Zola Suite

Zola Suite

Modern Legal Practice Software w/ Industry-leading Features

4.6/5 (94 avis)

Zola Suite - Présentation

Zola Suite is the INDUSTRY-LEADING cloud-based platform designed to deliver a SINGLE SOURCE OF TRUTH to small and 100+ user law firms. Robust case management, time, billing and complete accounting with patented email management and CRM to supercharge efficiency, delegation and accountability.

Zola Suite can be accessed on any device - desktop or mobile - and has built-in email, calendaring, integrated legal billing/timekeeping (including LEDES), complete accounting (trust & business), document management, document automation, and a secure client portal. Zola also has dedicated iOS and Android applications with smart features for attorneys who are on the go including business card and document scanning. Integrations with Office365, GMail, LawPay, Quickbooks (for those who opt to use it instead of Zola's built-in accounting) and many others.

Prix

À partir de
59,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

Zola Suite - Avis

Note globale
4.6/5
94% d'avis positifs
70
Excellent
18
Très bien
3
Moyen
3
Médiocre
0
Mauvais
Kit C.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 15/09/2019
Provenance de l'avis : Capterra

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Antonio V.
Traduire avec Google Translate

Great product which keeps getting better & customer service can't be beat

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 12/08/2016
Provenance de l'avis : Capterra

Zola Suite is an excellent product which delivers in every advertised aspect. You get exactly what they tell you you will get. And if you're unsure, you get a free trial of the product for 1 month to decide for yourself. In the 6+ months I've used Zola Suite I am continuously impressed by the features the product contains (and the list grows on a weekly basis by way of updates that happen in the background). When I began using Zola Suite there were lots of features that weren't necessary for me as a solo-practitioner who just started his own firm. However, now that I have a secretary and two paralegals, I see how helpful & useful all the functions are that several months ago I did not even see a need for. Zola is an excellent company, run by people with a true passion for the work they do and the product they are selling. The couple times I have had issues that necessitated my calling customer support, someone was always on the other end of the line right away, they addressed my concerns & if they couldn't, they assured me whatever issue would be brought up to the developers to come up with a fix ASAP. And in the few occasions I had an issue they couldn't immediately remedy, they lived to their promise that it was fixed within a couple days.

The reason I so wholeheartedly endorse this product is because I spent a lot of time researching the best case/firm management software for my firm today as well as my firm as I see it 1, 5, and 10 years down the road. I demo'ed all the other options as I did Zola and in the end even though Zola wasn't the most feature packed, or didn't have the most 3rd party integration as some of the others had at that time, I knew from speaking to them that everything I needed would be coming, and when it came, it would be delivered in a better, easier to use, more seamless package than any of their competitors. And after close to 9 months with Zola, everything I was promised has been delivered and then some. If I could invest my own money into this company I would do so in a heartbeat.

Avantages

Great user interface. Reliable. Excellent customer service. Consistent updates making the product even better & adding new features (without charging you more for them).

Inconvénients

Not every feature you want may be available today.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Michael L.
Traduire avec Google Translate

Great now, but with room to grow even greater.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 21/11/2017
Provenance de l'avis : Capterra

Avantages

The website and app are easy to use, responsive and have a fairly logical layout. It's easy to search and find information, and data input is relatively simple. Our office doesn't use Zola as an all-in-one solution, but for the parts we use daily (which is still most of the features), we're very happy with the state of the software.

Customer service has been incredibly responsive, and you really get the feel that they are willing to invest the time in problem solving. I also really feel like my input has been taken into account as product updates roll out.

The mobile app has improved by leaps and bounds. It is in an excellent place, and very usable.

Inconvénients

There are still a few bugs and features to fill in gaps as the software matures further, but nothing that prevents functionality. I've been with Zola for about 18 months; what would have been my biggest cons 6 months ago have since been addressed.

The email interface requires the most work, but it too is nonetheless in a good state. Tagging emails to cases could be a little easier, and moving emails to different folders could be more responsive and update more quickly.

I'd also quibble about needing to use multiple tabs to get full functionality out of the software (at minimum, Dashboard, Email, and Calendar all need to be semi-permanently open because it's not easy to switch between them otherwise); That's not a huge deal, just a minor annoyance.

Last thing, and this is very minor: I'd love to see a style update through the whole website. It's not cluttered, which is great, but I don't feel like it has a very modern look.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Joe B.
Traduire avec Google Translate

Finally ... a forward-thinking, cutting edge solution combining full functionality and ease of use.

