Robust case management, billing and accounting capabilities, secure client portals, email integration, and comprehensive reporting functions for law firms.
Platforms that manage legal matters, track case progress, store documentation, and monitor outside counsel activities and expenses.
More Legal Case Management Software
More Compliance and Legal ...
|
Case Creation and Assignment Ability to create new legal cases/matters and assign to internal users or outside counsel. |
Zola Suite provides robust case and matter management, including creating and assigning new cases to users and outside counsel (per product feature list). | |
|
Case Status Tracking Monitor the progress and current status of cases. |
Case status tracking is a standard component, as Zola Suite touts monitoring and managing matter progression. | |
|
Matter Categorization Classify cases by type, jurisdiction, priority, or other custom parameters. |
Allows categorization of matters by type, priority, etc. based on custom fields and reporting. | |
|
Case Milestone Tracking Set and track key milestones and deadlines for each case. |
Zola Suite includes features for tracking task deadlines and key dates (case milestones). | |
|
Custom Fields Ability to add user-defined metadata or information fields to cases. |
Custom fields can be added to matters and contacts, per product customization documentation. | |
|
Search and Filter Advanced search and filtering by case attributes, status, or custom fields. |
Advanced search and filter for matters, tasks, and documents is included in core feature set. | |
|
Bulk Case Actions Perform actions (close, reassign, update) on multiple cases simultaneously. |
Bulk actions, such as closing or updating multiple matters or tasks at once, are supported. | |
|
Linked Cases Link related cases for holistic review and management. |
No information available | |
|
Case History Log Automatically maintain an audit log of all case activities and changes. |
Audit logs and matter history tracking are referenced as compliance and best-practice features. | |
|
Case Volume Capacity Maximum number of active cases the system can handle simultaneously. |
No information available | |
|
Case Edit Speed Average time required to update or edit a case record. |
No information available |
|
Central Document Repository All case documents are stored in a secure, centralized digital repository. |
Centralized secure document repository is a marketed feature of Zola Suite. | |
|
Document Tagging Assign tags or categories to documents for easier search and organization. |
Document tagging and foldering are provided for document management and searchability. | |
|
Full-text Search Supports searching full document text, not just metadata or filenames. |
Full-text search of documents and matters is supported (per product documentation and reviews). | |
|
Version Control Track revisions and enable rollback to previous versions of documents. |
Versioning of documents, with rollback capability, is part of Zola Suite's document management. | |
|
Optical Character Recognition (OCR) Convert scanned images and PDFs into searchable and editable text. |
No information available | |
|
Bulk Upload/Download Upload or download multiple documents at once. |
Bulk upload/download of documents is supported via the web interface. | |
|
Document Commenting Users can add comments or notes to documents. |
Commenting on documents and attachments is supported for collaboration. | |
|
Automated Document Retention Policies Configure document destruction or archival rules based on compliance needs. |
No information available | |
|
eDiscovery Support Tools to support legal discovery processes and preserve documents for litigation. |
No information available | |
|
Storage Capacity Maximum digital storage available for documents. |
No information available | |
|
Upload Speed Average speed to upload a document to the system. |
No information available |
|
Task Assignment Assign individual or recurring tasks to users or teams. |
Task assignment (with recurring tasks) is core to Zola Suite's workflow functionality. | |
|
Automated Reminders & Notifications Automatic emails or system alerts for pending actions, deadlines, or milestones. |
Automated task reminders and deadline notifications are standard features. | |
|
Workflow Builder Visual design tools for defining and automating multi-step legal processes. |
Workflow builder is present, allowing automation of legal process stages. | |
|
Template-Based Task Creation Create tasks from predefined templates for consistency and efficiency. |
Predefined task templates facilitate standardized task creation. | |
|
Approval Workflows Route items for review and approval through configurable workflow steps. |
Approval workflows can be configured for time entries, bills, and other items. | |
