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Zola is a cryptocurrency lending platform that offers users loans with the option to pay either in BTC or fiat depending on their preference. If you’re looking for new ways to invest your crypto, Zola might be just what you need.
Zola Suite is a subscription-based service that offers a variety of tools to help users manage their finances. The service offers the ability to create budgets, track spending, and save money. It also provides tools for saving time and effort with automated tasks. Zola Suite has a pricing model that starts at $19 per month. Read more in detail here: zola suite pricing.
Zola Suite is a cloud-based legal practice management software that includes email management as well as full legal and trust accounting. Document management, issue management, customer relationship management (CRM), and task management are some of its key characteristics. Prices start at $69 per month for each user. Before purchasing, you may test it for 10 days for free.
Take a look at the Zola Suite.
What We Think Zola Suite Is Good For
For attorneys and legal companies searching for a full-featured solution at a moderate cost, Zola Suite is an excellent choice. The standard Zola plan costs $69 per month and includes many of the premium features seen in the top-tier subscriptions of comparable applications. That’s why it’s the most economical choice on our list of the top law firm accounting software.
The Zola Suite Is Especially Beneficial For
- Law companies looking for CRM features include: Law companies that desire a solid communication line with their clients can benefit from Zola Suite’s built-in email management and CRM tools.
- Small businesses seeking for all-in-one accounting software: With its most cheap package, you can obtain all of the accounting tools you need.
- Lawyers who wish to use templates to create comparable papers for a variety of cases: You may rapidly build new papers and forms using matter-related data input into the software.
- Intake forms for lawyers: With Zola Suite, you can build intake forms to communicate with prospects.
The Zola Suite Isn’t a Good Option For
- You must pay for at least three users in order to utilize Zola Suite as a solo attorney. If you’re a single practitioner, LeanLaw is a more cost-effective choice for only one user.
- Law companies looking for an integrated payroll system should be aware that the system lacks a built-in or integrated payroll processing system. With its direct interface with Xero, TimeSolv may be able to help you with payroll for your law company.
- If you’re a lawyer working with an outside accountant, you’ll have to pay an extra charge to get a login for your accountant. We propose CosmoLex if you want a system that gives your external bookkeeper unfettered access.
Are you on the lookout for something unique? Check out our guide to the finest small business accounting software if you believe general bookkeeping software is ideal for your legal company.
Pros and Cons of Zola Suite
Take a look at the Zola Suite.
Pricing for the Zola Suite
When invoiced monthly, Zola Suite is offered on three plans, with rates beginning at $69 per user, each month. Standard capabilities such as email and document management, billing, and task management are included in all packages, while higher-level plans provide additional functionality such as CRM and intake management tools, as well as department-based accounting. Onboarding and training with a dedicated account manager are included with every subscription.
To subscribe to any Zola Suite package, you must have at least three users.
Features of the Zola Suite
Zola Suite comes with a long number of tools that will help you manage all elements of your law practice. A list of its most noteworthy characteristics follows.
Dashboard
You’ll be led to your account’s dashboard after logging in, which shows vital information about your company such as open invoices, accounts receivable (A/R), and late receivables. The essential functionality, such as email management, CRM, calendar, and Management of Contacts, are accessible from the left side of your dashboard. A snapshot of the Zola Suite admin interface is shown below:
Dashboard for Zola Suite (Source: Zola Suite)
Legal Billing & Accounting
Zola Suite includes a Smart Account Reconciliation module that allows you to reconcile your trust accounts manually. You can generate a complete record of all your legal accounting transactions, including profit and loss (P&L), asset statements, and liabilities. It has a flexible billing management module that allows you to filter unbilled activities using various metrics, individually select entries or bill them in bulk, write trust checks for vendors, bill multiple clients on a single matter, and more.
Time & Expense Tracking
You may monitor time on your PC or remotely using your mobile device with Zola Suite. If necessary, you may set up several timers, input time entries for different sorts of work, attach rate cards with custom user rates to any topic, and convert activity log data to time entries. You may also keep track of spending for each topic, utilize LEDES billing, and make custom allocations to allocate precise amounts to timekeepers and expenses quickly.
To create a time entry, click on the Time tab on the left side of the screen, click on the + sign on the Time Entries page, and a New Entry Form will appear. Provide the required information, and then click Save & Close or Save & New:
In Zola Suite, create a new time entry.
Invoicing
You can send invoices with high-resolution logos and custom columns, rows, colors, and fonts with Zola Suite. Invoices may be sent as an LEDES file, which is a standard format used in legal practice. Go to the Accounting tab and click the Plus symbol on the Open Bill form to generate a new invoice. You have the option of starting again with a fresh invoice or invoicing unbilled time entries. Choose Invoice Unbilled Activities from the Invoices area to convert time entries into invoices. A list of all Unbilled Activities will show. Select the item you wish to charge from this menu, then click Generate Invoice:
Creating Invoices from Time Entries
Management of Subjects
If you don’t want to miss deadlines and want detailed tracking for a particular matter, the Management of Subjects module comes in handy. All matter-related information is stored in a single dashboard that you, your team, and your clients can access. Using the Management of Subjects module, you create user groups, assign matter-related contacts and roles, set permissions on a matter level, create and review notes and share them with other users or clients, and view critical financial information through the admin dashboard:
Management of Subjects Module (Source: Zola Suite)
Dynamic CRM for Lead & Intake Management
The built-in CRM feature in Zola Suite lets you streamline your customer intake operations. It gives you a single place to create and manage assignments, notes, and emails that are relevant to your prospects. You may share intake forms with your leads, manage lead information supplied using these forms, and convert fresh lead information into a matter by using these forms.
Management of Contacts
If you’re dealing with a large number of people, whether they’re prospects, clients, witnesses, or opposing counsel, this module will come in handy. It allows you to keep track of and manage your contact information, such as your name, phone number, and email address. Using the App for mobile devices, you may add contacts on the move by simply snapping a picture of a business card:
Management of Contacts Module (Source: Zola Suite)
Integration
Zola Suite’s great interaction with third-party applications, such as Google Drive, Gmail, Microsoft Outlook, LawPay, iManage, Microsoft OneDrive, QuickBooks Online, NetDocuments, and LawToolBox, is one of its strongest features.
App for mobile devices
The Zola Suite App for mobile deviceslication lets you manage appointments, contacts, matters, emails, and time entries on the go. You can download the app on Google Play or the App Store.
Reporting
Depending on your subscription, you may run ordinary or advanced reports. Client reports, productivity reports, financial reports, and trust reports are among the reports generated by Zola Suite. Profit and loss statements, balance sheets, vendor payments, the general ledger, and the trial balance are all examples of accounting reports. Legal-specific reports may be created, such as billable hours by user, originating attorney, and split origination.
Customer Service and Usability
Even for accounting newbies, Zola Suite features a clean and uniform layout that is reasonably straightforward to utilize. From the main page, you may access all of the features and do almost any activity with just a few clicks. I believe the font size should be improved, but learning the program should take no more than a few days or weeks.
If you run into any problems, you may contact Zola Suite via phone or email. You may also use its website to file a ticket and access its online knowledge base, which includes how-to articles, videos, and webinars.
Alternatives to Zola Suite
Conclusion
If you’re on a tight budget but don’t want to sacrifice functionality, Zola Suite is the way to go. Its most basic price tier already has a lot to offer, but if you require more features, such as limitless document storage and department-based accounting, the Enterprise Plus plan will provide.
Zola Suite is a legal document management software that allows users to create, edit, and share legal documents. It has a free plan with limited features and unlimited storage. The company also offers a paid plan with more features and storage. Reference: mycase reviews.
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