Bewertet am 15.9.2019
Best overall in case management software, but has minor UI annoyances
Kommentare: 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.
Vorteile: 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.
Nachteile: 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.
Bewertet am 17.9.2019
Great Suite to Manage Law Practice
Kommentare: I'm amble to monitor my associates with ease. The problem, like everything else, was getting them to buy in. Once they did, everyone's life is much easier.
Vorteile: 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.
Nachteile: 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.
Bewertet am 7.1.2020
Great Product for Solo
Kommentare: My overall experience has been very satisfactory. Customer service is excellent. When I have a question, I just type it into the help section and I receive either a phone call or email very promptly. As a solo, this product is amazing and does so much. The ability to do accounting and generate basic reports, which is all that I need, is very convenient. There is so much more that it can do, and I learn something new every day.
Vorteile: Zola Suites has helped me to be able to capture the time sending emails and making phone calls that ordinarily would slip through the cracks. This product more than pays for itself
Nachteile: i wish that Contacts would automatically link to my contacts on my Iphone
Bewertet am 9.12.2019
Former (long time) Clio User Converting to Zola Suite
Kommentare: I have been a Clio user for approximately 8 years. I have gone to all but two of the cloud conferences. I think it is a good product. However, Zola Suite does three things better (for me- a sole practitioner) and that is: 1. Better email management; 2. Better dashboard for seeing my practice at a glance, and 3- Managing and utilizing Intake forms and Custom matter fields for quick input and access to matter details and using those details to create merge documents. Clio is good, but for me, Zola Suite is better.
Vorteile: First and foremost is the email system. All emails (both incoming and sent) are easily attached to the file with a click of the mouse. it is also very easy to attach a file document (a Z-doc) to an outgoing email or to download an email attachment directly to the file. Using the Intake forms (both shared and internal) are handy ways to have the quick information (critical dates, expenses, etc) at your fingertips. Finally, the dashboard is what I need to run my practice. It has the incoming emails, the tasks and the calendar. Clio's dashboard is 70% billing statistics. I concede that is useful information, but my home screen should be my day at hand and that is what I get with Zola Suite. Using the Matter-Specific Custom fields allow me to quickly (almost effortlessly) insert key data into a matter. Those fields are then easily incorporated into merge forms. The process in Clio (where you have to open to the fields and then search for them is time-consuming. (I use a lot of fields and create a lot of merge forms so having the ability to insert the field data quickly and easily is a big plus).
Nachteile: The inability to connect with services like Zapier. I have a love-hate relationship with Clio and Zapier. I enjoyed linking Google forms and Smartsheet and Clio. I miss having that ability. I am also having challenges utilizing virtual assistants with the system. However, I am getting used to, and preferring using just one system.
Bewertet am 12.2.2018
I am sorry to say that this company cannot deliver the product it promised.
Kommentare: I am afraid that I wasted money on this software. It promised a number of very useful features and was easy to use. However, after 6 months, the ability to manage emails was ruined by a bug that prevented me from deleting emails from my Inbox. This makes the software unusable - I cannot have emails piling up in my Inbox. Since the company is unable to correct the problem, I must move on to the different product.
Vorteile: The interface is attractive and intuitive. The features would be excellent if they worked. The invoicing system is easy to use, and the program promises a number of useful attributes.
Nachteile: Unfortunately, this product does not work and the company cannot fix it. While using the software for 6 months, we encountered several glitches. Until recently, we could live with those glitches. However, the software now refuses to delete emails from my Inbox and the company cannot correct this problem. The problem is severe - I cannot have emails piling up in my Inbox forever - and forces me to get rid of the program even though I prepaid for three annual licenses. In addition, the calendar sync with Outlook does not work at all (even though the company claims it syncs with Outlook) and it does not sync contacts with Outlook. The company has been unable to deliver the upgrades and improvements that it promised.
Antwort des Softwareanbieters
von Zola Suite an 13.2.2018
We're very sorry for the frustrations you've encountered. I'm personally going to see to it that we pull out all stops to address the issues you're encountering.
Fred Cohen, CEO
Bewertet am 29.7.2019
Best practice management!!
Vorteile: I love many features from Zola suite. Matter section is perfect. Calendar is good, too. Client intake forms a must.
Nachteile: Nothing! It is a perfect practice management.
Bewertet am 10.9.2019
Vorteile: Zola Suite has been super easy to use. Although they provided an onboarding specialist to walk me through the product, I didn't need the help. The product is very intuitive.
Nachteile: There isn't anything that I don't like about the platform. But if I have to include something, I wish the Zola email offering would allow opened emails to pop out in a separate window or tab, making it easier to copy/paste content from other emails or search other emails for content while the one email is open. Not at all a big deal though, and it's easy to work around.
