Stay Organized, Bill More and Supercharge Your Firm's Productivity
Connects to your existing account as another device, automatically associates with matter-related contacts and files to the relevant matter
Convert emails to tasks with one click which allows you to delegate, set reminders and enforce accountability
Automatically track time and create time entries as you draft email messages or enter phone call notes for matter-related work
Email documents with two clicks, either from Zola’s document management system or from your computer’s hard drive
More than 10 different ways to automatically create time entries not only on desktop but on mobile apps for iOS and Android
Download account activity from major bank and credit cards, LEDES invoices, batch applying of trust funds to invoices and much more
Automatically track time and ultra sharp invoices with the ability to customize rows, columns, fonts, colors, invoice and line item discounts and much more
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
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 from every major financial institution including banks and credit cards
Print checks on standard 3-part check sheets and optionally pass expenses to clients, including for only a portion of the check amount
Access to a wide range of accounting and billing reports and analytics including General Ledger, Profit & Loss report and much more
Automatic and manual document versioning keeps files organized and clearly presents the progression of a document’s history
Advanced features include tagging, foldering, commenting, the ability to drag and drop whole folder hierarchies from desktop and more
Open and save files directly from Microsoft Word (for PC) as well as access features such as versioning, tagging and commenting
Share files securely with clients and collaborators via Zola’s Caseway™ portal. Supports 2-factor authentication
Access to your entire practice…
I’m excited about what they are doing after seeing all these other vendors. I mean, look at that interface!
Zola offers a rich, full featured and mature set of practice management tools including time billing and accounting that many of its older competitors still do not offer. Zola should be on your short list if you are considering adding or changing practice management tools to your practice.
A really well-designed, well-crafted and well thought-out application
Zola has done a good job of coming up with a full-featured platform that has a number of elements that distinguish it from others. If you are in the market for a practice management platform, this looks like one to check out.