Zola Suite’s All-in-One-Platform now gives you the ability to configure a custom dashboard for your firm
Zola Suite has now added the ability to customize default case management dashboards to individual user needs. This enhances the already powerful all-in-one law practice management system’s ability to quickly provide relevant information to law firms—which is Zola’s overwhelming strength.
This update, however, means matter data, client information, and common reports are right in front of you—exactly where you want, right when you login. The order of this information (and even whether or not it’s there) is based on who is using the platform. Now, your intake specialists can focus on the built-in Client Relationship Manager (CRM), while your billing team can concentrate on unbilled activity, accounts receivable, and user timekeeping progress.
Since Zola Suite is an all-in-one practice management solution, the user dashboard can show information other cloud-based practice management systems need third-party software to provide. This includes, accounts payable, income and expenses breakdown, and a CRM overview.
However, the advantages of Zola’s comprehensive solution goes beyond the quick-views and a customizable case management dashboard. The platform’s end-to-end nature necessitates advanced features like firm accounting, and allows for complex reporting like origination, and productivity reports.
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Last updated October 7th, 2022