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Zola Suite All-in-One CRM to Accounting

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Zola Suite CRM and Accounting Title Card

Zola Suite practice management software is an all-in-one system with built-in CRM, firm accounting, document assembly, and more. Much of its strength comes from its all encompassing nature. Yet, it still maintains robust, relevant integrations where necessary.

Client Relationship Manager (CRM)

With Zola, law firms don’t need to add extraneous items to their legal tech stack just to fulfill their basic needs. Zola Suite has a built-in CRM, among other things. This means your firm can manage more than just your client contact information. You can take a file from a potential new client all the way to a satisfied, paying customer. All within one single source of truth.

Document Assembly

Since Zola is part of the AbacusNext family, their features go beyond just CRM. They integrate directly with HotDocs (also part of the AbacusNext family) to make your document assembly more streamlined. But this isn’t just a simple integration. Zola has partnered with HotDocs to allow users to access all the information in their system.

Zola Suite Interview

If you’d like to hear more about how an all-in-one system can help your law firm, check out Zack’s interview with Fred Cohen, from Zola Suite. Here, he explains why their idea of building, rather than integrating, benefits firms.

How to Get It

Want to learn more about Zola Suite? Check out our full review, where you can get user feedback, compare features, and see more demo videos.If you’re eager to jump right in, though, you can go straight to ZolaSuite.com and get a free demo.

The post Zola Suite All-in-One CRM to Accounting appeared first on Lawyerist.



Source: https://lawyerist.com/news-articles/zola-suite-crm-software/


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