Zola Suite Features

Zola Suite

Modern Legal Practice Software w/ Industry-leading Features

4.61/5 (96 reviews)

Zola Suite Feature Summary

  • 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

Legal & Law Feature Comparison

Most popular features of all Legal & Law apps

API (35 other apps)
Activity Dashboard (44 other apps)
Automatic Notifications (28 other apps)
Billing & Invoicing (31 other apps)
Calendar Management (34 other apps)
Case Management (48 other apps)
Contact Management (24 other apps)
Custom Fields (24 other apps)
Customizable Templates (24 other apps)
Data Import/Export (24 other apps)
Document Management (38 other apps)
Document Storage (41 other apps)
Document Templates (28 other apps)
Invoice Management (25 other apps)
Reminders (34 other apps)
Reporting & Statistics (30 other apps)
SSL Security (24 other apps)
Search Functionality (39 other apps)
Third Party Integration (26 other apps)
Workflow Management (28 other apps)

Competitor Feature Comparison

Access Control
Account Reconciliation
Accounting Integration
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Administrative Reporting
Archiving & Retention
Assignment Management
Audit Trail
Auditing
Authentication
Automated Billing
Automatic Backup
Automatic Notifications
Bank Reconciliation
Billable Hours Tracking
Billing & Invoicing
Billing Rate Management
Bulk Send
Calendar Management
Calendar Sync with Google
Case Management
Check Printing
Client Management
Client Portal
Collaboration Tools
Collaborative Workspace
Communication Management
Contact Database
Contact Management
Contract Management
Credit Card Processing
Custom Fields
Custom Forms
Customer Database
Customizable Categories
Customizable Reporting
Customizable Templates
Data Import
Data Import/Export
Database Conversion
Deadline Management
Delivery Tracking
Digital Signature
Document Automation
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Email Integration
Email Notifications
Event Calendar
Event Management
Event Triggered Actions
Expense Tracking
Forms Management
Full Text Search
Invoice Management
Microsoft Outlook Integration
Performance Reports
Project Time Tracking
QuickBooks Integration
Recurring Tasks
Reminders
SMS Integration
SSL Security
Search Functionality
Secure Data Storage
Secure Login
Summary Reports
Tagging
Task Management
Task Scheduling
Task Tracking
Template Management
Third Party Integration
Time & Expense Tracking
Timer
Timesheets
Two-Factor Authentication
User Management
Version Control
Workflow Management
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Access Control
Account Reconciliation
Accounting Integration
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Administrative Reporting
Archiving & Retention
Assignment Management
Audit Trail
Auditing
Authentication
Automated Billing
Automatic Backup
Automatic Notifications
Bank Reconciliation
Billable Hours Tracking
Billing & Invoicing
Billing Rate Management
Bulk Send
Calendar Management
Calendar Sync with Google
Case Management
Check Printing
Client Management
Client Portal
Collaboration Tools
Collaborative Workspace
Communication Management
Contact Database
Contact Management
Contract Management
Credit Card Processing
Custom Fields
Custom Forms
Customer Database
Customizable Categories
Customizable Reporting
Customizable Templates
Data Import
Data Import/Export
Database Conversion
Deadline Management
Delivery Tracking
Digital Signature
Document Automation
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Email Integration
Email Notifications
Event Calendar
Event Management
Event Triggered Actions
Expense Tracking
Forms Management
Full Text Search
Invoice Management
Microsoft Outlook Integration
Performance Reports
Project Time Tracking
QuickBooks Integration
Recurring Tasks
Reminders
SMS Integration
SSL Security
Search Functionality
Secure Data Storage
Secure Login
Summary Reports
Tagging
Task Management
Task Scheduling
Task Tracking
Template Management
Third Party Integration
Time & Expense Tracking
Timer
Timesheets
Two-Factor Authentication
User Management
Version Control
Workflow Management
Visit WebsiteCompare App
Access Control
Account Reconciliation
Accounting Integration
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Administrative Reporting
Archiving & Retention
Assignment Management
Audit Trail
Auditing
Authentication
Automated Billing
Automatic Backup
Automatic Notifications
Bank Reconciliation
Billable Hours Tracking
Billing & Invoicing
Billing Rate Management
Bulk Send
Calendar Management
Calendar Sync with Google
Case Management
Check Printing
Client Management
Client Portal
Collaboration Tools
Collaborative Workspace
Communication Management
Contact Database
Contact Management
Contract Management
Credit Card Processing
Custom Fields
Custom Forms
Customer Database
Customizable Categories
Customizable Reporting
Customizable Templates
Data Import
Data Import/Export
Database Conversion
Deadline Management
Delivery Tracking
Digital Signature
Document Automation
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Email Integration
Email Notifications
Event Calendar
Event Management
Event Triggered Actions
Expense Tracking
Forms Management
Full Text Search
Invoice Management
Microsoft Outlook Integration
Performance Reports
Project Time Tracking
QuickBooks Integration
Recurring Tasks
Reminders
SMS Integration
SSL Security
Search Functionality
Secure Data Storage
Secure Login
Summary Reports
Tagging
Task Management
Task Scheduling
Task Tracking
Template Management
Third Party Integration
Time & Expense Tracking
Timer
Timesheets
Two-Factor Authentication
User Management
Version Control
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


