Zola Suite Legal Practice Management Software
Features
Stay Organized, Bill More and Supercharge Your Firm's Productivity
Native Email
Connects to your existing account as another device, automatically associates with matter-related contacts and files to the relevant matter
Email to Task
Convert emails to tasks with one click which allows you to delegate, set reminders and enforce accountability
Auto Track Time
Automatically track time and create time entries as you draft email messages or enter phone call notes for matter-related work
Email Documents
Email documents with two clicks, either from Zola’s document management system or from your computer’s hard drive
Bill As You Work
More than 10 different ways to automatically create time entries not only on desktop but on mobile apps for iOS and Android
Powerful Billing Options
Download account activity from major bank and credit cards, LEDES invoices, batch applying of trust funds to invoices and much more
Beautiful Invoices
Automatically track time and ultra sharp invoices with the ability to customize rows, columns, fonts, colors, invoice and line item discounts and much more
LawPay® Integration
Email documents with two clicks and accept credit cards using LawPay® for retainers or as direct payment for invoices. Clients can also make payments through the Zola Caseway™ portal
Business Accounting
Connects to your existing account as built-in business accounting means you don’t have to manage your billing on one application and your accounting on another
Download Account Activity
Download account activity from every major financial institution including banks and credit cards
Check Printing
Print checks on standard 3-part check sheets and optionally pass expenses to clients, including for only a portion of the check amount
Reporting and Analytics
Access to a wide range of accounting and billing reports and analytics including General Ledger, Profit & Loss report and much more
Versioning
Automatic and manual document versioning keeps files organized and clearly presents the progression of a document’s history
Advanced Capabilities
Advanced features include tagging, foldering, commenting, the ability to drag and drop whole folder hierarchies from desktop and more
Microsoft Word® Ribbon
Open and save files directly from Microsoft Word (for PC) as well as access features such as versioning, tagging and commenting
Secure Sharing
Share files securely with clients and collaborators via Zola’s Caseway™ portal. Supports 2-factor authentication
Stay in Control of Your Practice on the Go
Access to your entire practice…
- Create and review time entries
- Create and review matters
- Send and receive emails…and save directly to matters
- Scan business cards with auto-OCR
- Scan multi-page documents with auto-crop
- And much more…
Zola Suite is a Member Benefit Partner of Major State and City Bar Associations
