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
Zola CRM

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

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Identify and cultivate high-value prospects

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

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Automatically track where your leads are coming from

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

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Organize leads by source, practice area and potential revenue

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Generate meaningful metrics to guide your practice

Streamline Intake from
Initial Contact to Retention

01

Prospect submits contact inquiry on firm's website.

Contact form on website
Zola CRM dashboard on computer screen

02

Lead is automatically created on Zola CRM.

03

Securely share intake forms with leads.

Intake form
Retainer agreement

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.

Inbox with contact names, email addresses and e-signature
Zola Suite Matters

06

Convert to a Matter with a single click.

Integrations

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