Zola Suite

Logiciel de cabinet juridique moderne avec fonctionnalités de pointe.

En savoir plus sur Zola Suite

Zola Suite est une des plateformes cloud à la pointe de l'industrie, conçues pour offrir une source de vérité unique aux petits cabinets juridiques et à plus de 100 utilisateurs. Gestion robuste des dossiers, du temps, de la facturation et de la comptabilité complète grâce à la gestion brevetée des e-mails et au CRM pour accroître l'efficacité, la délégation et la responsabilité.

Zola Suite est accessible sur n'importe quel appareil (de bureau ou mobile) et dispose d'une messagerie électronique intégrée, d'un calendrier, d'une facturation/gestion du temps légale intégrée (y compris LEDES), d'une comptabilité complète (fiducie et entreprise), d'une gestion des documents, d'une automatisation des documents et d'un portail client sécurisé. Zola dispose également d'applications iOS et Android dédiées, dotées de fonctions intelligentes pour les avocats en déplacement, notamment la numérisation de cartes de visite et de documents. Intégrations avec Office365, GMail, LawPay, Quickbooks (pour ceux qui choisissent de l'utiliser à la place de la comptabilité intégrée de Zola), etc.

Options de tarification dès :

59,00 $US/mois

  • Version gratuite
  • Essai gratuit
  • Abonnement

Les 5 meilleurs logiciels similaires à Zola Suite

Clients types

  • Auto-entrepreneurs
  • Petites entreprises (de 2 à 50 employés)
  • Moyennes entreprises (de 51 à 500 employés)
  • Grandes entreprises (500 employés minimum)

Déploiement

  • Basé sur le cloud
  • Sur site

Disponible dans les pays suivants

États-Unis

Langues

anglais

Options de tarification dès :

59,00 $US/mois

  • Version gratuite
  • Essai gratuit
  • Abonnement

Les 5 meilleurs logiciels similaires à Zola Suite

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Fonctionnalités

Nombre total de fonctionnalités pour Zola Suite : 92

  • Alertes/Notifications
  • Application mobile
  • Archivage et rétention
  • Authentification à 2 facteurs
  • Automatisation de documents
  • Base de données de clients
  • Base de données de contacts
  • CRM
  • Calcul et validation des frais
  • Champs personnalisables
  • Comptabilité
  • Comptabilité d'exercice
  • Comptabilité de fiducie
  • Comptabilité des actifs
  • Comptabilité intégrée
  • Contrôles/Permissions d'accès
  • Core Accounting
  • Données en temps réel
  • Facturation
  • Facturation automatique
  • Formulaires personnalisables
  • Gestion de cas juridiques
  • Gestion de l'impôt
  • Gestion de la communication
  • Gestion de versions
  • Gestion des audits
  • Gestion des calendriers
  • Gestion des cas
  • Gestion des clients
  • Gestion des conflits
  • Gestion des contacts
  • Gestion des contrats/licences
  • Gestion des documents
  • Gestion des dossiers
  • Gestion des dossiers
  • Gestion des délais
  • Gestion des e-mails
  • Gestion des factures
  • Gestion des feuilles de temps
  • Gestion des fichiers
  • Gestion des flux de travail
  • Gestion des formulaires
  • Gestion des reçus
  • Gestion des taux de facturation
  • Gestion des tâches
  • Gestion financière
  • Grand livre général
  • Génération de documents
  • Importation et exportation de données
  • Intégration Microsoft Outlook
  • Intégration QuickBooks
  • Intégration comptable
  • Intégrations de tiers
  • Messagerie SMS
  • Minuteur
  • Modèles de documents
  • Modèles personnalisables
  • Notes de cas
  • Outils de collaboration
  • Paiements électroniques
  • Piste d'audit
  • Portail client
  • Pour les professionnels du secteur juridique
  • Programmation des tâches
  • Rappels
  • Rapports de synthèse
  • Rapports en temps réel
  • Rapports et analyses
  • Rapports et statistiques
  • Rapports personnalisables
  • Rapprochement bancaire
  • Recherche en texte intégral
  • Recherche/Filtre
  • Relevés clients
  • Rédaction de chèques
  • Saisie de documents
  • Sauvegarde automatique
  • Signature électronique
  • Stockage de documents
  • Stockage sécurisé des données
  • Suivi de la progression des tâches
  • Suivi des activités
  • Suivi des frais
  • Suivi des éléments facturables
  • Suivi du temps
  • Suivi du temps des projets
  • Suivi du temps et des dépenses
  • Sécurité SSL
  • Tableau de bord d'activités
  • Traitement des cartes de crédit
  • Traitement des factures
  • Validation croisée de la comptabilité

