Zola CRM

Not only do we help you get leads...
we also help you manage them

Transform prospects to profits with Zola CRM
a cloud-based CRM and intake management system for law firms

  • Manage and cultivate leads
  • Automate intake
  • Track referrals
  • Retain more clients

The forms on your law firm website are collecting leads on a regular basis. How often are you checking up on them?

Through an integration with Zola CRM, any submissions that are gathered through website contact forms will automatically be entered into Zola CRM as Leads. This will allow you to intelligently manage your pipeline and convert more prospects into profits.

Features

Identify and cultivate high-value prospects

Convert leads to a Matter in Zola Suite with a single click

Automatically track where your leads are coming from

Streamline leads that come directly from your law firm website contact forms

Organize leads by source, practice area and potential revenue

Generate meaningful metrics to guide your practice

Streamline Intake from
Initial Contact to Retention

01

Prospect submits contact inquiry on firm's website.

02

Lead is automatically created on Zola CRM.

03

Securely share intake forms with leads.

04

Use Zola CRM's document automation to generate retainer agreements and other common documents.

05

Use built-in email to efficiently communicate with prospects. Get critical documents signed with integrated e-signature.

06

Convert to a Matter with a single click.

Integrations

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