Our clients often ask us for best practices for setting up Document Types. Here are…
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 of their Client and Matter files right through Zola Suite, eliminating the need for them to toggle between applications when working on matter-related files. This new integration gives Zola Suite and Worldox users the following interoperability between the two platforms:
When working in Zola Suite, Worldox users can simply click on the dedicated Worldox icon and access the Worldox dashboard – no need to log in to two separate platforms and bounce between them as you work throughout the day.
When working within Zola Suite, your Worldox interface will look exactly as you’ve come to know it in Worldox – no need to master a new document management system. In this section, you can perform advanced searches and quickly find files stored within Worldox.
When creating a new Matter in Zola Suite, users can easily link it to a corresponding Matter (and appropriate cabinet) within Worldox or add a new Matter in Worldox.
User-based permissions remain whether firm members are working within Worldox or Zola Suite, ensuring that the viewing/editing of documents is limited on a need-to-know basis.