Zola Suite Features

Zola Suite

Modern Legal Practice Management with Best-in-Class Features

4.65/5 (101 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

Competitor Feature Comparison

API
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 Payments
Electronic Signature Capture
Email Integration
Email Notifications
Event Calendar
Event Management
Event Triggered Actions
Expense Tracking
Forms Management
Full Text Search
Invoice Management
Invoice Processing
Microsoft Outlook Integration
Performance Reports
Productivity Reporting
QuickBooks Integration
Recurring Tasks
Reminders
Reporting & Statistics
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
API
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 Payments
Electronic Signature Capture
Email Integration
Email Notifications
Event Calendar
Event Management
Event Triggered Actions
Expense Tracking
Forms Management
Full Text Search
Invoice Management
Invoice Processing
Microsoft Outlook Integration
Performance Reports
Productivity Reporting
QuickBooks Integration
Recurring Tasks
Reminders
Reporting & Statistics
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
API
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 Payments
Electronic Signature Capture
Email Integration
Email Notifications
Event Calendar
Event Management
Event Triggered Actions
Expense Tracking
Forms Management
Full Text Search
Invoice Management
Invoice Processing
Microsoft Outlook Integration
Performance Reports
Productivity Reporting
QuickBooks Integration
Recurring Tasks
Reminders
Reporting & Statistics
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


9 reviews

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

Android App


7 reviews

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
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
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
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
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
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
Channa Borman

Everything I wanted!

2018-10-28

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

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
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
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
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

I would also like to see more customized billing. 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.

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
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

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
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
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
Randall Coffill

Zola suite for single practitoner

2018-05-04

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
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

Company support is required to embed logos into invoices and signatures into emails.

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
Allison Sousae

great all in one platform - no QuickBooks needed

2021-01-06

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

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

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
Maryann Williams

Practice Management, Accounting and Email/Calendar Functions all in one

2019-10-04

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

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
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
Lisa Nelsen

Zola Suite is perfect for time management.

2019-09-24

Pros

I quickly taught myself how to enter my time and use Zola for project management.

Cons

Zola Suite is perfect. I do not have any complaints.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
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
Ben Brouwer

Comprehensive, easy to use, and well-supported

2016-03-14

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more