|
Escalation Triggers Automatically escalate overdue or critical tasks to supervisors. |
No information available | |
|
Progress Tracking Track completion status of tasks and workflows. |
Task tracking/completion and workflow progress bars are part of the product. | |
|
Workflow Analytics Report on workflow bottlenecks, completion times, and performance. |
No information available | |
|
Task Reassignment Speed Average time to reassign a task or workflow to another user. |
No information available |
|
Audit Trail Record of all user activity and system actions for compliance. |
Product natively includes audit trail and activity histories for user/system actions. | |
|
Role-Based Access Control Set granular permissions by user, team, or role for all system areas. |
Role-based permissions are mentioned in product documentation and user reviews. | |
|
Data Encryption (at rest/in transit) All data encrypted both when stored and when transmitted. |
Marketing emphasizes data encryption at rest/in transit for security and compliance. | |
|
Single Sign-On (SSO) Supports authentication via organization’s centralized identity provider. |
Zola Suite supports SSO integrations with SAML providers. | |
|
Two-Factor Authentication Optional or required two-step verification for all users. |
Two-factor authentication can be enabled in user settings per documentation. | |
|
SOC 2/ISO 27001 Compliance Platform certified for major security and privacy standards. |
No information available | |
|
Data Residency Options Ability to select data storage locations to meet local or regulatory requirements. |
No information available | |
|
Automated Data Retention Schedules Configure policies for automatic data archival or deletion based on compliance. |
No information available | |
|
Conflicts and Personal Identifiable Information (PII) Warnings System flags data with possible conflict or PII risks. |
No information available |
|
Email Integration Sync email correspondence with case records. |
Native email integration is a major Zola Suite selling point; supports Outlook/IMAP linking. | |
|
Calendar Integration Synchronize task deadlines and events with external calendars (e.g., Outlook, Google). |
Calendar integration with Microsoft and Google calendars is highlighted on their website. | |
|
eBilling Integration Exchange billing data with accounting or claims platforms. |
Zola Suite has eBilling capabilities and can export to common accounting/claims systems. | |
|
APIs for Third Party Access Standard APIs for inbound/outbound data interfacing with other systems. |
APIs are available for connecting with third party systems (as per developer documentation). | |
|
Single Click Export/Import Effortlessly export or import data between systems. |
Single-click imports and exports (e.g., from QuickBooks, Outlook) are advertised capabilities. | |
|
Claims Management System Integration Connect legal case data directly to insurance claims platforms. |
No information available | |
|
Document Management System Integration Integration with external enterprise DMS platforms (e.g., SharePoint, Box). |
Integrates with external document management (SharePoint, Dropbox, Box) per marketing site. | |
|
API Rate Limit Maximum number of API calls per minute/hour. |
No information available |
|
Outside Counsel Directory Repository of approved outside counsel and law firm contacts. |
Contact and vendor (outside counsel) directory is advertised as a client/counsel management tool. | |
|
Engagement Tracking Track which outside counsel are assigned to which cases and matter types. |
Tracking of outside counsel engagement and assignments is supported for cross-matter analytics. | |
|
Performance Reporting Evaluate outside counsel via KPIs (timeliness, case outcomes, spend). |
Performance reporting for outside counsel is part of the analytics and reporting suite. | |
|
Invoice and Spend Management Track outside counsel invoices and cumulative spend. |
Invoice and spend tracking is a native function and part of the billing modules. | |
|
Vendor Scorecard Rate outside counsel on predefined metrics and feedback. |
No information available | |
|
Conflict Checks Automated system checks for potential conflicts of interest. |
No information available | |
|
Outside Counsel Portal Secure, self-service portal for outside counsel to upload documents, submit invoices, and communicate. |
No information available | |
|
Approval Workflows for Vendor Onboarding Automated approval process for adding new vendors or counsel. |
No information available |
|
Legal Spend Tracking Monitor all legal expenses by case, matter type, or law firm. |
Legal spend tracking by case, matter, and vendor is part of native billing analytics. | |
|