Antwort des Softwareanbieters
von Zola Suite an 11.9.2019
Hi Jack! Thank you so much for your review. In regards to email, you can open it in a new window or tab by clicking on the icon that has an arrow pointing towards the top-right direction. You can also double-click inbound emails to open in a new window.
Bewertet am 4.10.2019
Practice Management, Accounting and Email/Calendar Functions all in one
Kommentare: We are solving the problem of too many programs to keep track of and the ease of use. Our issues are that there are only two forms of interaction with the program of administrator and user. We need an in-between level of some administration functions with the attorneys but not all the accounting information available to them.
Vorteile: Ease of Use and the combination of all of the functions of practice management, accounting and planning all in one program
Nachteile: 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
Bewertet am 22.11.2019
An extremely well crafted and deftly supported business suite
Kommentare: I think I've pretty well covered this in the previous questions, but Zola has really revolutionized and simplified how I do my work. I frequently have to work from home, and that always used to be a major hassle. Now, however, it is easy as can be.
Vorteile: Zola allows for complete control of any aspect of your business from absolutely anywhere. Provided, of course, that you have access to the internet. No more dragging files to and from locations, or being unable to check on work from home or vacation. A simple log in to the service, and you can be anywhere while still being aware and up to date.
Nachteile: There isn't much to say in terms of negative content that I personally have experienced. Any issues I can even remotely think of, such as site layout and template availability, for instance, have been deftly and quickly handled by the wonderful support staff.
Bewertet am 3.6.2019
Kommentare: Very happy with my experience with Zola Suite. 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. When I needed to reschedule because something unforeseen came up, they followed up immediately with new dates for training.
Vorteile: Setting tasks, deadline tracking and calendar management are a big positive.
Nachteile: I love this software the more I use it.
Bewertet am 12.8.2016
Great product which keeps getting better & customer service can't be beat
Kommentare: Zola Suite is an excellent product which delivers in every advertised aspect. You get exactly what they tell you you will get. And if you're unsure, you get a free trial of the product for 1 month to decide for yourself. In the 6+ months I've used Zola Suite I am continuously impressed by the features the product contains (and the list grows on a weekly basis by way of updates that happen in the background). When I began using Zola Suite there were lots of features that weren't necessary for me as a solo-practitioner who just started his own firm. However, now that I have a secretary and two paralegals, I see how helpful & useful all the functions are that several months ago I did not even see a need for. Zola is an excellent company, run by people with a true passion for the work they do and the product they are selling. The couple times I have had issues that necessitated my calling customer support, someone was always on the other end of the line right away, they addressed my concerns & if they couldn't, they assured me whatever issue would be brought up to the developers to come up with a fix ASAP. And in the few occasions I had an issue they couldn't immediately remedy, they lived to their promise that it was fixed within a couple days. The reason I so wholeheartedly endorse this product is because I spent a lot of time researching the best case/firm management software for my firm today as well as my firm as I see it 1, 5, and 10 years down the road. I demo'ed all the other options as I did Zola and in the end even though Zola wasn't the most feature packed, or didn't have the most 3rd party integration as some of the others had at that time, I knew from speaking to them that everything I needed would be coming, and when it came, it would be delivered in a better, easier to use, more seamless package than any of their competitors. And after close to 9 months with Zola, everything I was promised has been delivered and then some. If I could invest my own money into this company I would do so in a heartbeat.
Vorteile: Great user interface. Reliable. Excellent customer service. Consistent updates making the product even better & adding new features (without charging you more for them).
Nachteile: Not every feature you want may be available today.
Bewertet am 21.11.2017
Great now, but with room to grow even greater.
Vorteile: The website and app are easy to use, responsive and have a fairly logical layout. It's easy to search and find information, and data input is relatively simple. Our office doesn't use Zola as an all-in-one solution, but for the parts we use daily (which is still most of the features), we're very happy with the state of the software. Customer service has been incredibly responsive, and you really get the feel that they are willing to invest the time in problem solving. I also really feel like my input has been taken into account as product updates roll out. The mobile app has improved by leaps and bounds. It is in an excellent place, and very usable.
Nachteile: There are still a few bugs and features to fill in gaps as the software matures further, but nothing that prevents functionality. I've been with Zola for about 18 months; what would have been my biggest cons 6 months ago have since been addressed. The email interface requires the most work, but it too is nonetheless in a good state. Tagging emails to cases could be a little easier, and moving emails to different folders could be more responsive and update more quickly. I'd also quibble about needing to use multiple tabs to get full functionality out of the software (at minimum, Dashboard, Email, and Calendar all need to be semi-permanently open because it's not easy to switch between them otherwise); That's not a huge deal, just a minor annoyance. Last thing, and this is very minor: I'd love to see a style update through the whole website. It's not cluttered, which is great, but I don't feel like it has a very modern look.
