Zola Suite

Moderne Anwaltskanzleisoftware mit laut Hersteller branchenführenden Funktionen

Über Zola Suite

Zola Suite ist laut Hersteller die branchenführende cloudbasierte Plattform, die kleinen und größeren Anwaltskanzleien mit über 100 Nutzern als SINGLE SOURCE OF TRUTH dient. Robustes Case-Management, Zeit, Abrechnung und vollständige Buchhaltung mit patentiertem E-Mail-Management und CRM zur Steigerung von Effizienz, Delegierung und Verantwortlichkeit.

Auf die Zola Suite kann von jedem Gerät aus zugegriffen werden – Desktop oder mobil. Sie bietet integrierte E-Mail- und Kalenderfunktionen, integrierte gesetzliche Abrechnung/Zeiterfassung (einschließlich LEDES), vollständige Buchhaltung (Treuhand und Unternehmen), Dokumentenverwaltung, Dokumentenautomatisierung und ein sicheres Klienten-Portal. Zola bietet auch spezielle mobile iOS- und Android-Apps mit intelligenten Funktionen für Anwälte, einschließlich Visitenkarten- und Dokumentenscanning. Integrationen mit Office 365, Gmail, LawPay, QuickBooks (für diejenigen, die dieses anstelle der integrierten Buchhaltung von Zola verwenden möchten) und mehr.

Preisoptionen ab:

59,00 $/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Die 5 Top-Alternativen zu Zola Suite

Geräte

Unternehmensgröße

S M L

Märkte

Vereinigte Staaten

Unterstützte Sprachen

Englisch

Preisoptionen ab:

59,00 $/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Die 5 Top-Alternativen zu Zola Suite

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Funktionen

Gesamtzahl der Funktionen von Zola Suite: 107

  • Abgrenzungskonto-Führung
  • Abrechnung & Rechnungsstellung
  • Abrechnungsfähige Positionen nachverfolgen
  • Abrechnungssatz-Management
  • Administrative Berichterstattung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Aktivitätsmanagement
  • Alarmfunktion / Benachrichtigungen
  • Anlagenrechnung
  • Anpassbare Berichte
  • Anpassbare Felder
  • Anpassbare Formulare
  • Anpassbare Kategorien
  • Anpassbare Vorlagen
  • Archivierung & Aufbewahrung
  • Audit Trail
  • Aufgaben-Fortschrittsverfolgung
  • Aufgabenmanagement
  • Aufgabenmanagement
  • Aufgabenplanung
  • Authentifizierung
  • Automatische Abrechnung
  • Automatische Sicherung
  • Belegmanagement
  • Benutzer-Management
  • Berichterstattung / Analyse
  • Berichterstattung und Statistik
  • Buchhaltung
  • Buchungsübergreifende Buchung
  • CRM
  • Daten-Import / -Export
  • Datenbank-Umwandlung
  • Digitale Unterschrift
  • Document Automation
  • Dokumentenerstellung
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Dokumentvorlagen
  • Drag-and-Drop
  • Drittanbieter-Integration
  • E-Mail-Management
  • Elektronische Unterschrift
  • Elektronische Zahlungen
  • Ereignisgesteuerte Aktionen
  • Erinnerungen
  • Etikettierung
  • Fall-Aufzeichnungen
  • Fall-Management
  • Formularverwaltung
  • Gebührenermittlung & Buchung
  • Integration in QuickBooks
  • Integration in die Buchhaltung
  • Integrierte Buchführung
  • Kalender-Synchronisierung
  • Kalenderverwaltung
  • Kommunikationsmanagement
  • Konfliktmanagement
  • Kontakt-Datenbank
  • Kontaktmanagement
  • Kontenabgleich
  • Kontenabstimmung
  • Kostenverfolgung
  • Kreditkartenbearbeitung
  • Kundenaussagen
  • Kundendatenbank
  • Kundenmanagement
  • Kundenportal
  • Lead-Generierung
  • Leadmanagement
  • Leistungskennzahlen
  • Lohnzettel verwalten
  • Massenversand
  • Microsoft-Outlook-Integration
  • Mobiler Zugriff
  • Produktivitätsanalyse
  • Rechnungsmanagement
  • Rechtsfall-Management
  • SMS-Nachrichtenversand
  • SSL-Sicherheit
  • Scheck Druck
  • Scheckausstellung
  • Sendungsverfolgung
  • Sichere Datenspeicherung
  • Sicheres Login
  • Steuermanagement
  • Suchen / filtern
  • Termin-Fristenmanagement
  • Timer
  • Timesheet Management
  • Treuhand-Buchhaltung
  • Veranstaltungskalender
  • Veranstaltungsmanagement
  • Versionskontrolle
  • Vertrags-/Lizenz-Management
  • Volltextsuche
  • Vorlagen-Management
  • Werkzeuge zur Zusammenarbeit
  • Wiederkehrende Aufgaben
  • Wirtschaftsprüfung-Management
  • Workflow-Management
  • Zeit & Kosten Verfolgung
  • Zeitverfolgung
  • Zugriffskontrollen/Berechtigungen
  • Zugriffsquellen-Verfolgung
  • Zusammenfassende Berichte
  • Zwei-Faktor-Authentifizierung

