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Winfocus | Zola Suite
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Zola Suite

Zola Suite

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

Feature
Task Management

     Advantages
  • Customised templates
  • Provision for task reminders

     

Feature
Document Management

     Advantages
  • Manage and store documents
  • Comment on documents
  • E-mail and tag files

     

Feature
Client portals

     Advantages
  • Mobile access

     
  • Basic interface

Feature
Accounting

     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

Feature
Calendar

     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.

     







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