Month: January 2021

Worldox Legal Technology Webinar Series: Zola Suite

January 29, 2021

Zola Suite and Worldox Zola Suite is a robust end-to-end legal practice management solution with sophisticated case management features and complete billing, accounting (business and IOLTA) and reporting tools in one, easy-to-use platform. Offering a best-in-class Worldox integration, Zola users can seamlessly access all of their Matter and Client files, hosted with Worldox, securely in Zola Suite, eliminating the need for legal professionals to juggle multiple applications. With this synergistic solution, Zola Suite provides small and midsize firms with a single source of truth. Join Liz Trincone, Client Success Advisor and Raphael Lopez, VP of Product at Zola for an

Worldox Legal Technology Webinar Series: Re-examining Document Types

January 22, 2021

Join some of our Senior Worldox VARs for a roundtable discussion on the topic of Document Types. Re-examining Document Types. What are best practices for setting up Document Types. How do you determine which ones you need? Learn what tips and tricks options are available. The Worldox team will be joined by: Frank Jones and Sandy Johnson, Legal Software Connection, Inc.; Charlotte Quiroz and Van Swearingen, Baker + Cadence Solutions LLC; John Heckman, Heckman Consulting LLC; Rick Bernauer, Cytek Corporation; John Rock and Peter Brannigan, DoxAdvisors LLC. View Recording

Worldox Comes to Zola Suite!

January 21, 2021

Worldox Comes to Zola Suite! By: Victoria Silecchia, Zola Suite – January 13, 2021 Since breaking with tradition and starting the next-generation cloud practice management movement (what we refer to as Cloud LPM 2.0) nearly six years ago, Zola Suite has helped tens of thousands of legal professionals work more efficiently, creating a synergistic solution that helps rid firms of disjointed applications for matter and financial management. As we kick off a new year, we’re thrilled to announce our latest integration as we welcome Worldox to the Zola Suite family! With this new union, Worldox users can now access all

Legal Document Types

January 19, 2021

Our clients often ask us for best practices for setting up Document Types. Here are some recommendations. What is a Document Type? When saving or profiling a document in a Legal Document Management System it is typical that, in addition to specifying the client and matter, a Document Type field is available. Document Type does not mean file format. Document Management Systems typically allow searching by file format – Excel, Word, PowerPoint, PDF, etc. – separately from searching by Document Type. The Document Type should be descriptive of the content of the file, for instance, Agreement, Correspondence, Court Filing, and

Zola Suite

January 19, 2021

Zola Suite is a robust end-to-end legal practice management solution with sophisticated case management features and complete billing, accounting (business and IOLTA) and reporting tools in one, easy-to-use platform. Offering a best-in-class Worldox integration, Zola users can seamlessly access all of their Matter and Client files, hosted with Worldox, securely in Zola Suite, eliminating the need for legal professionals to juggle multiple applications. With this synergistic solution, Zola Suite provides small and midsize firms with a single source of truth.
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