Transform Prospects to Profits

Cloud-based CRM and Intake Management for Law Firms

Manage and cultivate leads

Automate intake

Track referrals

Retain more clients

Zola CRM interface



Identify and cultivate high-value prospects


Convert leads to Matters in Zola Suite with a single click


Automatically track where your leads are coming from


Streamline leads directly from your law firm website contact forms


Organize leads by source, practice area and potential revenue


Generate meaningful metrics to guide your practice

Streamline Intake from

Initial Contact to Retention

  • Website contact page with map and form

    Prospect submits contact inquiry on firm’s website.

  • Zola CRM interface on a desktop computer with a mouse, trackpad and keyboard

    Lead is automatically created on Zola CRM.

  • Secure form on a website

    Securely share intake forms with leads.

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

  • Email inbox with e-signature

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

  • Matter interface in Zola Suite practice management software

    Convert to a Matter with a single click.