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

Features

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Identify and cultivate high-value prospects

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Convert leads to Matters in Zola Suite with a single click

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Automatically track where your leads are coming from

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Streamline leads directly from your law firm website contact forms

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Organize leads by source, practice area and potential revenue

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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.

Integrations