Zola Suite is a reliable tool for multifaceted law firm management.
Use Cases and Deployment Scope
We use Zola Suite as an everyday tool to record billable hours, document client services, monitor staff activities, monitor staff billing, generate invoices, and make sure new matters don't fall through the cracks. Since the notes are searchable, we are also able to mention certain contacts for certain matters and then pull up that information later, as needed. It's actually faster than Salesforce for some of those sorts of tasks.
Pros
- Provide me with instant list of assignments.
- Easily record billable hours.
- Monitor the work of colleagues whom I supervise.
Cons
- The email integration feature has never consistently worked.
- I can't toggle easily between viewing all time and just my time, have to use the filters.
- Pulling reports to capture certain notes/details not perfected yet.
Likelihood to Recommend
Well-suited to a small to midsized law firm setting. Would also recommend for management seek easy ways to keep track of a large volume of business and to track which staff are doing what. The software isn't the best suited for running a lot of complex reports--we can obtain simple information in the reports, but sometimes we find ourselves pulling certain data from Zola and working with it in other software environments instead.
