Most popular features of all Legal & Law apps
Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.
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
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.
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
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
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
My Outlook syncs with Zola so that emails are automatically saved to the client folder!
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
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
case management assistance was what I needed and what I have received from the program
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
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
I would also like to see more customized billing. 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.
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
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
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
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
Its super convenient to be able to run practically everything including email, calendar, document management, matter tracking and accounting with a single login.
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
Intuitive software to manage my cases, calendar, contacts, and tasks.
Pros
This system is obviously designed by lawyers for lawyers.
Cons
Company support is required to embed logos into invoices and signatures into emails.
Rating breakdown
Time used: Less than 6 months
Frequency of use: Daily
Likelihood to recommend
We spent months reviewing Zola, the people that worked there were so patient and helpful. Overall - we should have chosen Zola to have the accounting within the system
Pros
Most legal matter management only has some money reports, Zola has full accounting, meaning you can actually run a P&L for your business.
Cons
I thought this platform was painstakingly created to include almost every detail you could ask for, in the end, my big boss wanted something that required Quickbooks
Rating breakdown
Time used: Free Trial
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
We are solving the problem of too many programs to keep track of and the ease of use.
Pros
Ease of Use and the combination of all of the functions of practice management, accounting and planning all in one program
Cons
Training is too much too soon. There needs to be an initial short training followed up in 30-60 days to do a more detailed training when everyone has used the program and can understand the program and ask meaningful questions
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
Getting started with Zola was easy and, unlike other products we've used, did not require the added expense of expert consultants to set up.
