Comprehensive Review of ZolaSuite: Cloud-Based Law Practice Management Software
Explore ZolaSuite's features, including integrated billing, document management, and mobile apps. Learn how it can streamline your law practice.
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Zola Suite Review Video (Updated 1212019)
Added on 09/07/2024
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Speaker 1: Hi everyone, it's Lindsay from Lawyerist.com. Lawyerist is a community for small firm lawyers to learn from each other, support each other, and have fun while building successful client-centered law firms. Today I'm going to review ZolaSuite, a practice management software for your law firm. ZolaSuite is a cloud-based, mobile-friendly, law practice management software. It features mobile apps, fully integrated billing, integrated email, and robust document management capabilities. Let's dig in. When you first log in, you'll see the ZolaSuite dashboard. On the dashboard, you have three widgets, email, calendar, and tasks. Both email and calendar can integrate with your email provider. On the left side, there is a navigation bar with everything you need to manage your law practice. Let's do a quick tutorial on how you can use ZolaSuite to improve the way you manage your law practice. To create a new contact, simply click on contacts and enter any relevant client information into that contact. Hit save. Next, you can create a matter and assign that matter to your new contact. After you have created a matter and a contact, you can create a task associated with both. Done. All the while, keep in mind, ZolaSuite helps you track your time, too. For example, you can conveniently start and stop a timer on the right-hand side of your page while working on different matters. You can have multiple timers, but only one will run at any given time. You can also enter time manually, like this. Along with Zola's law practice management software, Zola has also built a website development and search engine optimization company known as ZolaCreative and its own powerful customer relationship management tool. Zola's cloud-based CRM can track leads, automate intake, track referrals, and help retain clients. You can check out Zola's CRM website to learn more. All three of these tools can work independent of each other, but when you use them together, they can be much more than just a sum of the parts. Here we'll focus on the law practice management software, ZolaSuite, but you can find our reviews on the others elsewhere on our site. Now that you have an idea of how ZolaSuite works, let's review some of its highlights and features. Zola's document management tool includes versioning, commenting by document and by version, secure document sharing through Zola's portal, building folder hierarchies, and more. The software is responsive, so you can use it with ease no matter which device you're using. You can also download apps for iOS and Android, so you never miss a thing on the go. The mobile apps even have Touch ID authentication, adding an extra layer of security. Some of the highlights of ZolaSuite include unlimited storage. You can manage matters, track time, upload all your documents, and revel in Zola's unlimited cloud storage. Its document management features combined with unlimited cloud storage means Zola is built and ready to handle thousands of documents that come with civil litigation, real estate, corporate law, estate planning, and more. It also has free onboarding and training. If you're nervous about transitioning your firm to a new law practice management software, Zola helps ease the nerves with unlimited and free training and onboarding. Zola also offers a 10-day free trial, so you can decide if it's the right choice for you. Lastly, Zola has many integration and sync options. ZolaSuite helps you two-way sync your Google Calendar or Office 365, allowing you to set private events, email, pop-up or SMS reminders, and mark recurring events on either calendar. Zola also features fully integrated billing, integrated accounting, as well as email integrations with a broad range of clients, including Gmail and Office 365. It also includes one-on-one, GoDaddy, and Rackspace. Zola pricing starts at $59 per user per month, billed annually, or $69 per user per month, billed monthly. The Enterprise pricing starts at $79 per user per month, billed annually, or $89 per user per month, billed monthly. Enterprise Plus starts at $89 per user per month, and there is an annual subscription required. Each pricing tier comes with free onboarding and training, as well as customer service as often as you need. Zola also offers a 10-day free trial so you can see how it suits you and your practice. ZolaSuite features include a calendar, client contact management, case matter management, and so on. You can find the full list of features on the ZolaSuite review page at lawyerist.com. For what it's worth, ZolaSuite has all of the features that we track in our law practice management directory. Zola is a good fit for firms looking for cloud-based law practice management software that includes mobile apps, fully integrated accounting, and integrated email. It may also be your practice management software of choice if you choose Zola's CRM or website and SEO services. Zola is not a good fit for firms that need to use IMAP for email syncing with their practice management software, firms that use Internet Explorer, and budget-conscious solos. It may be a bit on the pricey side. Zola works best for users on Office 365, Exchange, and G Suite. Thanks for watching Lawyerist.com's ZolaSuite review. To learn more, download our Law Practice Management Software Feature Comparison Chart and check out other Law Practice Management Software reviews from Lawyerist.com.

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