Zola Suite provides considerable freedom to customize how you organize timekeeping using nearly a dozen options. Regardless of which strategy you choose for tracking billable hours, you'll get elegant invoices generated. There's even support for UTBMS codes and LEDES invoicing. Zola's supercharged, comprehensive timekeeping tools use smart automation to make sure every minute's there. Here's a look at what next-level timekeeping for real estate law firms looks like:
- The ability to create multiple timers.
- The ability to set automatic timers for all case-related calls and emails.
- The option to designate calendar events as billable time.
- The ability to convert tasks and log entries into time entries.
- The ability to remotely track time using your Android or iOS device.
- The ability to carry over time sessions from your desktop to your mobile device.
- The option to create narrative templates with descriptions for posted time entries.
Timekeeping is just the start. Zola Suite breaks the mold by managing rate cards that assign custom rates to specific clients based on loyalty or preferred status. Here's a look at some additional client and compensation reports generated Zola Suite:
- Client payments.
- Sales tax.
- Referral resources.
- Originating attorney.
- Split compensation.
- Fee allocation.
- Billable-hour recaps.
- Profit and loss.
- Trial balance.
- Vendor payments.
- AP aging summary.
Zola Suite has the dynamic capability to create checks for accounts payable, process payments, generate trust checks, and handle batch payments. There's even QuickBooks Online (QBO) integration.
Next-Level Transaction Generation and Tracking
Zola Suite goes further by offering real estate law firm bookkeeping with a three-way reconciliation feature that confirms that your bank balance, book balance, and sum of trust balances are in check. You can even accept client payments on the fly using a secure portal called Zola's Caseway™ Mobile app. All of this has huge implications for both real estate law firm tax planning and rolling financials.
We can't end an overview of Zola Suite without mentioning the platform's intelligent email system. Zola's native email client automatically associates emails with relevant contacts and files. Your firm can take advantage of integrated encryption and delivery options with court-admissible considerations.
Is a Zola Suite Upgrade in Your Future?
No box is left unchecked by Zola Suite. For this reason, our team of accountants here at Fusion CPA, are ready to assist with implementation as our goal is to help businesses utilize the power of streamlined financial processes. We offer software implementation as a part of our real estate law firm CFO advisory services. Our financial advisers are available to answer all your questions regarding custom Zola Suite integration and real estate law firm accounting. We go beyond compliance work and can take a look at your long-term goals and hourly needs to help optimize your overall business strategy. We also offer accounting, tax planning, and bookkeeping services. You can learn more about our services by clicking the button below to schedule a complimentary discovery call today!
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