Zola Suite

Zola Suite

RATING:

4.64

(120)

About Zola Suite

Zola Suite is a cloud-based legal practice management solution for law firms of all sizes. Key features include task management, built-in email, document management, client portals, calendar, contact management, automation, reporting and analytics. The Zola Suite dashboard enables users to manage and track legal cases from a single place and provide all the elements including activity log, upcoming events, emails and calendar. Zola Suite integrates with users’ existing email accounts and automatically detects inbound emails from case-related contacts. Users can convert emails into tasks for their to-do list. Zola's document management capabilities allow users to manage and store documents, control versions, comment on and tag documents, as well as email files as attac...

Zola Suite Pricing

Core: $59 per user/month (billed annually) or $69 per user/month (billed monthly) Enterprise: $79 per user/month (billed annually) or $89 per user/month (billed monthly) Enterprise Plus: $89 per user/month (billed annually) or $99 per user/month (billed monthly)

Starting price: 

$59.00 per month

Free trial: 

Available

Free version: 

Not Available

Zola Suite Dashboard
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Zola Suite Reviews

Overall Rating

4.64

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Showing 1 - 5 of 119 reviews

User Profile

Kit

Verified reviewer

Company size: 2-10 employees

Industry: Legal Services

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

September 2019

Best overall in case management software, but has minor UI annoyances

After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs with Gsuite email makes keeping case-related correspondence a snap.

Pros

Robust program that covers everything from case management to client lead intake to comprehensive firm accounting. Easy to use and navigate for the most part. Integrated CRM and FULL accounting of all operating and trust accounts with triple reconciliation keeps the entire process streamlined and accessible without having to utilize a dozen different programs and hoping nothing falls through the cracks.

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. This should be a "click here, pick your plan, enter your payment method" process with no need to have it "activated" by the company before being able to use it. That being said, there are some additional features that I would love to see Zola add/integrate/improve ASAP (which I am sending to Zola as suggestions for future improvements). If these features were incorporated, ZolaSuite would certainly be a category killer and rapidly take over the entire market, but they are not "dealbreaker" items as far as I'm concerned for overall ratings.

Reasons for choosing Zola Suite

After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex and RocketMatters most recently when opening a new firm), none of the CMS programs on the market have come close to ZolaSuite's comprehensive functionality. Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend. The integrated CRM in the Enterprise Plus tier is fantastic - no need to have an outside CRM that may or may not fully integrate with your CMS. The email feature is the clencher - having an actual, FULL email inbox that syncs wtih Gsuite email makes keeping case-related correspondence a snap.

Reasons for switching to Zola Suite

Clio, despite dominating the market, is clunky and lacking in some incredibly basic functionality, plus they have basically stopped making internal feature additions and now rely upon third-party integrations almost completely, making the overall cost to have a truly full-spectrum software solution cost-prohibitive.

Christian

Company size: 2-10 employees

Industry: Law Practice

Time used: Less than 2 years

Review Source: Capterra

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

May 2022

Cloud-based practice management

Pros

Built-in accounting was important and Zola's accounting features are excellent, though we'd occasionally like to be able to customize reports. Even so, we can get the info we need. Time entry is easy and set up to facilitate completeness. The automatic time entry windows help us not to lose time. Matters management is simple and flexible. Document upload and management is good, with features to avoid duplication, track versions, view documents easily, automatic OCR, integration with Word. Email handling and the ability to associate emails with matters is good. but the change from server-based management comes with

Cons

Some of the issues are simply the result of being a web-based program, so navigating and using requires people to change habits, and some features of local server-based management are not available. OCR is not always consistent - some documents that OCR in a local pdf editing app do not seem to OCR on Zola. Wish list: a plug-in to permit creation of a spreadsheet in Excel and direct upload to Zola like the Word plug-in; Outlook shared calendar integration so the entire firm calendar would synch with the shared Microsoft Exchange Outlook calendar; an invite mechanism like Outlook; the ability to save all email attachments at once to a matter folder; the ability to move documents from a matter to another matter subfolder; the ability to change the document menu from white lettering on grey to black lettering on white; the ability to import V-cards; icon notification of email receipt; document searching by date created/modified

Reasons for choosing Zola Suite

Integrated accounting; cost; ease of time-keeping; cloud-based

Reasons for switching to Zola Suite

PCLaw is cumbersome and the accounting is a nightmare

Response from Zola Suite

Christian, thank you for taking the time to share your experience with Zola Suite as well as your wish list. We always welcome feature requests and enhancements that will greatly improve our platform. We're working on some enhancements to OCR and we're discussing the ability to customize reports with our product team. Stay tuned!