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 23/08/2017
Provenance de l'avis : Capterra

Avantages

The email integration is a revelation. Not only does it allow me to organize all email by matter, the automatic timer that creates a time entry for every email pays for the subscription by itself. Document management and automation are both outstanding in Zola. The user interface is outstanding. Every screen is logically laid out, packed with all the information I want to see at a glance, and visually appealing (don't underestimate the value there - if it's irritating to look at, you won't want to use it). The integrated accounting solution is excellent, including the ability to write checks directly from Zola. Everything about Zola suggests that this solution combines the ability to cover all of the usual practice management bases (calendar, tasks, time entry, etc) with the vision to develop and incorporate new, innovative features that will set new industry standards and to rethink how the ordinary can be done more efficiently. The option of creating a custom-branded app for your practice is just one example of what sets Zola apart. Another is the email integration with R-Post, providing the ability to send encrypted, registered email that provides proof of delivery and receipt. Litigators will love that capability. I've tried all the industry leaders, and I have finally found a long-term solution.

Inconvénients

The process of sending an invoice could be streamlined, enabling the entire creation and delivery of the invoice from one screen (it requires a trip to the accounting tab to finish), and a send button would be nice, rather than the small share icon. Still, once you learn it, the process works as is. The client portal is new and fairly basic (with the exception of the optional smart phone app), enabling only limited document sharing, and lacks the private messaging and other functions I have found in other providers. But I think it is only a matter of time before Zola fully develops this secure communication tool. Email integration has been a bit buggy, but so far tech support has resolved any issues that cropped up.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
S H.
Traduire avec Google Translate

A case management system that truly works for solos.

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 20/06/2016
Provenance de l'avis : Capterra

Zola Suites is a comprehensive case management program that is constantly improving. Its affordable, easily accessible, loaded with guides and tutorials to help us slow and technologically challenged lawyers, and the customer service is top notch. As a solo practitioner it has been difficult to find a case management software company that truly cares about your practice and that is truly there to help you along the way. Zola does that to ensure you are getting the most out of its software to improve the efficiency and productivity of your practice. Your questions and concerns are immediately responded to and resolved, in a professional, nice and friendly manner. And Zola is constantly improving upon its features to grow with your practice and the legal industry. Though there are tons of legal case management programs on the market, Zola after only a little over a year since its inception, is one of the best.

Avantages

The task template which allows me to create specific templates based upon my practice and how I work versus a generic input system.

Inconvénients

I would like to see the task template updated to automatically populate a time schedule based upon the user's creation, in which of course the user should be able to revise it as needed for each entry. I would also like to see more customized billing. The current invoices are too generic. Lastly, document assembly and a document automation component is something Zola should consider as well.

Traduire avec Google Translate

Réponse de Zola Suite

Thanks for the review! Invoices can be customized to add as much (or as little) detail as you would like. Our support team will contact you to help you reconfigure your current template until you are 100% satisfied. Document assembly and automation features are in development and will be rolled out later this summer. Stay tuned, you won¿t be disappointed. We are also working on updating our task templates to add more features and will reach out to you to get your input.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10

Zola Suite - Prix

À partir de
59,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Core: $59 per user/month (billed annually) or $69 per user/month (billed monthly)
Enterprise: $79 per user/month (billed annually) or $89 per user/month (billed monthly)
Enterprise Plus: $89 per user/month (billed annually) or $99 per user/month (billed monthly)

Zola Suite - Fonctionnalités

  • Champs personnalisables
  • Facturation
  • Fonctionnalité de recherche
  • Gestion des calendriers
  • Gestion des cas
  • Gestion des contacts
  • Gestion des documents
  • Gestion des factures
  • Gestion des flux de travail
  • Importation et exportation de données
  • Intégration de tiers
  • Modèles de documents
  • Notifications automatiques
  • Rappels
  • Stockage de documents
  • Suivi du temps et des dépenses
  • Sécurité SSL
  • Tableau de bord d'activités

