Zola Suite Pricing

The email integration is a revelation. Not only does it allow me to organize all email by matter, the automatic timer that creates a time entry for every email pays for the subscription by itself. Document management and automation are both outstanding in Zola. The user interface is outstanding. Every screen is logically laid out, packed with all the information I want to see at a glance, and visually...

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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. Still, once you learn it, the process works as is. The client portal is new and fairly basic (with the exception of the optional smart phone app), enabling only limited document sharing, and lacks the private messaging and other functions I have found in other providers. But I think it is only a matter of time before Zola fully develops this secure communication tool. Email integration has been a bit buggy, but so far tech support has resolved any issues that cropped up.

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

I would like to see the task template updated to automatically populate a time schedule based upon the user's creation, in which of course the user should be able to revise it as needed for each entry. I would also like to see more customized billing. The current invoices are too generic. Lastly, document assembly and a document automation component is something Zola should consider as well.

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.

The interface is intuitive so I can easily teach myself as I go. I like that almost every option is customizable to look and feel the way I want it to - without having jump through a zillion special hoops for the customization process. Just a click or two and I'm done.

Hmmmm, not much, really. There's a glitch with the google calendar sync where it duplicates entries too many times. But I'd rather it tell me twice than not at all! (I think this glitch is fixed now, anyway).

Choosing ZolaSuite was quite the process for me, but in the end I went with ZolaSuite because of the integrated email and the fact that the accounting software is included. The integration with Outlook (email and calendar) has worked out very well. I also found the software to be fairly intuitive. Customer Service has been very responsive when I've needed to contact them (usually less than 12 hrs definitely within 24). I do a number of pro bono cases and like that I can track the time and create invoices showing the time without a charge by simply checking a box.

The only thing that has been disappointing to me about the software is that due dates cannot be assigned to subtasks in the task templates, only to the completion of the task as a whole.

The seamless integration with Gmail and Google Calendar sets Zola above the competition. For anyone who currently relies on Gmail and Google Calendar Zola is a no-brainer. The calendaring features and task management tools are robust and the reminder options for SMS and Email put Zola over the top.

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.

The email integration works with Gmail, not just outlook. It's visually appealing to me too, and the price is reasonable.

There are too many required fields in time entry and the dashboard is not customizable. Also, sometimes there is a lag in the email integration functions so replying to or saving an email takes longer than it should.

Customer service Platform layout Granular detail in my Matter files

No cons were added to this review

The best thing about the software is that it helps to capture all of my time. The integration with e-mail is a great feature that helps make sure no time is lost. I have already recommended this to colleagues.

It needs better integration with Mac. I am a Mac User and all of the plug-ins are currently PC only. I am looking forward to the time when the Mac versions get rolled out.

Ease of use, flat pricing that includes trust accounting.

I cannot think of any - have not run into any problems.

Functionality, ease of use, customer support, regularly updating to customer needs

Cost, its a bit more than the competition, but likely worth it