
| 1 User Per Month |
| Enterprise Plus |
| $89.00 |
| 1 User Per Month |
| Pros | Cons |
|---|---|
| Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend | Since the company is unable to correct the problem, I must move on to the different product |
| I also love the support Zola provides with real humans who are knowledgable about the product | In short, the software has damaged my practice because it cannot be trusted and because it is not the product we were sold |
| Their follow up is outstanding | Zola does integrate with Law Pay which has that feature, but the process gets clunky |
| Zola Suite allows me to manage both the clients side and the business side of my practice with ease | There is very little that we dislike about Zola Suite |
| This is great product for solo and small firms." | Anything that we have concerns about, they try to address and show us a proper way to manage." |
10 Harbor Park Drive, Port Washington, New York US
Zola has several great features, but without hesitation, the Document Automation feature is absolutely my favorite feature! Whether we are drafting one document or an entire 50-page form packet, this feature saves us a significant amount of time! A close second is the CRM feature - it is wonderful to be able to track referrals, assess percentage of retention, etc. I also like that calendars can be shared among users, emails can be linked to matters, billing is easy to review within the program, and customization of the matter-specific fields, depending on the practice area.
- Barbara G. Attorney
The fact that it is cloud based means not having issues with our server. It has been very robust so far and exceedingly use to use. Still learning some of its functionality but thus far it has been pleasantly easy and worthy of recommendation.
- Kevin L. Attorney
I like that it has calendar, contacts, matters, documents, tasks, time/expense billing, email, CRM, & an 'at a glance' dashboard - many things we need, all in one program. The document assembly is quite simple/user-friendly, & the fields can be adjusted to suit your business's needs. There are various search options to help you locate files or documents or track things. It has some features that help remind you to bill for work done, & help track the amount of time you spent on that task. There are many short YouTube videos that explain how to use various features or accomplish various tasks. I like that emails have an option to save to the file.
- Nelle S. Paralegal
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