Do you methodically convert prospects to clients?
Do you know where your new business is coming from?
Do you have any way of tracking where prospective leads are in your pipeline?
Are you looking for a lawyer-friendly contact relationship management (CRM) application that works seamlessly with practice management software and integrates with your website?
Consolidate, organize and easily manage leads from one central location
Estimate the value of potential cases
View dashboards and produce reports that provide insights on referral sources and which are producing the most valuable leads
Generate leads directly from your website
Streamline lead information directly into Zola Suite practice management software to create a new Matter
Create tasks, take notes and store emails to keep on top of prospects
Built In Email
Note organizer module
Reports & metrics
Custom, secure, shareable intake forms
Smart calendaring with 2-way sync
Document management & automation
Built-in E-Signature – Powered by RMail
- Send retainer agreements and other documents for signature to streamline the intake process.
- 5 free e-signature requests included per user per month.
Integrates with Forms on WordPress via Gravity Forms
- Get leads directly through your firm’s website and define who gets notifications at your firm.
- If you have a website through Zola’s Creative team, form submissions will automatically transfer over to Zola CRM.
Built-in Email via Office 365 / Gmail
- Directly access your Office 365 and Gmail-based email account in Zola CRM and file them under the lead.
- Zola provides a myriad of CRM-centric capabilities directly with your email account such as the ability to directly email prospects, send for e-signature, convert to task and auto-fail to prospect’s communication history.
Microsoft Word for Windows Plugin
- Open matter-related documents from any matter folder or subfolder.
- Save documents or new versions directly to matters.
- Access Zola CRM’s document management features such as tagging, versioning and commenting.
Zola Suite Legal Practice Management Software
- Convert leads to matters in Zola Suite and bring over all communications, documents, tasks, events, notes and more with a single click.
- Integrations with other practice management applications coming soon.