Bewertet am 23.8.2017
Finally ... a forward-thinking, cutting edge solution combining full functionality and ease of use.
Vorteile: 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 appealing (don't underestimate the value there - if it's irritating to look at, you won't want to use it). The integrated accounting solution is excellent, including the ability to write checks directly from Zola. 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. The option of creating a custom-branded app for your practice is just one example of what sets Zola apart. Another is the email integration with R-Post, providing the ability to send encrypted, registered email that provides proof of delivery and receipt. Litigators will love that capability. I've tried all the industry leaders, and I have finally found a long-term solution.
Nachteile: 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.
Bewertet am 20.6.2016
A case management system that truly works for solos.
Kommentare: Zola Suites is a comprehensive case management program that is constantly improving. Its affordable, easily accessible, loaded with guides and tutorials to help us slow and technologically challenged lawyers, and the customer service is top notch. As a solo practitioner it has been difficult to find a case management software company that truly cares about your practice and that is truly there to help you along the way. Zola does that to ensure you are getting the most out of its software to improve the efficiency and productivity of your practice. Your questions and concerns are immediately responded to and resolved, in a professional, nice and friendly manner. And Zola is constantly improving upon its features to grow with your practice and the legal industry. Though there are tons of legal case management programs on the market, Zola after only a little over a year since its inception, is one of the best.
Vorteile: The task template which allows me to create specific templates based upon my practice and how I work versus a generic input system.
Nachteile: 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.
Antwort des Softwareanbieters
von Zola Suite an 20.6.2016
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.
Bewertet am 7.3.2019
A must have for every modern law office
Vorteile: All the features Zola has to offer far exceed my expectations. The fact that you can tie every aspect of your law office in one central location makes everything so much easy in day to day operations. Document storage, data base, billing, expense tracking, template creation and usage, email. Everything you need in one location at the touch of a button
Nachteile: Emailing has limits in that there is no delivery/read receipt. In this day of electronic filing and communication, these features are very important to a law office. The app has a significant amount of limits that make its use a bit frustrating for our attorneys as they can't utilize all the billing codes properly for our firm.
Antwort des Softwareanbieters
von Zola Suite an 12.3.2019
Thank you for your review! We're committed to your firm's success and we're so happy to hear that we've exceeded your expectations.
We do offer advanced proof of (email) delivery via an exclusive integration with RMail. We'd be happy to walk you through the process of sending one of these messages. As with the other features in Zola Suite, it's designed with the user in mind and you can do it all right through your dashboard ¿ no third party logins required!
We'd love to learn a bit more about the issues you've encountered with billing codes. Our main goal is to help you run a more efficient practice, so please contact us at your earliest convenience.
Bewertet am 2.12.2017
A comprehensive system that meets all of my practice management needs
Vorteile: 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. And, I don't have to worry about learning how to use another piece of software to manage my firm's books and trust account. The iOS app is fantastic and allows me to practice from any location where internet or cellular service is available. The system is easy to use and quite intuitive. Zola's knowledge base website and tutorial videos fill in any gaps on learning a few of the features that are less intuitive. Customer service has been very responsive on the two occasions I have contacted them. Overall, the more that I use Zola Suite, the more convinced I become about the wisdom of going with them for my law practice management system.
Nachteile: 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. Fortunately, both of those issues have been resolved and have worked well since then.
Bewertet am 12.1.2018
Practice management that understands that this is a business I'm running
The two big things that Zola gets right are the accounting component and work flow for billing.
Before trying Zola, I tried manual spreadsheets, FreshBooks, Harvest, CaseOne, Clio, Xero, ebility, and probably some others. None of them got out of the way and let me run a business like Zola does. Yes, they assume that I have a dedicated office manager, but even when I do, why would I want to do that to them?
Clio is close, because it understands the way that legal cases files flow, and if Clio were starting now, I think they would handle matters and clients like Zola Suite does. The alternatives I spend the most time with, Clio and Xero, are married to their cloud integration such that it seems that they can't add really obvious features because they would cannibalize (aka "Sherlock") their partners.
Zola is a better platform because other sites that relay on integrations to other apps mean they have one-way sync and one-way is stupid for billing because I need it to be in one place not two.
Nachteile: There are some user interface things that I think will improve in the coming year. (For example, I don't use Zola for email, the fact that it is front and center doesn't help me, but that is not something I have to work around.) They publish their roadmap so I know that the platform is going to develop.
