Zola Suite

Zola Suite

par 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.

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

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

Avis sur Zola Suite

Afficher 5 avis sur 99

Note globale
4,7/5
Facilité d'utilisation
4,7/5
Service client
4,8/5
Fonctionnalités
4,4/5
Rapport qualité-prix
4,6/5
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
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • 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
  • Provenance de l'utilisateur 
  • 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.

  • Provenance de l'utilisateur 
  • Publié le 09/12/2019
Utilisateur vérifié
Attorney
Services juridiques, 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
  • Provenance de l'utilisateur 
  • Publié le 04/06/2020

"From TimeMatters to Zola Suite"

Commentaires: For over twenty years I have used TimeMatters to run by law firm, for both practice management and for billing. Recently, I switched to Zola Suite and couldn’t be happier with my decision. My main reason for switching, was to move my law firm from a local server to the cloud, and wanted a program that was matter based like TimeMatters, and processed email in the same manner as TimeMatters. ZolaSuite does both exceptionally well. ZolaSuite also helped migrate all of my data over, and worked to make sure everything was perfect. Lastly, the customer support and training has been beyond my expectations, with their quick responses and help. Overall a great product and only I wish I would have made the switch sooner.

Avantages: Access from the Cloud
Easy to Use
iOs App
Great customer support
Easy migration of data from TimeMatters to Zola Suite

Inconvénients: none - I like everything about the software so far

  • Provenance de l'utilisateur 
  • Publié le 04/06/2020
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
  • Provenance de l'utilisateur 
  • 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

  • Provenance de l'utilisateur 
  • Publié le 12/02/2018
Mandi C.
Managing Attorney
Cabinet d'avocats, Auto-entrepreneur
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    4/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    4/5
  • Support client
    4/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    5/10
  • Provenance de l'utilisateur 
  • Publié le 26/03/2020

"Takes some getting used to, but overall a good product"

Commentaires: I had some difficulty with the onboarding as there was a lot of confusion as to who was doing what, but once we got through that it has been pretty smooth sailing. There are certainly some things I would like to change.

Avantages: The email integration works with Gmail, not just outlook. It's visually appealing to me too, and the price is reasonable.

Inconvénients: There are too many required fields in time entry and the dashboard is not customizable. Also, sometimes there is a lag in the email integration functions so replying to or saving an email takes longer than it should.

  • Provenance de l'utilisateur 
  • Publié le 26/03/2020