Replied May 2022

Jennifer

Company size: 1 employee

Industry: Law Practice

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

May 2021

Problems Never Seem to End

Overall - Be very careful before going Zola Suite. It's not a panacea. I'm currently looking into other programs that may be a bit more expensive, simply because Zolasuite has made me lose too much client chargeable time dealing with all their random quirks. I'm a solo practitioner and, literally, time is money for me. I don't have an IT department to deal with the growing pains that Zola Suite is making their users experience.

Pros

Robust all-in-one package, which makes it very unique in the law practice management sphere. Very reasonably priced for the functionality. Relatively easy to use once you get past the learning curve. US-based support that is very responsive (more on that below).

Cons

Where do I begin?! I have had nothing but problems since the beginning - and I've only been using it for about 4 months. I prepaid for a year and now I regret it. I wanted an all-in-one reasonably priced software that includes CRM, accounting/billing, and time tracking without having to integrate with other apps. However, the program is a bit slow and clunky (I have a new laptop, so it's not the specs of the laptop). At one point I could not access Ad--be pdf files, and I was on with support for about 3 hours trying to get it fixed. Turns out - they never saw this before. They fixed it, but it cost me 3 hours of client chargeable time. Next issue was billing. Apparently, I had to SET UP bulk billing (which is free), if I wanted bulk billing. No one actually told me that through the whirlwind of training I initially received. First month I sent manual bills - no biggie. Next month, I had my web developer set it up on the back end as instructed. Turns out we ran into problems. BIG PROBLEMS. First, emails wouldn't go out b/c ONE client didn't have an email address. Their response - just add a dummy email. So I put in a dummy address - result: emails with invoices were sent to the clients, BUT they had NO ACCESS TO PAY ONLINE via email link. I spent hours with them to deal with the various billing matters. Again - their response - we've never had this issue before. FINALLY - they removed Enterprise access to edit documents within Zola WITHOUT notifying me.

Response from Zola Suite

Hi Jennifer. Thank you for sharing your feedback. We're very sorry to hear about your negative experiences. We recognize that transitioning to a new platform can be challenging but we strive to make the process efficient and seamless whether you're a solo practitioner or a member of a 200-user firm. In reviewing your feedback, it seems that many of these issues could have been resolved with more comprehensive training and better communication during the onboarding process. We have shared this feedback with our dedicated onboarding and training team, and a member of our senior leadership team will be in touch to make sure you are configured for success with Zola moving forward.

Replied June 2021

Michael

Company size: 2-10 employees

Industry: Law Practice

Time used: Less than 12 months

Review Source: Capterra

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

September 2022

Make remote practice easy

The experience has been great and has allowed me to work from home as if I was in the office.

Pros

This product has allowed my firm to work remotely and assists me in keep tracking of what everyone is working on without being in the same office

Cons

Create and saving new documents are a little difficult at first, but eventually you get used to it.

Response from Zola Suite

Thank you so much for your feedback, Michael! We really appreciate you taking the time to share your experience using Zola Suite.

Replied September 2022

Susan

Company size: 1 employee

Industry: Law Practice

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

August 2021

Zola's customer support is top rate!

I was petrified to switch from Timeslips after 25 years, but Zola made it easy to figure out how to set up and use for billing. Seriously, the customer support could not possibly be better!

Pros

I have NEVER received better customer support from any software company! They pick up the phone right away, they are knowledgable and easy to understand, and they are friendly and polit. A++.

Cons

I use this only for billing, but two things could be improved: 1) there should be a field for phone number and email address along with mailing address on the top of bills (I can only plug in mailing address); and 2) it's a bit awkward to have to go from bill creation under Time to invoices under matters.

Reasons for switching to Zola Suite

Timeslips made its product ridiculously unaffordable and provided no good options for solo users.

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