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Zola Suite Review

Zola Suite
Our score: 9.0 User satisfaction: 99%

What is Zola Suite?

Zola Suite is a cloud-based, integrated practice management platform for legal officers and individual law practitioners. It’s designed to handle the different business aspects of their practice while giving them a 360-degree view into their operations. This allows lawyers, law firms and their staff to get things done without having to set up third-party integrations. 

The system provides legal practitioners and their clients with a place to securely store and access critical information. It offers an easy and quick way of capturing vital details such as personal details, contact info, meetings, etc. There’s a dashboard where both your staff and your clients are given restricted access to information to ensure that everyone is on the same page without compromising security. The calendar management tool tracks your schedules and the advanced note features help keep everything organized. There are built-in billing and accounting systems too that’s specifically designed for this field.

To extend its functionalities and improve workflow, Zola Suite supports integration with email apps and document management software. This includes Gmail, IMAP, OneDrive and Google Drive to name a few. It also provides 2-way calendar sync with Google Calendar and Office 365.

The platform offers dedicated mobile applications that lawyers and their staff can use to take their practice on the road. These apps are designed to fully leverage features that are unique yet becoming increasingly popular and functional to mobile devices. This includes fingerprint scanning and recognition for added security measures and business card scanning to quickly capture and store personal information to your firm’s address book.

Zola Suite comes in three main packages: Core, Enterprise and Enterprise Plus. Pricing starts at $59/month. There are additional services, such as onboarding and training, which could be purchased separately regardless of the package you’re subscribed to.

Overview of Zola Suite Benefits

Zola Suite comes with an array of features that allows legal offices to perform various functions smoothly and ditch unwieldy workarounds. These include:

Native Core Functionalities

Zola Suite delivers a robust and reliable legal practice management suite that addresses the needs of legal firms, lawyers, and their staff for managing all aspects related to the business side of their practice. That includes having all the sensitive and crucial information of their clients and cases stored in a secure and accessible location. The platform can also easily capture and store contact information and other personal data, scheduling meetings, courtroom appearances. In addition, it can also track working hours and bill for time easily.

With all of the software’s core functionality native to the platform, it doesn’t rely on clunky integrations for managing daily processes. Users only have to manage and log in to one easy-to-use dashboard for scheduling meetings, creating invoices, sharing files to clients, and distributing emails. Zola Suite is the only cloud-based legal practice management application with true, built-in email, complete legal accounting, and robust billing and trust accounting.

Matter Management

Zola Suite offers exceptional matter management capability. All your critical information are stored in a unified dashboard that you, your staff, and your clients can access. This makes it easy for you and other parties to be on the same page. The amount of information they can access can be configured and limited to ensure the security of sensitive data stored in the system. Any communication that occurred within is also tracked automatically for better audit and accountability.

Unlimited Cloud Storage

Document storage is unlimited as everything is stored in the cloud. There is also no limit as to the number of versions you can create per document, providing you and your staff with the consummate collaborative experience. Zola Suite integrates smoothly with your email applications and stores all communications and attaches them to the relevant case files.

Utility Tools

With premium note features that are based on your matters, you remain in control of your practice and keep everything organized. Calendar management tool helps you keep track of your schedules and meetings. You can be sure that you are always in the right place at the right time. Zola Suite offers a comprehensive billing and accounting system that is designed specifically to meet the needs and requirements of legal offices.

Built-in CRM

Zola’s built-in CRM allows users to manage the pre-retention lifecycle and streamlines the intake process. Once a lead is converted to a Matter with the click of a button, all of the communications, documents, tasks, events, and data are seamlessly moved into a new matter, eliminating double data entry which is all too prevalent when firms rely on disparate CRMs and practice management solutions. 

Overview of Zola Suite Features

  • Tasks and Workflows
  • Built-in Email
  • Calendar
  • Billing & Accounting
  • iOS and Android Mobile Apps
  • Document Management
  • Document Automation
  • Notes Organizer
  • Client Portal
  • Contact Management
  • Matter Management
  • Reports & Analytics
  • Microsoft Word Ribbon Plugin

What Problems Will Zola Suite Solve?

Problem 1: Over-reliance on external integrations decrease efficiency and productivity

Other cloud-based practice management solutions rely on external integrations to provide basic case management features. With a dependence on integrations, interoperability across all features is limited, data can be lost and firms are forced to pay for additional monthly subscriptions.

The Zola Suite Solution: Every feature within Zola Suite is built into the platform, including email, billing/accounting, calendar, documents, notes, tasks, timekeeping, contacts, and Zola’s secure client portal. Zola Suite connects your firm’s front office and back office within one user-friendly interface at one monthly cost. 

Problem 2: Clunky workarounds for email management

Email is now the most common form of client and internal communication at law firms. Most practice management solutions do not offer native email, forcing users to BCC a matter-related email address (for example: 30229sij7+matter245982@maildrop.platform.com) to associate it with a specific matter. This extra step is tedious and easy to forget. Attorneys and support staff must also remember to create time entries for “email work.” Amidst a busy day, email time entries are often an afterthought and a great deal of work can go unbilled. 

We’ve all made the mistake of emailing the wrong contact with a similar name. But when it comes to client confidentiality, emailing the wrong “Steve” can be detrimental. Most practice management applications don’t suggest matter-related contacts when drafting emails, causing misaddressing of sensitive information. 

