Sobre Zola Suite

Zola Suite es una plataforma líder basada en la nube. Ha sido diseñada como fuente de información veraz para pequeños bufetes con hasta más de 100 usuarios. Gestión robusta de casos, tiempo, facturación y contabilidad completa con gestión de correo electrónico patentada y CRM para potenciar la eficiencia, la delegación y la responsabilidad.

Se puede acceder a Zola Suite desde cualquier dispositivo, de escritorio o móvil. Ofrece correo electrónico integrado, calendario, facturación legal/control de horas (incluido LEDES), contabilidad completa (fondos y negocios), gestión de documentos, automatización de documentos y un portal de cliente seguro. Zola también cuenta con aplicaciones dedicadas para iOS y Android. Ofrece funciones inteligentes para abogados que están en movimiento, como escaneo de tarjetas de visita y documentos. Cuenta con integraciones con Office365, GMail, LawPay, QuickBooks (para aquellos que lo prefieren en lugar de la contabilidad incorporada de Zola) y muchos otros.

Precios desde:

59,00 US$/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a Zola Suite

Dispositivos

Tamaño de la empresa

P M G

Disponible en los países siguientes

Estados Unidos

Idiomas admitidos

inglés

Precios desde:

59,00 US$/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a Zola Suite

Imágenes

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Funcionalidades

Funcionalidades totales de Zola Suite: 108

  • Acceso móvil
  • Acciones activadas por evento
  • Alertas y notificaciones
  • Almacenamiento de documentos
  • Almacenamiento seguro de datos
  • Análisis de productividad
  • Archivo y conservación
  • Arrastrar y soltar
  • Autenticación
  • Autenticación de dos factores
  • Automatización de documentos
  • Base de datos de clientes
  • Base de datos de contactos
  • Búsqueda de texto completo
  • Búsqueda/filtro
  • CRM
  • Calendario de eventos
  • Campos personalizables
  • Categorías personalizables
  • Conciliación bancaria
  • Conciliación de cuentas
  • Conexión segura
  • Contabilidad
  • Contabilidad de activos
  • Contabilidad de devengo
  • Contabilidad fiduciaria
  • Contabilidad integrada
  • Control de versiones
  • Controles o permisos de acceso
  • Conversión de base de datos
  • Copia de seguridad automática
  • Creación de documentos
  • Creación de informes administrativos
  • Creación de informes y estadísticas
  • Creación de informes/análisis
  • Cálculo y validación de gastos
  • Envío masivo
  • Etiquetado
  • Facturación
  • Facturación automática
  • Firma digital
  • Firma electrónica
  • Formularios personalizables
  • Generación de clientes potenciales
  • Gestión de actividades
  • Gestión de asignaciones
  • Gestión de auditorías
  • Gestión de calendarios
  • Gestión de casos
  • Gestión de clientes
  • Gestión de clientes potenciales
  • Gestión de conflictos
  • Gestión de contactos
  • Gestión de contratos o licencias
  • Gestión de control de horas
  • Gestión de correo electrónico
  • Gestión de documentos
  • Gestión de eventos
  • Gestión de expedientes
  • Gestión de facturas
  • Gestión de flujos de trabajo
  • Gestión de formularios
  • Gestión de impuestos
  • Gestión de la comunicación
  • Gestión de modelos
  • Gestión de plazos de entrega
  • Gestión de recibos
  • Gestión de tareas
  • Gestión de tasas de facturación
  • Gestión de usuarios
  • Gestón de procedimientos jurídicos
  • Herramientas de colaboración
  • Importación y exportación de datos
  • Impresión de cheques
  • Informes de síntesis
  • Informes personalizables
  • Integraciones de terceros
  • Integración contable
  • Integración de Microsoft Outlook
  • Integración de QuickBooks
  • Mensajería SMS
  • Modelos de documentos
  • Modelos personalizables
  • Métricas de rendimiento
  • Notas de caso
  • Pagos electrónicos
  • Panel de actividades
  • Portal de clientes
  • Procesamiento de tarjetas de crédito
  • Programación de tareas
  • Recordatorios
  • Redacción de cheques
  • Registro de auditoría
  • Seguimiento de actividades
  • Seguimiento de conceptos facturables
  • Seguimiento de entrega
  • Seguimiento de gastos
  • Seguimiento de interacciones
  • Seguimiento de progreso de tareas
  • Seguimiento de recomendaciones
  • Seguimiento del tiempo
  • Seguimiento horas/gastos
  • Seguridad SSL
  • Sincronización de calendario
  • Tareas recurrentes
  • Temporizador
  • Testimonios de clientes
  • Validación cruzada de la contabilidad

Alternativas

CaseLoad

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#1 alternativa a Zola Suite
CaseLoad is a fully integrated legal case management and legal accounting system built for modern law firms operating...

LawMaster

3,7
#2 alternativa a Zola Suite
Centralize all legal operations in one place with LawMaster's law practice management solution. LawMaster allows law...

CosmoLex

4,7
#3 alternativa a Zola Suite
CosmoLex es un sistema todo en uno de gestión, facturación y contabilidad de la práctica jurídica basado en la nube (no...

Rocket Matter

4,4
#4 alternativa a Zola Suite
Rocket Matter es un software líder de gestión de bufetes legales basado en la nube que ayuda a gestionar bufetes más...

Opiniones

Calificación general

4,6 /5
(111)
Relación calidad-precio
4,6/5
Funcionalidades
4,4/5
Facilidad de uso
4,6/5
Asistencia al cliente
4,7/5

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Mostrando 5 opiniones de 111
Kit C.
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

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

Revisado el 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.

Puntos a favor

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.

Desventajas

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.

Eva A.
Calificación general
  • Sector: Servicios jurídicos
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Zola Helps Greatly with Productivity

Revisado el 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.

Puntos a favor

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!

Desventajas

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.

Respuesta de 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.
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 2.0 /10

Problems Never Seem to End

Revisado el 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.

Puntos a favor

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).

Desventajas

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.

Respuesta de 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.

Michael G.
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Significant upgrade from our last billing software

Revisado el 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.

Puntos a favor

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.

Desventajas

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.

Respuesta de 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.

Peggyann W.
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Great Product!

Revisado el 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.

Puntos a favor

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.

Desventajas

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.

Mostrando 5 opiniones de 111 Todas las opiniones

Preguntas frecuentes sobre Zola Suite

He aquí algunas preguntas frecuentes sobre Zola Suite.

Zola Suite ofrece los siguientes planes de precios:

  • A partir de: 59,00 US$/mes
  • Modelo de precios: Versión gratuita, Suscripción
  • Prueba gratis: Disponible

Los clientes habituales de Zola Suite son:

Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1000, 1001+

Zola Suite admite los siguientes idiomas:

inglés

Zola Suite admite los siguientes dispositivos:

Android (móvil), iPhone (móvil)

Zola Suite se integra con las siguientes aplicaciones:

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 ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Asistencia telefónica, Aistencia 24/7, Chat

Categorías relacionadas

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