Was ist Zola Suite?

Erfahre, warum Zola eine schnell wachsende Praxisverwaltungssoftware ist. Integriertes CRM, E-Mail und robuste Treuhand- und Geschäftsbuchhaltung. Zola Suite bietet führende Case-Management-Funktionen, ausgefeilte Massenabrechnung, Dokumentenmanagement, Aufgabenmanagement und vieles mehr über eine moderne und intuitive Nutzeroberfläche. Zola ist cloudbasiert und über jeden Browser sowie über native iOS- und Android-Apps zugänglich. Zu den Integrationen gehören LawPay, QuickBooks und Dropbox.

Wer verwendet Zola Suite?

Zola wurde entwickelt, um die Bedürfnisse moderner Kanzleien zu erfüllen. Die integrierte Lösung eignet sich gut für Unternehmen jeder Größe, die eine Vielzahl von Bereichen abdecken.

Wo kann Zola Suite bereitgestellt werden?

Cloud, SaaS, webbasiert, Android (mobil), iPhone (mobil)

Über den Anbieter

  • Zola Suite
  • Ansässig in Port Washington, USA
  • 2007 gegründet
  • Telefon-Support
  • 24/7 Live-Support
  • Chat

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Über den Anbieter

  • Zola Suite
  • Ansässig in Port Washington, USA
  • 2007 gegründet
  • Telefon-Support
  • 24/7 Live-Support
  • Chat

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Zola Suite – Videos und Bilder

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Kosten ähnlicher Produkte wie Zola Suite vergleichen

Zola Suite

59,00 $/Monat
Kostenlose Version
Gratis Testen
39,00 $/Monat
Kostenlose Version
Gratis Testen
79,00 $/Monat
Kostenlose Version
Gratis Testen
39,00 $/Monat
Kostenlose Version
Gratis Testen

Zola Suite Funktionen

  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Anlagenrechnung
  • Anpassbare Berichte
  • Anpassbare Felder
  • Archivierung & Aufbewahrung
  • Aufgabenmanagement
  • Belegmanagement
  • Berichterstattung / Analyse
  • Berichterstattung und Statistik
  • Buchhaltung
  • Buchungsübergreifende Buchung
  • CRM
  • Daten-Import / -Export
  • Document Capture
  • Dokumentenerstellung
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Drittanbieter-Integration
  • E-Mail-Management
  • Echtzeit-Berichterstattung
  • Echtzeit-Daten
  • Fall-Aufzeichnungen
  • Fall-Management
  • Finanzmanagement
  • Für Juristen
  • Gebührenermittlung & Buchung
  • Hauptbuch
  • Integration in die Buchhaltung
  • Integrierte Buchführung
  • Kalenderverwaltung
  • Kontakt-Datenbank
  • Kontaktmanagement
  • Kontenabgleich
  • Kostenverfolgung
  • Kundenmanagement
  • Kundenportal
  • Mobile App
  • Rechnungsmanagement
  • Rechnungsverarbeitung
  • Rechtsfall-Management
  • Scheckausstellung
  • Sichere Datenspeicherung
  • Steuermanagement
  • Treuhand-Buchhaltung
  • Versionskontrolle
  • Vertrags-/Lizenz-Management
  • Volltextsuche
  • Werkzeuge zur Zusammenarbeit
  • Workflow-Management
  • Zeit & Kosten Verfolgung
  • Zeitverfolgung
  • Zentrale Buchhaltung
  • Zugriffskontrollen / Berechtigungen

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Bewertungen über Zola Suite

Durchschnittliche Bewertung

Gesamt
4,6
Benutzerfreundlichkeit
4,6
Kundenservice
4,7
Funktionen
4,4
Preis-Leistungs-Verhältnis
4,6

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
76%
4
17%
3
4%
2
3%
1
1%
Kit
Kit
Managing Partner in USA
Verifizierter Nutzer auf LinkedIn
Rechtsberatung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

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

5,0 vor 3 Jahren

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.