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CaseLoad

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LawMaster

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Nr. 2 Alternative zu Zola Suite
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CosmoLex

4,7
Nr. 3 Alternative zu Zola Suite
CosmoLex ist das einzige cloudbasierte All-in-one-Praxisverwaltungs-, Abrechnungs- UND Buchhaltungssystem (keine...

Rocket Matter

4,4
Nr. 4 Alternative zu Zola Suite
Rocket Matter ist die führende cloudbasierte Kanzleiverwaltungssoftware, mit der du effizientere Anwaltskanzleien...

Nutzerbewertungen

Gesamtbewertung

4,6 /5
(111)
Preis-Leistungs-Verhältnis
4,6/5
Funktionen
4,4/5
Bedienkomfort
4,6/5
Kundenbetreuung
4,7/5

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Eine Bewertung schreiben
5 von 111 Bewertungen angezeigt
Michael G.
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Untern. Größe: 11-50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Significant upgrade from our last billing software

Bewertet am 10.5.2021

Zola Suite is significantly improving the efficiency of our timekeeping and billing processes. We...

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

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 A.
Gesamtbewertung
  • Branche: Rechtsberatung
  • Untern. Größe: 11-50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Zola Helps Greatly with Productivity

Bewertet am 19.5.2021

Zola has definitely made billing and invoicing much more efficient. Not just for us, but also for...

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

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.

Jennifer A.
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Untern. Größe: Selbstständig
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 2.0 /10

Problems Never Seem to End

Bewertet am 25.5.2021

Overall - Be very careful before going Zola Suite. It's not a panacea. I'm currently looking into...

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

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.

Peggyann W.
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Untern. Größe: 2-10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Great Product!

Bewertet am 6.4.2021

Time management has been greatly improved. I was very nervous to change software as I have been...

Time management has been greatly improved. I was very nervous to change software as I have been using the same software for just short of 20 years (we used the same software in our prior firm). The Zola Suite team was amazing at holding my hand through the process and making sure that we were satisfied with everything.

Vorteile

Zola Suite saves us time that we didn't realize we were wasting before. We're able to efficiently maintain and manage clients, files and leads all in one place. It also makes working from home as efficient as working in the office. Further customer support is amazing. They promptly answer every single question and concern.

Nachteile

There is very little that we dislike about Zola Suite. Anything that we have concerns about, they try to address and show us a proper way to manage. There are definitely some areas that are different than our prior software but that's to be expected. There are so many benefits to Zola Suite that we are not actually able to take full advantage of them yet as we are still working on transitioning to the system and learning the ins and outs.

Kit C.
Gesamtbewertung
  • Branche: Rechtsberatung
  • Untern. Größe: 2-10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

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

Bewertet am 15.9.2019

After using Clio, MyCase, and PracticePanther at various points in my career (and testing CosmoLex...

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.

5 von 111 Bewertungen angezeigt Alle Bewertungen

Zola Suite Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Zola Suite.

Zola Suite bietet folgende Kostenpläne an:

  • Beginnt ab: 59,00 $/Monat
  • Preismodell: Kostenlose Version, Abonnement
  • Gratis Testen: Verfügbar

Zola Suite hat die folgenden typischen Kunden:

Selbstständig, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

Zola Suite unterstützt die folgenden Sprachen:

Englisch

Zola Suite unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil)

Zola Suite kann in folgende Anwendungen integriert werden:

Box, Dropbox Business, Gmail, Google Calendar, Google Contacts, Google Docs, Google Drive, Microsoft 365, Microsoft Outlook, Microsoft Word, NetDocuments, OneDrive, Quickbooks Online, S3 Passenger, SmartrMail, TM Cloud, WORLDOX GX, iManage

Zola Suite bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support, 24/7 Live-Support, Chat

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