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25 reviewers had the following to say about Zola Suite's features:
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
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.
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
Time used: Less than 6 months
Frequency of use: Daily
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
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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.
Its super convenient to be able to run practically everything including email, calendar, document management, matter tracking and accounting with a single login.
case management assistance was what I needed and what I have received from the program
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: 6-12 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: Free Trial
Frequency of use: Weekly
Likelihood to recommend
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
Frequency of use: Daily
Likelihood to recommend
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
Time used: 1-2 years
Frequency of use: Daily
Likelihood to recommend
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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.
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
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
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
