Zola Suite Overview

Introduction

Zola Suite delivers the next generation of practice managment. Stand-out features include:

• Built-in email
• Built-in accounting
• Intuitive, fast fun interface

Next Generation Legal Case Management Features

When we set out to create Zola Suite, our vision was to design a true, totally integrated case management system with advanced capabilities.  These include a complete business accounting platform and a built-in email client (that work natively with your existing account) that provides powerful, case-centric features to help you bill more and stay organized. Zola Suite isn’t just choc full of awesome features; in order to truly transform your firm’s productivity, we’ve had an obsessive approach to user experience. Every element of the interface is not only beautiful, but designed to “speak” to the user in terms of how it functions.

Billing & Accounting
Our built-in, double entry accounting system is built just for law firms, with business and trust (IOLTA) accounting as well as a whole host of case-centric features to help you bill more and better manage your cases. Zola has comprehensive financial and productivity reports to keep you on top of the critical metrics for your firm. Since your time is valuable, we have multiple methods to keep track of and bill for time. Create customized, professional invoices with pre-billing approval options, UTBMS codes and LEDES invoice capabilities.New in 2018: You can now download account activity from your bank and credit card, reconcile accounts and assign any transaction to a case with just a few clicks.  Over 3,000 institutions supported.

Task Management
Zola Suite’s Task Management system saves time, encourages accountability and reduces the margin of error. Create Task Templates for pre-defined case workflows, recurring tasks and use Zola’s integrated email client to convert incoming emails into tasks.

Built-in Email
Zola Suite is the only cloud-based legal practice management software with built-in email. Keep all case-related emails organized, avoid sending emails to the wrong recipients, record time when drafting and inform everyone working on the matter of important communications without having to CC.

Email Encryption, E-Signatures and Court-Admissible Proof of Delivery
Send encrypted emails and receive court admissible proof of delivery through Zola Suite’s exclusive integration with RPost.

Document Automation
Zola Suite's Case Management includes a form builder is designed to create document templates using Word™ by taking the information you have already entered in Zola Suite to generate documents with one click. You can also add custom fields for specific, matter-related data to develop unique documents that keep your practice running smoothly and efficiently.

Document Management
Powerful document management is critical to case management.  Zola Suite’s Document Management system is feature rich with automatic versioning, comments, fie locking, tagging and folder hierarchies. Zola has unlimited storage capabilities, a Microsoft Word plug-in and integrations with Box, DropBox, OneDrive and other popular storage applications.

Calendar
Zola’s matter-centric calendar keeps everyone in your firm on the same page with color-coded, customized categories, real ICS invites, time keeping, autocomplete addresses, reminders and more. You can even schedule personal appointments without sharing specific details with colleagues.

Client Portal
Securely share documents via Caseway™, Zola Suite’s integrated client portal. Caseway uses 256-bit, bank level encryption and dual authentication to ensure sensitive, privileged information does not get intercepted. For firm’s that want to take mobile to the next level, we offer Caseway Edge, native mobile apps branded with your firm’s logo, for your clients to access the client portal and pay invoices using their smartphone.

Matter Management
Zola Suite is designed to handle every aspect of your business and practice from client intake to timekeeping and legal accounting, all through an intuitive, easy to use interface. User access can be restricted by user as well as by matter. Access an Audit log by matter or firmwide to get a 360̊ view of everything happening in your firm.

iOS and Android Mobile Apps
Our native iOS and Android apps have the features lawyers need on the go, including time keeping, task management, access to matter-related documents and calendar events. The apps also leverage unique mobile capabilities such as fingerprint recognition, business card and document scanning.

Notes Organizer
Zola’s notes have rich formatting capabilities, are fully searchable using Zola’s universal search feature and can be organized within matters in folders and sub-folders. Create professional looking notes accessible by all team members to keep everyone involved up to speed.

Contact Management
Our contact management features were created to be versatile. Add headshots, unlimited contact fields, conduct granular searches and keep contact-notes. Send emails to contacts within Zola and copy contact information in one easy step.

Reports and Analytics
Zola’s built-in business and trust accounting, timekeeping and matter management provides access to comprehensive reports and key metrics. Generate Referral Reports, review work in progress, timekeeper productivity and your balance sheet. Run three-way reconciliation reports to stay in compliance with state trust accounting regulations and much more.

For more information, visit:  www.zolasuite.com