6 reviews

See all iPhone Apps

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


7 reviews

See all Android Apps

Zola Suite Feature Reviews

25 reviewers had the following to say about Zola Suite's features:

David Mallen

All the bells and whistles + Outlook integration + automatic time and billing

2017-05-25

Pros

Automatic timers that bill directly to the Matter.

Cons

Switching from another case management system is challenging, because the data migration team at Zola does not upload documents.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
S Herrell

A case management system that truly works for solos.

2016-06-20

Zola Suites is a comprehensive case management program that is constantly improving.

Pros

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

Cons

The current invoices are too generic.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from 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.

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James McMahon

A comprehensive system that meets all of my practice management needs

2017-12-02

Pros

The RPost (e-mail encryption and e-signatures) and LawPay integrations, along with all of Zola Suite's inherent features (case management, custom forms, document automation, document management, excellent time tracking, client portal, business and trust accounting, etc.) provide a seamless and paperless process from client intake and e-signature of the engagement letter to getting the work done to billing and receipt of payment.

Cons

At one point, the e-mail integration was a bit buggy, and the merging of data from custom form fields for the document automation feature did not work as advertised on the training video.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jeffrey Krol

Great Suite to Manage Law Practice

2019-09-17

Once they did, everyone's life is much easier.

Pros

There is so much information that you can include within each matter, including contacting information, billable, documents, emails, etc., that makes it the only comprehensive choice that I would consider for law practice management.

Cons

I wish there was a dashboard that was developed for each matter that displayed everything in one comprehensive page, rather than having to visit multiple tabs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Zachary Lynn

Zola was the answer I was looking for - big firm software functionality at a reasonable price.

2018-04-25

The calendar and task management functions are robust with reminder options via Email or SMS.

Pros

The calendaring features and task management tools are robust and the reminder options for SMS and Email put Zola over the top.

Cons

The e-mail association function appears to be manual only (no automatic filters/tagging option for incoming email) so the manual sorting of e-mails to associate them with files can be time consuming.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joseph FINNERTY

A valuable tool in starting and organizing our new law firm

2019-11-04

Overall, an excellent organizational and operational tool for practice management and billing.

Pros

Ease of orientation and use for major operational tasks such as matter maintenance, time and billing.

Cons

Accessing transferred documents, but I assume this is temporary and will improve with my knowledge base.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Cindy Blandon

Best practice management!!

2019-07-29

Pros

Matter section is perfect. Calendar is good, too.

Cons

It is a perfect practice management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David Arpino

Updated Review

2019-06-03

I needed to use support to help set up my email integration with the platform, they responded very quickly by scheduling a meeting I was able to put in my outlook.

Pros

Setting tasks, deadline tracking and calendar management are a big positive.

Cons

I love this software the more I use it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joel Schwartz

Everything in one place and I do mean evertyhing

2016-02-01

Its super convenient to be able to run practically everything including email, calendar, document management, matter tracking and accounting with a single login.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

really like the software

2018-07-05

case management assistance was what I needed and what I have received from the program

Pros

The program is easy to manage.