Alternatives

Clio

4,7
Alternative n° 1 à Zola Suite
Clio est une solution de gestion des cabinets juridiques dans le cloud qui vous permet de gérer votre cabinet d'avocats...

CosmoLex

4,7
Alternative n° 2 à Zola Suite
CosmoLex est un des SEULS systèmes de gestion tout-en-un de cabinet, de facturation ET de comptabilité dans le cloud...

PracticePanther Legal Software

4,7
Alternative n° 3 à Zola Suite
Un logiciel de gestion des cas juridiques parmi les mieux notés sur GetApp. Idéal pour les avocats et les cabinets...

MyCase

4,7
Alternative n° 4 à Zola Suite
MyCase est un logiciel de gestion de la pratique juridique qui aide les petits cabinets d'avocats à résoudre leurs...

Avis

Note globale

4,6 /5
(120)
Rapport qualité-prix
4,6/5
Fonctionnalités
4,4/5
Simplicité d'utilisation
4,6/5
Support client
4,7/5

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5 avis affichés sur 120
Kit
Note globale
  • Secteur d'activité : Services juridiques
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Best overall in case management software, but has minor UI annoyances

Publié le 15/09/2019

After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex...

After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs with Gsuite email makes keeping case-related correspondence a snap.

Avantages

Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation keeps the entire process streamlined and accessible without having to utilize a dozen different programs and hoping nothing falls through the cracks.

Inconvénients

Has minor UI issues that can be annoying, particularly the inability to active a full subscription without going through a multi-step process involving both the sales department and support team at Zola. This should be a "click here, pick your plan, enter your payment method" process with no need to have it "activated" by the company before being able to use it. That being said, there are some additional features that I would love to see Zola add/integrate/improve ASAP (which I am sending to Zola as suggestions for future improvements). If these features were incorporated, ZolaSuite would certainly be a category killer and rapidly take over the entire market, but they are not "dealbreaker" items as far as I'm concerned for overall ratings.

Pourquoi choisir Zola Suite 

Clio, despite dominating the market, is clunky and lacking in some incredibly basic functionality, plus they have basically stopped making internal feature additions and now rely upon third-party integrations almost completely, making the overall cost to have a truly full-spectrum software solution cost-prohibitive.

Logiciel antérieur 

Clio

Pourquoi passer à Zola Suite

After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs wtih Gsuite email makes keeping case-related correspondence a snap.
Christian
Note globale
  • Secteur d'activité : Cabinet d'avocats
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Cloud-based practice management

Publié le 18/05/2022

Avantages

Built-in accounting was important and Zola's accounting features are excellent, though we'd occasionally like to be able to customize reports. Even so, we can get the info we need. Time entry is easy and set up to facilitate completeness. The automatic time entry windows help us not to lose time. Matters management is simple and flexible. Document upload and management is good, with features to avoid duplication, track versions, view documents easily, automatic OCR, integration with Word. Email handling and the ability to associate emails with matters is good.

but the change from server-based management comes with

Inconvénients

Some of the issues are simply the result of being a web-based program, so navigating and using requires people to change habits, and some features of local server-based management are not available. OCR is not always consistent - some documents that OCR in a local pdf editing app do not seem to OCR on Zola. Wish list: a plug-in to permit creation of a spreadsheet in Excel and direct upload to Zola like the Word plug-in; Outlook shared calendar integration so the entire firm calendar would synch with the shared Microsoft Exchange Outlook calendar; an invite mechanism like Outlook; the ability to save all email attachments at once to a matter folder; the ability to move documents from a matter to another matter subfolder; the ability to change the document menu from white lettering on grey to black lettering on white; the ability to import V-cards; icon notification of email receipt; document searching by date created/modified

Réponse de Zola Suite

Christian, thank you for taking the time to share your experience with Zola Suite as well as your wish list. We always welcome feature requests and enhancements that will greatly improve our platform.

