30 Oct Zola Suite
Posted at 12:29h
in
blog
by admin
Zola Suite can be accessed via any device and native mobile applications.
In our last letter we had mentioned that Clio did not provide for emailing to clients. Zola Suite addresses this by enabling integration with users’ existing email accounts and automatically detecting inbound emails from case-related contacts.
Feature
Email Integration
|
|
Advantages
- Emails can be attached to matters and converted into to-do list tasks
- One-click emailing
|
|
Limitation
- Tagging and moving of emails to folders can be slow
|
|
|
Advantages
- Customised templates
- Provision for task reminders
|
|
|
Feature
Document Management
|
|
Advantages
- Manage and store documents
- Comment on documents
- E-mail and tag files
|
|
|
Advantages
- Full-fledged, double-entry accounting system
|
|
|
Feature
Contact Management
|
|
Advantages
- Add as many contact fields as necessary
- Search and filter by categories
- Instantly email contact
- Robust import and export capabilities
|
|
- Not able to cross-relate files and contacts
|
|
|
Advantages
- Easy to use
- Accessible on-the-go
- Shows your colleagues’ calendars to foster collaboration
- Create private appointments so you don’t have to keep a separate calendar.
|
|
|