Bewertet am 6.2.2018
Overall, very pleased with the software, generally easy to use, really enjoy working with the compan
Kommentare: Handles most of the tasks of law firm administration and management with ease. Really makes life and running a law office simpler, particularly for a solo or small firm with little to no staff.
Vorteile: The responsiveness of tech support and customer service to not only troubleshooting problems, but suggested features and improvements, is absolutely top notch. That alone is enough to really recommend Zola.
Nachteile: Sometimes, the workflow can be a bit awkward, as some features are less intuitive or require more steps. Links that you would expect to be there are sometimes missing (for example, there is no way to click on the Matter on the Task item to go to the Matter page). For the most part, though, these things are often fixed in updates, and the usability continues to be refined so that clunkier parts of the site get better over time.
Bewertet am 30.11.2017
I have used almost every legal software available. Zola is by far the most user friendly!
Kommentare: Time keeping is the biggest!
Vorteile: Zola customer service is prompt and very helpful. The software is user friendly and easy to navigate through. Time keeping and invoicing is very simple. We used to miss a lot of billable time not logging all emails, but with Zola once you open your email and select a matter the timer begins and is added to your matter time sheet when you click send! Zola seems to be updating their software often and offers new helpful features.
Nachteile: Caseway can use some work. Our clients find it difficult to set up their Caseway accounts. But it is constantly being improved with updates. The other, (although a minor issue) it would be nice to open attachments to view before downloading or saving to Zola docs.
Bewertet am 6.4.2017
A great change!
Kommentare: We had been using antiquated practice management software that no longer had any support available, so it was time to make a change. We really appreciated ZolaSuite's attentive nature in helping our firm transition over to the new system, and really love how quickly the support staff gets back to us. We have had the pleasure of watching Zola grow and develop over the past year, and we would never go back to the old system. Being able to have access to our case management system from anywhere, without using a VPN, is so helpful and efficient. There are sooo many great features on Zola that we never had before and it has really helped our firm grow as well!
Vorteile: All the neat features that really help with my workflow
Nachteile: Some bugs here and there, but we understand that Zola is constantly being developed. Miss a few features from TimeMatters, like being able to cross-relate files and contacts.
Bewertet am 7.2.2018
The software is very intuitive making the transition from other software a snap
Vorteile: This software loads fast and is streamlined and instinctive. I am a former abacus user. It took me less than an hour to learn and master tasks in zolasuite that it took me months to figure out on abacus. In addition, the mobile app is huge if you are on the road. Even something as simple as being able to immediately create a timeslip for a phonecall you may have had with a client while waiting during a court recess is huge. It monetizes something you may as soon forget about when you return to the office. This means zolasuite could very well pay for itself based upon revenue you dont lose.
Nachteile: The migration from abacus was an issue. It occurred two weeks ago and what notes that are there are scrambled and attached to cases thet don't belong to. It may be worthwhile to handle this yourself.
Antwort des Softwareanbieters
von Zola Suite an 12.2.2018
Eric, thank you so much for this very thorough (and flattering) review. Regarding migration of your Notes, I'm very sorry we missed the mark on that; we actually pride ourselves in performing highly accurate and thorough migrations.
I'm reaching out to you personally to make sure we get it right asap.
Fred Cohen, CEO
Bewertet am 8.1.2018
This is the most comprehensive Legal CMS in it's price range, by far!
Vorteile: 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.
Nachteile: 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).
Bewertet am 2.4.2019
All in one practice management software
Kommentare: Very responsive. Love the software.
Vorteile: Everything you need to run your practice on 1 platform. Integrated email allow one less software program and saving communications directly to client file.
Nachteile: Email can have glitches at times but the Zola team is constantly updating, fixing bugs and adding new features.
Bewertet am 9.4.2019
Law Office of J. Curtis Brown, LLC
Kommentare: I think the overall time that is saved by using Zola Suite is amazing. It streamlines most processes and you are able to capture time and do accounting for the firm all in one software.
Vorteile: I like the ability to have both a place to record time and calendar events with the ability to have the accounting piece included.
Nachteile: The thing i like the least is having to record a time entry and then check that a task has been completed. If it were all in one process it would be less time consuming.
Bewertet am 24.1.2018
Good Product -- would subscribe agan
Kommentare: Saves me about 3 hours a month on billing and other administrative tasks.
Vorteile: I like the ability that this product gives me to blend different types of billing methods within the same client. I have been searching for a product that would allow both hourly and flat fee billing by matter and not client.
Nachteile: Still trying to get my hands around the accounting module. Not sure if I am better to wait for full Quick Books integration to start using that functionality. Need to have some method for accounting for expense disbursement which does not require the entry of a check.