The Zola Suite Solution: Zola Suite’s built-in email manages case-related messages through your existing email account. When drafting an email, Zola’s Smart Suggest™ system locates matter-related contacts to prevent misaddressing confidential messages. Emails that are associated with a matter will be automatically saved in the matter’s Communications tab and available to all team members with permission to that matter. A timer also starts running when a message is associated with a matter, so you never forget to bill for all of the time you spend on email.

Problem 3: Outdated on-premise solutions lack essential functionality for modern firms

Many law firms have yet to break free from outdated on-premise practice management solutions. These platforms require ongoing hardware upgrades as well as physical office space for the in-house server. Not only can the servers be costly to maintain, but their static location makes them susceptible to data loss or damage. Furthermore, remote access to matter documents and data is often limited, if available at all.

The Zola Suite Solution: Zola Suite is a cloud-based solution that can be accessed at any time of the day, in any location, on any device. Using Zola’s iOS and Android mobile apps, your firm can take your practice on the go and stay connected to every aspect of a case. The Zola Suite team continuously scans for potential vulnerabilities in their applications, systems, and networks and fixes them upon notice to prevent cybersecurity threats.

Zola Suite is deployed on the Amazon Web Services (AWS) platform. Data and documents are protected and replicated across Availability Zones (located in different geographic locations within the US) for backup on a daily basis. This means that if some servers go down, the other connecting servers will auto-rollover and your access to your data will be uninterrupted.

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Zola Suite Position In Our Categories

Because businesses have distinct business demands, it is only prudent that they avoid buying an all-in-one, “perfect” solution. Needless to say, it would be hard to try to come across such application even among widely used software products.
The correct step to do can be to jot down the various significant factors that entail research including crucial features, pricing, skill aptitude of the employees, business size, etc. The second step is, you should perform the product research thoroughly. Browse over some Zola Suite reviews and look over the other software products in your list in detail. Such well-rounded research ascertains you weed out poorly fit apps and subscribe to the system which has all the function your business requires.

Position of Zola Suite in our main categories:

TOP 10

Zola Suite is one of the top 10 Cloud Management Software products

TOP 10

Zola Suite is one of the 10 Law Practice Management Software products

Zola Suite is also listed in the following subcategories:

Each company has different requirements and needs a system that can be personalized for their size, kind of staff members and buyers, and the particular industry they are in. For these reasons, no platform can provide perfect tools off-the-shelf. When you look for a software app, first be sure what you require it for. Read some Zola Suite Law Practice Management Software reviews and ask yourself do you need basic features or do you require sophisticated features? Are there any industry-specific features that you are seeking? Obtain the answers to these questions to aid your search. There are plenty of aspects that you need to mull over and these include your finances, specific business requirements, your organization size, integration needs etc. Take your time, check out a few free trials, and finally zero in on the platform that presents all that you need to enhance your company competence and productivity.

How Much Does Zola Suite Cost?

Zola Suite Pricing Plans:

Free Trial

Core

$59 per user/month

Enterprise

$79 per user/month

Enterprise Plus

$89 per user/month

Core – $59/mo ($69/mo if billed monthly)

  • Built-In Email
  • Document Management
  • Calendaring
  • Task Management
  • Contact Management
  • Billing
  • Accounting
  • Reporting
  • Client Portal

Enterprise – $79/mo ($89/mo if billed monthly)

  • Includes everything in the Core Plan
  • Unlimited Document Storage
  • Productivity Tracking
  • CRM and Intake Management Tools
  • Enhanced Accounting Features

Enterprise Plus – $89/mo ($99/mo if billed monthly)

  • Includes everything in the Enterprise Plan
  • Custom Permissions
  • Advanced Document Management
  • Department Based Accounting
  • Dedicated CSM
  • zDrive

User Satisfaction

Positive Social Media Mentions 97
Negative Social Media Mentions 1

We realize that when you make a decision to buy Law Practice Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Zola Suite reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Zola Suite. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • On Premise

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Zola Suite Comparisons

What are Zola Suite pricing details?

Zola Suite Pricing Plans:

Free Trial

Core

$59 per user/month

Enterprise

$79 per user/month

Enterprise Plus

$89 per user/month

Core – $59/mo ($69/mo if billed monthly)

  • Built-In Email
  • Document Management
  • Calendaring
  • Task Management
  • Contact Management
  • Billing
  • Accounting
  • Reporting
  • Client Portal

Enterprise – $79/mo ($89/mo if billed monthly)

  • Includes everything in the Core Plan
  • Unlimited Document Storage
  • Productivity Tracking
  • CRM and Intake Management Tools
  • Enhanced Accounting Features

Enterprise Plus – $89/mo ($99/mo if billed monthly)

  • Includes everything in the Enterprise Plan
  • Custom Permissions
  • Advanced Document Management
  • Department Based Accounting
  • Dedicated CSM
  • zDrive

What integrations are available for Zola Suite?

Zola Suite integrates with the following business systems and applications:

  • Gmail
  • Office 365
  • Exchange
  • IMAP
  • Google Calendar
  • LawPay
  • LawToolBox
  • QuickBooks
  • Microsoft Word
  • Microsoft Outlook
  • Ricoh
  • RPost
  • OneDrive
  • Google Drive
  • Box
  • Dropbox
  • Zola CRM
  • Coming Soon: iManage, NetDocuments, and WorldDox
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Reviewed By Louie Andre
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