We're working on some enhancements to OCR and we're discussing the ability to customize reports with our product team. Stay tuned!

Jennifer
Note globale
  • Secteur d'activité : Cabinet d'avocats
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 2.0 /10

Problems Never Seem to End

Publié le 25/05/2021

Overall - Be very careful before going Zola Suite. It's not a panacea. I'm currently looking into...

Overall - Be very careful before going Zola Suite. It's not a panacea. I'm currently looking into other programs that may be a bit more expensive, simply because Zolasuite has made me lose too much client chargeable time dealing with all their random quirks.

I'm a solo practitioner and, literally, time is money for me. I don't have an IT department to deal with the growing pains that Zola Suite is making their users experience.

Avantages

Robust all-in-one package, which makes it very unique in the law practice management sphere. Very reasonably priced for the functionality. Relatively easy to use once you get past the learning curve. US-based support that is very responsive (more on that below).

Inconvénients

Where do I begin?! I have had nothing but problems since the beginning - and I've only been using it for about 4 months. I prepaid for a year and now I regret it. I wanted an all-in-one reasonably priced software that includes CRM, accounting/billing, and time tracking without having to integrate with other apps. However, the program is a bit slow and clunky (I have a new laptop, so it's not the specs of the laptop).

At one point I could not access Ad--be pdf files, and I was on with support for about 3 hours trying to get it fixed. Turns out - they never saw this before. They fixed it, but it cost me 3 hours of client chargeable time.

Next issue was billing. Apparently, I had to SET UP bulk billing (which is free), if I wanted bulk billing. No one actually told me that through the whirlwind of training I initially received. First month I sent manual bills - no biggie. Next month, I had my web developer set it up on the back end as instructed. Turns out we ran into problems. BIG PROBLEMS. First, emails wouldn't go out b/c ONE client didn't have an email address. Their response - just add a dummy email. So I put in a dummy address - result: emails with invoices were sent to the clients, BUT they had NO ACCESS TO PAY ONLINE via email link. I spent hours with them to deal with the various billing matters. Again - their response - we've never had this issue before.
FINALLY - they removed Enterprise access to edit documents within Zola WITHOUT notifying me.

Réponse de Zola Suite

Hi Jennifer. Thank you for sharing your feedback. We're very sorry to hear about your negative experiences. We recognize that transitioning to a new platform can be challenging but we strive to make the process efficient and seamless whether you're a solo practitioner or a member of a 200-user firm. In reviewing your feedback, it seems that many of these issues could have been resolved with more comprehensive training and better communication during the onboarding process. We have shared this feedback with our dedicated onboarding and training team, and a member of our senior leadership team will be in touch to make sure you are configured for success with Zola moving forward.

Charlie
Note globale
  • Secteur d'activité : Services juridiques
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Next-Level Program

Publié le 25/05/2022

We love the product.

We love the product.

Avantages

We love how Zola Suite is cloud-based. We can manage our firm from anywhere in the world. We also love the integration between Zola Suite and Outlook for calendar management, Zoom for coordinating Zoom meetings with our clients, the Courts, and opposing counsel, and LawPay for easing the collection process. The CRM features are new to us and we are just exploring them now.

Inconvénients

Zola Suite is a cutting-edge software platform. As such, it is growing and improving every day. There are certain features that we enjoyed with our prior practice management program that Zola has yet to implement. However, we have suggested these improvements and are optimistic that the suggestions will be implemented shortly.