Cons

In general I find the system very easy to use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Catherine Blackburn

I love this software, and I am picky.

2017-06-08

Intuitive software to manage my cases, calendar, contacts, and tasks.

Pros

This system is obviously designed by lawyers for lawyers.

Cons

The system is just adding two-way synchronization between Zola and Outlook for calendar and contacts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Scott Berry

We have been impressed with ZolaSuite after switching from using Amicus Attorney for over 10 years.

2017-11-30

Pros

The document management integration and email integration are extremely useful to allow our team to work remotely whether from home or court.

Cons

This creates a problem if a person is working between more than five cases.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Josh Hickey

Looks Great

2018-10-22

Pros

It appears to do just about everything and I wouldn't hesitate to recommend Zola to a friend or colleague looking to change case management software.

Cons

The reporting features aren't as robust as some other platforms.

Rating breakdown

Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Susan McLaughiln

Great system!

2017-06-14

Greater efficiency

Pros

After having my billing all twisted up by trying to integrate a case management system with a billing system, I'm excited to have one place to go for everything.

Cons

Also, I'm eager for the live calendar integration and the bank feed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Channa Borman

Everything I wanted!

2018-10-28

My personal Google calendar can sync to the system so my personal appointments show on my work calendar, too.

Pros

Zolasuite has integrated every function I wanted - and a few that I didn't know I wanted - into an easy to use, web-based client management system.

Cons

My only complaint is it's Outlook folder rearranging, but I expect they'll be reevaluating this soon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kit Compton

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

2019-09-15

Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend.

Pros

Robust program that covers everything from case management to client lead intake to comprehensive firm accounting.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael R. Morris

Easy to use, comprehensive case management software

2017-11-29

Greatly simplified my workflow- able to most of the practice-management tasks in one place and access it from anywhere I have an Internet connection.

Pros

So far as I know, this is the only web-based case management software that natively handles e-mail.

Cons

The basic accounting functions are present, but are the weakest part of the program. This is not going to be a replacement for a full-fledged accounting program like Quickbooks, but is adequate to the task of running small to medium firms.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sanaz Sekercioglu

Such an easy program to use

2018-01-24

Billing, mail, saving and templates.

Pros

You can easily work, bill, handle emails and documents all in one place.

Cons

Wish I could duplicate the last billing entry when working on one file and entering multiple billing entries.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Our office has started with Zola and we were able to combine 2 office systems into one software.

2017-12-20

Pros

I like that it can do the accounting functions and the client management functions as well, all in one software.

Cons

I will need to continue to use this software to be able to determine if there are shortcomings to any of the functionalities, so far I have not come across any.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Randall Coffill

Zola suite for single practitoner

2018-05-04

Building a great client contact list. Providing tasks to the office on the go is very functional

Pros

Calendar / task / mobile app really work well access by principal & staff — exchanging between staff works well

Cons

Just didn’t integrate the billing component— felt other programs did it better

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Mindy Yocum

Zola is everything I need to run my firm- all in one place.

2017-06-28

Pros

I have tried other case management software- and this one is, by far, the most intuitive and easy to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Edward Welch

Easy to use software that easily integrated my e-mail and calendar making billing and storing easy.

2018-01-29

Pros

I took a demo of all of the top practice management programs and ended up going with Zola.

Cons

If I had to select a Con, it would be the lack of form templates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Zola Suite


Thank you for your fantastic review of Zola Suite, Edward. We want to make sure that you're aware that Zola Suite has document automation features and we provide unlimited complimentary training on how to use the form builder. We also will configure up to 3 routine documents for annual accounts. Please do not hesitate to reach out to our support team for more information.

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Rajesh Bansal

Legal practice management tool

2018-05-31

Pros

Powerful options for billing. Best used for your routine billing activity without hesitation.

Cons

I am highly satisfied customer with the service and recommend to use.So do not see any cons regarding this.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Joe Breshears

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

2017-08-23

Pros

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Camila Valdivieso

It has been an easy, yet not smooth, transition to Zola Suite from Practice Panther.

2018-02-16

Pros

I like how fast the search engine pulls up names of contacts and matters.

Cons

We had hoped to change our template software but this was not possible because the fields merged by Zola aren't of any use to us in our firm.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more