- 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
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
Prospect submits contact inquiry on firm’s website.
Lead is automatically created on Zola CRM.
Securely share intake forms
Use Zola CRM’s document automation to generate retainer agreements and other common documents.
Use built-in email to efficiently communicate with prospects. Get critical documents signed with integrated e-signature.
Convert to a Matter
with a single click.