Réponse de Zola Suite

Hi, Charlie. Thank you so much for taking the time to share your experience working with Zola Suite. We greatly appreciate it!

Michael
Note globale
  • Secteur d'activité : Cabinet d'avocats
  • Taille de l'entreprise : 11-50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Significant upgrade from our last billing software

Publié le 10/05/2021

Zola Suite is significantly improving the efficiency of our timekeeping and billing processes. We...

Zola Suite is significantly improving the efficiency of our timekeeping and billing processes. We are spending less time to get bills out, and they are going out faster. I am very happy we made the switch.

Avantages

First and foremost, being able to access the software via a web-based login is extremely useful, especially when so many of us are working from home.
Time entry is straightforward and easy. I do feel like it is helping us capture a higher percentage of our billable work than we did in the past.
Most of the reporting functionality is really great.
Customer support has been extremely responsive and helpful.
Integration with Quickbooks Online is really nice.

Inconvénients

The transition from our old software to the new (e.g., data migration) was tough. To be fair, we expected it to be tough: we used the old software for almost 15 years so it had a lot of data and we were heavily reliant on it and very used to the way it worked. The Zola customer service folks worked with us tirelessly to make it happen and that was great, but even though we expected the transition to be difficult, it was slightly more difficult than we expected.
Access to historical data (data imported from our old software) is more limited than I was hoping for.
The default user types are a little too limited (there's no middle ground between "has all access and all rights" and "doesn't have sufficient access to do essential tasks") but the customer support team very quickly found a custom solution for us, which was great.

Alternatives envisagées 

Clio

Pourquoi choisir Zola Suite 

PCLaw had some limitations (such as lack of integration with QuickBooks) that were pain points for us. The major reasons for switching were ease of use (including QB integration) and transparency of pricing (PCLaw's pricing purports to be a one-time fee for the software, but there is a recurring charge for tech support, too; if you don't pay the recurring charge, you get no tech support).

Logiciel antérieur 

PCLaw

Pourquoi passer à Zola Suite

We found that Zola Suite had all the features we wanted, was straightforward to use, and was less expensive than Clio.

Réponse de Zola Suite

Hi Michael. Thank you for your feedback. We're happy to hear that Zola has significantly improved the efficiency of your timekeeping and billing processes. We're sorry to hear that your migration expectations were not met. With an advanced migration, our team will migrate contacts, calendar events, matters, tasks, unbilled time entries, trust balances and more. While most legal practice management providers will not migrate historical financial data, we're committed to pushing the envelope and our dedicated data operations team is developing tools that will allow us to increase the volume of data we're able to efficiently and accurately migrate for clients. More on that to come soon!

With respect to your feedback around user profiles, as an EnterprisePlus user, we can create custom user types for your account. A member of our support team will be in touch to help ensure that everything is configured correctly.

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Zola Suite - FAQ

Voici quelques-unes des questions fréquentes sur Zola Suite.

Types de licences disponibles pour Zola Suite :

  • À partir de : 59,00 $US/mois
  • Type de licence : Abonnement
  • Version d’essai gratuite : Disponible

Utilisateurs habituels du logiciel Zola Suite :

2-10, 11-50, 51-200, 201-500

Langues dans lesquelles Zola Suite est disponible :

anglais

Appareils pris en charge par Zola Suite :

Android (mobile), iPhone (mobile)

Applications s'intégrant à Zola Suite :

Box, Dropbox Business, Gmail, Google Calendar, Google Contacts, Google Docs, Google Drive, Microsoft 365, Microsoft Outlook, Microsoft Word, NetDocuments, OneDrive, Quickbooks Online, S3 Passenger, SmartrMail, TM Cloud, WORLDOX GX, iManage

Ressources d'aide disponibles pour Zola Suite :

Service client/e-mail, FAQ/forums, Base de connaissances, Support téléphonique, Support 24/7 (réponse directe), Chat

Catégories connexes

Consultez toutes les catégories de logiciels trouvées pour Zola Suite.