Transform Prospects to Profits

Cloud-based CRM and
Intake Management for Law Firms

  • Manage and cultivate leads
  • Automate intake
  • Track referrals
  • Retain more clients
Features

Identify and cultivate high-value prospects

Automatically track where your leads are coming from

Organize leads
by source, practice area and potential revenue

Convert leads to Matters in Zola Suite with a single click

Streamline leads that come directly from your law firm website contact forms

Generate meaningful metrics to guide your practice

Streamline Intake from
Initial Contact to Retention

1

Prospect submits contact inquiry on firm’s website.

2

Lead is automatically created on Zola CRM.

3

Securely share intake forms
with leads.

4

Use Zola CRM’s document automation to generate retainer agreements and other common documents.

5

Use built-in email to efficiently communicate with prospects. Get critical documents signed with integrated e-signature.

6

Convert to a Matter
with a single click.

Integrations