  • API
  • Rapports et statistiques

Plus d'informations sur Zola Suite

Zola Suite - Principales fonctionnalités

  • Built-in Email Client
  • Built-in accounting as well as QuickBooks integration
  • Bulk Send
  • Case-Centered Calendaring System
  • Complete Trust Accounting
  • Customizable Categories
  • Dedicated Android & iOS Mobile Apps
  • Detailed productivity reports
  • Document Automation
  • Document Management
  • Document Management
  • Every transaction is logged
  • Firm-Wide & Matter--Level Access Restrictions
  • General Ledger, Profit & Loss, Balance Sheet & Trial Balance
  • Integrated Billing (with LEDES) & Time Keeping
  • Limit user access by feature or matter.
  • Matter-Centric contact management
  • Perform detailed intake
  • Powerful custom fields including checkboxes & Date fields
  • Print Accounts Payable and Trust Checks
  • Quickbooks Online
  • Reports & Analytics
  • Search by user and activity
  • Secure Client Portal
  • Secure portal
  • Tagging
  • Task Management
  • Task Templates
  • Through LawPay
  • Time Tracking by Client

Avantages

  • Zola’s robust built-in accounting delivers a Single Source of Truth.

  • Fully-integrated matter management that enables law firms to track every aspect of a legal case including email communications, relevant contacts, related documents, timekeeping and billing.

  • Patented email management system seamlessly integrates case-related messages.

  • Dedicated Android & iOS mobile apps enable timekeeping, calendaring, contact management and document scanning on the go.

  • Integrated form builder to generate documents using matter-related information and custom fields.

  • Full-fledged, business accounting suite built for law firms to deliver a single source of truth.

  • Users can generate comprehensive financial reports including A/R Aging Summary, Work in Progress, and Referral Reports, grouped by User, Practice Area, Department and Location.

  • The solution offers multiple methods to capture time from activity log, task management, calendar and mobile applications.

  • Zola Suite provides robust task management that encourages delegation and accountability.

  • A case-centered calendaring system offers time-keeping and private appointment functionality.

  • Sophisticated document management system with unlimited storage and AI-enabled in-document search

  • Zola Suite - FAQ

    Voici quelques-unes des questions fréquentes sur Zola Suite.

    Q. Quels sont les types de licence disponibles pour 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

    Core: $59 per user/month (billed annually) or $69 per user/month (billed monthly)
    Enterprise: $79 per user/month (billed annually) or $89 per user/month (billed monthly)
    Enterprise Plus: $89 per user/month (billed annually) or $99 per user/month (billed monthly)

    Q. Quelles sont les principales fonctionnalités du logiciel Zola Suite ?

    Fonctionnalités du logiciel Zola Suite :

    • Built-in Email Client
    • Built-in accounting as well as QuickBooks integration
    • Bulk Send
    • Case-Centered Calendaring System
    • Complete Trust Accounting
    • Customizable Categories
    • Dedicated Android & iOS Mobile Apps
    • Detailed productivity reports
    • Document Automation
    • Document Management
    • Document Management
    • Every transaction is logged
    • Firm-Wide & Matter--Level Access Restrictions
    • General Ledger, Profit & Loss, Balance Sheet & Trial Balance
    • Integrated Billing (with LEDES) & Time Keeping
    • Limit user access by feature or matter.
    • Matter-Centric contact management
    • Perform detailed intake
    • Powerful custom fields including checkboxes & Date fields
    • Print Accounts Payable and Trust Checks
    • Quickbooks Online
    • Reports & Analytics
    • Search by user and activity
    • Secure Client Portal
    • Secure portal
    • Tagging
    • Task Management
    • Task Templates
    • Through LawPay
    • Time Tracking by Client

    Q. Qui utilise Zola Suite ?

    Utilisateurs habituels du logiciel Zola Suite :

    Grandes entreprises, Entreprises de taille moyenne, PME

    Q. Dans quelles langues Zola Suite est-il disponible ?

    Langues dans lesquelles Zola Suite est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour Zola Suite ?

    Types de licences disponibles pour Zola Suite:

    Abonnement

    Q. Zola Suite prend-il en charge les appareils mobiles ?

    Appareils pris en charge par Zola Suite :

    Android, iPhone, iPad

    Q. Avec quelles applications Zola Suite peut-il s'intégrer ?

    Applications s'intégrant à Zola Suite :

    Box, Dropbox, Google Docs, Google Drive, LawPay, Microsoft Outlook, Microsoft Word, NetDocuments, Office 365, QuickBooks Online

    Q. Quelles sont les ressources d'aide disponibles pour Zola Suite ?

    Ressources d'aide disponibles pour Zola Suite :

    FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo