Zola Suite’s Form Builder Makes Document Automation Simple

Zola Suite is full-featured law practice management software that combines robust matter management with built-in email and accounting so that lawyers can use just one product. Now, Zola has introduced powerful document automation features.

Details

Running a law firm means a nearly endless series of documents like retainer agreements, invoices, and other routine things. Time spent recreating those documents is wasted time and raises the possibility of data entry error. Additionally, even if you already have forms for those sorts of documents, they aren’t always fully integrated with your practice management software. Zola’s form builder tool allows you to spend less time on duplicating documents and more time on practicing law.

Document automation can be complicated, but it doesn’t need to be. Using a tool that you already have at your disposal—Microsoft Word—Zola lets you automate your documents via a simple interface. It takes only a few clicks to create a template that will pull data from Zola into the forms you use every day.

You can also use Zola’s form builder to create documents with custom fields that include data that isn’t stored in Zola. A simple drag-and-drop tool lets you build complex and well-formatted forms in seconds. As an added incentive to get you started, Zola will configure up to three routine forms for annual subscribers.

How to Get It

Zola Suite is $49/month billed annually or $59/month billed monthly for solo accounts. For multi-lawyer firms with support staff, Zola is $68/month billed annually or $88/month billed monthly for each attorney and $34/month billed annually or $44/month billed monthly for each support staff. All accounts include full access to all Zola features and free onboarding and training.

Lawyerist
Lawyerist is home to the largest online community of solo and small-firm lawyers in the world. Through our Lawyerist Lab program, we work with lawyers to build more successful practices by implementing the ideas from our bestselling book The Small Firm Roadmap and our weekly Lawyerist Podcast.