Zola Suite Pricing, Features, Reviews & Comparison of Alternatives

Zola Suite

Modern Legal Practice Management with Best-in-Class Features

4.66/5 (99 reviews)

Zola Suite overview

What is Zola Suite?

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, NetDocuments, Quickbooks (for those who opt to use it instead of Zola's built-in accounting) and many others.
zolasuite.com

Pricing

Starting from
$59/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Zola Suite screenshot: Over 11 different ways to track timeZola Suite Practice Management OverviewZola Suite screenshot: Dedicated iOS & Android mobile appsZola Suite screenshot: Document automation for form generationZola Suite screenshot: Matter management to track matters from start to finishZola Suite screenshot: The only legal practice management application with intelligent (built-in) emailZola Suite screenshot: Organize all of your contacts in one placeZola Suite screenshot: Cloud-based document management built for the modern firmZola Suite screenshot: Transform prospects into profits with Zola CRMZola Suite screenshot: Our Zola Signature™ Web Portal ensures that your firm is front and center in every interaction with clients and colleaguesZola Suite screenshot: Admin dashboard allows users with administrative permissions to view key business intelligence metricsZola Suite screenshot: Customized matter views where you can filter matters by practice area, responsible attorney, open date or custom fieldsZola Suite screenshot: Zola Suite dashboard on multiple devicesZola Suite screenshot: Case-centric and rules-based calendaring so you never miss an important deadlineZola Suite screenshot: Task management to enforce consistency and accountability

Zola Suite reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.4
  4.7
  4.8
Kit Compton

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

Used daily for less than 6 months
Reviewed 2019-09-15
Review Source: 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.

Pros
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.

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Vince Portlock

Former (long time) Clio User Converting to Zola Suite

Used daily for less than 6 months
Reviewed 2019-12-09
Review Source: Capterra

I have been a Clio user for approximately 8 years. I have gone to all but two of the cloud conferences. I think it is a good product. However, Zola Suite does three things better (for me- a sole practitioner) and that is: 1. Better email management; 2. Better dashboard for seeing my practice at a glance, and 3- Managing and utilizing Intake forms and Custom matter fields for quick input and access to matter details and using those details to create merge documents. Clio is good, but for me, Zola Suite is better.

Pros
First and foremost is the email system. All emails (both incoming and sent) are easily attached to the file with a click of the mouse. it is also very easy to attach a file document (a Z-doc) to an outgoing email or to download an email attachment directly to the file. Using the Intake forms (both shared and internal) are handy ways to have the quick information (critical dates, expenses, etc) at your fingertips. Finally, the dashboard is what I need to run my practice. It has the incoming emails, the tasks and the calendar. Clio's dashboard is 70% billing statistics. I concede that is useful information, but my home screen should be my day at hand and that is what I get with Zola Suite. Using the Matter-Specific Custom fields allow me to quickly (almost effortlessly) insert key data into a matter. Those fields are then easily incorporated into merge forms. The process in Clio (where you have to open to the fields and then search for them is time-consuming. (I use a lot of fields and create a lot of merge forms so having the ability to insert the field data quickly and easily is a big plus).

Cons
The inability to connect with services like Zapier. I have a love-hate relationship with Clio and Zapier. I enjoyed linking Google forms and Smartsheet and Clio. I miss having that ability. I am also having challenges utilizing virtual assistants with the system. However, I am getting used to, and preferring using just one system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

From TimeMatters to Zola Suite

Used daily for less than 6 months
Reviewed 2020-06-04
Review Source: Capterra

For over twenty years I have used TimeMatters to run by law firm, for both practice management and for billing. Recently, I switched to Zola Suite and couldn’t be happier with my decision. My main reason for switching, was to move my law firm from a local server to the cloud, and wanted a program that was matter based like TimeMatters, and processed email in the same manner as TimeMatters. ZolaSuite does both exceptionally well. ZolaSuite also helped migrate all of my data over, and worked to make sure everything was perfect. Lastly, the customer support and training has been beyond my expectations, with their quick responses and help. Overall a great product and only I wish I would have made the switch sooner.

Pros
Access from the Cloud Easy to Use iOs App Great customer support Easy migration of data from TimeMatters to Zola Suite

Cons
none - I like everything about the software so far

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Catherine Blackburn

I am sorry to say that this company cannot deliver the product it promised.

Used daily for 6-12 months
Reviewed 2018-02-12
Review Source: Capterra

I am afraid that I wasted money on this software. It promised a number of very useful features and was easy to use. However, after 6 months, the ability to manage emails was ruined by a bug that prevented me from deleting emails from my Inbox. This makes the software unusable - I cannot have emails piling up in my Inbox. Since the company is unable to correct the problem, I must move on to the different product.

Pros
The interface is attractive and intuitive. The features would be excellent if they worked. The invoicing system is easy to use, and the program promises a number of useful attributes.

Cons
Unfortunately, this product does not work and the company cannot fix it. While using the software for 6 months, we encountered several glitches. Until recently, we could live with those glitches. However, the software now refuses to delete emails from my Inbox and the company cannot correct this problem. The problem is severe - I cannot have emails piling up in my Inbox forever - and forces me to get rid of the program even though I prepaid for three annual licenses. In addition, the calendar sync with Outlook does not work at all (even though the company claims it syncs with Outlook) and it does not sync contacts with Outlook. The company has been unable to deliver the upgrades and improvements that it promised.

Response from Zola Suite


We're very sorry for the frustrations you've encountered. I'm personally going to see to it that we pull out all stops to address the issues you're encountering.

Fred Cohen, CEO

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Jack Shelton

Great Product

Used daily for less than 6 months
Reviewed 2019-09-10
Review Source: Capterra

Pros
Zola Suite has been super easy to use. Although they provided an onboarding specialist to walk me through the product, I didn't need the help. The product is very intuitive.

Cons
There isn't anything that I don't like about the platform. But if I have to include something, I wish the Zola email offering would allow opened emails to pop out in a separate window or tab, making it easier to copy/paste content from other emails or search other emails for content while the one email is open. Not at all a big deal though, and it's easy to work around.

Response from Zola Suite


Hi Jack! Thank you so much for your review. In regards to email, you can open it in a new window or tab by clicking on the icon that has an arrow pointing towards the top-right direction. You can also double-click inbound emails to open in a new window.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Zola Suite pricing

Starting from
$59/month
Pricing options
Subscription
Free trial
View Pricing Plans

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 features

Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaboration Tools
Contact Management
Document Management
Document Storage
Expense Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Task Management
Third Party Integration
Workflow Management

API (51 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Zola Suite

Key features of 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
  • 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
View All Features

Benefits

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