Budgeting and Cost Forecasting Set, monitor, and compare legal fee budgets for cases and matters. |
Budgeting and forecasting modules allow setting matter budgets and tracking against actuals. | |
|
Accrual Accounting Support Support for capturing anticipated legal costs even before invoices arrive. |
Accrual accounting is supported per Zola Suite's published accounting documentation. | |
|
Billing Guidelines Enforcement Automatically flag or reject invoices that violate company billing guidelines. |
Invoice review includes automated checks against predefined billing guidelines. | |
|
Invoice Approval Workflows Route invoices through a configurable approval process. |
Invoices and expense approvals are routed via configurable workflows. | |
|
Spend Analytics Dashboard Interactive dashboards and charts to analyze spend by various parameters. |
Spend analytic dashboards with real-time graphics are included in the reporting suite. | |
|
Automated Invoice Processing Speed Average end-to-end processing time per invoice from submission to payment recommendation. |
No information available | |
|
Multi-Currency Support Ability to handle billing and reporting in multiple currencies. |
Multi-currency support for billing and reporting is explicitly referenced in Zola Suite documentation. |
|
Custom Report Builder Create and schedule reports using templates or custom queries. |
Custom report builder with the ability to save, schedule, and export is a standard feature. | |
|
Pre-built Legal KPIs Out-of-the-box metrics for case resolution time, legal spend, and performance. |
System has pre-built reports for common legal KPIs; these are included in the reporting area. | |
|
Dashboards Configurable visual dashboards for high-level oversight. |
Configurable dashboards are part of the product, as per website screenshots and trials. | |
|
Export to Excel/CSV Export reports for offline analysis or sharing. |
All reports and data tables offer export to Excel/CSV per support documentation. | |
|
Automated Scheduled Reports Send reports to users or stakeholders on a defined schedule. |
Scheduled (automated) reports via email to users and clients are available. | |
|
Ad Hoc Query Capability Easily generate custom insights via search and filter. |
Users can conduct ad hoc queries and filters on all major data sets. | |
|
Data Visualization Tools Pie charts, graphs, trendlines, and heat maps for quick insight. |
Data visualization widgets (graphs, pie charts, heat maps) are embedded in reporting and dashboard modules. |
|
Intuitive User Interface Modern, clean, and easy-to-use UI design. |
Modern UI/UX and ease of use highlighted in reviews and product screenshots. | |
|
Mobile Access Native or web mobile applications for on-the-go access. |
Native mobile apps and web-responsive design support access from iOS and Android. | |
|
Performance and Load Time Average page or module load speed. |
No information available | |
|
User Onboarding/Tutorials Self-guided tours, help menus, or onboarding wizards. |
Onboarding tutorials, help guides, and self-service user training are part of the new user experience. | |
|
Multilingual Interface System supports content and controls in multiple languages. |
Zola Suite supports multilingual UIs, referenced in support documentation. | |
|
Customizable Homepages/Dashboards Users can personalize the layout and content of their landing page. |
Users can personalize homepages/dashboards by configuring displayed modules and widgets. | |
|
Accessibility Compliance (WCAG/ADA) Interface compliant with accessibility standards for users with disabilities. |
No information available | |
|
User Licenses Supported Maximum number of concurrent users the system supports. |
No information available |
|
Internal Messaging Secure chat or messaging between users within the platform. |
Secure in-app messaging between users is referenced on the Zola Suite feature list. | |
|
Comments on Cases/Tasks Threaded discussions on individual cases or tasks. |
Threaded comments on tasks and matters are native to the platform. | |
|
File and Link Sharing Share files or links related to cases within the system. |
File and link sharing for each matter and between users is available from the document module. | |
|
Collaborative Document Editing Edit documents with multiple contributors in real time. |
Collaborative online document editing is enabled for supported document types. | |
|
Notification Center Central area to view all notifications and alerts. |
Centralized notification center consolidates alerts, reminders, and system notifications. | |
|
Guest Access Controls Allow secure, scoped access to external collaborators. |
No information available | |
|
Discussion Forums/Boards Create topics/forums for broader team knowledge sharing. |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.