Zola Suite

Qui utilise Zola Suite ?

Zola a été conçu pour répondre aux besoins de la pratique moderne. Cette solution intégrée convient parfaitement aux entreprises de toutes tailles, couvrant un large éventail de domaines d'activité.

Description de Zola Suite

Découvrez pourquoi Zola est le logiciel de gestion de cabinets à la croissance la plus rapide. CRM intégré, e-mail et solide comptabilité d'entreprise et fiduciaire. Zola Suite propose des fonctionnalités de gestion de cas de premier ordre, de facturation groupée sophistiquée, de gestion documentaire, de gestion des tâches et bien plus encore via une interface moderne et intuitive. Zola est basé sur le cloud et est accessible via n'importe quel navigateur, ainsi que via les applications natives iOS et Android. Les intégrations incluent LawPay, QuickBooks et Dropbox.

Informations sur Zola Suite

Zola Suite

http://zolasuite.com/

Fondé en 2007

Prix de Zola Suite

Zola Suite est disponible en version gratuite et propose un essai gratuit. La version payante de Zola Suite est disponible à partir de 59,00 $US/mois.

Vidéo de Zola Suite
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À partir de

59,00 $US/mois

Version gratuite

Oui

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Service de support permanent (réponse directe)

Support en horaire de bureau

En ligne

Zola Suite - Fonctionnalités

  • Calcul et validation des frais
  • Comptabilité d'exercice
  • Gestion de l'impôt
  • Gestion de la conformité
  • Gestion des reçus
  • Rapports de gains et de pertes de ressources
  • Relevés clients
  • Rédaction de chèques
  • Suivi des activités
  • Validation croisée de la comptabilité

Logiciels de comptabilité fiduciaire : afficher la liste complète

  • Facturation automatique
  • Gestion de la comptabilité
  • Gestion des calendriers
  • Gestion des cas
  • Gestion des documents
  • Portail client
  • Suivi des frais
  • Suivi du temps

Logiciels de facturation pour le secteur juridique : afficher la liste complète

  • CRM
  • Comptabilité de fiducie
  • Facturation
  • Gestion de cas juridiques
  • Gestion des calendriers
  • Gestion des conflits
  • Gestion des contrats
  • Gestion des documents
  • Gestion des e-mails
  • Gestion des tâches
  • Portail client
  • Suivi du temps

Logiciels de gestion de cabinet d'avocat : afficher la liste complète

  • Comptabilité de fiducie
  • Facturation
  • Gestion des calendriers
  • Gestion des clients
  • Gestion des conflits
  • Gestion des contrats
  • Gestion des documents
  • Gestion des dossiers
  • Gestion des e-mails
  • Gestion des tâches
  • Notes de cas
  • Suivi des frais
  • Suivi du temps

Logiciels de gestion des cas juridiques : afficher la liste complète

Zola Suite - Logiciels similaires

Plus d'alternatives à Zola Suite

Avis sur Zola Suite

Lire tous les avis

Note globale

4,7/5

Score moyen

Facilité d'utilisation 4,7
Service client 4,8
Fonctionnalités 4,4
Rapport qualité-prix 4,6

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Écrivez votre avis !
Kit C.
Managing Partner
Services juridiques, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    4 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 15/09/2019

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

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 15/09/2019
Vince P.
Attorney
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 09/12/2019

"Former (long time) Clio User Converting to Zola Suite"

Commentaires: 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.

Avantages: 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).

Inconvénients: 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.

  • Source de l'avis 
  • Publié le 09/12/2019
Catherine B.
Owner
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    2 /5
  • Facilité d'utilisation
    2 /5
  • Fonctionnalités
    1 /5
  • Support client
    2 /5
  • Rapport qualité-prix
    1 /5
  • Probabilité de recommander le produit
    0/10
  • Source de l'avis 
  • Publié le 12/02/2018

"I am sorry to say that this company cannot deliver the product it promised."

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Zola Suite le 13/02/2018

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

  • Source de l'avis 
  • Publié le 12/02/2018
Jack S.
Attorney
Cabinet d'avocats, Auto-entrepreneur
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 10/09/2019

"Great Product"

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Zola Suite le 11/09/2019

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.

  • Source de l'avis 
  • Publié le 10/09/2019
Steven G.
Attorney
Cabinet d'avocats, Auto-entrepreneur
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 07/01/2020

"Great Product for Solo"

Commentaires: 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.

Avantages: 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

Inconvénients: i wish that Contacts would automatically link to my contacts on my Iphone

  • Source de l'avis 
  • Publié le 07/01/2020