Transform Prospects to Profits
Cloud-based CRM and
Intake Management for Law Firms
Intake Management for Law Firms
- Manage and cultivate leads
- Automate intake
- Track referrals
- Retain more clients



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.