Christian
Partner in USA
Anwaltskanzlei, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Cloud-based practice management

5,0 vor 3 Monaten

Vorteile:

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

Nachteile:

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

Antwort von Zola Suite

vor 2 Monaten

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!

Jennifer
Attorney - Solo in USA
Anwaltskanzlei, Selbstständig
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Problems Never Seem to End

3,0 letztes Jahr

Kommentare: 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.

Vorteile:

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).

Nachteile:

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.

Antwort von Zola Suite

letztes Jahr

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.

Michael
Michael
Managing Partner in USA
Verifizierter Nutzer auf LinkedIn
Anwaltskanzlei, 11-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Significant upgrade from our last billing software

5,0 letztes Jahr

Kommentare: Zola Suite is significantly improving the efficiency of our timekeeping and billing processes. We are spending less time to get bills out, and they are going out faster. I am very happy we made the switch.

Vorteile:

First and foremost, being able to access the software via a web-based login is extremely useful, especially when so many of us are working from home. Time entry is straightforward and easy. I do feel like it is helping us capture a higher percentage of our billable work than we did in the past. Most of the reporting functionality is really great. Customer support has been extremely responsive and helpful. Integration with Quickbooks Online is really nice.

Nachteile:

The transition from our old software to the new (e.g., data migration) was tough. To be fair, we expected it to be tough: we used the old software for almost 15 years so it had a lot of data and we were heavily reliant on it and very used to the way it worked. The Zola customer service folks worked with us tirelessly to make it happen and that was great, but even though we expected the transition to be difficult, it was slightly more difficult than we expected. Access to historical data (data imported from our old software) is more limited than I was hoping for. The default user types are a little too limited (there's no middle ground between "has all access and all rights" and "doesn't have sufficient access to do essential tasks") but the customer support team very quickly found a custom solution for us, which was great.

Antwort von Zola Suite

letztes Jahr

Hi Michael. Thank you for your feedback. We're happy to hear that Zola has significantly improved the efficiency of your timekeeping and billing processes. We're sorry to hear that your migration expectations were not met. With an advanced migration, our team will migrate contacts, calendar events, matters, tasks, unbilled time entries, trust balances and more. While most legal practice management providers will not migrate historical financial data, we're committed to pushing the envelope and our dedicated data operations team is developing tools that will allow us to increase the volume of data we're able to efficiently and accurately migrate for clients. More on that to come soon! With respect to your feedback around user profiles, as an EnterprisePlus user, we can create custom user types for your account. A member of our support team will be in touch to help ensure that everything is configured correctly.

Eva
P.A. in USA
Rechtsberatung, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Zola Helps Greatly with Productivity

5,0 letztes Jahr

Kommentare: Zola has definitely made billing and invoicing much more efficient. Not just for us, but also for the client. Being able to easily pay their invoices has been very helpful. Also, Zola has a variety of reports you can run to see all aspects of your firm's financial and billing records. There are so many reports which you can create to determine how your company is being run.

Vorteile:

The customer service is excellent. Sometimes a software can be good, but if the customer service is not as good or better, it can make working with it more difficult. I have always had great customer support whenever calling Zola, and I called a lot at the beginning of the software implementation. I don't call as often now, but I know when I do call, I will get the same customer support as I did when I called more often. The Customer Support team is very good!

Nachteile:

In the Documents section, there is no way to easily blackline documents and keep newer versions. Zola's software does not recognize the newer versions of documents. I'm hoping they will change this in the future.

Antwort von Zola Suite

letztes Jahr

Hi, Eva. Thank you for your feedback. We're thrilled to hear that Zola Suite has helped your practice become more productive. Within Zola's document management section, you can upload new versions of documents and the current version number will appear on the right of the document's name (example: "Ver 5"). By simply clicking on the version number, you will see every version that was uploaded along with which team member made the update to the document, when it was updated and if it was indexed. You also have the ability to make a past version of the document the most "current" version. We understand that you'd like the ability to blackline documents. This isn't currently available in Zola Suite but a document comparison feature is on our development roadmap. We'll be sure to update you when it is released.